Microsoft Dynamics 365 CRM + LearnDash Integration

Integrate LearnDash to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Sync course enrollments, create or update leads, alert your sales team, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • LearnDash
    User is enrolled into a course in LearnDash Instant
  • LearnDash
    Course is completed in LearnDash Instant
  • LearnDash
    Quiz is completed in LearnDash Instant
  • LearnDash
    Lesson is completed in LearnDash Instant
  • LearnDash
    Quiz is passed in LearnDash Instant
  • LearnDash
    Topic is completed in LearnDash Instant
  • LearnDash
    Essay is submitted in LearnDash Instant
  • LearnDash
    Quiz is failed in LearnDash Instant
  • LearnDash
    Course is created in LearnDash
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2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • LearnDash
    Search course in LearnDash
  • LearnDash
    Search user in group in LearnDash
  • LearnDash
    Enroll user to a course in LearnDash
  • LearnDash
    Unroll user from course in LearnDash
  • LearnDash
    Add user to a group in LearnDash
  • LearnDash
    Search user in LearnDash
  • LearnDash
    Remove user from group in LearnDash

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Ready Workflows Ready Workflows for LearnDash + Microsoft Dynamics 365 CRM Integration

Capture student enrollments, organise contact records, keep customer data updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your LearnDash + Microsoft Dynamics 365 CRM flow

Sync student completions and CRM records with marketing, communication, and support tools. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
LearnDash
+
WordPressWordPress (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
TeamsTeams (4)
+
HubSpotHubSpot (4)
+
StripeStripe (4)
+
ZoomZoom (4)
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When User is enrolled into a course in LearnDash, create a contact in Microsoft Dynamics 365 CRM, and create a post in WordPress
New course enrollments immediately update Microsoft Dynamics 365 CRM contacts and publish a post in WordPress without manual data entry.
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When Course is completed in LearnDash, update the contact in Microsoft Dynamics 365 CRM, and update the user profile in WordPress
Course completions update Microsoft Dynamics 365 CRM contact records and refresh WordPress profiles instantly.
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When Quiz is completed in LearnDash, search for the lead in Microsoft Dynamics 365 CRM, and send an email notification in WordPress
Quiz results trigger a lead search in Microsoft Dynamics 365 CRM and send an email notice through WordPress.
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When Contact is created in Microsoft Dynamics 365 CRM, search for the course in LearnDash, and create a new user in WordPress
New Microsoft Dynamics 365 CRM contacts trigger a course search in LearnDash and create a new user in WordPress.

Supported triggers and actions for Microsoft Dynamics 365 CRM and LearnDash

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it →
Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it →
Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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LearnDash
LearnDash Triggers & Actions
Instant
User is enrolled into a course in LearnDash
Triggers the automation when a user is enrolled in a particular course
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Instant
Course is completed in LearnDash
Triggers the automation when a user completes the particular course
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Instant
Quiz is completed in LearnDash
Triggers the automation when a quiz is completed
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Instant
Lesson is completed in LearnDash
Triggers the automation when a lesson is completed by the user
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Instant
Quiz is passed in LearnDash
Triggers the automation when a quiz is passed
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Instant
Topic is completed in LearnDash
Triggers the automation when any topic is successfully completed
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Instant
Essay is submitted in LearnDash
Triggers the automation when any essay is submitted
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Instant
Quiz is failed in LearnDash
Triggers the automation when a quiz is failed
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Course is created in LearnDash
Triggers the automation when a new course is created
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Search course in LearnDash
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Search user in group in LearnDash
Searches for a user in a group
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Enroll user to a course in LearnDash
Adds user to a course
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Unroll user from course in LearnDash
Unenrolls a user from a course
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Add user to a group in LearnDash
Adds a user to a group
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Search user in LearnDash
Searches for a user
Try it →
Remove user from group in LearnDash
Removes a user from a group
Try it →

What can you automate with LearnDash + Microsoft Dynamics 365 CRM?

Streamline your training workflows by syncing student progress, customer records, and team notifications automatically.

What you can automate?
🔄
Sync course enrollments to CRM contacts
Automatically create a Microsoft Dynamics 365 CRM contact whenever a user is enrolled into a course in LearnDash. Eliminate manual data entry and keep your customer database perfectly synchronized.
📋
Capture every submitted essay and quiz detail
Map complete LearnDash quiz scores and essay submissions into your Microsoft Dynamics 365 CRM records. Maintain rich student histories for better evaluation and support.
🔔
Alert your team instantly on key events
Notify your support or sales channels in Microsoft Outlook or Teams the moment a student completes a course or fails a quiz. Ensure rapid response times across departments.
🔀
Route records based on course criteria
Trigger different actions in Microsoft Dynamics 365 CRM depending on which course or quiz a student completes. Tailor your follow-up workflows for maximum relevance.
🔄
Keep contact records updated as progress changes
Automatically update Microsoft Dynamics 365 CRM lead and contact statuses whenever lesson progress or quiz scores change in LearnDash.
🔍
Search and update instead of creating duplicates
Search for existing contacts in Microsoft Dynamics 365 CRM before creating new entries, preventing duplicate profiles and keeping your database clean.
Handle course completion and status milestones
Trigger automated CRM updates and customer notifications the exact moment a course or milestone is successfully finished in LearnDash.
🌐
Extend your workflow to marketing and support tools
Connect your core LearnDash and Microsoft Dynamics 365 CRM workflow with HubSpot or Stripe to handle billing, marketing campaigns, and customer support seamlessly.
And much more...

Who is LearnDash + Microsoft Dynamics 365 CRM integration for?

Course creators, sales managers, and administrators who need instant student data sync between LearnDash and Microsoft Dynamics 365 CRM without manual exports.

Performance analysts
Performance analysts
Sales managers
Sales managers
Client success teams
Client success teams
High-volume administrators
High-volume administrators
Account executives
Account executives
Operations directors
Operations directors
📈
Performance analysts
You're reviewing course completion reports but your CRM metrics only update when someone manually exports student logs, so the enrollment counts you're reporting against are always a few hours behind — with this integration, every new course enrollment lands in the CRM instantly and your data stays current.
Sales managers
You need to act fast when high-value leads finish key training modules, and you find out too late because student records sit stranded in your LMS — this integration means every completed quiz instantly updates your CRM pipeline so your sales team can reach out while interest is peak.
🤝
Client success teams
You answer to corporate clients who want to see employee training progress on demand, but compiling manual spreadsheet reports wastes hours every week — automating both apps means client dashboards update themselves and stakeholders always see accurate course completion statuses.
📊
High-volume administrators
The volume of new student sign-ups is too high for anyone to keep up by hand, leaving your contact database full of gaps and outdated profiles — connecting these apps means every submission is captured immediately and your team never falls behind on admin tasks.
💼
Account executives
You own the sales follow-up and depend on course instructors to hand over student assessment scores before you can pitch upsells — integrating these apps means quiz results land in your CRM record automatically and you can start the conversation without waiting.
🗂️
Operations directors
You need a reliable history of customer interactions and keep finding missing enrollment records between your learning platform and your CRM — this integration means every student action is logged precisely and your historical database remains entirely complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + LearnDash

Build and manage your Microsoft Dynamics 365 CRM + LearnDash automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + LearnDash with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect LearnDash to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect LearnDash to Microsoft Dynamics 365 CRM using 1-click ready workflows or ask Integrately AI to build the automation and map the fields. Setup takes minutes with 1,500+ supported apps.
Can I automatically sync LearnDash course enrollments to Microsoft Dynamics 365 CRM contacts?
Frequently Asked Questions
Can I connect LearnDash, Microsoft Dynamics 365 CRM, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for LearnDash and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does LearnDash handle course completion data in integrations?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM receive updates from LearnDash?
Frequently Asked Questions
Can I set up this integration without coding skills?
Frequently Asked Questions
Is the LearnDash and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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