Add user to course in TalentLMS for Lead is updated in Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM + TalentLMS Integration
Microsoft Dynamics 365 CRM + TalentLMS Integration
Integrate Microsoft Dynamics 365 CRM to TalentLMS in one click, or tell Integrately AI how you want each contact handled. Enrol learners in courses, assign groups, update records, and keep your training data in sync automatically.
Free forever.Use premium features free for 14 days.1.
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
User is added in TalentLMS- Course is added in TalentLMS
- Group is added in TalentLMS
- Branch is added in TalentLMS
- Category is created in TalentLMS
2.
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
- Create user in TalentLMS
- Search user in TalentLMS
- Add user to group in TalentLMS
- Add user to branch in TalentLMS
- Add user to course in TalentLMS
- Create course in TalentLMS
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + TalentLMS Integration
Capture contacts, create training profiles, assign courses, update records, and alert your team, all in just one click.
Most popular automation
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Connect more apps to your Microsoft Dynamics 365 CRM + TalentLMS flow
Extend your training automation with messaging, HR, email, and spreadsheet tools once your core sync finishes. Pick a combination and activate it in one click.
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Microsoft Teams (4)
Microsoft Teams (4) +
BambooHR (3)
BambooHR (3) +
Slack (3)
Slack (3) +
Mailchimp (3)
Mailchimp (3) +
Zoom (3)
Zoom (3) +
Google Sheets (3)
Google Sheets (3) M
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Create a TalentLMS user from every new Microsoft Dynamics 365 CRM contact, and notify your training channel in Microsoft Teams.
New Microsoft Dynamics 365 CRM contacts become TalentLMS users instantly while Microsoft Teams alerts your training channel.
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When a Microsoft Dynamics 365 CRM lead is updated, add the user to a TalentLMS group and announce it in Microsoft Teams.
Updated lead details in Microsoft Dynamics 365 CRM update user group memberships in TalentLMS and notify Microsoft Teams.
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If a Microsoft Dynamics 365 CRM account is created, create a matching course in TalentLMS and alert your staff in Microsoft Teams.
New Microsoft Dynamics 365 CRM accounts generate new TalentLMS courses while Microsoft Teams notifies your staff.
T
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When a TalentLMS user is added, update the Microsoft Dynamics 365 CRM contact record and notify Microsoft Teams.
New TalentLMS user registrations update your Microsoft Dynamics 365 CRM contacts and notify your team in Microsoft Teams.
Supported triggers and actions for Microsoft Dynamics 365 CRM and TalentLMS
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → 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
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → 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
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → TalentLMS Triggers & Actions
What can you automate with Microsoft Dynamics 365 CRM + TalentLMS?
Streamline your customer training and CRM operations with ready-made workflows designed for your stack.
🔄
Sync new CRM contacts to learning portals
Automatically create a user in TalentLMS whenever a new contact is created in Microsoft Dynamics 365 CRM, eliminating manual data entry.
📋
Capture every submitted custom field
Map detailed contact and lead attributes from Microsoft Dynamics 365 CRM into TalentLMS profiles for complete learner context.
🔔
Alert your team instantly on new enrolments
Notify training coordinators in Slack or Microsoft Teams the moment a new user is added or a course is assigned.
🔀
Route users based on CRM attributes
Assign users to specific TalentLMS groups or branches depending on account types or lead details submitted in Microsoft Dynamics 365 CRM.
🔄
Keep records updated as data changes
Update contact records in Microsoft Dynamics 365 CRM automatically when user statuses or course enrolments change in TalentLMS.
🔍
Search and update existing profiles
Search for existing records before creating new entries to prevent duplicate accounts across your CRM and LMS.
⏱️
Handle later status changes and course progress
Trigger downstream updates when courses are completed or user group memberships are modified.
🔗
Extend flows to spreadsheets and team chat
Connect Google Sheets, Slack, or Microsoft Teams to create multi-step pipelines that keep your entire organization informed.
And much more...
Who is Microsoft Dynamics 365 CRM + TalentLMS integration for?
Connecting Microsoft Dynamics 365 CRM and TalentLMS removes manual data entry between your sales pipeline and your learning platform, ensuring learner profiles stay accurate.
Customer success managers
Sales operations teams
Account executives
Training administrators
Enablement specialists
Customer support leads
📈
Customer success managers
You track client onboarding in Microsoft Dynamics 365 CRM but manage training progress separately, so your reports are always out of date — with this integration, every new client contact becomes a learner instantly and your tracking stays current.
⚡
Sales operations teams
You need to provision training portals for new accounts immediately, but manual user creation delays access — automating both apps means every new CRM record provisions a learning account instantly.
🤝
Account executives
You depend on training completion data to evaluate client health, but finding out about course status takes days of chasing — this integration means learner activity updates directly in your CRM.
📊
Training administrators
The volume of new customer sign-ups makes manual user creation impossible to keep up with — automating these platforms ensures zero delay in provisioning courses.
🎯
Enablement specialists
You own the training rollout and depend on sales reps to hand over new client contact lists, but handoffs are often missed — connecting these apps means user onboarding starts the moment a contact is created.
📋
Customer support leads
You need a reliable history of customer training to troubleshoot issues, but manual entry leaves gaps in records — with this integration, every user activity is logged accurately.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + TalentLMS
Build and manage your Microsoft Dynamics 365 CRM + TalentLMS automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
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Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
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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.
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to TalentLMS?
You can connect Microsoft Dynamics 365 CRM to TalentLMS instantly using ready-made workflows or Integrately AI. With 1-click setup, you can also connect Microsoft Teams, Slack, and Google Sheets without coding.
Can I automatically create a TalentLMS user when a Microsoft Dynamics 365 CRM contact is added?
Can I connect Microsoft Dynamics 365 CRM, TalentLMS, and Google Sheets?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and TalentLMS?
How do contact updates in Microsoft Dynamics 365 CRM affect TalentLMS?
Can TalentLMS user additions update Microsoft Dynamics 365 CRM records?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and TalentLMS?
Is the Microsoft Dynamics 365 CRM and TalentLMS integration free?
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