Microsoft Dynamics 365 CRM + Learnyst Integration
Integrate Learnyst to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each signup handled. Capture new course registrations, create CRM leads and contacts, update your profiles, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Microsoft Dynamics 365 CRM- Sales order is created in Microsoft Dynamics 365 CRM
- Member is added to marketing list 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
Learner is signup in Learnyst Instant- Custom Field is filled in Learnyst Instant
- Trial enrollment is created in Learnyst Instant
- Lesson is completed in Learnyst Instant
- Learners profile is updated in Learnyst Instant
- Test is submitted in Learnyst Instant
- Transaction is initiated in Learnyst Instant
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- Get marketing list members in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Search marketing list by name in Microsoft Dynamics 365 CRM
- 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
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Ready Workflows for Microsoft Dynamics 365 CRM + Learnyst Integration
Capture new course signups, create matching leads and contacts in your CRM, update learner profiles, and trigger automated follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Learnyst + Microsoft Dynamics 365 CRM flow
Sync your course data with email marketing, meetings, team chat, and billing tools to keep every department aligned. Pick a combination and activate it in one click.
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Mailchimp (6)
Mailchimp (6) +
Zoom (6)
Zoom (6) +
Microsoft Teams (6)
Microsoft Teams (6) +
Stripe (6)
Stripe (6) +
Slack (6)
Slack (6) +
Calendly (6)
Calendly (6) L
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Add every new Learnyst signup to Microsoft Dynamics 365 CRM, and create a subscriber in Mailchimp.
New Learnyst signups appear in Microsoft Dynamics 365 CRM as leads and sync directly to Mailchimp lists, eliminating manual data entry.
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When a trial enrollment is created in Learnyst, create a contact in Microsoft Dynamics 365 CRM and add a subscriber in Mailchimp.
Trial students are automatically logged in Microsoft Dynamics 365 CRM and enrolled in Mailchimp onboarding sequences.
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When a lesson is completed in Learnyst, update the contact in Microsoft Dynamics 365 CRM and update the subscriber tag in Mailchimp.
Student progress updates flow from Learnyst into Microsoft Dynamics 365 CRM and trigger targeted Mailchimp tags.
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When a test is submitted in Learnyst, update the lead in Microsoft Dynamics 365 CRM and add a tag in Mailchimp.
Test submissions in Learnyst update lead scores in Microsoft Dynamics 365 CRM and segment contacts in Mailchimp.
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Use Claude to evaluate Learnyst test submissions, update Microsoft Dynamics 365 CRM, and update Mailchimp segments.
Claude analyses test performance in Learnyst so Microsoft Dynamics 365 CRM and Mailchimp receive qualified engagement updates.
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When a transaction is initiated in Learnyst, create an account in Microsoft Dynamics 365 CRM and add a subscriber in Mailchimp.
New purchase transactions in Learnyst immediately establish accounts in Microsoft Dynamics 365 CRM and buyer lists in Mailchimp.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Learnyst
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 → Learnyst Triggers & Actions
Instant
Custom Field is filled in Learnyst
Activates automation when a custom field is filled
Try it → Instant
Trial enrollment is created in Learnyst
Triggers automation when a new trial enrollment is created
Try it → Instant
Learners profile is updated in Learnyst
Triggers automation when a learner's profile is updated
Try it → Instant
Transaction is initiated in Learnyst
Initiates automation when a transaction is initiated
Try it → What can you automate with Learnyst + Microsoft Dynamics 365 CRM?
Streamline your course operations by connecting student activity in Learnyst directly to lead and account management in Microsoft Dynamics 365 CRM.
🚀
Create CRM leads from course signups automatically
Whenever a new learner signs up in Learnyst, a matching lead or contact is created in Microsoft Dynamics 365 CRM without any manual copy-pasting. Your sales team can begin outreach immediately.
📝
Capture custom fields and student metadata
Map custom questionnaire fields and trial enrollment details from Learnyst straight into corresponding Microsoft Dynamics 365 CRM fields for comprehensive student profiles.
🔔
Alert your team the moment a trial starts
Send instant notifications to your sales or support channels whenever a new trial enrollment is created in Learnyst, ensuring rapid follow-up.
🔀
Route leads based on submitted test scores
Evaluate test submissions or custom field entries in Learnyst and route high-performing students to priority account lists in Microsoft Dynamics 365 CRM.
🔄
Keep student profiles updated as lessons progress
Automatically update contact records in Microsoft Dynamics 365 CRM whenever a learner completes a lesson or submits a test in Learnyst.
🔍
Search and update existing records to prevent duplicates
Check if a contact or account already exists in Microsoft Dynamics 365 CRM before creating a new entry, keeping your database clean and organized.
💳
Log financial transactions and payment events
Track course purchases and transaction initiations from Learnyst by creating corresponding accounts and updating financial records in Microsoft Dynamics 365 CRM.
💬
Extend your workflow with team messaging apps
Connect your Learnyst and Microsoft Dynamics 365 CRM flow with Slack to broadcast new student enrollments and keep your entire department in sync.
And much more...
Who is Learnyst + Microsoft Dynamics 365 CRM integration for?
Course creators, sales teams, and operations managers connect Learnyst and Microsoft Dynamics 365 CRM to eliminate manual data entry and keep student records accurate.
Course analysts
Sales representatives
Client success managers
Course administrators
Admissions officers
Operations directors
📈
Course analysts
You track student registration trends and revenue metrics, but your CRM reports are always missing recent signups because data is exported manually every Friday — this integration means every new course signup lands in your CRM instantly and your dashboards stay current.
⚡
Sales representatives
You need to reach out to high-potential course leads while their interest is high, but registration alerts reach you hours later through fragmented channels — with this integration, every new learner inquiry triggers an immediate CRM lead record and team notification.
🤝
Client success managers
You answer to corporate clients who monitor their employees' course progress, but compiling completion reports by hand causes painful delays — automating both apps means client progress updates flow automatically into your CRM records without manual effort.
📋
Course administrators
The volume of student test submissions and trial enrollments is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads — connecting these apps means every submission automatically populates your CRM with accurate details.
🎯
Admissions officers
You own the outreach step and depend on inbound learner signups to start onboarding, but mismatched records leave you waiting for upstream handoffs — this integration means every trial enrollment instantly populates your queue with verified contact data.
🔍
Operations directors
You need a reliable audit history of every student payment and course milestone, but manual data entry keeps leaving frustrating gaps in your database — automating both apps means every transaction and lesson completion is logged permanently.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Dynamics 365 CRM + Learnyst
Build and manage your Microsoft Dynamics 365 CRM + Learnyst automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Learnyst with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Frequently Asked Questions
How do I connect Learnyst to Microsoft Dynamics 365 CRM?
You can connect Learnyst to Microsoft Dynamics 365 CRM in 1 click using ready templates or Integrately AI. It links your course platform with CRM leads, Mailchimp, Zoom, and Slack without writing any code.
Can I automatically create Microsoft Dynamics 365 CRM leads from Learnyst signups?
Can I connect Learnyst, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Learnyst and Microsoft Dynamics 365 CRM?
How does Learnyst handle student profile updates in Microsoft Dynamics 365 CRM?
Can Microsoft Dynamics 365 CRM records be updated when a lesson is completed in Learnyst?
Do I need coding skills to automate Learnyst and Microsoft Dynamics 365 CRM?
Is the Learnyst and Microsoft Dynamics 365 CRM integration free?
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