Popular Automation Templates for Microsoft 365 Email Integration
Discover our most popular templates, designed to simplify and optimize your Microsoft 365 Email automation processes.
Popular templates for Microsoft 365 Email are coming soon.
Microsoft Suite · Integration
Microsoft Dynamics 365 Business Central Integrations – Triggers, Actions & Templates
Automate your workflows — connect Microsoft Dynamics 365 Business Central with 450+ apps on Appy Pie Automate.
Microsoft Dynamics 365 Business Central · Automation Events
Microsoft Dynamics 365 Business Central Triggers & Actions Available for Integrations
Explore the various ways you can integrate with Microsoft Dynamics 365 Business Central and automate your workflow by leveraging these Triggers and Actions.
Execute Custom API Call
Trigger when new data comes in your custom api call.
New Chart Of Account
Trigger when New Chart Of Account created.
New Company
Trigger when new company is created
New or Updated Contact
Trigger when new contact created.
New Customer
Trigger when new Customer is created
New Customer Sale
Trigger when a new customer sale is created
New Employee
Trigger when new Employee is created
New Person
Triggers when a new person is created.
New Purchase Invoice
Trigger when new purchase invoice is created
New Or Updated Sales Invoice
Trigger when new sales invoice is created
New Sales Invoice
Trigger when new sales invoice is created
New Sales Order
Trigger when a new sales order is created in a specific account.
New/Update Item
Triggers every time a new item is created.
New Vendor
Trigger when new vendor is created.
New and Updated sales Quote Lines
Trigger when new sales Quote Lines is created
New or Updated Customer
Trigger when a customer updated.
Updated Sales Order
Trigger when any sales order updated.
Create Contact
Create Contact
Create Customer
Create a Customer
Create Employee
Create a Employee
Create Item
Creates an item.
Create Order Line Item
Creates a new order line item.
Create Sales Invoice
Create a Sales Invoice
Create Sales Order
Create a Sales Order
Create Vendor
Create a Vendor
Custom API Call
Custom api call
Delete Custom API
Delete your custom api call.
Update Custom API Call
Update custom api call.
Update Customer
Update Customer
Update Item
Updates an item.
Update Sales Order
Updates an order.
Find Or Create Customer
Search customer by Email, Display Name and Number.
Find and Create Contact
Search contact by Email, Display Name and Number.
Find and Create Item
Search item by number or display name.
Find an Order
Search order by number,customer number,customer name.
Automate across the Microsoft 365 ecosystem — Teams, Outlook, OneDrive, SharePoint & Dynamics 365
Microsoft 365 sits at the core of most enterprise workflows. When your CRM deal closes, Dynamics 365 should update automatically. When a contract arrives in OneDrive, your team should know in Teams. When an Outlook email matches a support pattern, it should open a helpdesk ticket. Appy Pie Automate connects 8 Microsoft apps to 450+ external tools so these cross-app workflows happen without manual intervention.
Dynamics 365 deal close → Teams + OneDrive
Deal marked won → Teams channel notified + contract folder created in OneDrive
Outlook email → helpdesk ticket
Email from specific domain → ticket auto-created in Zendesk or Freshdesk
Planner task due → Teams reminder
Task deadline approaching → automated Teams message sent to assignee
SharePoint upload → Slack + Airtable
Document added to SharePoint → external team notified + file logged
Overview
What Microsoft integrations automate across your enterprise stack
Microsoft integrations let you move data and trigger actions across Teams, Outlook, OneDrive, SharePoint, Dynamics 365, Exchange, Planner, and To-Do — and connect all of them to the external tools your teams use every day.
Connect Microsoft Teams integrations to receive CRM deal alerts, project updates, and system monitoring in the right channels. Set up Microsoft Outlook integrations to route incoming emails to helpdesk tickets or trigger workflows from specific senders.
Enterprise teams use Microsoft integrations to automate cross-department handoffs — sales closes a deal in Dynamics 365, finance gets an Outlook notification, a contract folder is created in OneDrive, and a task is added to Planner — all from one trigger. With Bing AI integration also supported, you can incorporate AI-generated content and responses into Microsoft 365 workflows.
Overview
Summary
Microsoft integrations let you move information across your organisation without manual copying or context-switching. Emails trigger CRM updates, calendar events create project tasks, and file uploads kick off approval chains — all automatically.
Teams use Microsoft automation to route support tickets, update sales pipelines, deliver reports, and manage document approvals — turning the Microsoft ecosystem into a single connected operational hub.
Integration directory
Directory
Explore the full Microsoft integration library to connect Outlook, Teams, Dynamics 365, OneDrive, Exchange, and more with hundreds of other business applications.
What you can automate: Sync contacts, send messages, create calendar events, upload files, update CRM records, trigger approvals, and notify teams — all from a single automated workflow.
Popular ways to integrate
Categories
Automate email workflows
Route, reply to, and archive emails from Outlook or Exchange without opening your inbox.
Sync CRM and sales data
Keep Dynamics 365 records current by triggering updates from forms, deals, or support tickets automatically.
Manage files and approvals
Move documents into OneDrive and trigger approval workflows whenever new files are created or updated.
Automation workflows
Workflows
Microsoft automation connects actions across the entire suite. When a new lead fills a form, Dynamics 365 gets updated, an Outlook confirmation is sent, a Teams message notifies the sales rep, and a task appears in Planner — all without human intervention.
Best for high-volume tasks
Email routing, CRM updates, calendar syncing, and document management at scale.
Keeping teams aligned
Standardised triggers across Teams and Outlook mean the right people get the right information every time.
Best automation use cases
Use cases
Auto-create CRM records from emails
Parse incoming Outlook emails and create or update contact records in Dynamics 365 instantly.
Post Teams notifications from external triggers
Send a Microsoft Teams message to the right channel whenever a deal closes, ticket opens, or deployment completes.
Automate document approval workflows
Upload files to OneDrive and automatically route them for review, sending reminders until sign-off is received.
Sync calendar events with project tools
Convert new Outlook calendar invites into tasks or to-dos in your project management platform automatically.
💡 Pro Tip: Start by automating a single high-volume touchpoint — such as new lead emails into Dynamics 365 — and expand from there once the first flow is stable.
