Automation examples
When a learner enrols in a Teachfloor course, create or update a Microsoft Dynamics 365 contact.
When a learner completes a course, update the contact's lifecycle stage in Microsoft Dynamics 365.
When a new lead enters Microsoft Dynamics 365, automatically invite them to a Teachfloor onboarding course.
Why integrate Teachfloor with Microsoft Dynamics 365
Every learner is also a contact. Teachfloor knows their learning journey; Microsoft Dynamics 365 knows their relationship with your business. Wire them together so course events update CRM stages and your team always has the full picture.
Use cases
Here are the most common ways our customers wire Teachfloor and Microsoft Dynamics 365 together:
- When a learner enrols in a Teachfloor course, create or update a Microsoft Dynamics 365 contact.
- When a learner completes a course, update the contact's lifecycle stage in Microsoft Dynamics 365.
- When a new lead enters Microsoft Dynamics 365, automatically invite them to a Teachfloor onboarding course.