CRM · 15 triggers · 11 actions
Close more deals and increase seller efficiency with an AI-powered CRM solution. Add Microsoft Dynamics 365 Sales to your Stream Deck workflows with guided setup for the connection details it needs.
Add Microsoft Dynamics 365 Sales to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesEvents that start your workflow automatically.
Emit new event when the stage of an opportunity is updated.
Emit new event when an opportunity is reopened.
Emit new event when the ownership of an opportunity changes.
Emit new event when an opportunity is marked as won or lost.
Emit new event when the estimated value of an opportunity is updated.
Emit new event when an opportunity's contact is changed.
Emit new event when the close probability of an opportunity is updated.
Emit new event when the estimated close date of an opportunity is updated.
Close more deals and increase seller efficiency with an AI-powered CRM solution.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Microsoft Dynamics 365 Sales. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add a Microsoft Dynamics 365 Sales action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to a Stream Deck button, or skip the button: Microsoft Dynamics 365 Sales triggers can start it automatically when events happen.
Sign up for free and start building Microsoft Dynamics 365 Sales workflows in minutes.