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Microsoft Dynamics 365 Finance & Operations
Microsoft 365 Email (Outlook)

Connect Microsoft Dynamics 365 Finance & Operations and Microsoft 365 Email (Outlook)

Explore ready-made Microsoft Dynamics 365 Finance & Operations and Microsoft 365 Email (Outlook) templates and start automating in minutes.

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Create a custom workflow

Integrate Microsoft Dynamics 365 Finance & Operations with Microsoft 365 Email (Outlook) and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Microsoft 365 Email (Outlook)
Trigger: Watch Emails
Microsoft Dynamics 365 Finance & Operations
Action: Select an action
1. Select a trigger

  • Triggers when a new email is sent or received.

  • Triggers when a new email is sent or received.

2. Select an action

  • Creates a record of the selected entity.

  • Deletes an existing record.

  • Retrieves an existing record.

  • Performs an arbitrary authorized API call.

  • Updates an existing record.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Microsoft Dynamics 365 Finance & Operations and Microsoft 365 Email (Outlook).

Add an Attachment
Adds a large attachment to an email.
Action
Create a Draft Email
Creates a new draft email.
Action
Create a Record
Creates a record of the selected entity.
Action
Delete a Record
Deletes an existing record.
Action
Delete an Email
Deletes an email.
Action
Download an Attachment (legacy)
Downloads an attachment from an email.
Action
Forward an Email
Forwards an email.
Action
Get a Record
Retrieves an existing record.
Action
Get an Email
Gets the metadata of a specified email.
Action
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FAQs

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Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.