Log completed training in customer CRM

When a course is completed in Disco, automatically update the contact profile in Microsoft Dynamics 365 to give account managers full visibility into client learning progress.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Disco Explore Disco →

Triggers

New course or class created

Fires when a new course, class or program is created in Disco.

Student enrolled

Fires when a student or learner enrolls in a course or class in Disco.

Course completed

Fires when a learner completes a course or program in Disco.

New user registered

Fires when a new user registers in Disco.

Actions

Enroll student

Enrolls a student or learner in a course or class in Disco.

Activate user

Activates a learner or user account in Disco.

Issue badge

Issues a digital badge or certificate to a learner in Disco.

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

Triggers

New contact or lead

Fires when a new contact or lead is added to Microsoft Dynamics 365.

Contact updated

Fires when a field on a contact changes in Microsoft Dynamics 365.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.

Deal won

Fires when a deal is marked won in Microsoft Dynamics 365.

Actions

Create or update contact

Creates or updates a contact in Microsoft Dynamics 365.

Create deal

Creates a new deal in Microsoft Dynamics 365.

Update record stage

Moves a deal or record to a new stage in Microsoft Dynamics 365.

Log activity

Logs a call, email, or note against a record in Microsoft Dynamics 365.

Enroll new customers upon deal close When a deal stage changes to won in Microsoft Dynamics 365, automatically activate the user and enroll the student in their designated onboarding course in Disco. See details

Create sales leads from user registrations When a new user registers in Disco, automatically create or update a contact in Microsoft Dynamics 365 to kick off prospect nurture workflows. See details

See all Disco + Microsoft Dynamics 365 integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log completed training in customer CRM” between Disco and Microsoft Dynamics 365?

Yes — describe it in the box above and Knit's Integrations Agent researches Disco and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Disco and Microsoft Dynamics 365 streamline customer onboarding?

Winning a deal in Microsoft Dynamics 365 can automatically register new users and enroll students in Disco, giving clients instant access to training.

Can student progress in Disco be tracked inside Microsoft Dynamics 365?

Yes, when a student completes a course in Disco, the completion and badge issuance can be logged in Microsoft Dynamics 365 on their contact record.