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 LearnUpon.
See all Microsoft Dynamics 365 + LearnUpon integrations or talk to a human
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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.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
TriggersFires when a new contact or lead is added to Microsoft Dynamics 365.
Fires when a field on a contact changes in Microsoft Dynamics 365.
Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.
Fires when a deal is marked won in Microsoft Dynamics 365.
Creates or updates a contact in Microsoft Dynamics 365.
Creates a new deal in Microsoft Dynamics 365.
Moves a deal or record to a new stage in Microsoft Dynamics 365.
Logs a call, email, or note against a record in Microsoft Dynamics 365.
LearnUpon Explore LearnUpon →
TriggersFires when a new course, class or program is created in LearnUpon.
Fires when a student or learner enrolls in a course or class in LearnUpon.
Fires when a learner completes a course or program in LearnUpon.
Fires when a new user registers in LearnUpon.
Enrolls a student or learner in a course or class in LearnUpon.
Activates a learner or user account in LearnUpon.
Issues a digital badge or certificate to a learner in LearnUpon.
More Microsoft Dynamics 365 + LearnUpon workflows
Log completed training in customer CRM
When a course is completed in LearnUpon, automatically update the contact profile in Microsoft Dynamics 365 to give account managers full visibility into client learning progress.
See details
Create sales leads from user registrations
When a new user registers in LearnUpon, automatically create or update a contact in Microsoft Dynamics 365 to kick off prospect nurture workflows.
See details
See all Microsoft Dynamics 365 + LearnUpon integrations → · Browse the full workflow library →
Common questions
Can Knit build “Enroll new customers upon deal close” between Microsoft Dynamics 365 and LearnUpon?
Yes — describe it in the box above and Knit's Integrations Agent researches Microsoft Dynamics 365 and LearnUpon'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 LearnUpon and Microsoft Dynamics 365 streamline customer onboarding?
Winning a deal in Microsoft Dynamics 365 can automatically register new users and enroll students in LearnUpon, giving clients instant access to training.
Can student progress in LearnUpon be tracked inside Microsoft Dynamics 365?
Yes, when a student completes a course in LearnUpon, the completion and badge issuance can be logged in Microsoft Dynamics 365 on their contact record.