Some people understand CRM as a database in which contact data and company information for internal administration are stored. But CRM is so much more. CRM stands for Customer Relationship Management. In other words, for relationship management between companies and their leads. This is where CRM automation is particularly important. This allows companies to concentrate on customer relationships and minimize administrative effort. Fortunately, we have the tools to automatically record leads from different sources. In addition, we can automatically inform our team about new leads. Learn in the first part of our new three-part blog series how we implemented CRM automation with Microsoft 365 and Power Automate.

CRM automation with Microsoft 365: One list to rule them all

Our big goal at Smarter Business Solutions was to bundle customer contacts from different sources in one place. This should enable us to set up a more efficient CRM. We map our central point of contact for leads of all kinds in a Microsoft List (read more: What you can do with Microsoft Lists). In the process, requests from a variety of sources should feed our list.

As a first step towards CRM automation with Microsoft 365, we wanted to analyze emails to our company addresses and contact requests from our website and store new leads in our central lead list.

Power Automate for automatic lead management

To ensure that we do not have any additional manual work after receiving a new e-mail, we use Power Automate. This allows us to automatically update our lead list with incoming information.

We have some lead sources that we would like to automatically add to our list, including requests from our contact form, beta registrations for Smarter 3G, requests for demo accesses, and e-mails. In all cases, a special e-mail with all the information will be sent to our support. From here, Power Automate takes over the analysis of the e-mails and extracts all the necessary information. Finally, the flow stores them in our lead list.

Learn how to bring leads from app sales to our Microsoft List in the next post in the blog series.


Have we sparked your interest and would you like more information about how you can implement CRM automation with Microsoft 365? Then feel free to contact us. You can also subscribe to our newsletter if you want to be the first to be informed about news:

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