Update Microsoft Dynamics CRM with data received from documents

Send text extracted from emails and PDFs like leads or contacts to Dynamics 365 CRM using Parseur

Microsoft Dynamics is a jack-of-all-trades CRM that allows you to manage all aspects of your company in a familiar Microsoft environment. Parseur is a popular AI parsing solution to extract text from your documents automatically in just a few clicks. By integrating the two together, you can automatically create or update leads in Dynamics 365 using data extracted from emails and PDFs.

For example, some of our customers send data to Microsoft Dynamics to:

• create a lead after it registers on their website or via a web form
• update a lead when it sends a support request via email
• add a contact after customer makes a purchase

Using Parseur you can extract text from any document (PDF or email) and send it to your Dynamics dashboard in real time as perfectly structured data. You can stop manually copying and pasting data into your CRM, saving you time and improving your business automation.

How this PDF to Microsoft Dynamics integration works

• A new document is received in your Parseur mailbox
• Parseur extracts the relevant information and sends the data to Microsoft Flow
• Flow sends the data to your Dynamics CRM account

What you will need

To use this integration you will need:

• A Parseur account with a configured mailbox
• A Microsoft Dynamics account
• A Power Automate account with a Flow between Parseur and Dynamics set up