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Education templates

Never miss a beat

Quickly automate tasks that boost your customers' wellbeing, while your sales team focuses on the next big win.

"On the go" templates

Keep up to date on new customer opportunities

Instead of manually tracking sales leads, let Power Automate notify you of new Dynamics 365 or Salesforce opportunities as they’re generated.

Stay on top of new business

Connect Power Automate to Dynamics 365 or Salesforce to keep everyone in the loop on new business wins via automated notifications.

Manage digital contract sign-offs

Instead of endless emails back and forth, use Power Automate with a signature app like DocuSign to get things signed quickly and easily.

Onboard new vendors

Automate new vendor onboarding processes with Power Automate approvals and Azure Active Directory account provisioning.

Monitor brand reputation

Safeguard your customers’ status—use Power Automate to monitor your customers’ social media and send timely insights and updates.

Popular connectors for sales