Create or update Morningstar AdviserLogic clients for new Microsoft Dynamics 365 CRM contacts
Effortlessly maintain accurate client records with this automation that connects Microsoft Dynamics 365 CRM and Morningstar AdviserLogic. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update the corresponding client information in Morningstar AdviserLogic, ensuring your client data is always current and organized. Simplify your data management process and save valuable time with this seamless integration.
Effortlessly maintain accurate client records with this automation that connects Microsoft Dynamics 365 CRM and Morningstar AdviserLogic. When a new contact is added in Microsoft Dynamics 365 CRM, this workflow will create or update the corresponding client information in Morningstar AdviserLogic, ensuring your client data is always current and organized. Simplify your data management process and save valuable time with this seamless integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create or Update Client
Creates a new client, or updates to existing by Client ID or External ID.
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