Create or update Morningstar AdviserLogic clients for new Microsoft Dynamics 365 CRM leads
Effortlessly manage your leads and client information with this seamless workflow between Microsoft Dynamics 365 CRM and Morningstar AdviserLogic. When a new lead is added to your Microsoft Dynamics 365 CRM, the workflow will create or update the client's details in Morningstar AdviserLogic, ensuring you have up-to-date information across both platforms. Simplify your lead management process and focus on providing top-notch financial advice.
Effortlessly manage your leads and client information with this seamless workflow between Microsoft Dynamics 365 CRM and Morningstar AdviserLogic. When a new lead is added to your Microsoft Dynamics 365 CRM, the workflow will create or update the client's details in Morningstar AdviserLogic, ensuring you have up-to-date information across both platforms. Simplify your lead management process and focus on providing top-notch financial advice.
- When this happens...New Lead
Triggers when a new lead 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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