Morningstar AdviserLogic + Microsoft Dynamics 365 CRM
Update Morningstar AdviserLogic clients when Microsoft Dynamics 365 CRM contacts are updated
Keep your Microsoft Dynamics 365 CRM and Morningstar AdviserLogic contacts up-to-date with this seamless automation. When a contact is updated in Microsoft Dynamics 365 CRM, the workflow will create or update the client information in Morningstar AdviserLogic, ensuring consistency across platforms. Stay organized and maintain accurate client data without manual work.
Keep your Microsoft Dynamics 365 CRM and Morningstar AdviserLogic contacts up-to-date with this seamless automation. When a contact is updated in Microsoft Dynamics 365 CRM, the workflow will create or update the client information in Morningstar AdviserLogic, ensuring consistency across platforms. Stay organized and maintain accurate client data without manual work.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- 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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