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Autotask + Microsoft Dynamics 365 CRM

Autotask + Microsoft Dynamics 365 CRM

Autotask + Microsoft Dynamics 365 CRM integrations

Create new Autotask companies from new Microsoft Dynamics 365 CRM contacts

Streamline your contact management process by connecting Microsoft Dynamics 365 CRM and Autotask. This workflow activates when a new contact is added in Dynamics 365 CRM, and automatically creates a company in Autotask. Maintain up-to-date information across platforms while reducing manual data entry, ensuring efficient and consistent data management for your business.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
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More things you can do with Microsoft Dynamics 365 CRM and Autotask

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Autotask

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
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    • Custom Entity
      Required
    Trigger
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    • Info
    Trigger
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About Autotask
Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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