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bexio + Microsoft Dynamics 365 CRM

bexio + Microsoft Dynamics 365 CRM

bexio + Microsoft Dynamics 365 CRM integrations

Update persons in bexio when contacts get updated in Microsoft Dynamics 365 CRM

With this workflow, make your customer relationship management more efficient by ensuring your Microsoft Dynamics 365 CRM and bexio app share the same contact details. Anytime there's an update to a contact's information in your Microsoft Dynamics 365 CRM, the same changes will apply in the person's profile in the bexio app. This eliminates duplicate data entry, saving you valuable time and maintaining consistency in your business information.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Update Person
    Update Person
    Update PersonUpdates a person.
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More things you can do with Microsoft Dynamics 365 CRM and bexio

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

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

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
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    • Info
    Trigger
    Polling
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About bexio
Bexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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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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