Canopy + Microsoft Dynamics 365 CRM
Create Canopy contacts from new Microsoft Dynamics 365 CRM contacts
Effortlessly keep your contacts up to date between Microsoft Dynamics 365 CRM and Canopy with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, the automation will immediately create an individual contact in Canopy. Stay organized and ensure your contact information remains current without any manual effort.
Effortlessly keep your contacts up to date between Microsoft Dynamics 365 CRM and Canopy with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, the automation will immediately create an individual contact in Canopy. Stay organized and ensure your contact information remains current without any manual effort.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!
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About Canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
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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.
