Contacts+ + Microsoft Dynamics 365 CRM
Update Contacts+ notes when Microsoft Dynamics 365 CRM contacts are updated
Keep your Contacts+ notes updated with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, a note will be automatically added to the corresponding contact in Contacts+. This ensures your contacts' information stays consistent across platforms and reduces the need to manually update records, saving you valuable time.
Keep your Contacts+ notes updated with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, a note will be automatically added to the corresponding contact in Contacts+. This ensures your contacts' information stays consistent across platforms and reduces the need to manually update records, saving you valuable time.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Add Note to Contact
Appends a note to a contact.
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