Dovetail + Microsoft Dynamics 365 CRM
Update Microsoft Dynamics 365 CRM contacts and create notes in Dovetail
Effortlessly keep your Dovetail notes up to date with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, a new note will be created in Dovetail, ensuring that your records remain current and organized. Save time and maintain accuracy by streamlining your contact management process with this reliable automation.
Effortlessly keep your Dovetail notes up to date with this efficient workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, a new note will be created in Dovetail, ensuring that your records remain current and organized. Save time and maintain accuracy by streamlining your contact management process with this reliable automation.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!
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About Dovetail
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
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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.
