Create tasks in Easy Project for new contacts in Microsoft Dynamics 365 CRM
Effortlessly manage your customer relations in Microsoft Dynamics 365 CRM and stay organized with tasks in Easy Project. With this automation, whenever a new contact is added in Microsoft Dynamics 365 CRM, a task will be created in Easy Project. This helps you stay on top of client engagement and ensures a seamless project management process, without the need for manual data entry.
Effortlessly manage your customer relations in Microsoft Dynamics 365 CRM and stay organized with tasks in Easy Project. With this automation, whenever a new contact is added in Microsoft Dynamics 365 CRM, a task will be created in Easy Project. This helps you stay on top of client engagement and ensures a seamless project management process, without the need for manual data entry.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Create a new task.
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