Microsoft Excel + Microsoft Dynamics 365 CRM
Update and manage Microsoft Dynamics 365 CRM leads by adding rows to Microsoft Excel
Ensure you're always up to speed with your evolving business landscape with this workflow integrating Microsoft Dynamics 365 CRM and Microsoft Excel. Every time an update is made to a lead in your CRM, your chosen Excel sheet reflects it under the Updated Lead action. This process allows for effortless data coordination, providing you with up-to-date lead information necessary for effective decision-making strategies.
Ensure you're always up to speed with your evolving business landscape with this workflow integrating Microsoft Dynamics 365 CRM and Microsoft Excel. Every time an update is made to a lead in your CRM, your chosen Excel sheet reflects it under the Updated Lead action. This process allows for effortless data coordination, providing you with up-to-date lead information necessary for effective decision-making strategies.
- When this happens...Updated Lead
Triggers when a lead has been updated.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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