FIN Compliance + Microsoft Dynamics 365 CRM
Create calendar tasks in FIN Compliance for new contacts in Microsoft Dynamics 365 CRM
Stay on top of your compliance tasks with this time-saving automation. When a new contact is added to Microsoft Dynamics 365 CRM, this workflow will create a calendar task in the FIN Compliance app, ensuring that all relevant tasks are scheduled and managed efficiently. Keep your team focused on what's important, while the workflow takes care of the routine work.
Stay on top of your compliance tasks with this time-saving automation. When a new contact is added to Microsoft Dynamics 365 CRM, this workflow will create a calendar task in the FIN Compliance app, ensuring that all relevant tasks are scheduled and managed efficiently. Keep your team focused on what's important, while the workflow takes care of the routine work.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Calendar Task
Creates a new (blue) task in your FIN Compliance calendar
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