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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

FIN Compliance + Microsoft Dynamics 365 CRM

FIN Compliance + Microsoft Dynamics 365 CRM

FIN Compliance + Microsoft Dynamics 365 CRM integrations

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.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this!
    Create Calendar Task
    Create Calendar Task
    Create Calendar TaskCreates a new (blue) task in your FIN Compliance calendar
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More things you can do with Microsoft Dynamics 365 CRM and FIN Compliance

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and FIN Compliance

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

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    • Custom Entity
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    Trigger
    Polling
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    • Info
    Trigger
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About FIN Compliance
FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.
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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.
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