Create projects in Forecast from won opportunities in Microsoft Dynamics 365 CRM
Maintain a good relationship with your customers and give it extra focus to ensure a sustainable future. By integrating MS Dynamics CRM and Forecast via this integration you can stay efficient with automatically created projects or tasks every time a deal reaches a certain stage.
Maintain a good relationship with your customers and give it extra focus to ensure a sustainable future. By integrating MS Dynamics CRM and Forecast via this integration you can stay efficient with automatically created projects or tasks every time a deal reaches a certain stage.
- When this happens...Opportunity Updated
Triggers when an opportunity has been updated.
- automatically do this!Only continue if...
Set up rules to specify when this Zap can continue running.
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