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Halo Service Solutions + Microsoft Dynamics 365 CRM

Create Halo Service Solutions users from new Microsoft Dynamics 365 CRM contacts

Find yourself having to manually duplicate user information in Halo Service Solutions after it is input into Microsoft Dynamics 365 CRM? Now, you can now automate this time-consuming process, saving you time for more important work. This integration will add every new Microsoft Dynamics 365 CRM contact to Halo as a new user.

Find yourself having to manually duplicate user information in Halo Service Solutions after it is input into Microsoft Dynamics 365 CRM? Now, you can now automate this time-consuming process, saving you time for more important work. This integration will add every new Microsoft Dynamics 365 CRM contact to Halo as a new user.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Halo Service SolutionsHalo Service Solutions
    Create User

    Creates a new User in Halo.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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halo-service-solutions logo

About Halo Service Solutions

Halo Service Solutions is a UK based company, which provides Service Desk, ITSM and PSA software solutions.

Related categories

  • Project Management
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

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