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.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create User
Creates a new User in Halo.
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