Create customers in mfr - field service management from new contacts in Microsoft Dynamics 365 CRM
Effortlessly maintain your customer database across platforms with this seamless workflow between Microsoft Dynamics 365 CRM and mfr - Field Service Management app. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a customer in the mfr - Field Service Management app, ensuring consistent and up-to-date information for your field service team. Save time and boost efficiency by streamlining your customer data management process.
Effortlessly maintain your customer database across platforms with this seamless workflow between Microsoft Dynamics 365 CRM and mfr - Field Service Management app. When a new contact is added in Microsoft Dynamics 365 CRM, this automation will create a customer in the mfr - Field Service Management app, ensuring consistent and up-to-date information for your field service team. Save time and boost efficiency by streamlining your customer data management process.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a customer with a unique customer id in mfr.
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