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Microsoft Dynamics 365 CRM + Microsoft To Do

Create tasks in Microsoft To Do for new contacts in Microsoft Dynamics 365 CRM

Effortlessly stay on top of your Microsoft Dynamics 365 CRM contacts by creating tasks in Microsoft To Do when a new contact is added. This automation streamlines your workflow, saving you time and ensuring you never miss an important task with new business contacts. Manage your work efficiently with this seamless connection between your CRM and task management app.

Effortlessly stay on top of your Microsoft Dynamics 365 CRM contacts by creating tasks in Microsoft To Do when a new contact is added. This automation streamlines your workflow, saving you time and ensuring you never miss an important task with new business contacts. Manage your work efficiently with this seamless connection between your CRM and task management app.

  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!
    Microsoft To DoMicrosoft To Do
    Create Task

    Triggers when a new task is created.

    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
    Try It
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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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Microsoft To Do

Microsoft To Do is an intelligent task management app that makes it easy to plan and manage your day. With its intelligent Suggestions, To Do removes all the clutter and empowers you to focus on what's important, when it's important.

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