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.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Task
Triggers when a new task is created.
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