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Microsoft Dynamics 365 CRM + monday.com

Update monday.com item names when new contacts are added in Microsoft Dynamics 365 CRM

Keep your monday.com items up to date with new contacts from Microsoft Dynamics 365 CRM by using this automation. With this workflow, whenever a new contact is added to Dynamics 365 CRM, the item name in monday.com will be updated accordingly. Stay organized and maintain accurate information across both platforms effortlessly.

Keep your monday.com items up to date with new contacts from Microsoft Dynamics 365 CRM by using this automation. With this workflow, whenever a new contact is added to Dynamics 365 CRM, the item name in monday.com will be updated accordingly. Stay organized and maintain accurate information across both platforms effortlessly.

  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!
    monday.commonday.com
    Update Item Name

    Update an item's name

    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
    • Custom EntityRequired

    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 monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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