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Microsoft Dynamics 365 CRM + monday.com

Update items in monday.com when opportunities are updated in Microsoft Dynamics 365 CRM

Stay abreast of your important updates with this streamlined workflow. When an opportunity is revised in Microsoft Dynamics 365 CRM, a new item is promptly created in monday.com to mirror this change. This seamless communication between apps ensures your team stays in the loop concerning vital modifications, promoting effective collaboration and boosting productivity.

Stay abreast of your important updates with this streamlined workflow. When an opportunity is revised in Microsoft Dynamics 365 CRM, a new item is promptly created in monday.com to mirror this change. This seamless communication between apps ensures your team stays in the loop concerning vital modifications, promoting effective collaboration and boosting productivity.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Opportunity Updated

    Triggers when an opportunity has been updated.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    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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