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Microsoft Dynamics 365 CRM + monday.com

Microsoft Dynamics 365 CRM + monday.com

Microsoft Dynamics 365 CRM + monday.com integrations

Update cases/incidents in Microsoft Dynamics 365 CRM with each new update on monday.com boards

Elevate your project management with this workflow between monday.com and Microsoft Dynamics 365 CRM. Once a new update surfaces in your monday.com board, it instantly transitions to Microsoft Dynamics 365 CRM as an updated case or incident. This means no more toggling between systems and ensures your customer relationship management is always up to date. Watch your productivity surge with this efficient automation.

  1. When this happens...
    New Update in Board
    New Update in Board
    New Update in BoardTriggers when a new update is posted on a board.
  2. automatically do this!
    Update Case/Incident
    Update Case/Incident
    Update Case/IncidentUpdates a Case/Incident.
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More things you can do with monday.com and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with monday.com and Microsoft Dynamics 365 CRM

    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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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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