Microsoft Dynamics 365 CRM + OneNote
Create notes in OneNote for new Microsoft Dynamics 365 CRM contacts
Effortlessly keep track of new contacts in your Microsoft Dynamics 365 CRM by automatically adding a note in OneNote. Whenever a new contact is added in Dynamics 365 CRM, this workflow creates a note in a specified section in OneNote, ensuring that you have all the essential information about your contacts readily available and organized in one place. Stay on top of your contact management and save time with this seamless automation.
Effortlessly keep track of new contacts in your Microsoft Dynamics 365 CRM by automatically adding a note in OneNote. Whenever a new contact is added in Dynamics 365 CRM, this workflow creates a note in a specified section in OneNote, ensuring that you have all the essential information about your contacts readily available and organized in one place. Stay on top of your contact management and save time with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
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