Microsoft Dynamics 365 CRM + OneNote
Update OneNote notes when Microsoft Dynamics 365 CRM contacts are modified
Keep your OneNote organized and up to date whenever changes are made to your contacts in Microsoft Dynamics 365 CRM. With this workflow, whenever a contact is updated in Microsoft Dynamics 365 CRM, a note will be created in the corresponding OneNote section, ensuring all relevant information is readily available and organized. Streamline your record-keeping and improve communication within your team with this efficient automation.
Keep your OneNote organized and up to date whenever changes are made to your contacts in Microsoft Dynamics 365 CRM. With this workflow, whenever a contact is updated in Microsoft Dynamics 365 CRM, a note will be created in the corresponding OneNote section, ensuring all relevant information is readily available and organized. Streamline your record-keeping and improve communication within your team with this efficient automation.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
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