Microsoft Dynamics 365 CRM + OneNote
Create notes in OneNote for new contacts in Microsoft Dynamics 365 CRM
Effortlessly maintain organized records of new contacts in your Microsoft Dynamics 365 CRM by connecting it to OneNote. This automation streamlines your information management process by creating a note in OneNote whenever a new contact is added in Dynamics 365 CRM. Stay up-to-date with essential details and never miss a beat in nurturing your business relationships.
Effortlessly maintain organized records of new contacts in your Microsoft Dynamics 365 CRM by connecting it to OneNote. This automation streamlines your information management process by creating a note in OneNote whenever a new contact is added in Dynamics 365 CRM. Stay up-to-date with essential details and never miss a beat in nurturing your business relationships.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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