Microsoft Dynamics 365 CRM + OneNote
Create notes in OneNote sections for new Microsoft Dynamics 365 CRM leads
Effortlessly keep track of new leads in Microsoft Dynamics 365 CRM by integrating it with OneNote. With this workflow, every time a new lead is added to your CRM, a note will be created in the specified OneNote section. Stay organized and ensure vital information is readily accessible, allowing you to focus on nurturing and converting those leads.
Effortlessly keep track of new leads in Microsoft Dynamics 365 CRM by integrating it with OneNote. With this workflow, every time a new lead is added to your CRM, a note will be created in the specified OneNote section. Stay organized and ensure vital information is readily accessible, allowing you to focus on nurturing and converting those leads.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Note in Section
Triggers when a new note is created in a notebook/section.
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