Microsoft Dynamics 365 CRM + OneNote
Create OneNote notes for updated contacts in Microsoft Dynamics 365 CRM
Keep your Microsoft Dynamics 365 CRM contacts' information up to date and easily accessible by creating new notes in OneNote whenever a contact is updated in your CRM. This workflow ensures you have the latest information on your contacts documented and organized, streamlining your record-keeping and improving communication with your team. No more manually copying data—let this automation handle it for you.
Keep your Microsoft Dynamics 365 CRM contacts' information up to date and easily accessible by creating new notes in OneNote whenever a contact is updated in your CRM. This workflow ensures you have the latest information on your contacts documented and organized, streamlining your record-keeping and improving communication with your team. No more manually copying data—let this automation handle it for you.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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