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Microsoft Dynamics 365 CRM + Orbit

Microsoft Dynamics 365 CRM + Orbit

Microsoft Dynamics 365 CRM + Orbit integrations

Create Orbit activities for updated Microsoft Dynamics 365 CRM contacts

Keep your CRM contacts and Orbit platform activities in sync with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will create a new activity in Orbit, ensuring your team is always up-to-date on the latest changes. Stay organized and never miss a beat with this efficient process.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this!
    Create Activity
    Create Activity
    Create ActivitySave an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
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More things you can do with Microsoft Dynamics 365 CRM and Orbit

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Orbit

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Orbit
Grow your community and prove ROI with Orbit, the community experience platform for delivering stellar member experience.
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