Microsoft Dynamics 365 CRM + Seidat
Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM
This integration helps you save time in creating customer-specific sales materials and proposal presentations in Seidat. When you update a Microsoft Dynamics opportunity to a certain stage in the pipeline, this workflow gets triggered automatically.
This integration helps you save time in creating customer-specific sales materials and proposal presentations in Seidat. When you update a Microsoft Dynamics opportunity to a certain stage in the pipeline, this workflow gets triggered automatically.
- When this happens...Opportunity Updated
Triggers when an opportunity has been updated.
- automatically do this...Duplicate Presentation
Duplicates an existing presentation. Useful for creating presentations from a template.
- then do this!Find and Replace Text in Presentation
Updates an existing presentation by finding and replacing text on the slides.
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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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Seidat
Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.