Microsoft Dynamics 365 CRM + ServeManager
Create court cases in ServeManager for new contacts in Microsoft Dynamics 365 CRM
Effortlessly manage court cases with this efficient workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, a court case will be created in ServeManager, streamlining your case management process. Save time and keep your cases organized with this seamless automation.
Effortlessly manage court cases with this efficient workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, a court case will be created in ServeManager, streamlining your case management process. Save time and keep your cases organized with this seamless automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Court Case
Creates a Court Case.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout ServeManager
ServeManager provides process servers with the tools they need run their business, while giving their law firm clients a dashboard to track the status and activity associated with service of process.