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Microsoft Dynamics 365 CRM + Sign In Scheduling

Create new customers in Sign In Scheduling from new contacts in Microsoft Dynamics 365 CRM

Effortlessly keep your customer information up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Sign In Scheduling. When a new contact is added in Microsoft Dynamics 365 CRM, the system will instantly create a new customer in the Sign In Scheduling platform, ensuring all contact information is accurate and readily available across both applications. This automation simplifies data management, allowing you to focus on providing exceptional customer service.

Effortlessly keep your customer information up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Sign In Scheduling. When a new contact is added in Microsoft Dynamics 365 CRM, the system will instantly create a new customer in the Sign In Scheduling platform, ensuring all contact information is accurate and readily available across both applications. This automation simplifies data management, allowing you to focus on providing exceptional customer service.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Sign In SchedulingSign In Scheduling
    Create New Customer

    Creates a new Customer in 10to8.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
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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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Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Sign In Scheduling

Sign In Scheduling is a flexible and easy-to-use online booking, appointment management and customer communication tool.

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