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Microsoft Dynamics 365 CRM + SolveXia

Update Dynamics 365 CRM accounts with data from newly-completed SolveXia processes

Activate this Zap to automatically update an account in Microsoft Dynamics 365 CRM with data from your SolveXia process (when a run is completed). Make sure your data stays up to date without stopping for manual inputs.

Activate this Zap to automatically update an account in Microsoft Dynamics 365 CRM with data from your SolveXia process (when a run is completed). Make sure your data stays up to date without stopping for manual inputs.

  1. When this happens...
    SolveXiaSolveXia
    Completed Process

    Triggers when a new process run matched by the supplied filter in the description has finished in SolveXia.

    TriggerScheduled
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Update Account

    Updates an account.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ProcessRequired

    • Filter

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • ProcessRequired

    • Description

    Action
    Write
    • Custom EntityRequired

    Trigger
    Scheduled
    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.
Learn moreHelp

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  • CRM (Customer Relationship Management)
  • Microsoft

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About SolveXia

SolveXia helps Finance and Accounting teams automate their reporting, reconciliations and analytics quickly and easily with zero-coding. Location support: Australia

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