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Microsoft Dynamics 365 CRM + Trello

Create cards in Trello for new cases/incidents in Microsoft Dynamics 365 CRM

Make incident management seamless with this effective workflow between Microsoft Dynamics 365 CRM and Trello. Whenever a new case or incident pops up in your CRM, a corresponding card is conveniently created in Trello. Stay in control of sudden developments and upgrade your response strategy with this powerful automation.

Make incident management seamless with this effective workflow between Microsoft Dynamics 365 CRM and Trello. Whenever a new case or incident pops up in your CRM, a corresponding card is conveniently created in Trello. Stay in control of sudden developments and upgrade your response strategy with this powerful automation.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Case/Incident

    Triggers when a new case/incident is created.

    TriggerScheduled
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    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
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

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