Update Visma eAccounting customers when Microsoft Dynamics 365 CRM contacts are updated
Keep your customer information up to date with this efficient workflow between Microsoft Dynamics 365 CRM and Visma eAccounting. Whenever a contact is updated in your CRM, this automation creates a new customer in Visma eAccounting, ensuring your records stay current without any manual effort. Save time and enhance accuracy by streamlining your customer management process.
Keep your customer information up to date with this efficient workflow between Microsoft Dynamics 365 CRM and Visma eAccounting. Whenever a contact is updated in your CRM, this automation creates a new customer in Visma eAccounting, ensuring your records stay current without any manual effort. Save time and enhance accuracy by streamlining your customer management process.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Customer
Triggers when a new customer is registered.
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