Update Workboard action items when Microsoft Dynamics 365 CRM contacts are modified
Keep your Workboard action items up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Workboard. Each time a contact is updated in Dynamics 365 CRM, an action item is created in Workboard, ensuring you stay organized and never miss important updates or tasks related to your contacts. Streamline your process and increase efficiency with this automated solution.
Keep your Workboard action items up-to-date with this seamless workflow between Microsoft Dynamics 365 CRM and Workboard. Each time a contact is updated in Dynamics 365 CRM, an action item is created in Workboard, ensuring you stay organized and never miss important updates or tasks related to your contacts. Streamline your process and increase efficiency with this automated solution.
- When this happens...Contact Updated
Triggers when a contact has been updated.
- automatically do this!Create Action Item
Create an action item in Workboard
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