Microsoft Dynamics 365 CRM + Workboard integrations
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.
- When this happens...Updated ContactTriggers when a contact is updated.
- automatically do this!Create Action ItemCreate an action item in Workboard
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Microsoft Dynamics 365 CRM and Workboard
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Workboard
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related categories
Related categories






