Microsoft Dynamics 365 CRM + Zoho Books
Create sales invoices in Zoho Books from updated quotes in Microsoft Dynamics 365 CRM
Keep your sales process seamless with this efficient workflow. When an update is made to a quote in Microsoft Dynamics 365 CRM, a corresponding sales invoice is instantly created in Zoho Books. This not only saves time but also ensures accuracy, streamlining your sales operations for improved productivity. Stay organized with no added effort, while focusing on what matters: closing more deals.
Keep your sales process seamless with this efficient workflow. When an update is made to a quote in Microsoft Dynamics 365 CRM, a corresponding sales invoice is instantly created in Zoho Books. This not only saves time but also ensures accuracy, streamlining your sales operations for improved productivity. Stay organized with no added effort, while focusing on what matters: closing more deals.
- When this happens...Updated Quote
Triggers when a quote is updated.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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