PreciseFP

PreciseFP + Microsoft Dynamics 365 CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect PreciseFP and Microsoft Dynamics 365 CRM, with as many as 44 possible integrations. Are you ready to find your productivity superpowers?

Premium
Microsoft Dynamics 365 CRM is a Premium integration on Zapier.

It's easy to connect PreciseFP + Microsoft Dynamics 365 CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Client/Prospect

Triggers when a Client or Prospect is created.

Create Engagement

Engages a client or co-client with the desired template.

New Engagement Completed

Triggers when a client or prospect completes an engagement.

Create Account

Creates a new client or prospect account.

New Opportunity

Triggers when a new opportunity is created.

Create Lead

Creates a new lead.

New Contact

Triggers when a new contact is created.

Create Account

Creates a new account.

New Lead

Triggers when a new lead is created.

Update Lead

Updates a lead.

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PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

See Microsoft Dynamics 365 CRM Integrations