How to connect Seidat + Microsoft Dynamics 365 CRM
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Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRMGenerate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRMPremium
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Triggers when a new presentation is created.Try ItTriggerScheduled
If left empty, defaults to "New presentation".
Triggers when a new account is created.Try ItTriggerScheduled
The presentation you want to duplicate. Choose one from the list or pass "Presentation ID" from a previous step.
If left empty, defaults to "Original presentation title - copy".
Choose what to do with the presentation tags.
The presentation you want to update. Choose one from the list or pass "Presentation ID" from a previous step.
Number of ReplacementsRequired
The number of text pieces you want to replace.
Triggers when a new contact is created.Try ItTriggerScheduled
How Seidat + Microsoft Dynamics 365 CRM Integrations Work
- Step 1: Authenticate Seidat and Microsoft Dynamics 365 CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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