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CMap Software + Microsoft Dynamics 365 CRM

CMap Software + Microsoft Dynamics 365 CRM

Create CMap companies from new Microsoft Dynamics 365 CRM accounts

Manually re-keying account details from your CRM into CMap slows your team down and risks inconsistent records. With this integration, whenever a new account is created in Microsoft Dynamics 365 CRM, a matching company is automatically created in CMap. Your business development and delivery teams always work from the same up-to-date client list, with no double entry.

  1. When this happens...
    New Account
    New Account
    New AccountTriggers when a new account is created.
  2. automatically do this!
    Create Company
    Create Company
    Create CompanyCreates a company.
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More things you can do with Microsoft Dynamics 365 CRM and CMap Software

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and CMap Software

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
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    • Custom Entity
      Required
    Trigger
    Polling
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    • Info
    Trigger
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About CMap Software
CMap Software is a cloud-based Project Management/PSA platform designed for professional services firms, such as architects, engineers, and consulting firms
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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