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CMap Software + Microsoft Dynamics 365 CRM

CMap Software + Microsoft Dynamics 365 CRM

Create Microsoft Dynamics 365 CRM accounts from new CMap companies

Setting up a new client in your CRM by hand after they are added elsewhere wastes time and risks mismatched records. When a new company is created in CMap, this integration automatically creates a matching account in Microsoft Dynamics 365 CRM and assigns the right owner. Your teams keep a single, consistent client list across both systems without any duplicate data entry.

  1. When this happens...
    New Company
    New Company
    New CompanyTriggers when a new company is created.
  2. automatically do this...
    Find Company by ID
    Find Company by ID
    Find Company by IDRetrieves detailed company information by ID.
  3. then do this...
    Find Users
    Find Users
    Find UsersSearches for users.
  4. then do this!
    Create Account
    Create Account
    Create AccountCreates a new account.
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More things you can do with CMap Software and Microsoft Dynamics 365 CRM

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

  • CMap Software triggers, actions, and search
    New Company

    Triggers when a new company is created.

    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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