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CMap Software + Microsoft Dynamics 365 CRM

CMap Software + Microsoft Dynamics 365 CRM

Update CMap companies from updated Microsoft Dynamics 365 CRM accounts

When client details change in your CRM, updating the same records in CMap by hand is slow and easy to overlook. When an account is updated in Microsoft Dynamics 365 CRM, this integration finds the matching company in CMap and updates its details so both systems stay aligned. Your teams always work from accurate, consistent client information without any manual updates.

  1. When this happens...
    Updated Account
    Updated Account
    Updated AccountTriggers when an account is updated.
  2. automatically do this...
    Find Account
    Find Account
    Find AccountFinds an account by name.
  3. then do this...
    Find Companies by Query
    Find Companies by Query
    Find Companies by QueryFinds companies that match a search query.
  4. then do this!
    Update Company
    Update Company
    Update CompanyTriggers when a company is updated.
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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
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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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