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CMap Software + Microsoft Dynamics 365 CRM

CMap Software + Microsoft Dynamics 365 CRM

Update Microsoft Dynamics 365 CRM accounts from newly-updated CMap companies

When you change a client's details in CMap, updating the same record in your CRM by hand is slow and easy to forget. When a company is updated in CMap, this integration automatically finds the matching account in Microsoft Dynamics 365 CRM and updates it so both systems hold the same information. Your teams keep one accurate client record across both platforms without any manual re-entry.

  1. When this happens...
    Update Company
    Update Company
    Update CompanyTriggers when a company is updated.
  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 Account
    Find Account
    Find AccountFinds an account by name.
  4. then do this!
    Update Account
    Update Account
    Update AccountUpdates an 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
    Instant
    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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