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CMap Software + Microsoft Dynamics 365 CRM

CMap Software + Microsoft Dynamics 365 CRM

Update CMap contacts from updated Microsoft Dynamics 365 CRM contacts

When a contact's details change in your CRM, updating the same person in CMap by hand is slow and easy to miss. When a contact is updated in Microsoft Dynamics 365 CRM, this integration finds the matching contact in CMap and updates their details so both systems stay in step. Your teams always work from accurate, consistent contact information without any manual re-entry.

  1. When this happens...
    Updated Contact
    Updated Contact
    Updated ContactTriggers when a contact is updated.
  2. automatically do this...
    Find Contact
    Find Contact
    Find ContactFinds a contact by email address or other searchable field.
  3. then do this...
    Find Contacts by Query
    Find Contacts by Query
    Find Contacts by QueryReturns contacts matching a search query.
  4. then do this!
    Update Contact
    Update Contact
    Update ContactTriggers when a contact 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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