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CMap Software + Microsoft Dynamics 365 CRM

CMap Software + Microsoft Dynamics 365 CRM

Create Microsoft Dynamics 365 CRM contacts from new CMap contacts

Adding a new contact to your CRM by hand after they are created in CMap wastes time and leads to mismatched records. When a new contact is created in CMap, this integration automatically creates a matching contact in Microsoft Dynamics 365 CRM and assigns the right owner. Your teams keep a single, consistent contact list across both systems without any duplicate data entry.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this...
    Find Contact by ID
    Find Contact by ID
    Find Contact by IDRetrieves detailed contact information by ID.
  3. then do this...
    Find Users
    Find Users
    Find UsersSearches for users.
  4. then do this!
    Create Contact
    Create Contact
    Create ContactCreates a new contact.
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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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