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fynk + Microsoft Dynamics 365 CRM

fynk + Microsoft Dynamics 365 CRM

fynk + Microsoft Dynamics 365 CRM integrations

Update fynk dynamic fields for newly updated Microsoft Dynamics 365 CRM opportunities

Enterprise deals go through many revisions before signature. Each new update to an opportunity in Microsoft Dynamics 365 CRM refreshes the mapped dynamic field in the fynk contract, such as the contract value or term.

Note: Store the fynk document ID in a field on the opportunity.

  1. When this happens...
    Updated Opportunity
    Updated Opportunity
    Updated OpportunityTriggers when an opportunity has been updated.
  2. automatically do this!
    Update Dynamic Field
    Update Dynamic Field
    Update Dynamic FieldUpdate a dynamic field of a document.
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More things you can do with Microsoft Dynamics 365 CRM and fynk

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

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
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    • Custom Entity
      Required
    Trigger
    Polling
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    • Info
    Trigger
    Polling
    Try It
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About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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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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