Microsoft Dynamics 365 CRM + Microsoft To Do
Create tasks in Microsoft To Do for new accounts in Microsoft Dynamics 365 CRM
Stay organized and efficient with this automation that integrates Microsoft Dynamics 365 CRM with Microsoft To Do. Whenever a new account is created in your CRM, a corresponding task is instantly generated in your To Do list. This seamless coordination helps ensure you never miss a beat, keeping you on top of your tasks and enhancing productivity.
Stay organized and efficient with this automation that integrates Microsoft Dynamics 365 CRM with Microsoft To Do. Whenever a new account is created in your CRM, a corresponding task is instantly generated in your To Do list. This seamless coordination helps ensure you never miss a beat, keeping you on top of your tasks and enhancing productivity.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this!Create Task
Triggers when a new task is created.
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