InfoVetted + Microsoft Dynamics 365 CRM
Create InfoVetted contacts and run Right to Work checks for new Microsoft Dynamics 365 CRM contacts
Kick off compliance checks the moment a new contact is added. This automation creates a contact in InfoVetted when a new contact is created in Microsoft Dynamics 365 CRM and sends a Digital Right to Work Vetting Check via email. It keeps your process efficient and ensures eligibility is verified without manual steps.
Kick off compliance checks the moment a new contact is added. This automation creates a contact in InfoVetted when a new contact is created in Microsoft Dynamics 365 CRM and sends a Digital Right to Work Vetting Check via email. It keeps your process efficient and ensures eligibility is verified without manual steps.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this...Create Contact
Creates a contact in the system
- then do this!Create Contact Vetting Request
Create a contact vetting request
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About InfoVetted
InfoVetted is a comprehensive employment screening platform covering identity, right to work, criminal, and financial background checks.
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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.
