Lexware Office + Microsoft Dynamics 365 CRM
Add new Microsoft Dynamics 365 CRM contacts and upload documents for bookkeeping purposes in lexoffice
Efficiently manage your bookkeeping process by linking Microsoft Dynamics 365 CRM and lexoffice. When a new contact is created in Microsoft Dynamics 365 CRM, the corresponding document is uploaded to lexoffice for financial record-keeping. This streamlined workflow helps you save time and maintain precise financial data, eliminating the need for manual intervention.
Efficiently manage your bookkeeping process by linking Microsoft Dynamics 365 CRM and lexoffice. When a new contact is created in Microsoft Dynamics 365 CRM, the corresponding document is uploaded to lexoffice for financial record-keeping. This streamlined workflow helps you save time and maintain precise financial data, eliminating the need for manual intervention.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Upload Document for Bookkeeping Purposes
Uploads document for bookkeeping purposes (PDF/JPG/PNG).
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