Microsoft Dynamics 365 CRM + Ponto
Create new Microsoft Dynamics 365 CRM orders from Ponto transactions
Boost your sales efficiency with this streamlined workflow. Once a new transaction occurs in Ponto, it prompts the creation of a new order in your Microsoft Dynamics 365 CRM, keeping you consistently updated. This eliminates the risk of overlooking vital sales information, improving your overall business operations.
Boost your sales efficiency with this streamlined workflow. Once a new transaction occurs in Ponto, it prompts the creation of a new order in your Microsoft Dynamics 365 CRM, keeping you consistently updated. This eliminates the risk of overlooking vital sales information, improving your overall business operations.
- When this happens...New Transaction
Triggers when an account has a new transaction.
- automatically do this!Create Order
Creates a new order.
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AccountRequired
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Remittance Information
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Requested Execution Date
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Creditor NameRequired
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Creditor Agent
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