Actionstep + Microsoft Dynamics 365 CRM

Update Actionstep contacts when Microsoft Dynamics 365 CRM contacts are modified

Effortlessly maintain updated customer information across your CRM and practice management software with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will instantly create a new individual contact in Actionstep, ensuring that your customer data is always up-to-date and accessible in both platforms. Save time and eliminate manual data entry, all while improving the accuracy and consistency of your contact records.

Effortlessly maintain updated customer information across your CRM and practice management software with this seamless workflow. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this automation will instantly create a new individual contact in Actionstep, ensuring that your customer data is always up-to-date and accessible in both platforms. Save time and eliminate manual data entry, all while improving the accuracy and consistency of your contact records.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    ActionstepActionstep
    Create Individual Contact

    Creates an individual contact.

    ActionWrite
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Supported triggers and actions

actionstep logo
actionstep logo

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

Related categories

  • CRM (Customer Relationship Management)

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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