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Add new Microsoft Dynamics 365 CRM contacts to InfoVetted
Manually moving contact data into your screening system can slow down your workflow. This automation creates a contact in InfoVetted whenever a new contact is added in Microsoft Dynamics 365 CRM, so you can begin screening without any delays. It helps streamline your process and ensures every contact is ready for review.
Note: Ensure new contact entries in Microsoft Dynamics 365 CRM include all required details for InfoVetted to initiate screening.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create ContactCreates a contact in the system
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More things you can do with Microsoft Dynamics 365 CRM and InfoVetted
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and InfoVetted
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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