Microsoft Dynamics 365 CRM + monday.com

Manage new Microsoft Dynamics 365 CRM opportunities by creating items in monday.com

Effortlessly streamline your management process with this workflow. Whenever a new opportunity springs up in Microsoft Dynamics 365 CRM, an item will be created in monday.com. This not only helps you to stay organized but also ensures you're always ready to seize new business potential as it arises. Enhance your flexibility and improve productivity with this efficient business process.

Effortlessly streamline your management process with this workflow. Whenever a new opportunity springs up in Microsoft Dynamics 365 CRM, an item will be created in monday.com. This not only helps you to stay organized but also ensures you're always ready to seize new business potential as it arises. Enhance your flexibility and improve productivity with this efficient business process.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Opportunity

    Triggers when a new opportunity is created.

    TriggerPolling
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

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