Microsoft Dynamics 365 CRM + monday.com

Create items in monday.com for new accounts in Microsoft Dynamics 365 CRM

Streamline your customer onboarding with this seamless workflow. When a new account is created in Microsoft Dynamics 365 CRM, an item is instantly set up in monday.com. Save time, simplify your processes, and ensure that all client details are readily accessible in your project management tool. Improve efficiency and communication in your team with this easy-to-use automation.

Streamline your customer onboarding with this seamless workflow. When a new account is created in Microsoft Dynamics 365 CRM, an item is instantly set up in monday.com. Save time, simplify your processes, and ensure that all client details are readily accessible in your project management tool. Improve efficiency and communication in your team with this easy-to-use automation.

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

    Triggers when a new account 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

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  • 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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