Microsoft Dynamics 365 CRM + Offri

Update Offri contacts when Microsoft Dynamics 365 CRM contacts are modified

Keep your Microsoft Dynamics 365 CRM and Offri contacts up-to-date with this seamless automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will find and create or update a corresponding contact in Offri, ensuring that you maintain accurate and consistent information across both platforms. Stay organized and enhance your workflow efficiency with this contact management solution.

Keep your Microsoft Dynamics 365 CRM and Offri contacts up-to-date with this seamless automation. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow will find and create or update a corresponding contact in Offri, ensuring that you maintain accurate and consistent information across both platforms. Stay organized and enhance your workflow efficiency with this contact management solution.

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

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    OffriOffri
    Find and Create/Update Contact

    Finds and updates a Contact, optionally creates one if it doesn't exist

    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 Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management