Microsoft Dynamics 365 CRM + TDox

Create customers in TDox from new contacts in Microsoft Dynamics 356 CRM

Tired to import all Customers twice? This integration automates that! With it, every time you add a New Contact in Microsoft Dynamics 365 CRM, you automatically Create a Customer in TDox too!

Tired to import all Customers twice? This integration automates that! With it, every time you add a New Contact in Microsoft Dynamics 365 CRM, you automatically Create a Customer in TDox too!

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

    Triggers when a new contact is created.

    TriggerPolling
  2. automatically do this!
    TDoxTDox
    Create Customers

    Inserts new customers, if not existing, or updates them, if already existing

    ActionWrite
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Supported triggers and actions

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

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  • CRM (Customer Relationship Management)
  • Microsoft

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tdox logo
tdox logo

About TDox

TDox turns business processes and paper forms in mobile apps. The designer allows creating forms, which are filled in using the mobile app.

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  • App Builder

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