Microsoft Dynamics 365 CRM + Teamwork

Create tasks in Teamwork for updated contacts in Microsoft Dynamics 365 CRM

Keep your team on track by automating the task creation process whenever contacts are updated in your Microsoft Dynamics 365 CRM. This workflow creates a new task in the Teamwork app when a contact is updated in your CRM, ensuring that your team is always aware of the latest changes and can act accordingly. Streamline your team's workload and improve overall efficiency with this automation.

Keep your team on track by automating the task creation process whenever contacts are updated in your Microsoft Dynamics 365 CRM. This workflow creates a new task in the Teamwork app when a contact is updated in your CRM, ensuring that your team is always aware of the latest changes and can act accordingly. Streamline your team's workload and improve overall efficiency with this automation.

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

    Triggers when a contact is updated.

    TriggerPolling
  2. automatically do this!
    TeamworkTeamwork
    Create Task

    Creates a new task.

    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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teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn more

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  • Project Management

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