Better Proposals + Microsoft Dynamics 365 CRM
Create proposals in Better Proposals for updated contacts in Microsoft Dynamics 365 CRM
Keep your proposals up-to-date with this efficient workflow that connects Microsoft Dynamics 365 CRM and Better Proposals. Whenever a contact is updated in your CRM, this automation will create a new proposal in Better Proposals. Saving you time and ensuring that your proposals always reflect the latest information.
Keep your proposals up-to-date with this efficient workflow that connects Microsoft Dynamics 365 CRM and Better Proposals. Whenever a contact is updated in your CRM, this automation will create a new proposal in Better Proposals. Saving you time and ensuring that your proposals always reflect the latest information.
- When this happens...Updated Contact
Triggers when a contact is updated.
- automatically do this!Create a Proposal
Creates a new proposal.
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- 14 day trial for premium features & apps
About Better Proposals
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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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.
