Contacts+ + Microsoft Dynamics 365 CRM

Update Contacts+ notes when Microsoft Dynamics 365 CRM contacts are updated

Keep your Contacts+ notes updated with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, a note will be automatically added to the corresponding contact in Contacts+. This ensures your contacts' information stays consistent across platforms and reduces the need to manually update records, saving you valuable time.

Keep your Contacts+ notes updated with this efficient workflow. When a contact is updated in Microsoft Dynamics 365 CRM, a note will be automatically added to the corresponding contact in Contacts+. This ensures your contacts' information stays consistent across platforms and reduces the need to manually update records, saving you valuable time.

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

    Triggers when a contact is updated.

    TriggerScheduled
  2. automatically do this!
    Contacts+Contacts+
    Add Note to Contact

    Appends a note to a contact.

    ActionWrite
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Supported triggers and actions

contacts-plus logo
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About Contacts+

Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts up-to-date across all leading platforms.
Learn more

Related categories

  • Contact Management

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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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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