Microsoft Dynamics 365 CRM + Practice Better
Create clients in Practice Better from new contacts in Microsoft Dynamics 365 CRM
Effortlessly maintain your client databases across platforms with this seamless workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this automation will also create a client in Practice Better, ensuring your records are consistently updated. Simplify your client management process and save valuable time by integrating these two powerful tools.
Effortlessly maintain your client databases across platforms with this seamless workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, this automation will also create a client in Practice Better, ensuring your records are consistently updated. Simplify your client management process and save valuable time by integrating these two powerful tools.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Client
Add a new client to your account.
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