Microsoft Dynamics 365 CRM + Nusii Integration

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1.

Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Proposal is accepted in Nusii Instant
Proposal is sent in Nusii Instant
Proposal is rejected in Nusii Instant
Proposal is created in Nusii Instant
Proposal is updated in Nusii Instant
Proposal activity is created in Nusii
Client has seen the proposal in Nusii Instant
Client is created in Nusii Instant
Client is updated in Nusii Instant

2.

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Ready Workflows for Microsoft Dynamics 365 CRM + Nusii Integration

Just click on the workflow you want to automate

Most popular automation

Create Nusii client for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in Microsoft Dynamics 365 CRM, you'll automatically receive a corresponding client record in Nusii.

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Create Nusii proposal for new Microsoft Dynamics 365 CRM contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Microsoft Dynamics 365 CRM? With this integration, you can!

When you create a contact in Microsoft Dynamics 365 CRM, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!

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Top 10 Most Popular Microsoft Dynamics 365 CRM Automations from
Integrately Community

Just click on the workflow you want to automate

Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact

Create Clientify contact for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new WordPress user

Create Microsoft Dynamics 365 CRM contact for new Quickblog user

Create WordPress user for new Microsoft Dynamics 365 CRM contact

Create WebinarJam registrant for new Microsoft Dynamics 365 CRM contact

Create Clientify contact for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new WordPress user

Create Microsoft Dynamics 365 CRM contact for new Quickblog user

Create WordPress user for new Microsoft Dynamics 365 CRM contact

Create SureCart contact for new Microsoft Dynamics 365 CRM contact

Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new sevDesk contact

Create Publit.io folder for new Microsoft Dynamics 365 CRM contact

Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

Create SureCart contact for new Microsoft Dynamics 365 CRM contact

Create Shoprocket customer for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new sevDesk contact

Create Publit.io folder for new Microsoft Dynamics 365 CRM contact

Update Microsoft Dynamics 365 CRM contact from updated Shoprocket customer

Top 10 Most Popular Nusii Automations from
Integrately Community

Most popular

01

Create Nusii proposal for new CompanyHub deal

02

Create Nusii proposal for new Salesflare opportunity

03

Create Nusii client for new CompanyHub contact

04

Create Nusii proposal for new CompanyHub task

05

Create Nusii client for new Salesflare person

cloud

app integration

06

Create Nusii proposal for new CompanyHub company

07

Create Nusii proposal for new Flowlu opportunity

08

Create Nusii proposal for new Flowlu task

09

Create Nusii client for new Bigin by Zoho CRM contact

10

Create Nusii proposal for new CompanyHub contact

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Connect Microsoft Dynamics 365 CRM + Nusii Now

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You Can Also Connect Microsoft Dynamics 365 CRM or Nusii With 1400+ Other Apps

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.

See Microsoft Dynamics 365 CRM Integrations

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Nusii

With Nusii, you can create a proposal in minutes with our easy-to-use drag-and-drop interface. It's perfect for freelancers, agencies, consultants and small businesses.

See Nusii Integrations

Similar Apps

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