In order to keep your accounting and customer records in sync, when you create a contact in Microsoft Dynamics 365 CRM, this automation will automatically create a client in QuickFile.
This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Microsoft Dynamics 365 CRM and QuickFile!
Create Your Own QuickFile & Microsoft Dynamics 365 CRM Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’ to automate repetitive tasks between QuickFile & Microsoft Dynamics 365 CRM
Create Automation
Choose the app you want to connect Gmail with...
You can Add Conditions / More Apps in the next steps
1.
Contact is created in Microsoft Dynamics 365 CRM
Contact is updated 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
Integrate QuickFile & Microsoft Dynamics 365 CRM In 1 Click And Save Time & Money Both
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Want to automate something else in your workflow?
You Can Also Connect QuickFile or Microsoft Dynamics 365 CRM With 1100+ Other Apps