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Microsoft Dynamics 365 CRM + Seidat

Microsoft Dynamics 365 CRM + Seidat

Microsoft Dynamics 365 CRM + Seidat integrations

Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM

This integration helps you save time in creating customer-specific sales materials and proposal presentations in Seidat. When you update a Microsoft Dynamics opportunity to a certain stage in the pipeline, this workflow gets triggered automatically.

  1. When this happens...
    Updated Opportunity
    Updated Opportunity
    Updated OpportunityTriggers when an opportunity has been updated.
  2. automatically do this...
    Duplicate Presentation
    Duplicate Presentation
    Duplicate PresentationDuplicates an existing presentation. Useful for creating presentations from a template.
  3. then do this!
    Find and Replace Text in Presentation
    Find and Replace Text in Presentation
    Find and Replace Text in PresentationUpdates an existing presentation by finding and replacing text on the slides.
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More things you can do with Microsoft Dynamics 365 CRM and Seidat

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Seidat

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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.
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About Seidat
Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.
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