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.
- When this happens...Updated OpportunityTriggers when an opportunity has been updated.
- automatically do this...Duplicate PresentationDuplicates an existing presentation. Useful for creating presentations from a template.
- then do this!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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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