Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Formatter by Connect is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “connects”.Formatter By Connect Integrations
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
It's easy to connect Microsoft Dynamics CRM + Formatter By Connect without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Work with dates and times to change formatting or add/subtract time (with line-item support).
Work with numeric data to do math operations, reformat currencies, and more (with line-item support).
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
Various utilities like "choose value from list" or "look up in table" (with line-item support).