Through Microsoft Power Automate, you can integrate Formstack Forms with Microsoft Dynamics CRM to collect form data and send it directly to your Dynamics account. Easily automate the creation and updating of leads, opportunities, accounts, and contacts. No manual data entry needed.
At Microsoft, our mission is to empower every person and every organization on the planet to achieve more. Our mission is grounded in both the world in which we live and the future we strive to create. Today, we live in a mobile-first, cloud-first world, and the transformation we are driving across our businesses is designed to enable Microsoft and our customers to thrive in this world.
Read this help article to learn how to set up the Microsoft Dynamics integration with Formstack Forms.
With the Microsoft Dynamics integration for Formstack Documents, you can input sales data directly into contracts, reports, and other files. Eliminate paper from your workflows, and improve the efficiency of your sales team.
You can connect Documents to Dynamics in two ways depending on what’s best for your workflow: Microsoft Power Automate or Zapier.
At Microsoft, our mission is to empower every person and every organization on the planet to achieve more. Our mission is grounded in both the world in which we live and the future we strive to create. Today, we live in a mobile-first, cloud-first world, and the transformation we are driving across our businesses is designed to enable Microsoft and our customers to thrive in this world.
To learn how to set up a Dynamics automation workflow with Formstack Documents, check out these help articles: