OmniFocus Beta

Microsoft Dynamics CRM Beta


Integrate OmniFocus with Microsoft Dynamics CRM
in omnifocus , creates a new contact in Microsoft Dynamics CRM.




What is OmniFocus?

OmniFocus is a personal task manager by The Omni Group for macOS and iOS. The declared goal of the program is to be able to capture thoughts and ideas into to do lists. The program uses concepts and techniques described in the book Getting Things Done by David Allen.

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft.



How to set the workflow up

  • Select OmniFocus as your trigger app and select an event
  • Select Microsoft Dynamics CRM as your action app and select an event
  • Map the fields from OmniFocus to Microsoft Dynamics CRM by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

in OmniFocus , creates a new contact in Microsoft Dynamics CRM.

Coming soon

  

in OmniFocus , creates a new lead in Microsoft Dynamics CRM.

Coming soon

  

in OmniFocus , finds an existing contact Optionally, create one if none are found. in Microsoft Dynamics CRM.

Coming soon

  

in OmniFocus , finds an existing lead Optionally, create one if none are found. in Microsoft Dynamics CRM.

Coming soon