Microsoft Dynamics 365 CRM integration with Odyssee Field Service
How to Make companies in Odyssee Field Service from new Miscrosoft Dynamics 365 CRM accounts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Make companies in Odyssee Field Service from new Miscrosoft Dynamics 365 CRM accounts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Odyssee Field Service integrations
Odyssee Field Service actions
Nekton can use any feature that is available in Odyssee Field Service API.
Using our advanced AI, you can easily create custom automations for Odyssee Field Service.
Here are some typical actions you can do in your automated workflows.
Create or Update Contact
Create or update contact and link it to the company/account.
Create or Update Task
Create or update a task within Odyssee Field Service. The task can be created for any company/account linked with a contact.
Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
Find Contact
Finds a contact details based on email address
Find User
Finds a user details based on email address
Create or Update Article
Add or update article in Odyssee and link it to a pre-defined price label within Odyssee Field Service.
About Odyssee Field Service
Odyssee Field Service is a work order management software that helps service companies around the world achieve field service excellence.