Connect Asana and Microsoft Dynamics 365 CRM to unlock the power of automation
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Set up your first integration
Quickly connect Asana to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Asana with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Completed Task" from Asana.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Asana and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Workspace
- Project
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- ProjectRequired
- Task
- Workspace
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant
- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- WorkspaceRequired
Try ItTriggerInstant- WorkspaceRequired
- ProjectRequired
Try ItTriggerInstant- New Tag Created
Triggered when you create a new tag.
Try ItTriggerPolling
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Practical ways you can use Asana and Microsoft Dynamics 365 CRM
Sync completed Asana tasks with Dynamics 365 incidents
Ensure your IT help desk system stays up-to-date. Zapier automatically creates a case or incident in Microsoft Dynamics 365 whenever a task is marked as completed in Asana, ensuring no resolution goes untracked and IT metrics like response time stay consistent.
ITLog Dynamics 365 updates to Asana tasks.
Keep the team aligned. When a contact or lead is updated in Microsoft Dynamics 365 CRM, Zapier updates the corresponding task in Asana, ensuring every stakeholder has the latest information without the need for manual updates.
Project ManagementLearn how to automate Asana on the Zapier blog
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about Asana + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Asana and Microsoft Dynamics 365 CRM
How can I integrate Asana with Microsoft Dynamics 365 CRM?
You can integrate Asana with Microsoft Dynamics 365 CRM using various middleware solutions like Zapier, which allows you to connect the two platforms through a series of triggers and actions. By setting up a 'Zap', you can automatically create tasks in Asana based on specific events in Dynamics 365, such as creating a new contact or opportunity.
What are some common triggers for Asana when integrating with Microsoft Dynamics 365 CRM?
Common triggers for initiating actions in Asana when integrated with Microsoft Dynamics 365 CRM include when a new lead is created, an opportunity is closed, or an existing entity is updated in the CRM system. These triggers automate task creation and updates within Asana, ensuring your team action items stay current.
What actions can be automated in Microsoft Dynamics 365 CRM through integration with Asana?
Through the integration with Asana, some automated actions include updating a record in Dynamics 365 when an Asana task is marked complete, creating a new record when a task is created, or sending notifications to stakeholders based on key task changes.
Does the integration between Asana and Dynamics 365 CRM support bidirectional updates?
Yes, the integration can support bidirectional updates. This means changes made in Asana can reflect back in Dynamics 365 and vice versa, helping maintain data consistency across both platforms.
Can we customize which fields are populated during the integration process between Asana and Dynamics 365?
Yes, we offer customization options to map specific fields between Asana tasks and Microsoft Dynamics entities. You can define which data fields sync across both platforms to tailor the integration according to your business needs.
How do errors get handled during the syncing of data between Asana and Microsoft Dynamics 365 CRM?
Errors during syncing are managed through notification alerts and automatic retry attempts. We also provide logs that detail any issues so you can troubleshoot or adjust configurations as needed.
Are there any limitations for integrating more complex workflows between Asana and Dynamics 365?
While many basic workflows are easily managed by connecting triggers from one system to corresponding actions in another, more intricate workflows may require additional setup or middleware logic to execute properly. We're always updating our capabilities to better handle complex workflow needs.