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Zapier makes it easy to integrate Asana with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
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Asana
Asana
1. Choose trigger event
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
2. Choose action
1. Select the event
Setup
Test
Asana
Choose a trigger event
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.
Create a new record or update an existing record in your app.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Entity
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Custom Entity Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Invoice
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Opportunity
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Info_field_enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
Campaign_name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Asana and Microsoft Dynamics 365 CRM with AI agents and code
Beyond Zap workflows. Call Asana and Microsoft Dynamics 365 CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Asana and Microsoft Dynamics 365 CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Tag to Task
Create Account
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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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.
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.
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Make work flow with AI
Level up your Asana to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
About Asana
Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
