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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
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Asana
1. Choose trigger event
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Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM
2. Choose action
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1. Select the event
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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.

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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.

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Log 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 Management

Learn how to automate Asana on the Zapier blog

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.
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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.

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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.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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