Integrate Asana with Microsoft Dynamics 365 CRM to automate your work

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Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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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.

Select a trigger from Asana

A trigger is an event that starts your Zap and runs the workflow. For example, with Asana, a trigger could be "Completed Task."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Asana to Microsoft Dynamics 365 CRM

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Triggers and actions are the main components of every automated workflow.

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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

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.

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.

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.

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.

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.

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.

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.

Connect Asana and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Asana and Microsoft Dynamics 365 CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

Learn how to automate Asana on the Zapier blog

Automate Microsoft Dynamics 365 CRM: get inspired on the Zapier blog

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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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