Integrate Asana with Microsoft Dynamics 365 CRM to automate your work
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.
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Set up your first integration
Quickly connect Asana to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
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.
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.
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.