Asana + Microsoft Dynamics 365 CRM

Create Asana sections for new Microsoft Dynamics 365 CRM contacts

Effortlessly streamline your contact management process with this Microsoft Dynamics 365 CRM and Asana integration. When a new contact is added to your CRM, this workflow creates a corresponding section in Asana to help your team stay organized and collaborate effectively. Enhance your productivity by ensuring all relevant information is seamlessly transferred between the two platforms, keeping everyone up-to-date on the latest contacts.

Effortlessly streamline your contact management process with this Microsoft Dynamics 365 CRM and Asana integration. When a new contact is added to your CRM, this workflow creates a corresponding section in Asana to help your team stay organized and collaborate effectively. Enhance your productivity by ensuring all relevant information is seamlessly transferred between the two platforms, keeping everyone up-to-date on the latest contacts.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    AsanaAsana
    Create Section

    Creates a new section within a project.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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asana logo

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.
Learn moreHelp

Related categories

  • Project Management

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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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