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Asana + Microsoft Dynamics 365 CRM

Add tasks to Asana sections when contacts are updated in Microsoft Dynamics 365 CRM

Keep your team in the loop and tasks up-to-date with this seamless automation. When a contact is updated in Microsoft Dynamics 365 CRM, it will create a task in the specified section of your Asana project. This efficient workflow ensures your team stays on track and projects remain organized as your CRM contacts change.

Keep your team in the loop and tasks up-to-date with this seamless automation. When a contact is updated in Microsoft Dynamics 365 CRM, it will create a task in the specified section of your Asana project. This efficient workflow ensures your team stays on track and projects remain organized as your CRM contacts change.

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

    Triggers when a contact has been updated.

    TriggerScheduled
  2. automatically do this!
    AsanaAsana
    Add Task to Section of Project

    Adds a task to a section of 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
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    • Custom EntityRequired

    Trigger
    Scheduled
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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.
Learn moreHelp

Related categories

  • Project Management

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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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