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Connect Autotask and Microsoft Dynamics 365 CRM to power AI-driven automation

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Start with a template that brings Autotask and Microsoft Dynamics 365 CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Add new Autotask accounts to Microsoft Dynamics CRM
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Autotask + Microsoft Dynamics 365 CRM
Update Autotask companies when new contacts are added in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Autotask
Create new Autotask opportunities from Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Autotask
Create Autotask contacts for new Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Autotask
Update Autotask companies when Microsoft Dynamics 365 CRM contacts are updated
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Microsoft Dynamics 365 CRM + Autotask
Create new Autotask companies from new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Autotask

Add new Autotask accounts to Microsoft Dynamics CRM

Autotask + Microsoft Dynamics 365 CRM

Update Autotask companies when new contacts are added in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Autotask

Create new Autotask opportunities from Microsoft Dynamics 365 CRM leads

Microsoft Dynamics 365 CRM + Autotask

Create Autotask contacts for new Microsoft Dynamics 365 CRM leads

Microsoft Dynamics 365 CRM + Autotask

Update Autotask companies when Microsoft Dynamics 365 CRM contacts are updated

Microsoft Dynamics 365 CRM + Autotask

Create new Autotask companies from new Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + Autotask

Create new Autotask contacts effortlessly when Microsoft Dynamics 365 CRM adds new contacts
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Microsoft Dynamics 365 CRM + Autotask
Create opportunities in Autotask for new contacts in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Autotask

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Autotask with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from Autotask.

Add your action

An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.

You’re connected!

Zapier seamlessly connects Autotask 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.

- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
- Opportunity
Trigger
Polling
Try It

New Task
Triggers when a new Task is found.
Trigger
Polling
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Polling
Try It

- Company
- Assigned To Resource
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Service Call
Triggers when an existing service call is updated (not when created).
Trigger
Polling
Try It
- Help_text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- Company
  Required
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article Category
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Project
  Required
Action
Write
- Company
  Required
Action
Write
- Opportunity
  Required
Action
Write
- Task
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- QuoteName
- QuoteID
Action
Search
- Country ID
  Required
Action
Search
- Resource ID
  Required
Action
Search
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Company
- Assigned To Resource ID
Trigger
Polling
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Polling
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Polling
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Help_text
Trigger
Instant
Try It
- Company
Trigger
Polling
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Company
Trigger
Polling
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- Company
  Required
Action
Write
- Name
  Required
- Submitter ID
  Required
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)
  Required
- Status
- Submit
Action
Write
- Company
  Required
Action
Write
- Quote
  Required
Action
Write
Create Time Entry
Creates a Time Entry.
Action
Write
- Contact
  Required
Action
Write
- Quote
  Required
Action
Write
- Ticket
  Required
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency ID
  Required
Action
Search
- Company Name
- Company ID
Action
Search or write
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

For AI agents & developers

Use Autotask and Microsoft Dynamics 365 CRM with AI agents and code

Beyond Zap workflows. Call Autotask and Microsoft Dynamics 365 CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Autotask and Microsoft Dynamics 365 CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Company
Create Account

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Autotask and Microsoft Dynamics 365 CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* autotask / microsoft-dynamics-crm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Practical ways you can use Autotask and Microsoft Dynamics 365 CRM

Log new clients into CRM

When a new company is added in Autotask, Zapier automatically creates an account in Microsoft Dynamics 365 CRM. This ensures business owners have updated information on all clients, supporting streamlined customer management and data accuracy.

Business Owner

Sync new tickets to CRM

When a new ticket is created in Autotask, Zapier automatically creates a corresponding case in Microsoft Dynamics 365 CRM. This ensures IT teams and account managers can easily track issues and their resolutions in one central place, improving collaboration and ticket resolution times.

IT

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Make work flow with AI

Level up your Autotask to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Autotask + 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 Autotask and Microsoft Dynamics 365 CRM

What are the necessary prerequisites for integrating Autotask with Microsoft Dynamics 365 CRM?

Before integrating Autotask with Microsoft Dynamics 365 CRM, ensure that you have active accounts in both platforms. We recommend checking for API access on both applications, as this integration will rely heavily on API calls to automate workflows and data synchronization.

How does the integration handle data synchronization between Autotask and Dynamics 365?

The integration facilitates automatic data synchronization by utilizing triggers in Autotask or Dynamics 365, such as 'New Ticket' or 'Updated Contact'. These can trigger corresponding actions in the other system depending on your workflow setup, ensuring that all relevant information is always up-to-date across both platforms.

Can custom entities be synchronized between Autotask and Microsoft Dynamics 365 CRM?

Yes, custom entities can be synchronized between these systems. Our integration allows you to map fields from custom entities in Autotask to those in Dynamics 365 CRM, ensuring that unique business requirements are met without sacrificing data integrity.

Is it possible to automate sales processes through this integration?

Absolutely. By setting up specific trigger-action pairs, such as triggering a 'Create Opportunity' action in Dynamics 365 whenever a 'New Project' is created in Autotask, sales processes can be streamlined and automated through our integrated solution.

What types of triggers and actions are supported for this integration?

Supported triggers include events like 'New Contact', 'Updated Ticket', or 'New Invoice' in either system. Actions can range from creating or updating records within the corresponding application to sending out notifications to specified team members.

How can I ensure secure data transfer between these platforms during the integration process?

Data transfer security is ensured via encryption protocols we have implemented across all interactions between Autotask and Microsoft Dynamics 365 CRM. It's important to also maintain strong access controls within your systems themselves.

Will there be any impact on system performance when integrating these two platforms?

Our solution is designed to seamlessly integrate the two systems with minimal impact on performance. However, it's advisable to monitor system loads during initial setup phases or when making extensive changes to trigger-action pairs.

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Learn moreLearn moreHelpHelp

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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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