Integrate ConnectWise Manage with Microsoft Dynamics 365 CRM to automate your work
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Zapier makes it easy to integrate ConnectWise Manage with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
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Quickly connect ConnectWise Manage to Microsoft Dynamics 365 CRM with a Zapier template.
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Connect ConnectWise Manage 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.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try It- New, Updated or Both
- Board Filter
- Specific Service Ticket Filter
- Project Filter
Try It- Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
- SummaryRequired
- Company
- RecordTypeRequired
- Priority
- New, Updated or Both
- Board Filter
- Project Filter
Try It- New Territory
Triggers when a new territory is created.
Try It - First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- TicketTypeRequired
- TextRequired
- Detail Description
- Internal Analysis
- Resolution