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ConnectWise Manage + Microsoft Dynamics 365 CRM

Create tickets in ConnectWise Manage for new custom entities in Microsoft Dynamics 365 CRM

Easily transfer data between Microsoft Dynamics 365 CRM and ConnectWise Manage with this convenient workflow. As soon as a new custom entity is created in Dynamics 365, a corresponding ticket will be created in ConnectWise Manage. This process saves you time and ensures data consistency across multiple platforms - an ideal solution for those looking to streamline their data management.

Easily transfer data between Microsoft Dynamics 365 CRM and ConnectWise Manage with this convenient workflow. As soon as a new custom entity is created in Dynamics 365, a corresponding ticket will be created in ConnectWise Manage. This process saves you time and ensures data consistency across multiple platforms - an ideal solution for those looking to streamline their data management.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Custom Entity

    Triggers when a new custom entity is created.

    TriggerScheduled
  2. automatically do this!
    ConnectWise ManageConnectWise Manage
    Create Ticket

    Creates a new service desk or project ticket.

    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
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.
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Related categories

  • CRM (Customer Relationship Management)

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