Easy Project + Microsoft Dynamics 365 CRM

Create tasks in Easy Project for new leads in Microsoft Dynamics 365 CRM

Easily streamline your sales process with this automation that instantly creates tasks in Easy Project whenever a new lead is added to Microsoft Dynamics 365 CRM. Keep your team on track with assigned tasks and never miss a follow-up opportunity with potential clients. Ensure better productivity, improved lead management, and enhanced collaboration across your teams.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Task
Create a new task.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Project
Trigger
Scheduled
Try It
- Project
- User
Trigger
Scheduled
Try It
- SubjectRequired
- Description
- ProjectRequired
- Task typeRequired
- PriorityRequired
- StatusRequired
- AuthorRequired
- Assigned to
- Start Date
- Due Date
Action
Write
- Entity TypeRequired
- Insert Project / Task / Milestone IDRequired
- NameRequired
- Total AmountRequired
- Currency Code
- DateRequired
- Description
Action
Write
- Entity TypeRequired
- Insert Project / Task / Milestone IDRequired
- NameRequired
- Total AmountRequired
- Currency Code
- DateRequired
- Description
Action
Write
- Project
- TaskRequired
- Subject Update
- Notes Update
- Status Update
- Priority Update
- Assigned to ID Update
Action
Write
- NameRequired
- Project
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- NameRequired
- Run onRequired
- Project
Trigger
Instant
Try It
- Project NameRequired
- Project Description
- Due Date
- PriorityRequired
Action
Write
- ProjectRequired
- Task
- UserRequired
- ActivityRequired
- HoursRequired
- Spent On dateRequired
- Comments
Action
Write
- Entity TypeRequired
- Insert Project / Task / Milestone IDRequired
- NameRequired
- Total AmountRequired
- Currency Code
- DateRequired
- Description
Action
Write
- Entity TypeRequired
- Insert Project / Task / Milestone IDRequired
- NameRequired
- Total AmountRequired
- Currency Code
- DateRequired
- Description
Action
Write
- NameRequired
Action
Search
- Project NameRequired
- Project Description
- Due Date
- PriorityRequired
Action
Search or write

About Easy Project

Easy Project is a professional project management software for you, your team and the whole company. Based on WBS, Gantt, Agile and other best PM practices. It is compatible with modules for Resources, Finances, Help Desk and CRM.

Related categories

Project Management

About Microsoft Dynamics 365 CRM

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

Learn more Help

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Easy Project + Microsoft Dynamics 365 CRM

Create tasks in Easy Project for new leads in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Task

Project

New Time Entry

Project

User

Create Task

SubjectRequired

Description

ProjectRequired

Task typeRequired

PriorityRequired

StatusRequired

AuthorRequired

Assigned to

Start Date

Due Date

Create Planned Project Expense

Entity TypeRequired

Insert Project / Task / Milestone IDRequired

NameRequired

Total AmountRequired

Currency Code

DateRequired

Description

Create Project Expense

Entity TypeRequired

Insert Project / Task / Milestone IDRequired

NameRequired

Total AmountRequired

Currency Code

DateRequired

Description

Update Task

Project

TaskRequired

Subject Update

Notes Update

Status Update

Priority Update

Assigned to ID Update