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Forecast + Microsoft Dynamics 365 CRM + Filter by Zapier

Create projects in Forecast from won opportunities in Microsoft Dynamics 365 CRM

Maintain a good relationship with your customers and give it extra focus to ensure a sustainable future. By integrating MS Dynamics CRM and Forecast via this integration you can stay efficient with automatically created projects or tasks every time a deal reaches a certain stage.

Maintain a good relationship with your customers and give it extra focus to ensure a sustainable future. By integrating MS Dynamics CRM and Forecast via this integration you can stay efficient with automatically created projects or tasks every time a deal reaches a certain stage.

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

    Triggers when an opportunity has been updated.

    TriggerScheduled
  2. automatically do this!
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
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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 Forecast

Forecast is a full-suite business platform that enables professional service organizations to run efficiently and predictably in one AI-powered software.

Related categories

  • Project Management
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microsoft-dynamics-crm logo

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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filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories