Microsoft Dynamics 365 CRM + Roll

Create projects in Roll from new leads in Microsoft Dynamics 365 CRM

Effortlessly streamline your sales process and project management with this automation. When a new lead is added in Microsoft Dynamics 365 CRM, a project will be created in Roll to keep your team organized and updated. Save valuable time and ensure a smooth transition from sales to project execution, so your team can focus on delivering outstanding results.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
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Create Project
Triggers when a new project is created.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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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
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Company
Triggers when a new company is created.
Trigger
Scheduled
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New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
- Company NameRequired
- Primary Contact First Name
- Primary Contact Last Name
- Phone
- Mobile
- Email
- Website
- Address Line 1
- Address Line 2
- City / Town
- State / Region
- Postcode / Zip
- Country
Action
Write
- EmployeeRequired
- ProjectRequired
- Time DateRequired
- Time Notes
- Time (In Hours)Required
- Rate
Action
Write
- ProjectRequired
Action
Search
- Project NameRequired
- CompanyRequired
- Project StatusRequired
- Project Description
- Job Number
- Project Value
Action
Search or write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice 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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- 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)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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
New Time Record
Triggers when a new time record is created.
Trigger
Scheduled
Try It
- CompanyRequired
- Project NameRequired
- Project StatusRequired
- Project Description
- Job Number
- Project Value
Action
Write
- Company
Action
Search
- Company NameRequired
- Primary Contact First Name
- Primary Contact Last Name
- Phone
- Mobile
- Email
- Website
- Address Line 1
- Address Line 2
- City / Town
- State / Region
- Postcode / Zip
- Country
Action
Search or write

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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About Roll

Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.

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Related categories

Project Management

PRODUCTS

CAPABILITIES

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Microsoft Dynamics 365 CRM + Roll

Create projects in Roll from new leads in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

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

Find Campaign

Campaign NameRequired

Find Invoice

Info

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

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)

Owner

Find or Create Lead

Info

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

Owner

New Company

New Task

Create Company

Company NameRequired

Primary Contact First Name

Primary Contact Last Name

Phone

Mobile

Email

Website

Address Line 1

Address Line 2

City / Town

State / Region

Postcode / Zip

Country

Create Time Record

EmployeeRequired

ProjectRequired

Time DateRequired

Time Notes

Time (In Hours)Required

Rate

Find Project

ProjectRequired

Find or Create Project

Project NameRequired

CompanyRequired