Microsoft Dynamics 365 CRM + Wrike

Create comments in Wrike for new Microsoft Dynamics 365 CRM contacts

Easily keep track of new contacts from Microsoft Dynamics 365 CRM by adding comments in Wrike. With this workflow, whenever a new contact is added in Microsoft Dynamics 365 CRM, a comment will be created in Wrike, ensuring your team stays informed and coordinated. Save time and enhance collaboration with this seamless automation between your CRM and project management platforms.

Easily keep track of new contacts from Microsoft Dynamics 365 CRM by adding comments in Wrike. With this workflow, whenever a new contact is added in Microsoft Dynamics 365 CRM, a comment will be created in Wrike, ensuring your team stays informed and coordinated. Save time and enhance collaboration with this seamless automation between your CRM and project management platforms.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    WrikeWrike
    Create Comment

    Create a new comment.

    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
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Wrike

Wrike is a flexible project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions. It helps you sync your team’s efforts and track your work progress in real time.
Help

Related categories

  • Project Management

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