Microsoft Dynamics 365 CRM + Wrike

Update tasks in Wrike when contacts are updated in Microsoft Dynamics 365 CRM

Keep your team's tasks up to date with this seamless workflow between Microsoft Dynamics 365 CRM and Wrike. Whenever a contact is updated in Dynamics 365, a new task will be created in Wrike, ensuring your team stays informed about customer changes. Stay organized and improve collaboration with this efficient automation.

Keep your team's tasks up to date with this seamless workflow between Microsoft Dynamics 365 CRM and Wrike. Whenever a contact is updated in Dynamics 365, a new task will be created in Wrike, ensuring your team stays informed about customer changes. Stay organized and improve collaboration with this efficient automation.

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

    Triggers when a contact is updated.

    TriggerScheduled
  2. automatically do this!
    WrikeWrike
    Create Task

    Create a new task.

    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

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  • 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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