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Microsoft Dynamics 365 CRM + Wrike

Microsoft Dynamics 365 CRM + Wrike

Microsoft Dynamics 365 CRM + Wrike integrations

Create tasks in Wrike for new opportunities in Microsoft Dynamics 365 CRM

Stay on top of your sales workflow efficiently and effectively with this seamless integration between Microsoft Dynamics 365 CRM and Wrike. Whenever a new opportunity pops up in CRM, a corresponding task will be set up in Wrike instantly. This smooth process guarantees easy tracking and handling, ensuring no opportunity slips through the cracks. Transform your sales management process with this reliable, time-saving workflow.

  1. When this happens...
    New Opportunity
    New Opportunity
    New OpportunityTriggers when a new opportunity is created.
  2. automatically do this!
    Create Task
    Create Task
    Create TaskCreate a new task.
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More things you can do with Microsoft Dynamics 365 CRM and Wrike

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Wrike

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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 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.
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