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Projectworks + Microsoft Dynamics 365 CRM Integrations

How to connect Projectworks + Microsoft Dynamics 365 CRM

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Supported triggers and actions

What does this mean?

How Projectworks + Microsoft Dynamics 365 CRM Integrations Work

  1. Step 1: Authenticate Projectworks and Microsoft Dynamics 365 CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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projectworks logo

About Projectworks

Projectworks is an intelligent business management software for your entire professional services company.

Related categories

  • Project Management
microsoft-dynamics-crm logo
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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