Create integrations between Wrike and Microsoft Dynamics 365 CRM to automate any workflow

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WHEN THIS HAPPENS

Trigger Dates Types List

AUTOMATICALLY DO THIS

Create Opportunity

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly automate workflows with Wrike and Microsoft Dynamics 365 CRM using Zapier's templates.

Our most popular template

Create comments in Wrike for new Microsoft Dynamics 365 CRM contacts
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Create tasks in Wrike for new contacts in Microsoft Dynamics 365 CRM
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Create Wrike folders for new Microsoft Dynamics 365 CRM leads
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Update tasks in Wrike when contacts are updated in Microsoft Dynamics 365 CRM
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Create Wrike folders for new Microsoft Dynamics 365 CRM contacts
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Create comments in Wrike for new Microsoft Dynamics 365 CRM contacts

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

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Create Wrike folders for new Microsoft Dynamics 365 CRM leads

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

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Create Wrike folders for new Microsoft Dynamics 365 CRM contacts

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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Wrike and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- FolderRequired
Trigger
Scheduled
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- FolderRequired
- Task by Selection
- Task by Name
- Comment TextRequired
Action
Write
Create Task
Create a new task.
Action
Write
- Welcome
Action
Write
New Account
Triggers when a new account is created.
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
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Welcome
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

- FolderRequired
- Track SubfoldersRequired
Trigger
Scheduled
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- Parent FolderRequired
- TitleRequired
- Description
- Description Format
Action
Write
- FolderRequired
- Task by Selection
- Task by Name
- HoursRequired
- Date
- Comment
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been 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
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- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Api Docs Info
- 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)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write

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

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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.

Help

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Zapier Interfaces

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Create integrations between .css-jwlb5y[class][class][class][class][class]{all:unset;box-sizing:border-box;-webkit-text-fill-color:currentColor;}Wrike and Microsoft Dynamics 365 CRM to automate any workflow

Create your first workflow

Create comments in Wrike for new Microsoft Dynamics 365 CRM contacts

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

Create Wrike folders for new Microsoft Dynamics 365 CRM leads

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

Create Wrike folders for new Microsoft Dynamics 365 CRM contacts

Create comments in Wrike for new Microsoft Dynamics 365 CRM contacts

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

Create Wrike folders for new Microsoft Dynamics 365 CRM leads

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

Create Wrike folders for new Microsoft Dynamics 365 CRM contacts

How Zapier works

A trigger is where automation begins

Now it's time for action

And that's it! You've just created a Zap.

Connect Wrike and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect your tools and unlock the power of automation

Supported triggers and actions

New Folder

FolderRequired

Create Comment

FolderRequired

Task by Selection

Task by Name

Comment TextRequired

Create Task

App Extensions (Beta)

Welcome

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

App Extensions (Beta)

Welcome

Find Account

Info

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

Find Campaign

Campaign NameRequired

Find Lead

Info

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

Find or Create Account

Info

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

Find or Create Lead

Info

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

New Task

FolderRequired

Track SubfoldersRequired

Create Folder

Parent FolderRequired

TitleRequired

Description

Description Format

Create Time Entry

FolderRequired

Task by Selection

Task by Name

HoursRequired

Date

Comment

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Create integrations between Wrike and Microsoft Dynamics 365 CRM to automate any workflow