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Update CMap projects from newly updated Microsoft Dynamics 365 CRM opportunities
When an opportunity changes in your CRM, updating the linked project in CMap by hand is slow and easy to forget. When an opportunity is updated in Microsoft Dynamics 365 CRM, this integration finds the linked project in CMap using its stored reference and updates its details so both systems stay aligned. Your sales and delivery teams always work from the same project information without any manual re-entry.
- When this happens...Updated OpportunityTriggers when an opportunity has been updated.
- automatically do this...Find OpportunityFinds an opportunity by subject or other searchable field.
- then do this...Find Project by IDFinds a specific project by its ID.
- then do this...Find Company by IDRetrieves detailed company information by ID.
- then do this...Find Contact by IDRetrieves detailed contact information by ID.
- then do this!Update ProjectUpdates an existing project.
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More things you can do with Microsoft Dynamics 365 CRM and CMap Software
Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and CMap Software
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Related Zap Templates
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- Create CMap projects from new Microsoft Dynamics 365 CRM opportunities
- Update Microsoft Dynamics 365 CRM accounts from newly-updated CMap companies
- Update Microsoft Dynamics 365 CRM contacts from newly updated CMap contacts
- Create Microsoft Dynamics 365 CRM opportunities from new CMap projects (AEC Edition)






