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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

CMap Software + Microsoft Dynamics 365 CRM

CMap Software + Microsoft Dynamics 365 CRM

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.

  1. When this happens...
    Updated Opportunity
    Updated Opportunity
    Updated OpportunityTriggers when an opportunity has been updated.
  2. automatically do this...
    Find Opportunity
    Find Opportunity
    Find OpportunityFinds an opportunity by subject or other searchable field.
  3. then do this...
    Find Project by ID
    Find Project by ID
    Find Project by IDFinds a specific project by its ID.
  4. then do this...
    Find Company by ID
    Find Company by ID
    Find Company by IDRetrieves detailed company information by ID.
  5. then do this...
    Find Contact by ID
    Find Contact by ID
    Find Contact by IDRetrieves detailed contact information by ID.
  6. then do this!
    Update Project
    Update Project
    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

  • 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 CMap Software
CMap Software is a cloud-based Project Management/PSA platform designed for professional services firms, such as architects, engineers, and consulting firms
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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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