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Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo
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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

Create Microsoft Dynamics 365 CRM opportunities from new CMap potentials

Re-entering new sales prospects into your CRM by hand after they are raised in CMap wastes time and risks mismatched records. When a new potential is created in CMap, this integration automatically creates a matching opportunity in Microsoft Dynamics 365 CRM so your pipeline stays complete. Your sales team keeps one consistent view of new business across both systems without any duplicate data entry.

  1. When this happens...
    New Potential
    New Potential
    New PotentialTriggers when a new potential is created.
  2. automatically do this...
    Find Project by ID
    Find Project by ID
    Find Project by IDFinds a specific project by its ID.
  3. then do this!
    Create Opportunity
    Create Opportunity
    Create OpportunityCreates a new opportunity.
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More things you can do with CMap Software and Microsoft Dynamics 365 CRM

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

  • CMap Software triggers, actions, and search
    New Company

    Triggers when a new company is created.

    Trigger
    Instant
    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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