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CMap Software + Microsoft Dynamics 365 CRM

CMap Software + Microsoft Dynamics 365 CRM

Update Microsoft Dynamics 365 CRM opportunities from newly updated CMap projects

When a project changes in CMap, updating the linked opportunity in your CRM by hand is slow and easy to overlook. When a project is updated in CMap, this integration finds the matching opportunity in Microsoft Dynamics 365 CRM and updates its details so both systems stay aligned. Your sales and delivery teams keep one accurate view of each deal without any manual re-entry.

  1. When this happens...
    Project Update
    Project Update
    Project UpdateTriggers when a project is updated.
  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...
    Find Opportunity
    Find Opportunity
    Find OpportunityFinds an opportunity by subject or other searchable field.
  4. then do this!
    Update Opportunity
    Update Opportunity
    Update OpportunityUpdates an 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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