Connect ConnectWise Manage and Microsoft Dynamics 365 CRM to unlock the power of automation
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Set up your first integration
Quickly connect ConnectWise Manage to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ConnectWise Manage with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New/Updated Contact" from ConnectWise Manage.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects ConnectWise Manage and Microsoft Dynamics 365 CRM, automating your workflow.
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.
- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Try ItTriggerInstant- New, Updated or Both
- Board Filter
- Project Filter
Try ItTriggerInstant- New Territory
Triggers when a new territory is created.
Try ItTriggerPolling - Company_nameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
ActionWrite
- Service Board Filter
Try ItTriggerPolling- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project_filter
Try ItTriggerInstant- FileRequired
- Record IDRequired
- Record TypeRequired
- Title
- Private?
- Read Only?
- Is Avatar?
ActionWrite- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
ActionWrite
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Connect ConnectWise Manage 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
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about ConnectWise Manage + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Microsoft Dynamics 365 CRM
What is the purpose of integrating ConnectWise Manage with Microsoft Dynamics 365 CRM?
Integrating ConnectWise Manage with Microsoft Dynamics 365 CRM allows for seamless data flow between your PSA and CRM systems. This integration typically ensures that customer information, service tickets, invoices, and other critical data are synchronized without manual input, providing a unified view of customer interactions.
How does the integration handle new contacts added to ConnectWise Manage?
When a new contact is added in ConnectWise Manage, the integration can trigger an action to create or update a corresponding contact record in Microsoft Dynamics 365 CRM. This ensures consistency across both platforms.
Can updates in Microsoft Dynamics 365 CRM reflect in ConnectWise Manage?
Yes, updates made in Microsoft Dynamics 365 CRM can trigger corresponding updates in ConnectWise Manage records. For instance, if a lead is converted into an account in Microsoft Dynamics 365 CRM, this change can be mirrored by updating or creating an account within ConnectWise Manage.
What type of information can be synced between the two systems?
The integration typically allows syncing of contacts, accounts, service tickets, invoices, and opportunity data between ConnectWise Manage and Microsoft Dynamics 365 CRM. This synchronization ensures that both systems have up-to-date and accurate information.
Are there any specific actions that are automated by this integration?
Yes. Actions such as creating a new ticket in ConnectWise when an opportunity is won in Microsoft Dynamics or updating customer details are automated through this integration. These automated actions eliminate repetitive tasks and reduce data entry errors.
Is it possible to customize what gets synced between the two platforms?
Our integration services allow users to customize which fields and entities are synchronized between ConnectWise Manage and Microsoft Dynamics 365 CRM based on their business requirements. We ensure flexibility to match specific operational needs.
How frequently does the data sync occur between these platforms?
Data synchronization frequency depends on how you configure the integration settings. Options range from real-time sync to scheduled sync intervals like hourly or daily updates for maintaining optimal system performance while ensuring timely data flow.
