Connect Forecast to Microsoft Dynamics 365 CRM and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Forecast to Microsoft Dynamics 365 CRM with a Zapier template.

Our most popular template

Create projects in Forecast from won opportunities in Microsoft Dynamics 365 CRM
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Filter by Zapier + Forecast + Microsoft Dynamics 365 CRM

Create projects in Forecast from won opportunities in Microsoft Dynamics 365 CRM

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Details

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Filter by Zapier + Forecast + Microsoft Dynamics 365 CRM

How Zapier works

Zapier makes it easy to integrate Forecast with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Forecast

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Forecast to Microsoft Dynamics 365 CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Forecast 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Forecast and Microsoft Dynamics 365 CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Project id
- Title
- Description
- Billable
- Start date
- Deadline date
- Low estimate
- High estimate
- Approved
- Bug
- Blocked
Action
Write
- Title
Action
Search
New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom Entity
  Required
Trigger
Scheduled
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Updated Case/Incident
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Updated Invoice
Triggers when an invoice is updated.
Trigger
Scheduled
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Updated Lead
Triggers when a lead has been updated.
Trigger
Scheduled
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Updated Opportunity
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Custom Entity
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Title
- Stage
- Description
- Billable
- Use_sprints
- Sprint_length
- Start date
- Project end date
- Card_levels
- Client
- Rate_card
Action
Write
- Title
- Stage
- Description
- Billable
- Use_sprints
- Sprint_length
- Start date
- Project end date
- Card_levels
- Client
- Rate_card
Action
Search or write
Updated Account
Triggers when an account is updated.
Trigger
Scheduled
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Updated Contact
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
- State
Action
Write
- Info
- Account
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

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