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Microsoft Dynamics CRM + Asana Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Asana

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Asana

Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.

Asana Integrations
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Best Microsoft Dynamics CRM and Asana Integrations

  • Microsoft Dynamics CRM Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Microsoft Dynamics CRM Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Microsoft Dynamics CRM Sendinblue

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Sendinblue Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Todoist

    Asana + Todoist

    Add every new Asana tasks to Todoist Read More...
    When this happens...
    Microsoft Dynamics CRM New Task in Project
     
    Then do this...
    Todoist Create Task
    Want to keep a track of your Asana tasks without having to log in every single time? Don’t worry; we are here to help you! Once it is set up, every time a new task is added to a project in Asana, Appy Pie Connect will add a corresponding new task to Todoist. This integration keeps your team informed in real time for rapid action. Enjoy the benefits of workflow automation, integrate your Asana with Todoist now!
    How this Integration Works
    • A new task is added to an Asana project
    • Appy Pie Connect adds a corresponding new task in Todoist
    What You Need
    • An Asana account
    • A Todoist account
  • Microsoft Dynamics CRM Todoist

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft Dynamics CRM + Asana in easier way

It's easy to connect Microsoft Dynamics CRM + Asana without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Completed Task in Project

    Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.

  • New Project

    Triggered whenever you add a new project.

  • New Story

    Triggers on an addition of a new story.

  • New Subtask

    Triggers upon an addition of a new subtask.

  • New Tag Created

    Triggers every time you create a new tag.

  • New Task in Project

    Triggers whenever a new task is added to a project.

  • New Task in Workspace

    Triggers whenever a new task is added to a workspace.

  • New Team

    Triggered every time you add a new team.

  • New User

    Triggered once a new user is added.

  • Tag Added to Task

    Triggers every time you add a tag to a task.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Project

    Adds a new project.

  • Create Story

    Adds a new story (a comment is a story).

  • Create Task

    Adds a new task.

  • Update Task

    Updates an existing Task.

How Microsoft Dynamics CRM & Asana Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Asana as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Asana with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Asana

Microsoft Dynamics CRM is the most widely used customer relationship management platform (CRM. worldwide. Asana provides its users with the tops to manage their projects and tasks in a simple and fast way.Microsoft Dynamics CRMMicrosoft Dynamics CRM is software that is used for managing customer relations, providing sales force automation, marketing automation, service automation and partner engagement capabilities. It is a cloud-based spution, which means that it is hosted on remote servers instead of being installed on local servers (as stand-alone software. Microsoft Dynamics CRM is available in four versions. Customer (for sales), Professional (for marketing), Enterprise (for service. and Performance Improvement (for analytics.Microsoft Dynamics CRM was developed by Microsoft to help customers manage their customer relationships and increase revenue. In 2011, it was acquired by Salesforce and later rebranded as Salesforce CRM. In 2016, Microsoft bought the CRM application back from Salesforce for $26.2 billion.Microsoft Dynamics CRM helps organizations in managing their customer relationships, sales, marketing, service and partner engagement processes, while integrating all these processes into a single system.Microsoft Dynamics 365 handles business processes such as opportunity management, account management, quoting, sales order management, forecasting, billing, contracts, customer service, marketing management, campaign management, service desk, field service and project service.Microsoft Dynamics 365 also enables organizations to cplaborate with partners through its business-to-business integration capabilities.AsanaAsana is a task management software that helps teams and individuals work together towards a common goal. It organizes projects into tasks and sub-tasks and allows users to set due dates and attach files to every task. It also allows users to share tasks with other team members, making it easier to work as a team without having to constantly stay in contact with each other.Asana helps users to break down big projects into smaller tasks that can be completed individually and helps leaders keep track of what each team member is working on.It is very easy to use – you can create tasks on the fly while you are working on something else or you can create them in advance by planning future goals for your team.Asana is free for teams of up to 15 people. For teams larger than that, Asana offers two paid plans that allow for unlimited use.

Integration of Microsoft Dynamics CRM and Asana

The integration of Microsoft Dynamics CRM and Asana provides an organized workflow between these two platforms. This workflow enables users to cplaborate and organize their work better by creating tasks inside Asana based on activities performed in Microsoft Dynamics CRM. By doing this Microsoft Dynamics 365 users are able to complete their activities faster because they don't have to leave one platform in order to start working on the next one. Users can also rest assured knowing that their important data is safe because it lives in sync with Asana, so if anything happens to their systems they will not lose any of their information. This integration provides the user with a way to organize his/her work better by letting him/her plan out his/her week ahead of time or create new tasks based on past activities in order to make sure he/she stays on track with his/her goals for the week or the day.Microsoft Dynamics 365 also enables its users to connect their accounts with third-party sputions in order to enhance their productivity. These third-party sputions include SalesforceIQ, Box, Dropbox, Google Drive, Slack and more. This integration also lets users add outside applications into the workflow by connecting their company's apps with Microsoft's Office365 suite.Asana's integration with Microsoft Dynamics 365 allows for an automated workflow between both platforms so that when a Salesforce user creates a new deal it automatically appears as a task in Asana so that the project manager on that project can assign the task to the other team members who are working on that project as well as provide updates about the task when necessary. This integration also allows for automated emails between both platforms so that when certain actions occur within Asana it will automatically send an email so that the appropriate users are notified about what needs to be done next within that specific project.Asana's integration with Microsoft Dynamics 365 also allows for offline access so that if users are not connected to the internet they will still be able to view their tasks and stay on top of what needs to be done next without having to worry about syncing data between the two platforms later on when they have access to the internet again.Asana's integration with Microsoft Dynamics 365 provides its users with access to reports concerning time spent per activity as well as how much time they have left until their deadlines in order to stay on track with their daily goals. It also provides its users with a status report of all of their projects along with a list of all outstanding tasks which makes it easier for managers to keep track of what needs to be done next within a specific project so they know where their team members need help or where the problems lie within that project. This integration also allows for automated emails on due dates for tasks in order to make sure that no one misses a deadline or forgets about an upcoming task altogether.Asana's integration with Microsoft Dynamics 365 allows both platforms to be easily accessed from anywhere, whether it be from a computer or a mobile device such as a smartphone or tablet. This integration makes both platforms accessible 24 hours a day 7 days a week so that users never have to worry about missing an important event or deadline while they are away from their computers or smartphones or tablets due to travel or other personal reasons.

Benefits of Integration of Microsoft Dynamics CRM and Asana

This integration offers many benefits including but not limited to improved productivity which leads to increased revenue generation for businesses as well as lower costs associated with increasing employee turnover rates. By keeping employees motivated and happy it increases retention rates which reduces costs associated with hiring new employees who may not be as proficient as current employees at their jobs. Keeping employees motivated also encourages them to work harder which ultimately leads to increased revenue generation for businesses because of increased sales or higher quality of work from those employees who are motivated because they want approval from their managers who are monitoring their progress within specific projects through this integration.By improving communication between employees within companies through this integration it can encourage teamwork between employees which ultimately leads to new ideas that may not have occurred without this type of cplaboration between employees. By allowing employees access to real-time information through this integration it can help reduce costs associated with sending multiple emails between different departments within a company because employees no longer have to worry about sending emails back and forth in order to receive answers they need from other departments within the company they work for because they can simply check their Asana inboxes or access Microsoft Dynamics 365 directly through the intranet portal in order to see what they need to do next or what has been assigned to them by supervisors without ever leaving their desks or cubicles throughout the day.Integrating Asana with Microsoft Dynamics CRM has helped companies reduce costs associated with phone calls and emails between departments within a company because now employees within different departments can see what each department is working on at any given moment through this integration rather than call each other up throughout the day in order to find out what they need to do next or what has been assigned to them by supervisors within their departments throughout the day which would require companies paying phone bills for those phone calls made throughout the day while at the same time taking up valuable employee time that could be used elsewhere throughout the day like participating in meetings, attending training classes, etc., which takes away from actual work time required by employees throughout the day if they were not using company resources such as phones or email accounts throughout the day for personal reasons such as contacting coworkers during work hours over non-work related issues like finding out who should do what next or trying to get supervisors answers on work related questions since supervisors are no longer limited by availability due to being tied down by office hours since they can now contact other departments within their own company through this integration whenever they want throughout the day instead of waiting until office hours if they have questions about what needs to be done next by their employees since those employees may already know what needs doing next since everything is recorded within Asana's database from previous interactions made throughout the day between employees making it easier for supervisors to stay informed about what needs doing next throughout any given day instead of having to wait for someone else within their department who may not be available when they want answers regarding what needs done next since those other employees may be working on other projects outside of one specific project which requires additional attention which could cause delays in results which could mean missed deadlines which could lead to underperforming departments which could lead companies losing clients and revenue which could lead companies being put out of business altogether meaning no job security whatsoever for anyone working within any given company

The process to integrate Microsoft Dynamics CRM and Asana may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.