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Microsoft Dynamics

Overview

Do you want to reduce the time it takes to keep the list of projects in OpenAsset up to date? By using Zapier you can integrate Microsoft Dynamics 365 CRM or the older Microsoft Dynamics CRM (Version 8+ Online) with OpenAsset in countless different ways!

For example, you can:

  • Create a new project in OpenAsset when a new opportunity is created.
  • Update project fields in OpenAsset with key data from opportunities.

Getting started

It is super simple to get up and running with Zapier integrations, below we outline the steps to get you started.

  1. Use the invite link. Integrations via Zapier are currently invite only so you just need to use the following link and click "Sign Up to Accept Invite" https://zapier.com/developer/invite/99942/654acbd18101216dd5b6e46f1a677e55/
  2. Create a Zapier account. You can create an account for free!
  3. Create an integration. Below are some sample integration you could try out.

Sample integrations

Create a project in OpenAsset for a new opportunity in Microsoft Dynamics 365 CRM

This Zapier integration will create a new project in OpenAsset when a Microsoft Dynamics 365 CRM opportunity is created.

https://zapier.com/app/editor/template/32271

 

It will have a single trigger and action.

 

Screenshot 2018-11-30 at 12.19.26.png

 

You could map the ID to the code and opportunity name as the project name.

Screenshot 2018-11-30 at 12.23.55 2.png

Create a project in OpenAsset for a new opportunity in Microsoft Dynamics CRM 8 Online

This Zapier integration will create a new project in OpenAsset when a Microsoft Dynamics CRM 8 Online opportunity is created.

https://zapier.com/app/editor/template/32277

 

It will have a single trigger and action.

Screenshot 2018-11-30 at 12.34.22.png

 

You could map the ID to the code and opportunity name as the project name.

Screenshot 2018-11-30 at 12.35.31 2.png

 

 

 

 

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