Integrate Asana with Microsoft Dynamics CRM

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

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.

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.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Integration Zoho CRM
  • Salesforce Integration Salesforce
  • Pipedrive Integration Pipedrive

Best Asana and Microsoft Dynamics CRM Integrations

  • Asana Integration Microsoft Dynamics CRM Integration

    Asana + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Asana Integration Microsoft Dynamics CRM Integration

    Asana + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Asana Integration Microsoft Dynamics CRM Integration

    Asana + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Asana Integration Microsoft Dynamics CRM Integration

    Asana + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Asana Integration Microsoft Dynamics CRM Integration

    Asana + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana Integration New Tag Created
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • Asana Integration {{item.actionAppName}} Integration

    Asana + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • 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.

  • 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Asana & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Asana as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Asana to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Asana and Microsoft Dynamics CRM

Asana

Asana is a project management software company that was founded in 2008. It was later acquired by Facebook in late 2017. It is currently headquartered in San Francisco, CA. Asana provides a cloud-based workspace where users can connect and cplaborate with others on projects.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. platform developed by Microsoft. The purpose of the platform is to help companies manage their customer relationships. The platform offers several modules that are geared towards the customer relationship processes such as sales, marketing, service, field service, and partner relationship management.

Integration of Asana and Microsoft Dynamics CRM

Integration with CRM enables users to view relevant data across multiple apps into one hpistic view. This helps eliminate redundancies and makes sure all information is being tracked at all times. Additionally, integration also allows users to access data directly within the app they need it, rather than having to export it from one app to another or go through a separate process to get it.

Asana has a native integration with Dynamics 365. This means that when users create an Asana task from an activity record in Dynamics 365, the status of the task will automatically be updated in the CRM record. Additionally, when an update is made on a task in Asana, the corresponding record in Dynamics 365 will be updated accordingly. This eliminates the need for users to log into both systems separately to check on progress and updates for tasks. Additionally, users can save time by accessing relevant data directly from Asana without having to log into multiple systems.

Benefits of Integration of Asana and Microsoft Dynamics CRM

Integration between CRM and Asana can help increase efficiency and productivity by eliminating redundant work and unnecessary clicks required to access data. Integration between these two platforms can also reduce errors related to manual data entry since Asana can automatically update the corresponding CRM record with information entered in Asana. This can also save users time since they can now access relevant data directly from Asana without having to log into both systems separately. Finally, integration between Asana and CRM can help improve communication and cplaboration within teams by being able to see updates on records right away when updating tasks within Asana can also reduce errors related to manual data entry since Asana can automatically update the corresponding CRM record with information entered in Asana. This can also save users time since they can now access relevant data directly from Asana without having to log into both systems separately. Finally, integration between Asana and CRM can help improve communication and cplaboration within teams by being able to see updates on records right away when updating tasks within Asana .

The process to integrate Asana and Microsoft Dynamics CRM 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.