Integrating OpenAsset with Microsoft Dynamics

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

 

Update project fields in OpenAsset with data from opportunities in Microsoft Dynamics

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

 

For more on our Microsoft Dynamics integration check out our Help Center