Confluence Server + Microsoft Dynamics 365 Integrations, Built by an AI Agent
Put Confluence Server + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
Learn more about Confluence Server integrations or talk to a human
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Workflows you can build between Confluence Server and Microsoft Dynamics 365
See the kind of workflows teams build with Confluence Server and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
Confluence Server + Microsoft Dynamics 365
When a new page or blog post is created in Confluence Server, link the document to Microsoft Dynamics 365 CRM.
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Create onboarding projects for closed-won deals
When a deal is marked as won in Microsoft Dynamics 365, automatically create a dedicated project space in Confluence Server for customer onboarding.
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Assign follow-up tasks when new leads arrive
When a new lead is created in Microsoft Dynamics 365, automatically generate a review task in Confluence Server for the assigned account executive.
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Log deal activities from team feedback
When a new comment or review is posted in Confluence Server, automatically log a note on the associated deal in Microsoft Dynamics 365.
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Browse the full workflow library →
Looking to achieve something else with Confluence Server and Microsoft Dynamics 365?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Confluence Server and Microsoft Dynamics 365
Everything Confluence Server and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
Confluence Server Explore Confluence Server →
A self-hosted team workspace application used to document institutional knowledge, create project notes, and share company resources.
TriggersTriggers when a new page or blog post is created.
Creates a new page or blog post.
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.
TriggersTriggers when a new account is created.
Triggers when an account is updated.
Triggers when a new contact is created.
Triggers when a contact is updated.
Triggers when a new custom entity is created.
Triggers when a new case/incident is created.
Creates a new account.
Creates a new campaign.
Creates a new contact.
Creates a new campaign response.
Creates a new case/incident.
Creates a new custom entity.
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Beekeeper
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beSlick
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Blink
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BlogIn
BlogIn is an internal company blog software that acts as an internal knowledge base and team news sharing tool.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
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ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Confluence Server + Microsoft Dynamics 365
Is there a pre-built Confluence Server + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Confluence Server and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Confluence Server or Microsoft Dynamics 365 connector?
No. The Agent works whether or not Confluence Server or Microsoft Dynamics 365 already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why should sales teams connect Microsoft Dynamics 365 to Confluence Server?
Integrating Microsoft Dynamics 365 and Confluence Server ensures sales rep activity seamlessly creates onboarding projects, tasks, and updates for delivery and operational teams.
Can updates made in Confluence Server sync back to customer deals in Microsoft Dynamics 365?
Yes, when team members comment or share updates in Confluence Server, relevant deal stages or activities in Microsoft Dynamics 365 can be automatically updated.