ConnectWise Manage + Microsoft Dynamics 365 Integrations
Put ConnectWise Manage + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
Learn more about ConnectWise Manage integrations or talk to a human
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Workflows you can build between ConnectWise Manage and Microsoft Dynamics 365
See the kind of workflows teams build with ConnectWise Manage and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
ConnectWise Manage + Microsoft Dynamics 365
When a ticket is created or updated in ConnectWise Manage, update the account record in Microsoft Dynamics 365 CRM.
Sync newly created leads across CRM platforms
When a new lead is captured in ConnectWise Manage, automatically create or update the matching contact in Microsoft Dynamics 365 to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Microsoft Dynamics 365, update the corresponding opportunity stage in ConnectWise Manage for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in ConnectWise Manage, log a status update activity on the corresponding account record in Microsoft Dynamics 365.
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Browse the full workflow library →
Looking to achieve something else with ConnectWise Manage 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 ConnectWise Manage and Microsoft Dynamics 365
Everything ConnectWise Manage and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
ConnectWise Manage Explore ConnectWise Manage →
A professional services automation software that integrates business operations, ticketing, project tracking, and customer billing.
TriggersTriggers when a contact is created or updated.
Triggers when a new ticket note is created.
Triggers when a project is created or updated.
Triggers when a service ticket is created and/or updated.
Triggers when a new territory is created.
Upload a file and attach it to a record.
Creates a new company.
Creates a new contact.
Creates a new service desk or project ticket.
Create a service note or ticket note.
Updates an existing company.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.
Knit's Integrations Agent builds Microsoft Dynamics 365's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Dynamics 365's API.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
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17hats
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1CRM
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AccuLynx
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Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
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.
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.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
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 ConnectWise Manage + Microsoft Dynamics 365
Is there a pre-built ConnectWise Manage + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ConnectWise Manage and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built ConnectWise Manage or Microsoft Dynamics 365 connector?
No. The Agent works whether or not ConnectWise Manage 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 would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.