Update CRM deal stages when project tasks complete
When a milestone task is completed in Forecast, automatically update the deal stage in Microsoft Dynamics365 Business Central to keep sales reps informed.
See all Forecast + Microsoft Dynamics365 Business Central integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Forecast Explore Forecast →
TriggersFires when a new task, job or item is created in Forecast.
Fires when a task in Forecast is marked complete.
Fires when a task's due date in Forecast is coming up.
Fires when a task, job or project changes status in Forecast.
Creates a new task, job or item in Forecast.
Updates a task's status or assignee in Forecast.
Posts a comment on a task in Forecast.
Assigns a task in Forecast to a team member.
Microsoft Dynamics365 Business Central Explore Microsoft Dynamics365 Business Central →
TriggersFires when a new contact or lead is added to Microsoft Dynamics365 Business Central.
Fires when a field on a contact changes in Microsoft Dynamics365 Business Central.
Fires when a deal, case or record moves to a new stage in Microsoft Dynamics365 Business Central.
Fires when a deal is marked won in Microsoft Dynamics365 Business Central.
Creates or updates a contact in Microsoft Dynamics365 Business Central.
Creates a new deal in Microsoft Dynamics365 Business Central.
Moves a deal or record to a new stage in Microsoft Dynamics365 Business Central.
Logs a call, email, or note against a record in Microsoft Dynamics365 Business Central.
More Forecast + Microsoft Dynamics365 Business Central workflows
Generate project tasks when deals are won
When a deal is won in Microsoft Dynamics365 Business Central, automatically create a project task in Forecast to kick off client onboarding.
See details
Log activity in CRM when task comments are added
When a comment is added to a client task in Forecast, automatically log the activity in Microsoft Dynamics365 Business Central on the customer record.
See details
See all Forecast + Microsoft Dynamics365 Business Central integrations → · Browse the full workflow library →
Common questions
Can Knit build “Update CRM deal stages when project tasks complete” between Forecast and Microsoft Dynamics365 Business Central?
Yes — describe it in the box above and Knit's Integrations Agent researches Forecast and Microsoft Dynamics365 Business Central's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Forecast and Microsoft Dynamics365 Business Central help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Microsoft Dynamics365 Business Central automatically spin up project tasks?
Yes, when a deal is won or changes stages in Microsoft Dynamics365 Business Central, you can instantly create initial project tasks in Forecast.