Microsoft Dynamics 365 + Autotask Integrations
Put Microsoft Dynamics 365 + Autotask to work with AI and enterprise-grade automation
Learn more about Microsoft Dynamics 365 integrations or talk to a human
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Workflows you can build between Microsoft Dynamics 365 and Autotask
See the kind of workflows teams build with Microsoft Dynamics 365 and Autotask below — describe the exact one you want above and the Agent builds it on demand.
Microsoft Dynamics 365 + Autotask
When a new company is added in Autotask, create or update the company account in Microsoft Dynamics 365 CRM.
Sync newly created leads across CRM platforms
When a new lead is captured in Microsoft Dynamics 365, automatically create or update the matching contact in Autotask to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Autotask, update the corresponding opportunity stage in Microsoft Dynamics 365 for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in Microsoft Dynamics 365, log a status update activity on the corresponding account record in Autotask.
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Browse the full workflow library →
Looking to achieve something else with Microsoft Dynamics 365 and Autotask?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Microsoft Dynamics 365 and Autotask
Everything Microsoft Dynamics 365 and Autotask can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
Autotask Explore Autotask →
An IT business management platform that combines professional services automation, ticketing, resource scheduling, and customer management.
TriggersTriggers when a new company is found.
Trigger when a new "To Do" event is added to a company.
Triggers when a new configuration item is found.
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
Triggers when a new invoice is found.
Triggers when a new ticket is found.
Creates a company.
Creates a new Company To-Do.
Creates a contact.
Creates a ticket.
Creates a ticket note.
Creates a new expense report.
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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
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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.
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Common questions about Microsoft Dynamics 365 + Autotask
Is there a pre-built Microsoft Dynamics 365 + Autotask automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Dynamics 365 and Autotask's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Microsoft Dynamics 365 or Autotask connector?
No. The Agent works whether or not Microsoft Dynamics 365 or Autotask 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.