Microsoft Dynamics 365 + ConnectWise Manage Integrations, Built by an AI Agent
Put Microsoft Dynamics 365 + ConnectWise Manage 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 ConnectWise Manage
See the kind of workflows teams build with Microsoft Dynamics 365 and ConnectWise Manage below — describe the exact one you want above and the Agent builds it on demand.
Microsoft Dynamics 365 + ConnectWise Manage
When a ticket is created or updated in ConnectWise Manage, update the account record in Microsoft Dynamics 365 CRM.
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Create a client when a deal is won
When a deal closes in Microsoft Dynamics 365, create the client and its main contact in ConnectWise Manage.
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Log tickets on the customer record
When a new ticket is logged in ConnectWise Manage, add an activity to the matching company in Microsoft Dynamics 365.
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Keep contact details in sync
When a contact is updated in Microsoft Dynamics 365, update the matching requester or client user in ConnectWise Manage.
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Browse the full workflow library →
Looking to achieve something else with Microsoft Dynamics 365 and ConnectWise Manage?
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 ConnectWise Manage
Everything Microsoft Dynamics 365 and ConnectWise Manage 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.
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.
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.
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
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
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.
Other IT Service Management apps on Knit
Explore more IT Service Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Action1
A cloud-based patch management and remote monitoring software that secures endpoint devices and software installations.
Alloy Navigator
An IT service management platform that provides asset tracking, help desk ticketing, and automated workflow solutions for IT teams.
Asset Panda
An asset tracking and inventory management platform designed to track physical assets, equipment, and tools.
Atera
Atera is an IT management and remote monitoring platform designed for IT departments and managed service providers.
Autotask
An IT business management platform that combines professional services automation, ticketing, resource scheduling, and customer management.
BOSSDesk
An IT service management platform that provides service desk ticketing, asset management, and workflow automation.
Docusnap365
Docusnap365 is an IT infrastructure inventory and documentation tool that automatically analyzes, visualizes, and reports on network environments.
Freshservice
An IT service management software that manages ticketing, asset inventory, server health, and system monitoring.
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 Microsoft Dynamics 365 + ConnectWise Manage
Is there a pre-built Microsoft Dynamics 365 + ConnectWise Manage automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Dynamics 365 and ConnectWise Manage's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Microsoft Dynamics 365 or ConnectWise Manage connector?
No. The Agent works whether or not Microsoft Dynamics 365 or ConnectWise Manage 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 connect a CRM to an IT service management tool?
For managed service providers and internal IT teams, Microsoft Dynamics 365 holds the customer relationship while ConnectWise Manage holds the tickets. Linking them keeps both views of the same client in step.
Can a closed deal create a client in the service desk?
Yes. When a deal is won in Microsoft Dynamics 365, you can create the matching client or requester in ConnectWise Manage so support can start straight away.