When new/updated ticket in ConnectWise Manage, sync it to Microsoft Dynamics 365 CRM.
When a ticket is created or updated in ConnectWise Manage, update the account record in Microsoft Dynamics 365 CRM.
See all Microsoft Dynamics 365 + ConnectWise Manage 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.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
TriggersFires when a new contact or lead is added to Microsoft Dynamics 365.
Fires when a field on a contact changes in Microsoft Dynamics 365.
Fires when a deal, case or record moves to a new stage in Microsoft Dynamics 365.
Fires when a deal is marked won in Microsoft Dynamics 365.
Creates or updates a contact in Microsoft Dynamics 365.
Creates a new deal in Microsoft Dynamics 365.
Moves a deal or record to a new stage in Microsoft Dynamics 365.
Logs a call, email, or note against a record in Microsoft Dynamics 365.
ConnectWise Manage Explore ConnectWise Manage →
TriggersFires when a new ticket or incident is logged in ConnectWise Manage.
Fires when a ticket or incident is updated in ConnectWise Manage.
Fires when a new user, client or device record is added in ConnectWise Manage.
Creates a ticket or incident in ConnectWise Manage.
Updates an existing ticket or incident in ConnectWise Manage.
Adds a note to a ticket in ConnectWise Manage.
More Microsoft Dynamics 365 + ConnectWise Manage workflows
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.
See details
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.
See details
Keep contact details in sync
When a contact is updated in Microsoft Dynamics 365, update the matching requester or client user in ConnectWise Manage.
See details
See all Microsoft Dynamics 365 + ConnectWise Manage integrations → · Browse the full workflow library →
Common questions
Can Knit build “When new/updated ticket in ConnectWise Manage, sync it to Microsoft Dynamics 365 CRM.” between Microsoft Dynamics 365 and ConnectWise Manage?
Yes — describe it in the box above and Knit's Integrations Agent researches Microsoft Dynamics 365 and ConnectWise Manage'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.
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.