OpenAsset + Microsoft Dynamics 365 Integrations, Built by an AI Agent
Put OpenAsset + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
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Workflows you can build between OpenAsset and Microsoft Dynamics 365
See the kind of workflows teams build with OpenAsset and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
OpenAsset + Microsoft Dynamics 365
When a new employee record is created in OpenAsset, sync user profile data to Microsoft Dynamics 365 CRM.
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Build dedicated customer folders for new deals
When a deal reaches a new stage in Microsoft Dynamics 365, automatically create a dedicated folder in OpenAsset to organize contracts, briefs, and client collateral.
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Log client file updates directly to pipeline activities
When a client uploads a new document in OpenAsset, automatically log an activity note on the matching account in Microsoft Dynamics 365 so account managers stay informed.
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Store signed proposals when deals are won
When a sales representative marks a deal won in Microsoft Dynamics 365, automatically share the corresponding onboarding folder in OpenAsset with the customer success team.
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Browse the full workflow library →
Looking to achieve something else with OpenAsset 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 OpenAsset and Microsoft Dynamics 365
Everything OpenAsset and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
OpenAsset Explore OpenAsset →
OpenAsset is a digital asset management platform designed for architecture and real estate firms to store, organize, and share media files.
TriggersTriggers when a new album is created.
Triggers when a new employee is created.
Triggers when a new file is uploaded.
Triggers when a new project is created.
Creates a new employee.
Creates a new project.
Updates the fields for a project.
Upload a new file.
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.
Other Files & Storage apps on Knit
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Adobe Creative Cloud Libraries
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Air
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Amazon S3
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Artworker
Artworker is an artwork management and file proofing tool for print production teams to upload, review, and approve print-ready files.
Aryeo
Aryeo is a content delivery and order management platform built specifically for real estate photographers and media companies.
Box
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Brandfolder
Brandfolder is a digital asset management platform that enables organizations to store, organize, and share brand media assets.
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.
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 OpenAsset + Microsoft Dynamics 365
Is there a pre-built OpenAsset + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches OpenAsset and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built OpenAsset or Microsoft Dynamics 365 connector?
No. The Agent works whether or not OpenAsset 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.
How does integrating OpenAsset with Microsoft Dynamics 365 streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in OpenAsset directly to deal records in Microsoft Dynamics 365, saving reps time and keeping files organized.
Can changes in customer details in Microsoft Dynamics 365 update our file storage in OpenAsset?
Yes, when deal stages change or leads are created in Microsoft Dynamics 365, project folders can be created or updated automatically in OpenAsset.