Projectworks + Microsoft Dynamics 365 Integrations
Put Projectworks + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
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Workflows you can build between Projectworks and Microsoft Dynamics 365
See the kind of workflows teams build with Projectworks and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
Projectworks + Microsoft Dynamics 365
When project records are retrieved in Projectworks, sync project progress to Microsoft Dynamics 365 CRM.
Generate project tasks when deals are won
When a deal is won in Microsoft Dynamics 365, automatically create a project task in Projectworks to kick off client onboarding.
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Update CRM deal stages when project tasks complete
When a milestone task is completed in Projectworks, automatically update the deal stage in Microsoft Dynamics 365 to keep sales reps informed.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Projectworks, automatically log the activity in Microsoft Dynamics 365 on the customer record.
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Browse the full workflow library →
Looking to achieve something else with Projectworks 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 Projectworks and Microsoft Dynamics 365
Everything Projectworks and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
Projectworks Explore Projectworks →
Projectworks is a professional services automation platform that manages project management, resourcing, time tracking, and invoicing for service businesses.
TriggersTriggers when a user requests a list of budgets.
Triggers when a user requests a list of clients.
Triggers when a user requests a list of Custom Fields
Triggers when a user requests a list of leave statuses.
Triggers when a user requests a list of offices.
Triggers when a user requests a list of projects.
Assigns a user to a timecode
Creates a Budget
Creates a new company
Creates a Leave Entry
Creates a Project
Creates a Timecode
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.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
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.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Projectworks + Microsoft Dynamics 365
Is there a pre-built Projectworks + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Projectworks and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Projectworks or Microsoft Dynamics 365 connector?
No. The Agent works whether or not Projectworks 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 connecting Projectworks and Microsoft Dynamics 365 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 Dynamics 365 automatically spin up project tasks?
Yes, when a deal is won or changes stages in Microsoft Dynamics 365, you can instantly create initial project tasks in Projectworks.