Projetly + Microsoft Dynamics 365 Integrations, Built by an AI Agent
Put Projetly + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Projetly and Microsoft Dynamics 365
See the kind of workflows teams build with Projetly and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
Projetly + Microsoft Dynamics 365
When a new company is created in Projetly, sync the organization details to Microsoft Dynamics 365 CRM. Create a new account record with all provided attributes.
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Generate project tasks when deals are won
When a deal is won in Microsoft Dynamics 365, automatically create a project task in Projetly to kick off client onboarding.
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Log activity in CRM when task comments are added
When a comment is added to a client task in Projetly, 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 Projetly 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 Projetly and Microsoft Dynamics 365
Everything Projetly and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
Projetly Explore Projetly →
Projetly is a project management tool designed to help teams organize tasks, manage workflows, and track project milestones.
TriggersTriggers when a new company is created.
Triggers when an existing company is updated.
Triggers when a new contact is created.
Triggers when an existing contact is updated.
Triggers when a new deal is created.
Triggers when an existing deal is updated.
Creates a new company.
Creates a new contact.
Creates a new deal.
Creates a new project.
Creates a new task.
Updates an existing company.
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 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.
1st things 1st
1st things 1st is prioritization software designed to help teams analyze, rank, and organize project goals and tasks.
Accelo
Accelo is a cloud service operations platform designed to automate client work, retainers, and business management workflows.
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.
AdaptiveWork
AdaptiveWork is an enterprise project and portfolio management solution that helps teams track work, resources, and project status.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
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 Projetly + Microsoft Dynamics 365
Is there a pre-built Projetly + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Projetly and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Projetly or Microsoft Dynamics 365 connector?
No. The Agent works whether or not Projetly 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 Projetly 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 Projetly.