Connect Microsoft Dynamics CRM and ProjectManager
Integrate Microsoft Dynamics CRM with ProjectManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in ProjectManager when New Account in Microsoft-dynamics-crm
Create Task in ProjectManager when New Account in Microsoft-dynamics-crm
Create Timesheet Entry in ProjectManager when New Account in Microsoft-dynamics-crm
Update Project in ProjectManager when New Account in Microsoft-dynamics-crm
Update Task in ProjectManager when New Account in Microsoft-dynamics-crm
Popular Microsoft Dynamics CRM + ProjectManager flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Dynamics CRM
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
Choose an action
ProjectManager
Automatically do this!
Create Project
Create Task
Create Timesheet Entry
Update Project
Update Task
Update Timesheet Entry
Get Project Details
Get Task Details
List Project Priorities
List Task Statuses
Create Resource
Get User Details
List Project Folders
Update User
List Workspaces
List User Roles
List Active Admin Tasks
List Timesheets
List Tasks
List User Teams
List All Countries
List Users
List Project Templates
List Template Categories
List Project Statuses
List Available Project Members
List Project Fields
List Project Customers
List Charge Codes
List Projects
List Non-Project Task Statuses
List Licenses
List Integration Providers
List Integration Provider Categories
Create Task Comment
Create Meeting
List Meetings
Get Meeting
Delete Meeting
Create Meeting Todo
Get Meeting Todos
Update Meeting To-Do
Delete Meeting Todo
Create Project Customer
Create Project in ProjectManager when New Account in Microsoft-dynamics-crm
Use this flowCreate Task in ProjectManager when New Account in Microsoft-dynamics-crm
Use this flowCreate Timesheet Entry in ProjectManager when New Account in Microsoft-dynamics-crm
Use this flowUpdate Project in ProjectManager when New Account in Microsoft-dynamics-crm
Use this flowUpdate Task in ProjectManager when New Account in Microsoft-dynamics-crm
Use this flowUpdate Timesheet Entry in ProjectManager when New Account in Microsoft-dynamics-crm
Use this flowGet Project Details from ProjectManager when New Account in Microsoft-dynamics-crm
Use this flowGet Task Details from ProjectManager when New Account in Microsoft-dynamics-crm
Use this flowList Project Priorities from ProjectManager when New Account in Microsoft-dynamics-crm
Use this flowList Task Statuses from ProjectManager when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics CRM and ProjectManager.
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Case/Incident
Creates a new case/incident
Create Order
Creates a new order
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Dynamics CRM and ProjectManager workflows.
Learn how to automate Microsoft Dynamics CRM and ProjectManager workflows.
Learn how to automate Microsoft Dynamics CRM and ProjectManager workflows.
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About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreAbout ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and ProjectManager accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Dynamics CRM and ProjectManager as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ProjectManager. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in ProjectManager, and a separate workflow where ProjectManager triggers actions in Microsoft Dynamics CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Dynamics CRM and ProjectManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Dynamics CRM and ProjectManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
