Do you want to reduce the time it takes to keep the list of projects in OpenAsset up to date? By using Zapier you can integrate Microsoft Dynamics 365 CRM or the older Microsoft Dynamics CRM (Version 8+ Online) with OpenAsset in countless different ways!
For example, you can:
Create a new project in OpenAsset when a new opportunity is created.
Update project fields in OpenAsset with key data from opportunities.
Getting started
It is super simple to get up and running with Zapier integrations, below we outline the steps to get you started.
Create a Zapier account. You can create an account for free!
Create an integration. Below are some sample integrations you could try out.
Sample integrations
Create a project in OpenAsset for a new opportunity in Microsoft Dynamics 365 CRM
This Zapier integration will create a new project in OpenAsset when a Microsoft Dynamics 365 CRM opportunity is created.
It will have a single trigger and action.
You could map the ID to the code and opportunity name as the project name.
Create a project in OpenAsset for a new opportunity in Microsoft Dynamics CRM 8 Online
This Zapier integration will create a new project in OpenAsset when a Microsoft Dynamics CRM 8 Online opportunity is created.
It will have a single trigger and action.
You could map the ID to the code and opportunity name as the project name.
