🤝 Align Asana with Microsoft Dynamics 365 Sales. #

Sales-driven task management. Automated follow-ups. CRM-aligned execution. #

Whether you’re tracking pipeline stages or assigning deal-related activities,
IT Partner’s Asana + Microsoft Dynamics 365 Sales Integration helps your team align projects, tasks, and customer data across platforms.

🧩 What This Integration Does #

We connect your Asana instance to Microsoft Dynamics 365 Sales, enabling:

• 📋 Auto-task creation from opportunities, leads, and deal stages
• 🔄 Two-way sync of task status, deadlines, and assignees with Dynamics
• 🤖 Automated follow-ups and reminders from CRM triggers
• 📊 Pipeline visibility directly in Asana dashboards or portfolios
• 📣 Real-time collaboration by connecting CRM data to Asana comments and workflows

💡 Why It Matters #

Without this integration:

• Sales and project teams operate in silos
• Tasks are manually tracked, often missing deadlines or accountability
• CRM data is disconnected from operational execution

With Dynamics 365 Integration:
✅ Sync tasks directly from leads, deals, or accounts
✅ Automate repetitive CRM actions into task workflows
✅ Align sales ops and delivery teams around shared timelines and goals

🚀 Key Benefits #

• Reduce manual data entry between CRM and Asana
• Improve handoffs between sales and fulfillment teams
• Ensure every deal has tasks automatically tied to next steps
• Visualize sales progress and project execution in one place
• Shorten response cycles and improve customer experience

⚙️ How It Works #

Our Dynamics integration experts deliver a robust, secure connection between Asana and Dynamics 365 Sales by:

1. Registering both platforms and enabling API access securely
2. Configuring event-based triggers (e.g., won deal → Asana project template)
3. Mapping Dynamics fields to Asana custom fields or tags
4. Setting up bidirectional sync for task status and updates
5. Training users to manage sales-driven task workflows in Asana

🎯 Who’s This For? #

• Sales and account teams using Dynamics 365 Sales + Asana
• Project managers needing visibility into deal-based execution
• Revenue teams looking to automate post-sale workflows
• Organizations aligning CRM, delivery, and support teams

🏆 Why Choose IT Partner LLC #

• Microsoft Solutions Partner
• Specialists in CRM-integrated task orchestration
• 15+ years of cross-SaaS integration experience
• Full-lifecycle delivery: consult → develop → deploy → train

💬 Ready to Drive Sales-Aligned Execution? #

Let’s connect your CRM and task management for faster, smarter customer success.

• ➡️ +1-855-700-0365
• ➡️ sales@o365hq.com
• ➡️ Request a Call
• ➡️ Message via Teams