Connect ConnectWise Manage + Microsoft Dynamics 365 with no-code integration in a few clicks

Integrate ConnectWise Manage to Microsoft Dynamics 365 easy, secure and without limits using visual builder and powerful API connectors

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Using Onlizer you can connect ConnectWise Manage with Microsoft Dynamics 365, setup notifications about events or enable communication in chats, automate data sync, data analytics and BI tools. Learn how to design, build, and automate anything for your work by integrating services like ClickUp and Google Forms to create visual automated apps and workflows

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How to connect ConnectWise Manage + Microsoft Dynamics 365

Onlizer provides you with all required tools to setup connection and send info between ConnectWise Manage and Microsoft Dynamics 365 automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect ConnectWise Manage and Microsoft Dynamics 365 accounts

2

Integrate

Customize your ConnectWise Manage to Microsoft Dynamics 365 integration

3

Launch

Run automation ConnectWise Manage + Microsoft Dynamics 365 online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer Studio

Create customized individual integration of ConnectWise Manage to Microsoft Dynamics 365 with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates ConnectWise Manage and Microsoft Dynamics 365 with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Integrate ConnectWise Manage + Microsoft Dynamics 365
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Best Solutions Grow Your Business Value

Our integration technology not only generates industry-leading long-term results, but results that are immediately demonstrable. Digital transformation and processes automation grants our customers advantage in competitive market and drive companies growth.
Check out some of our customers amazing results in the case studies below.

Automated WhatsApp notifications to boost productivity and reduce delays

Our customer: Leading USA pizza restaurants and delivery network
Goal: Boost customer satisfaction, reduce delays for issues resolving and decision-making
Solution: Automated events tracking for Zendesk, Trello, HubSpot, ConnectWise Manage, Power BI and notifications delivery in WhatsApp

  • 20%

    More second sales to existing customers

  • 4.5 / 5

    Stars average customers feedback

  • x4

    Reduced issues resolution time

  • Daily

    Reports and business insights available

Read more about integration case
ConnectWise Manage

ConnectWise Manage calls itself a business management platform for companies that sell, service, and support technology. According to the vendor, the product supports 110,000 users and helps them achieve greater accountability, operational efficiency, and profitability. The platform is cloud-based and integrates business-process automation, help desk and customer service, sales, marketing, project management, and business analytics in order to streamline a company's operations.

Read more about ConnectWise Manage integrations
Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based collection of applications used by all kinds of businesses. These artificial intelligence-powered applications merge components of CRM and ERP with business tools and other applications that drive productivity. The SaaS services provided on this app enable seamless interaction between major customers, businesses, and employees.

Read more about Microsoft Dynamics 365 integrations

ConnectWise Manage + Microsoft Dynamics 365 integration ideas

Support or submit ConnectWise Manage and Microsoft Dynamics 365 integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Request ConnectWise Manage + Microsoft Dynamics 365 integration Check all ConnectWise Manage + Microsoft Dynamics 365 suggestions

Explore ConnectWise Manage and Microsoft Dynamics 365 integration features

You can easy create integration for ConnectWise Manage and Microsoft Dynamics 365 using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Ticket created in ConnectWise Manage

Trigger activates when new ticket was created

Try trigger Trigger
Ticket note created in ConnectWise Manage

Trigger activates when new public ticket comment was created

Try trigger Trigger
Ticket updated in ConnectWise Manage

Trigger activates when ticket was updated

Try trigger Trigger
Appointment upcoming in Microsoft Dynamics 365

Trigger activates at reminder time when appointment is upcoming in Microsoft Dynamics 365

Try trigger Trigger
Booking upcoming in Microsoft Dynamics 365

Trigger activates at reminder time when booking is upcoming in Microsoft Dynamics 365

Try trigger Trigger
Booking created in Microsoft Dynamics 365

Event triggers when new booking created in Microsoft Dynamics 365

Try trigger Trigger
Create ticket in ConnectWise Manage

Allows to create new service ticket

Try action Action
Update ticket in ConnectWise Manage

Allows to update existing ticket.

Try action Action
Add note to ticket in ConnectWise Manage

Create new text note and add it to ticket. Note can be external discussion, internal note or resolution.

Try action Action
Get boards in ConnectWise Manage

Returns boards list.

Try action Action
Get statuses in ConnectWise Manage

Returns statuses list for board.

Try action Action
Create lead in Microsoft Dynamics 365

Create new lead in Dynamics CRM

Try action Action
Get Case by ID in Microsoft Dynamics 365

Try action Action
Update Case (Incident) in Microsoft Dynamics 365

Try action Action
Create a new contact in Microsoft Dynamics 365

Create a new contact in Microsoft Dynamics

Try action Action
Update contact in Microsoft Dynamics 365

Update existing contact details in Microsoft Dynamics

Try action Action

FAQ

Connect ConnectWise Manage and Microsoft Dynamics 365 in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for ConnectWise Manage and Microsoft Dynamics 365 to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect ConnectWise Manage and Microsoft Dynamics 365 accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for ConnectWise Manage to Microsoft Dynamics 365 online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect ConnectWise Manage and Microsoft Dynamics 365 seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Microsoft Dynamics 365 when event occured in ConnectWise Manage or when data changed in Microsoft Dynamics 365 to perform action in ConnectWise Manage. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like ConnectWise Manage and Microsoft Dynamics 365 to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect ConnectWise Manage and Microsoft Dynamics 365 with 300+ services like: