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Microsoft Dynamics CRM logo
Taskade logo

Connect Microsoft Dynamics CRM to Taskade

Automate workflows and sync data between Microsoft Dynamics CRM and Taskade with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Microsoft Dynamics CRM & Taskade?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Microsoft Dynamics CRM and Taskade perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Microsoft Dynamics CRM and Taskade for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Microsoft Dynamics CRM logo

Microsoft Dynamics CRM

Actions (5)

Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Get Record

Retrieves an existing record.

Auth Required
Create Record

Creates a new record.

Auth Required
Delete Record

Deletes an existing record.

Auth Required
Update Record

Updates an existing record.

Auth Required
Taskade logo

Taskade

Actions (4)

Custom API Call

Send a custom API call to a specific endpoint

Auth Required
Create Task

Creates a new task.

Auth Required
Delete Task

Delete an existing task in a project.

Auth Required
Complete Task

Complete a task in a project.

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Microsoft Dynamics CRM trigger → Create/Update in Taskade

Most Popular
Microsoft Dynamics CRMMicrosoft Dynamics CRM

New event occurs

TaskadeTaskade

Custom API Call

How It Works

1

Connect Apps

Authenticate your Microsoft Dynamics CRM and Taskade accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Microsoft Dynamics CRM and Taskade with 0 available triggers for instant updates.

Automated Actions

Execute 9 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Microsoft Dynamics CRM and Taskade in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Microsoft Dynamics CRM and Taskade with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Taskade logoMicrosoft Dynamics CRM logo

Reverse Integration Available

Also connect Taskade to Microsoft Dynamics CRM for bidirectional automation

View Integration
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All Microsoft Dynamics CRM Integrations

Explore all available Microsoft Dynamics CRM connections

View All Integrations
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All Taskade Integrations

Explore all available Taskade connections

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Ready to Connect Microsoft Dynamics CRM & Taskade?

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