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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics CRM 2103 / Au...
Microsoft Dynamics CRM (Archived)

Dynamics CRM 2103 / AutoTask Integration

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Posted on by Community Member

Hi all,

I know this might not be the best place to post this, but it is related to Dynamics CRM.

I was wondering if anyone has had any luck / experience in integrating Dynamics CRM 2013 and AutoTask. My task is to create an AutoTask Account when an Opp is closed won, using a custom workflow activity. I understand the custom workflow activity when the opp is closed won, but I am looking for some sample code to create the AutoTask account. Any help would be much appreciated!

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  • Suggested answer
    Deeps Profile Picture
    Deeps 1,875 on at

    You can try this service.

    www.itduzzit.com/.../microsoft-dynamics-to-autotask

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hey all, I was able to get this working today. The issue was that the AutoTask API documentation was sparse. After a little patience and elbow grease, this has been solved.

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