CRM & Sales

CMap + Microsoft Dynamics 365 CRM

Your pipeline and your projects, always in step.
Accounts, contacts and opportunities sync both ways, no manual re-keying.
Available on the AEC and Consulting (PSA) editions.

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What syncs

What the integrations does

One CRM. One project system. In sync.

Everything your sales and delivery teams key twice today moves automatically between CMap and Microsoft Dynamics 365 CRM: accounts, contacts and opportunities, in both directions.

CMap

→

Dynamics 365

CMap

↔

Dynamics 365

→

CMap

Accounts & companies

New accounts in Dynamics 365 create companies in CMap, new CMap companies create Dynamics 365 accounts, and edits on either side keep both in step. Records are matched by name.

CMap

↔

Dynamics 365

→

CMap

→

Dynamics 365

Contacts

Contacts flow both ways and stay linked to the right company or account. New and updated contacts sync in either direction, matched by full name.

CMap

↔

Dynamics 365

→

CMap

→

Dynamics 365

Opportunities & projects

Opportunities in Dynamics 365 become CMap projects, and CMap pipeline creates opportunities back in Dynamics 365. Updates flow both ways, matched by a stored CMap Project Id.

Why it matters

No double keying. No stale records.

CMap runs your projects; Microsoft Dynamics 365 CRM runs your pipeline. This integration keeps them in step, both ways, automatically.

One source of truth

Sales and delivery see the same accounts, contacts and opportunities, because they sync both ways without anyone re-keying them.

Sales and delivery in step

The moment a deal is agreed the project exists in CMap, and pipeline changes in CMap show up in Microsoft Dynamics 365 CRM.

No middleware to run

The sync runs through Zapier using CMap's published templates, so there is no extra software for your team to host or maintain.

Works on both editions

Available on the AEC and Consulting (PSA) editions, with the same account, contact and project workflows across both.

getting set up

Up and running on Zapier.

Setup uses Zapier and CMap's published Zap templates. Three steps, then it just runs. Accounts, contacts and opportunities sync both ways automatically, on the AEC and Consulting (PSA) editions.

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Connect your accounts

Add CMap and Microsoft Dynamics 365 CRM as connections in Zapier.

Import the Zap templates

Start from CMap's published templates for accounts, contacts and opportunities.

Map fields and go live

Map the few fields the editor cannot pre-fill, then switch the Zaps on.

Frequently asked questions

How is the integration set up?

It runs on Zapier. Add CMap and Microsoft Dynamics 365 CRM as connections, import CMap's published Zap templates for accounts, contacts and opportunities, map the few fields the editor cannot pre-fill, then switch the Zaps on. No middleware is required.

Does the pipeline sync differ between the editions?

Only for creating opportunities from CMap. The Consulting (PSA) edition uses a New Potential trigger in CMap, while the AEC edition uses a New Project trigger. Every other workflow is the same on both editions.

Which CMap editions is this available on?

Both. The integration is available on the AEC edition and the Consulting (PSA) edition. The account, contact and opportunity to project workflows are identical across both.

How are records matched between the two systems?

Companies and accounts are matched by name, contacts by full name, and opportunities and projects by a stored CMap Project Id written into a custom text field on the Dynamics 365 opportunity.

What data syncs between CMap and Microsoft Dynamics 365 CRM?

Accounts and companies, contacts, and opportunities and projects, all in both directions. New records created on one side appear on the other, and updates flow both ways.

Does CMap integrate with Microsoft Dynamics 365 CRM?

Yes. CMap connects to Microsoft Dynamics 365 CRM through Zapier, using CMap's published Zap templates. Accounts, contacts and opportunities sync both ways, with no middleware to host.

integrations

CMap, embedded in your wider tech stack

Microsoft Dynamics 365 CRM is one of CMap's CRM integrations, available on the AEC and Consulting (PSA) editions, alongside the accounting, CRM and collaboration tools your business already runs on.

View all integrations