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Align your teams with a Microsoft Dynamics-ConnectWise integration

  • Sync and de-duplicate key data including accounts & contacts
  • No code whatsoever to map your data & manage your rules when integrating ConnectWise and Microsoft Dynamics
  • Bidirectional sync using ConnectWise’s REST API
  • Certified ConnectWise partner featured in ConnectWise Marketplace
  • Support for both cloud & on-premise for either system
Microsoft Dynamics Connectwise

Bidirectionally sync data between Microsoft Dynamics and ConnectWise

Get consistent data between Microsoft Dynamics and ConnectWise by keeping accounts, contacts, opportunities and activities in sync.

Microsoft Dynamics ConnectWise Connectors
Microsoft Dynamics ConnectWise Connectors

Wizard setup to manage your data mapping & rules

There’s no code required to integrate Microsoft Dynamics and ConnectWise. Our tools allow you to map your fields and control rules such as system of record for each field.

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Keep your teams aligned across ConnectWise & Dynamics

Your sales team in Microsoft Dynamics and your support team in ConnectWise will never have to wonder ‘which system has the right information?’ again.

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Microsoft Dynamics ConnectWise Connectors
Microsoft Dynamics ConnectWise Connectors

Provide sales visibility to ConnectWise activities in Dynamics

Sync activities from ConnectWise to Dynamics -- and vice versa -- so that users of each system have full visibility into all the touchpoints for a given customer and account.

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Our Microsoft Dynamics-ConnectWise Object Mapping

Microsoft Dynamics
Connectwise
Company
Account (Read, Create, Update)
Company (Read, Create, Update)
Contact
Lead (Read, Create, Update)
Contact (Read, Create, Update)
Contact (Read, Create, Update)
Opportunity
Opportunity (Read)
Opportunity (Read, Create, Update)
Read = Formstack Sync can pull data for use in another system
Create = Formstack Sync can create a new record in this system
Update = Formstack Sync can update existing records in this system

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Let's discuss your Microsoft Dynamics-ConnectWise integration

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