Wrike for Dynamics is a powerful integration that connects Wrike, a leading project management tool, with Dynamics 365, a robust CRM platform. With this integration, you can easily create and manage tasks and projects within various modules of Dynamics 365. You can also see the status of tasks being done for your clients at a glance, such as the title, description, start date and end date. This improves collaboration and communication between the teams using Dynamics 365 and teams using Wrike. You can link any object in Dynamics 365 to a Wrike project or folder, such as an account, contact, or opportunity. No matter where you work, Wrike or Dynamics 365, your changes are instantly synced across both platforms. This ensures that everyone is on the same page and working efficiently.
You can create tasks of related projects within Dynamics 365.
You can manage client projects from within Dynamics 365.
Transparency between sales or other customer-facing teams.
There are two platforms to synchronize your data. With either option, your changes will be instantly and automatically synced across both platforms.
Linked with Wrike Projects
Any object in D365 can be linked to a Wrike project or folder so you can work in Wrike and any changes that you make are instantly reflected in D365 and vice versa.
Task Status of Projects
Check task status from within Dynamics 365. You can also see the status of tasks being done for your clients at a glance, such as the title, description, start date and end date.