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Zapier makes it easy to integrate Clockify with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
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Clockify
Clockify
1. Choose trigger event
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
2. Choose action
1. Select the event
Setup
Test
Clockify
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from Clockify.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Clockify and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Entity
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Custom Entity Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Invoice
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Opportunity
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Info_field_enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
Campaign_name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Company Name
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Clockify and Microsoft Dynamics 365 CRM with AI agents and code
Beyond Zap workflows. Call Clockify and Microsoft Dynamics 365 CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Clockify and Microsoft Dynamics 365 CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Task
Create Account
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Clockify and Microsoft Dynamics 365 CRM
Track client projects in CRM.
When a new project is added in Clockify, Zapier automatically creates a corresponding account in Microsoft Dynamics 365 CRM. This helps business owners keep their client data synchronized across both tools, eliminating manual updates and ensuring a centralized view of all active projects.
When a new client is added to Clockify, Zapier automatically creates a new account in Microsoft Dynamics 365 CRM. This integration allows sales teams to align their time-tracking tools with their CRM processes, ensuring that client information is up-to-date across platforms and reducing time spent on manual entry.
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Make work flow with AI
Level up your Clockify to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Clockify + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clockify and Microsoft Dynamics 365 CRM
What is the purpose of integrating Clockify with Microsoft Dynamics 365 CRM?
The integration helps streamline time tracking activities by automatically syncing data between Clockify and Microsoft Dynamics 365 CRM. It allows users to perform automated actions such as creating a time entry in Clockify whenever a particular trigger event occurs in Dynamics 365, like the creation of a new task or project.
How do I set up a trigger for creating a time entry in Clockify when a new task is created in Dynamics 365?
You can set up this connection by defining 'New Task' in Dynamics 365 as the trigger event, and 'Create Time Entry' in Clockify as the subsequent action. In our integration platform, you can easily configure these triggers and actions without any coding needed.
Can I use custom fields from Dynamics 365 in my Clockify time entries?
Yes, during the integration setup, you have the option to map custom fields from your Microsoft Dynamics 365 CRM directly into Clockify. This allows you to carry over specific data points like client information or project IDs into your time entries.
What are some common triggers available when integrating these two platforms?
Common triggers include when new contacts are created, when tasks are updated or completed, and when opportunities reach certain stages within Dynamics 365. These can all initiate actions such as creating or updating corresponding time entries in Clockify.
Is it possible to update existing records in Dynamics 365 based on changes made in Clockify?
Yes, using our integration platform, you can configure actions that update existing records within your Microsoft Dynamics 365 CRM based on updates from Clockify. For example, if you edit a time entry that's linked to a specific project or customer account, those changes can reflect back onto associated records.
How does the integration handle synchronization errors between Clockify and Dynamics 365?
Our system monitors synchronization activities and provides detailed error logs if anything goes wrong during data transfers. Users are notified of synchronization issues with suggestions for troubleshooting steps within their integration dashboard.
Does the integration support batch processing for high-volume data transfers?
While individual events typically trigger immediate action processing, we also support batch data transfer configurations for users needing to handle large volumes efficiently. This is particularly useful for synchronizing bulk updates overnight without manual intervention.
About Clockify
Clockify is a completely free time tracking software for teams. It's a simple time tracker and timesheet app for tracking work hours on projects.
