Microsoft Dynamics 365 CRM + OfficeTimer

Microsoft Dynamics 365 CRM + OfficeTimer integrations

Create timesheet entries in OfficeTimer for new leads in Microsoft Dynamics 365 CRM

Efficiently manage your sales process and keep track of your team's work hours with this automation. Whenever a new lead is added in Microsoft Dynamics 365 CRM, this workflow will create a timesheet entry in the OfficeTimer app. Save time and ensure your team's records stay accurate by streamlining the process of handling leads and tracking billable hours.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create Timesheet EntryCreate a new Timesheet Entry
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and OfficeTimer

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and OfficeTimer

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Department
Triggers when New Department is created.
Trigger
Polling
Try It
New Task
Triggers when New Task is Created.
Trigger
Polling
Try It
- User Name
- Project Name
- Start Date
- End Date
Trigger
Polling
Try It
- Employee Name
  Required
- Attendance Date
  Required
- Attendance Time
  Required
- InOut
  Required
- Punch Location
Action
Write
- Department Name
  Required
- Department Code
  Required
Action
Write
- Client Name
  Required
- Project Type
- Project Code
  Required
- Project Name
  Required
- Leader Name
- Project Manager Name
- Project Description
- Start Date
- Deadline
- Duration
- Timesheet Approval Type
- Expense Approval Type
- Default Billing Rate
- Project Billing Type
- Project Billing Rate Type
- Work Order Value
- Already Billed
- Amount Collected
- Status
Action
Write
- UserName / Employee Name
  Required
- TimeOff Type
  Required
- StartDate
  Required
- EndDate
  Required
- Hours Off
  Required
- Description
- ApprovalStatus
  Required
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Client
Triggers when a New Client is created.
Trigger
Polling
Try It
New Project
Triggers when there's a New Project is Created.
Trigger
Polling
Try It
- User Name
  Required
- Start Date
  Required
- End Date
  Required
Trigger
Polling
Try It
New Employee
Triggers when a new User/ Employee is created.
Trigger
Polling
Try It
- Client Name
  Required
- Client Nick Name
  Required
- Email Address
  Required
- Address1
- Address2
- State
- City
- ZipCode
- Telephone 1
- Telephone 2
- Fax
- Default Billing Rate
- Website
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Role
- Password
  Required
- Password Change
- Address1
- Address2
- State
- City
- Zip Code
- Home Phone No
- Mobile Phone No
- Employee Code
- Job Title
- Employee Type
- Employee Manager Name
- Department Name
- Location
- Status
- Timesheet Period Type
- TimeOff Policy Name
- TimeOff Approval Type Name
- Holiday Type Name
Action
Write
- Project Name
  Required
- Priority
- Task Code
- Task Name
  Required
- Task Type
- StartDate
- Deadline Date
- Is Parent Task
- Is For All Employees
- All Project Task
- Task Description
- Task Status
- Completed Percent
- Completed
- Duration
- Estimated Time Spent
- Estimated Cost
- Work Order Value
- Already Billed
- Estimated Qty
- Estimated Qty Unit
Action
Write
- Employee Name
  Required
- Client Name
- Project Name
- Task Name
- TimeEntry Date
  Required
- Total Time
  Required
- Description
- IsBillable
Action
Write

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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About OfficeTimer

OfficeTimer is an online office management software that helps office owners to track their employees timesheet, attendance, leave and payroll systems.

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