Microsoft Dynamics 365 CRM + Timely Time Tracking

Microsoft Dynamics 365 CRM + Timely Time Tracking integrations

Create Timely Time Tracking clients from new leads in Microsoft Dynamics 365 CRM

Streamline your lead management process by connecting Microsoft Dynamics 365 CRM to Timely Time Tracking. With this workflow, every time a new lead is added in Microsoft Dynamics 365 CRM, a corresponding client will be created in Timely Time Tracking. Save time and ensure accurate tracking of your potential clients by automating this process.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
Create ClientCreates a Client
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and Timely Time Tracking

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Timely Time Tracking

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
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Log time for another user
- Date
  Required
- Note
- Project
  Required
- Logged duration (in hours)
  Required
- Logged Duration (in minutes)
  Required
- Timestamp (Start)
- Timestamp (End)
- Planned duration (in hours)
- Planned duration (in minutes)
- Tags
- External ID
Action
Write
- Workspace
  Required
- Title
  Required
- Description
- Project
  Required
- Tags
- User
- Estimated effort of the task in minutes
  Required
- Start date
  Required
- End date
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Workspace
  Required
- Tag List Name
  Required
- Tag Name
Action
Search
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
Action
Search
- Workspace
  Required
- Client Identification
  Required
- Search Term Category
  Required
- Search Term
  Required
- Name
  Required
- Client Identification Preference
- Project Description
- Color
  Required
- External ID
- Require a note to be added to each hour logged for this project
  Required
- User Identification Preference
- User Identification (Not Required for All Users)
- Hour Rate Type
- Hour Rate
- Budget Type
- Budget Amount
- Recurring Budget
- Tags
Action
Search or 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 Workspace
Triggers when a workspace is created.
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Entry types
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Name
  Required
- External ID
Action
Write
- Workspace
  Required
- Name
  Required
- Client Identification Preference
- Client Identification
  Required
- Project Description
- Color
  Required
- External ID
- Require a note to be added to each hour logged for this project
  Required
- User Identification Preference
- User Identification (Not Required for All Users)
- Hour Rate Type
- Hour Rate
- Budget Type
- Budget Amount
- Recurring Budget
- Tags
Action
Write
- Workspace
  Required
- Name
  Required
- Email
  Required
- Role
  Required
- Add person to all projects
- Projects
- Default billable rate
- Cost rate
Action
Write
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
Action
Search
- Workspace
  Required
- Client
  Required
- Search Term Category
  Required
- Search Term
  Required
Action
Search
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
- Name
  Required
- External ID
Action
Search or write
- Workspace
  Required
- Search Term Category
  Required
- Search Term
  Required
- Name
  Required
- Email
  Required
- Role
  Required
- Add person to all projects
- Projects
- Default billable rate
- Cost rate
Action
Search or 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 Timely Time Tracking

Timely Time Tracking automates company time tracking, so everyone can focus on the work that matters.

Learn moreLearn moreHelpHelp

Related categories

Time Tracking Software

Related Zap Templates

Update Timely Time Tracking clients when Microsoft Dynamics 365 CRM contacts are updated

Create Timely Time Tracking clients from new Microsoft Dynamics 365 CRM contacts

Create projects in Timely Time Tracking for new contacts in Microsoft Dynamics 365 CRM