Microsoft Dynamics 365 CRM + Timesheet

Create projects in Timesheet for new contacts in Microsoft Dynamics 365 CRM

Easily manage your projects and clients with this seamless workflow between Microsoft Dynamics 365 CRM and Timesheet. Whenever a new contact is created in Dynamics 365 CRM, a corresponding project will be generated in Timesheet, saving you time and ensuring accurate client information across both platforms. Enhance your productivity and maintain consistent data with this straightforward automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Project
Creates a new Project.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Project
Triggers when a new Project is added.
Trigger
Instant
Try It
New Tag
Triggers when a new Tag is added.
Trigger
Instant
Try It
New Team
Triggers when a new Team is added.
Trigger
Instant
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- TitleRequired
- Factor
- Extra/h
Action
Write
- NameRequired
- Color
Action
Write
- NameRequired
- Description
Action
Write
- TextRequired
Action
Search
- TextRequired
Action
Search
- TextRequired
- TitleRequired
- Client
- Description
- Office
- Salary/h
- Color
Action
Search or write
- TextRequired
- NameRequired
- Color
Action
Search or write
- TextRequired
- NameRequired
- Description
Action
Search or write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Rate
Triggers when a new Rate is added.
Trigger
Instant
Try It
New Task
Triggers when a new Task is added.
Trigger
Instant
Try It
- TitleRequired
- Client
- Description
- Office
- Salary/h
- Color
Action
Write
- EmailRequired
- ReportRequired
- Projects
- Date RangeRequired
- Type
- Filter
- Exported FieldsRequired
- Summarize data columns
- Format
- Filename
Action
Write
- ProjectRequired
- Start DateRequired
- End DateRequired
- Description
- Location
- Billable
Action
Write
- TextRequired
Action
Search
- TextRequired
Action
Search
- TextRequired
Action
Search
- TextRequired
- TitleRequired
- Factor
- Extra/h
Action
Search or write
- TextRequired
- ProjectRequired
- Start DateRequired
- End DateRequired
- Description
- Location
- Billable
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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Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Timesheet

Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push of a button.

Help

Related categories

Time Tracking Software

PRODUCTS

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Microsoft Dynamics 365 CRM + Timesheet

Create projects in Timesheet for new contacts in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New Project

New Tag

New Team

Create Rate

TitleRequired

Factor

Extra/h

Create Tag

NameRequired

Color

Create Team

NameRequired

Description

Find Rate

TextRequired

Find Task

TextRequired

Find or Create Project

TextRequired

TitleRequired

Client

Description

Office

Salary/h

Color

Find or Create Tag

TextRequired

NameRequired