Microsoft Dynamics 365 CRM + Timesheet

Microsoft Dynamics 365 CRM + Timesheet integrations

Create new projects in Timesheet for each new Microsoft Dynamics 365 CRM lead

Efficiently manage your new leads from Microsoft Dynamics 365 CRM by creating projects in the Timesheet app instantly. This workflow connects the two apps, ensuring a seamless transition and enhanced organization. Improve productivity and time management by having your projects set up and ready as soon as a lead comes in.

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

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

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

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 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
- Title
  Required
- Client
- Description
- Office
- Salary/h
- Color
Action
Write
- Email
  Required
- Report
  Required
- Projects
- Date Range
  Required
- Type
- Filter
- Exported Fields
  Required
- Summarize data columns
- Format
- Filename
Action
Write
- Project
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Location
- Billable
Action
Write
- Text
  Required
Action
Search
- Text
  Required
Action
Search
- Text
  Required
Action
Search
- Text
  Required
- Title
  Required
- Factor
- Extra/h
Action
Search or write
- Text
  Required
- Project
  Required
- Start Date
  Required
- End Date
  Required
- Description
- Location
- Billable
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 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
Try It
- Title
  Required
- Factor
- Extra/h
Action
Write
- Name
  Required
- Color
Action
Write
- Name
  Required
- Description
Action
Write
- Text
  Required
Action
Search
- Text
  Required
Action
Search
- Text
  Required
- Title
  Required
- Client
- Description
- Office
- Salary/h
- Color
Action
Search or write
- Text
  Required
- Name
  Required
- Color
Action
Search or write
- Text
  Required
- Name
  Required
- Description
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 Timesheet

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

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Related Zap Templates

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

Related Zap Templates

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