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Microsoft Dynamics 365 CRM + Timesheet

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.

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.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    TimesheetTimesheet
    Create Project

    Creates a new Project.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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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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