Microsoft Dynamics 365 CRM + Timely Time Tracking

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

Effortlessly maintain updated client information in your Timely Time Tracking app whenever there's a change in Microsoft Dynamics 365 CRM contacts with this seamless workflow. Upon receiving an updated contact in Microsoft Dynamics 365 CRM, a new client will be created in your Timely Time Tracking app, ensuring accurate and consistent data across both platforms. This time-saving automation makes it easier to manage and track your client relationships while focusing on delivering exceptional services.

When this happens...
Updated Contact
Triggers when a contact is updated.
TriggerPolling
automatically do this!
Create Client
Creates a Client
ActionWrite

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Supported triggers and actions

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 EntityRequired
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 typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
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 EntityRequired
- 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 EntityRequired
- 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
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- Log time for another user
- DateRequired
- Note
- ProjectRequired
- 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
- WorkspaceRequired
- TitleRequired
- Description
- ProjectRequired
- Tags
- User
- Estimated effort of the task in minutesRequired
- Start dateRequired
- End dateRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- WorkspaceRequired
- Tag List NameRequired
- Tag Name
Action
Search
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
Action
Search
- WorkspaceRequired
- Client IdentificationRequired
- Search Term CategoryRequired
- Search TermRequired
- NameRequired
- Client Identification Preference
- Project Description
- ColorRequired
- External ID
- Require a note to be added to each hour logged for this projectRequired
- 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 EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 NameRequired
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
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
- Entry typesRequired
Trigger
Instant
Try It
- WorkspaceRequired
- NameRequired
- External ID
Action
Write
- WorkspaceRequired
- NameRequired
- Client Identification Preference
- Client IdentificationRequired
- Project Description
- ColorRequired
- External ID
- Require a note to be added to each hour logged for this projectRequired
- User Identification Preference
- User Identification (Not Required for All Users)
- Hour Rate Type
- Hour Rate
- Budget Type
- Budget Amount
- Recurring Budget
- Tags
Action
Write
- WorkspaceRequired
- NameRequired
- EmailRequired
- RoleRequired
- Add person to all projects
- Projects
- Default billable rate
- Cost rate
Action
Write
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
Action
Search
- WorkspaceRequired
- ClientRequired
- Search Term CategoryRequired
- Search TermRequired
Action
Search
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
- NameRequired
- External ID
Action
Search or write
- WorkspaceRequired
- Search Term CategoryRequired
- Search TermRequired
- NameRequired
- EmailRequired
- RoleRequired
- 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.

Learn more

Related categories

Similar apps

About Timely Time Tracking

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

Learn more

Related categories

Time Tracking Software

Related Zap Templates

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

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

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

Microsoft Dynamics 365 CRM + Timely Time Tracking

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

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

New Client

New or Updated Project

New Time Entry

New Project

Log Time Entry

Create Task

API Request (Beta)

Find Tag List and Tag

Find User

Find or Create Project

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

New Workspace

New or Updated Time Entry

New or Updated Person

New And/Or Updated Time Entry (Only Admin Users)

Create Client

Create Project

Create Person

Find Client

Find Project

Find or Create Client

Find or Create User

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

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