Connect Clockify and Microsoft Dynamics 365 CRM to unlock the power of automation
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Set up your first integration
Quickly connect Clockify to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clockify with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Client" from Clockify.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Clockify and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- WorkspaceRequired
Try ItTriggerPolling- WorkspaceRequired
Try ItTriggerPolling- WorkspaceRequired
- Project
- Task
- Tags
Try ItTriggerPolling- New Workspace
Triggers when a new workspace is created.
Try ItTriggerPolling
- WorkspaceRequired
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
Try ItTriggerPolling- WorkspaceRequired
Try ItTriggerPolling- WorkspaceRequired
- ProjectRequired
- Task nameRequired
- Status
ActionWrite
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Practical ways you can use Clockify and Microsoft Dynamics 365 CRM
Track client projects in CRM.
When a new project is added in Clockify, Zapier automatically creates a corresponding account in Microsoft Dynamics 365 CRM. This helps business owners keep their client data synchronized across both tools, eliminating manual updates and ensuring a centralized view of all active projects.
Business OwnerSync clients with CRM accounts.
When a new client is added to Clockify, Zapier automatically creates a new account in Microsoft Dynamics 365 CRM. This integration allows sales teams to align their time-tracking tools with their CRM processes, ensuring that client information is up-to-date across platforms and reducing time spent on manual entry.
Sales OpsLearn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about Clockify + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clockify and Microsoft Dynamics 365 CRM
What is the purpose of integrating Clockify with Microsoft Dynamics 365 CRM?
The integration helps streamline time tracking activities by automatically syncing data between Clockify and Microsoft Dynamics 365 CRM. It allows users to perform automated actions such as creating a time entry in Clockify whenever a particular trigger event occurs in Dynamics 365, like the creation of a new task or project.
How do I set up a trigger for creating a time entry in Clockify when a new task is created in Dynamics 365?
You can set up this connection by defining 'New Task' in Dynamics 365 as the trigger event, and 'Create Time Entry' in Clockify as the subsequent action. In our integration platform, you can easily configure these triggers and actions without any coding needed.
Can I use custom fields from Dynamics 365 in my Clockify time entries?
Yes, during the integration setup, you have the option to map custom fields from your Microsoft Dynamics 365 CRM directly into Clockify. This allows you to carry over specific data points like client information or project IDs into your time entries.
What are some common triggers available when integrating these two platforms?
Common triggers include when new contacts are created, when tasks are updated or completed, and when opportunities reach certain stages within Dynamics 365. These can all initiate actions such as creating or updating corresponding time entries in Clockify.
Is it possible to update existing records in Dynamics 365 based on changes made in Clockify?
Yes, using our integration platform, you can configure actions that update existing records within your Microsoft Dynamics 365 CRM based on updates from Clockify. For example, if you edit a time entry that's linked to a specific project or customer account, those changes can reflect back onto associated records.
How does the integration handle synchronization errors between Clockify and Dynamics 365?
Our system monitors synchronization activities and provides detailed error logs if anything goes wrong during data transfers. Users are notified of synchronization issues with suggestions for troubleshooting steps within their integration dashboard.
Does the integration support batch processing for high-volume data transfers?
While individual events typically trigger immediate action processing, we also support batch data transfer configurations for users needing to handle large volumes efficiently. This is particularly useful for synchronizing bulk updates overnight without manual intervention.
