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.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Project
Creates a new Project.
- Free forever for core features
- 14 day trial for premium features & apps
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.