Integrate Microsoft Dynamics CRM with TMETRIC to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get recent tasks in Tmetric when New Account in Microsoft-dynamics-crm
latest time entry in Tmetric when New Account in Microsoft-dynamics-crm
Get projects for time entry in Tmetric when New Account in Microsoft-dynamics-crm
Tags for time entry in Tmetric when New Account in Microsoft-dynamics-crm
Get statuses live in Tmetric when New Account in Microsoft-dynamics-crm
Start from a real workflow other teams are already running.
Microsoft Dynamics CRM
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
TMETRIC
Automatically do this!
Get recent tasks
latest time entry
Get projects for time entry
Tags for time entry
Get statuses live
List time‑off requests
Get an invoice
List clients
List Managed Teams
Create Task
Create Project
Delete Invoice
Delete Timesheet
Delete Task by ID
Delete Time Entry
Update Invoice Status
Modify Task
Get recent tasks in Tmetric when New Account in Microsoft-dynamics-crm
Use this flowlatest time entry in Tmetric when New Account in Microsoft-dynamics-crm
Use this flowGet projects for time entry in Tmetric when New Account in Microsoft-dynamics-crm
Use this flowTags for time entry in Tmetric when New Account in Microsoft-dynamics-crm
Use this flowGet statuses live in Tmetric when New Account in Microsoft-dynamics-crm
Use this flowList time‑off requests in Tmetric when New Account in Microsoft-dynamics-crm
Use this flowGet an invoice in Tmetric when New Account in Microsoft-dynamics-crm
Use this flowList clients in Tmetric when New Account in Microsoft-dynamics-crm
Use this flowList Managed Teams from TMETRIC when New Account in Microsoft-dynamics-crm
Use this flowCreate Task in Tmetric when New Account in Microsoft-dynamics-crm
Use this flowEverything you can automate between Microsoft Dynamics CRM and TMETRIC.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new account is created
Triggers when new contact is created
Triggers when new case/incident created
Triggers when new invoice is created
Triggers when new lead is created
Triggers when new opportunity is craeted
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.
Creates a new account
Creates a new contact
Creates a new opportunity
Creates a new lead
Creates a new case/incident
Creates a new order

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate Microsoft Dynamics CRM and TMETRIC workflows.

Learn how to automate Microsoft Dynamics CRM and TMETRIC workflows.

Learn how to automate Microsoft Dynamics CRM and TMETRIC workflows.

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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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Learn moreSign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and TMETRIC accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Dynamics CRM and TMETRIC as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach TMETRIC. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in TMETRIC, and a separate workflow where TMETRIC triggers actions in Microsoft Dynamics CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Dynamics CRM and TMETRIC. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Dynamics CRM and TMETRIC integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.