Connect Seven Time and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Project
New Time Log
New Work Order
New Task
New Contact Person
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Seven Time and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created in Seven Time.
New Project
Triggers when a new project is created in Seven Time.
New Time Log
Triggers when a new time log is created in Seven Time.
New Work Order
Triggers when a new work order is created in Seven Time.
New Task
Triggers when a new task is created in Seven Time.
New Contact Person
Triggers when a new contact person is created.
Do thisActions
Action is the task that follows automatically within your Seven Time integrations.
Create Contact Person
Creates a Contact Person in Seven Time.
Create Task
Create Task in Seven Time
Create Work Order
Creates a work order in Seven Time.
Create Time Log
Creates a time log in Seven Time.
Create Project
Creates a new project in Seven Time.
Update Customer
Update customer in Seven Time.
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Step by step guides to integrate Seven Time and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Seven Time and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Seven Time triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Seven Time data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Seven Time and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Seven Time and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Seven Time
Seven Time is a comprehensive time tracking and project management tool designed to help businesses and teams efficiently manage their time and resources. It offers features such as time tracking, project management, invoicing, and reporting, making it an ideal solution for businesses looking to streamline their operations and improve productivity.
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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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