Connect TimeOps and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New User
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use TimeOps and Microsoft Dynamics CRM automations
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when new project is created.
New User
Triggers when new user will be created.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
Do thisActions
Action is the task that follows automatically within your TimeOps integrations.
Create Customer
Creates a customer.
Create Project
Creates a Project.
Create Registration
Creates a new registration.
Start Timer
Starts the timer by creating a new registration.
Stop Timer
Stop the currently running timer.
List Customers
list all the customers.
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Step by step guides to integrate TimeOps and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your TimeOps and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TimeOps triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how TimeOps 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 TimeOps 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 TimeOps 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 TimeOps
TimeOps is a comprehensive platform designed to streamline and optimize time management and tracking for businesses and individuals. It offers tools for scheduling, tracking work hours, and analyzing productivity, making it an essential tool for efficient time management.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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