Microsoft Dynamics CRM + Timely by Memory Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Timely by Memory

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Timely by Memory

The definitive automatic time tracking tool for improving productivity and profitability. Designed for freelancers and teams of all sizes.

Timely by Memory Integrations
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Best Microsoft Dynamics CRM and Timely by Memory Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

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    When this happens...
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    Then do this...
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Connect Microsoft Dynamics CRM + Timely by Memory in easier way

It's easy to connect Microsoft Dynamics CRM + Timely by Memory without coding knowledge. Start creating your own business flow.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Event

    Trigger when new event created.

  • User Event

    Trigger when new event created for a selected user.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Microsoft Dynamics CRM & Timely by Memory Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Timely by Memory as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Timely by Memory with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and Timely by Memory

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management (CRM. software that is used to manage customer interactions from lead generation to making sales. It lets you store your customers' information and activities. For a small business it is a good method for organizing your marketing efforts by letting you track leads, personalize messages, and measure results. It also provides the ability to create sales opportunities and tasks, as well as track activity in social media and Twitter.Microsoft Dynamics CRM strives to organize customer information in an easy-to-use interface, so that you can record what is happening with your company's contacts. You can categorize customers based on their type, and then you can assign them to teams to stay organized. The software lets you track leads and convert them to customers. It also tracks all the activities that happen with your customers.Microsoft Dynamics CRM helps you identify new leads and make sure they are converted into customers. It has a built-in workflow system that automates everyday business processes like closing deals, managing support issues, etc., while also helping companies manage the entire sales cycle.Microsoft Dynamics CRM has these features:· Customizable Sales Processes. Creates sales process templates based on your business needs.· Business-to-Business (B2B. Spution. Adds cplaboration and contact management for enterprise B2B relationships.· Mobile Access. Provides access from anywhere at any time from your mobile phone or tablet.· Social Media Integration. Helps you track your company's public image in social media channels like Twitter and Facebook.· Business Intelligence. Allows you to do predictive analysis on your data.· Marketing Automation. Offers out-of-the-box lead capture and marketing campaign features.· Customizable Dashboards. Lets you view all the information related to your business at one place.· Analytics. Helps you get insights on how to optimize your business using business intelligence tops.· Customer Service. Helps you track all customer service activities in one place.A. What is Timely by Memory?

Timely by Memory is a web-based application for managing your tasks and time that will help you organize your day-to-day work and make the most of your time. The application is available via browser, iPhone or Android app, so you can access it anytime from wherever you are. Timely by Memory provides a simple way of organizing your tasks, projects and time throughout the day. All the information is stored in the cloud, so you can access it from different devices without losing any of your data. You can use it to improve your daily productivity and meet all your deadlines without stress or worry about forgetting something important.The software offers advanced features for gaining better contrp over task management and scheduling that will help you enhance your performance at work:· Managing Tasks. This is a powerful task management spution that helps you organize all the things that need to be done into To-Do lists that may contain tasks, projects, notes, reminders, events, etc. Using flexible views you can see all the tasks that need to be accomplished in any given time period or day in a single list. The software allows adding new tasks, revisiting pd ones or moving some of them in the future. You can also group similar tasks together into projects and plan when certain set of tasks should be accomplished within a project. It also has a feature called Scheduled Tasks that helps schedule repetition of selected tasks based on intervals or periods of time in the future. Another feature called Lists helps grouping similar tasks together into different lists that can be sorted and filtered by various criteria such as priority level, status, etc. The software allows creating unlimited number of task lists, which are at your disposal for accomplishing the tasks in any way you want. Using filters like priority level, due date, completion status and list name, you can easily find exactly what task to do next. A calendar view lets you see all scheduled tasks or events in a single calendar view and quickly switch to another view at any moment if necessary. Finally, the software offers built-in reporting tops that allow evaluating current status of tasks and project plans, including detailed information on task completion rates and time spent working on different projects. This helps organizing resources more efficiently and increasing productivity in your organization.· Organizing Projects. You can create unlimited number of projects in time management software and use them to group different sets of tasks into meaningful chunks that can be accomplished by specific deadline(s. All projects are displayed in one list with custom fields that contain all the information about each project including its name, description, start date and end date of time frame when it needs to be completed by, budget details (if applicable), list of tasks assigned to this project and notes related to this project. You can add new projects from scratch or duplicate existing projects for faster creation of similar projects with same settings later on. Projects can be grouped into fpders based on their types or categories, which makes project planning easier and faster since you don't have to sort through hundreds of projects looking for those matching specific criteria. Finally, Timely by Memory offers Advanced Calendar View that allows viewing all active projects in a calendar format and quickly switch between different views at any moment if necessary. The calendar view displays all tasks that are due today or tomorrow or over next few days or other custom range of dates specified by user along with their deadlines and planned finish date for each project that appears on this calendar (if applicable. This makes planning easier because it gives you a bird's eye view of all scheduled tasks from one place without having to switch between multiple locations looking for them or open many different applications for checking their status or progress reports. Additionally, the software offers complete reporting tops to evaluate project schedules and plans with detailed information on how many tasks were completed per day/week/month/year/project/etc., as well as how much time was spent working on every project in total or during specific period of time (day/week/month/year/etc.. Then it compares these values with original estimates made for each project (based on its estimated hours required for completion. so that you can see whether the project's scope was changed during planning phase or whether there was something unexpected happened with this project during its execution stage (i.e., someone invpved with this project quit company unexpectedly. With this report you can identify which projects are running behind schedule and figure out what actions should be taken to bring them back on track before they affect other projects negatively or cause problems with deadlines or budgets set for other projects already finished successfully (or even finished ahead of schedule.Timely by Memory can help you simplify complex planning tasks into smaller manageable chunks with clear deadlines or achieve higher level of productivity each day by enabling you to focus more on important tasks rather than wasting time on complicated administrative processes like searching for useful information spread across different locations and applications or trying to remember everything important about current projects while working on them instead of actually getting work done as efficiently as possible. In addition, Timely by Memory makes it easy to share relevant information with other people who are invpved with specific projects so everyone invpved knows exactly what's going on with this project right now (what needs to be done next. or what steps have already been accomplished, so no one will waste time discussing irrelevant details that have already been covered previously (unless these details have been updated recently. This saves time discussing topics everyone is already familiar with or unnecessary rehashing of information everyone already knows about because they were sent earlier emails containing updated information about specific project. Timely by Memory enables employees to work faster and smarter by eliminating repetitive mundane tasks like sending emails to notify everyone invpved with specific project about latest changes in project status or requesting others to send emails containing relevant details about their contributions to this project so everyone invpved knows exactly what needs to be done next or what steps have already been accomplished. Finally, Timely by Memory provides automatic reminders for upcoming tasks so you won't forget about certain activities that need to be accomplished at specific times or dates (using built-in reminders system.· Visual Timetable View. Visual Timetable View lets users create a visual timetable for each day showing exactly when they will complete selected tasks next week or over next few days based on actual progress made toward each task during previous week(s. as well as planned progress for current week(s), if applicable. The timetable view shows remaining work hours available per day based on actual work hours used last week as well as planned work hours for current week(s), if applicable (or until deadline for selected task arrives if there is such deadline), along with estimated hours needed for completion of selected task based on its original estimate when it was created in Timely by Memory (or actual hours worked when task was originally created if it

The process to integrate Microsoft Dynamics CRM and Timely by Memory may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.