Set up time tracking projects when deals are won
When a deal is won in Microsoft Dynamics 365, automatically create a project in Timesheet so your team can begin logging billable work immediately.
See all Timesheet + Microsoft Dynamics 365 integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Timesheet Explore Timesheet →
TriggersFires when a new client is added in Timesheet.
Fires when a new project is created in Timesheet.
Fires when a new time entry is logged in Timesheet.
Fires when a timer is started in Timesheet.
Creates a new client in Timesheet.
Creates a new project in Timesheet.
Logs a new time entry in Timesheet.
Starts a timer in Timesheet.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
TriggersFires when a new lead or contact is created in Microsoft Dynamics 365.
Fires when a deal moves to a new stage in Microsoft Dynamics 365.
Fires when a deal is marked won in Microsoft Dynamics 365.
Fires when a field on a contact changes in Microsoft Dynamics 365.
Creates or updates a contact in Microsoft Dynamics 365.
Creates a new deal in Microsoft Dynamics 365.
Moves a deal to a new stage in Microsoft Dynamics 365.
Logs a call, email, or note against a record in Microsoft Dynamics 365.
More Timesheet + Microsoft Dynamics 365 workflows
Log client time entries into CRM activity feeds
When a new time entry is logged in Timesheet, automatically log activity in Microsoft Dynamics 365 to maintain a complete history of client interactions.
See details
Sync client records with your sales CRM
When a new client is added in Timesheet, automatically create or update a contact in Microsoft Dynamics 365 so customer records remain accurate across systems.
See details
See all Timesheet + Microsoft Dynamics 365 integrations → · Browse the full workflow library →
Common questions
Can Knit build “Set up time tracking projects when deals are won” between Timesheet and Microsoft Dynamics 365?
Yes — describe it in the box above and Knit's Integrations Agent researches Timesheet and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why connect Timesheet with Microsoft Dynamics 365?
Integrating Timesheet with Microsoft Dynamics 365 connects your sales success with operational execution, automatically creating project workspaces and logging billable time directly into customer records.
Can winning a deal automatically start project tracking?
Yes, when a sales opportunity status updates to deal won in Microsoft Dynamics 365, a matching client and project can be automatically created in Timesheet.