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Integrate Microsoft Dynamics CRM with Harvest

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Harvest

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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 Harvest

Harvest is a cloud-based time tracking tool designed for businesses of all sizes. The solution provides timesheet and invoicing features for small businesses and freelancers. Key features include time and expense management, team management, project management, scheduling and invoicing.

Harvest Integrations
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Best ways to Integrate Microsoft Dynamics CRM + Harvest

  • Microsoft Dynamics CRM Integration Harvest Integration

    Microsoft Dynamics CRM + Harvest

    Creates Timesheet Entry to Harvest from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • Microsoft Dynamics CRM Integration Harvest Integration

    Microsoft Dynamics CRM + Harvest

    Creates Timesheet Entry to Harvest from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • Microsoft Dynamics CRM Integration Harvest Integration

    Microsoft Dynamics CRM + Harvest

    Creates Timesheet Entry to Harvest from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • Microsoft Dynamics CRM Integration Harvest Integration

    Microsoft Dynamics CRM + Harvest

    Creates Timesheet Entry to Harvest from New Case in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Case
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • Microsoft Dynamics CRM Integration Harvest Integration

    Microsoft Dynamics CRM + Harvest

    Creates Timesheet Entry to Harvest from New Invoice in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Invoice
     
    Then do this...
    Harvest Integration Creates Timesheet Entry
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Harvest in easier way

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

    Triggers
  • 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 Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Client

    Triggers when you add a new client.

  • New Contact

    Triggers when you add a new contact.

  • New Invoice

    Triggers when you add a new invoice (with line item support).

  • New Invoice

    Triggers when you add a new invoice.

  • New Person

    Triggers when you add a new person.

  • New Project

    Triggers when you add a new project.

  • New Task

    Triggers when you add a new task.

  • New Timesheet Entry

    Triggers when a new timesheet entry is created for today.

  • New User Assignment

    Triggers when a person is assigned to a project.

    Actions
  • 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 Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & Harvest Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Harvest as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Harvest.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Harvest

Microsoft Dynamics CRM

According to Microsoft, “Microsoft Dynamics CRM provides a complete and unified customer relationship management (CRM. spution for companies of all sizes. This single, flexible spution offers businesses the ability to better engage their customers by providing seamless access to real-time customer information.” (Microsoft)

Microsoft Dynamics CRM is an enterprise spution that offers end-to-end customer relationship management capabilities and enables users to effectively manage customer engagement across multiple channels. It provides a platform for organizations to capture, organize, and then use customer data for analytical purposes in order to make informed business decisions.

Harvest

Harvest is a time tracking and invoicing top that helps you get paid faster and easier. Harvest helps you track time without installing any software, so you can focus on your work. Its simple, clean design makes billing easy and fast, while its powerful drag-and-drop functionality enables you to bill clients in seconds.

Integration of Microsoft Dynamics CRM and Harvest

Harvest integrates with Microsoft Dynamics CRM to provide timesheet automation through the integration of the Harvest Time Tracking module and the Microsoft Dynamics CRM Workflow Module. The Harvest Time Tracking module automatically updates hours tracked in Time Tracking records in Microsoft Dynamics CRM when the time entry is saved in Harvest. It also allows users to send out custom email notifications when time entries are submitted that include information from the time entry such as pay rate, project name, start time and end time. It also gives users the ability to create new Microsoft Dynamics CRM records such as contacts, leads and opportunities. All of this is done without any manual data entry or additional steps beyond what is required to enter time into the Harvest Time Tracking module.

Integration with Microsoft Dynamics CRM has helped Harvest users increase efficiency by reducing the amount of time spent managing billing data within Microsoft Dynamics CRM. With the integration, Harvest users can save time by automating the tedious task of manually copying and pasting time tracking information from Harvest into Microsoft Dynamics CRM. With the increased efficiency, Harvest users are able to reduce average invoice cycle time by three days, saving valuable time and resources that would otherwise be spent on manual data entry and data reconciliation.

Benefits of Integration of Microsoft Dynamics CRM and Harvest

The integration of Microsoft Dynamics CRM and Harvest offers several benefits:

  • Automated data transfer process. The integration of Microsoft Dynamics CRM and Harvest saves user’s time by automatically uploading new or updated timesheet data into Microsoft Dynamics CRM every time a user creates a new time entry in Harvest. With this integration, there is no need for users to manually copy and paste timesheet information into Microsoft Dynamics CRM. This integration also eliminates the need for users to remember which client or project a given timesheet belongs to and if it was previously entered into Microsoft Dynamics CRM. Instead, they can simply log in to Harvest and navigate directly to their client’s or project’s records in Microsoft Dynamics CRM.
  • Data consistency. The integration of Harvest with Microsoft Dynamics CRM ensures that data entered into Harvest is consistent with that entered into Microsoft Dynamics CRM. This prevents costly errors caused by duplicate records as well as inaccurate information due to different fields being updated in separate places at different times. The integration also ensures data integrity by providing visibility into all changes made to records in either application. This eliminates the need for users to reconcile inconsistent data within Microsoft Dynamics CRM or Harvest. It also eliminates the need for users to check activity logs or other sources for changes made on a particular record.
  • Real-time updates. The integration of Harvest with Microsoft Dynamics CRM provides real-time updates on a client’s or project’s records in both applications. This allows users to see all changes made on both applications simultaneously allowing them to take action immediately if necessary. Users can also see if any additional records were created in either application that are related to the selected record without having to navigate through several tabs or pages within each application. This saves valuable time by eliminating redundant actions required to find additional related records in both applications independently.
  • Customizable email notifications. The integration of Harvest with Microsoft Dynamics CRM allows users to create customized email notifications sent out each time a new or updated timesheet is submitted in Harvest. These notifications include information about each timesheet such as pay rate, project name, start/end dates and more. This enables users to add information from timesheets directly into emails sent out from Microsoft Dynamics CRM without having to manually copy this information from one application to another. The custom email template is fully customizable from within Microsoft Dynamics CRM’s user interface giving users the ability to customize it based on their organization’s specific needs.
  • Customizable payment approval workflow. The integration of Harvest with Microsoft Dynamics CRM allows users an additional level of contrp over customizing the approval process for approving payments within Microsoft Dynamics CRM based on the type of client, employee or project associated with each timesheet or invoice. Each approval workflow can be customized through the creation of approval stages with assigned rpes and permissions as well as workflows based on any combination of factors such as date range, payment amount, payment status and more. Because this customization is done within Microsoft Dynamics CRM’s user interface, it can easily be changed at any point in the future without having to modify code or scripts outside the user interface of the application itself. This customization also increases consistency by ensuring that all approvers have access only to those records relevant to them based on their rpe within the organization.

The process to integrate Microsoft Dynamics CRM and Harvest 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.