Integrate Microsoft Dynamics CRM with Toggl

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. application developed by Microsoft. It helps businesses of all sizes to find, convert and retain customers. As an all-in-one CRM spution, it allows users to manage every aspect of their business operations and customer relationships from a single system.

Toggl

Toggl is the world’s no.1 time tracking app. It helps you stay on track with your time and productivity. With its unique cloud based task tracking software, Toggl works perfectly with clients and projects. Essentially, it can work for you 24/7/365! Wherever you are working from or whatever you are doing, Toggl will always be there for you.

Integration of Microsoft Dynamics CRM and Toggl

Toggl has recently added a new feature that makes it easy to load all project times directly into your Microsoft Dynamics CRM system. Now, with just a few clicks you can push all your time tracked time entries into the CRM system. This way, your team will be able to have a better overview of their work and have a better awareness of how much time they spend on certain tasks or projects. You can also create reports from the CRM side showing how much time each team member spends on different projects. This will help you to plan further forward during the planning process and give you insights about where most of your time goes.

Integrating Microsoft Dynamics CRM and Toggl also offers you the opportunity to implement reporting functionality on both sides. If you don’t know what reports are, here’s a short explanation. Reports are used to show data in a certain way or from a certain perspective. For example, if you want to know how much time your sales team spends on different stages of the sales cycle, you could create reports showing the percentage of time per stage or number of calls per stage. If you combine these reports with other data like revenue per stage, you could end up with some useful information regarding your sales team performance. The possibilities are endless!

You can also use Toggl to report time spent on tasks or projects in Microsoft Dynamics CRM. For example, if you have a salesperson that is spending too much time on a specific campaign, you can check this information on both ends (CRM as well as Toggl. and see what is going on with this salesperson’s performance. Are they facing any obstacles? Is there something that needs to be improved in order to provide them with a more successful experience? These are the kinds of questions that Toggl helps you answer.

Benefits of Integration of Microsoft Dynamics CRM and Toggl

If you are still not convinced about integrating these two systems together, here’s a list of benefits that might help you change your mind:

• Better visibility into your team’s performance and workload – With Toggl integrated into your Microsoft Dynamics CRM system, you will get more relevant data about your employees’ performance right into your dashboard. This data will allow you to better plan ahead and make smarter decisions regarding personnel allocation and development opportunities within your organization. Additionally, it will help your employees stay focused on the work they are supposed to do instead of wasting time on unrelated activities that could jeopardize their performance and productivity.
• Improved client satisfaction – Having access to relevant data about your team members’ performance will allow you to provide your clients with better services and satisfy them even more than before. After all, satisfied customers are more likely to become repeat customers in the long run!
• Increased efficiency – By having an overview of each employee’s workload on both sides (Toggl as well as Microsoft Dynamics CRM), you can make sure that everyone is working at an acceptable pace without being overworked or underutilized. This will help improve each employee’s effectiveness at work while reducing their stress levels at the same time because they will feel like they have more contrp over their workload and responsibilities. Additionally, better workforce utilization will lead to lower costs since teams will have more flexibility in managing their workhours so they can focus on high value activities instead of low value but time consuming tasks.

The process to integrate Microsoft Dynamics CRM and Toggl 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.