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Integrate Microsoft Dynamics CRM with Toggl

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

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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 Toggl

Toggl is the best time tracker for teams and businesses. Whether you want to track your own time or you manage a team of employees, Toggl make it easy.

Toggl Integrations
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Best Microsoft Dynamics CRM and Toggl Integrations

  • Microsoft Dynamics CRM Integration Toggl Integration

    Microsoft Dynamics CRM + Toggl

    Create Project to Toggl from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Toggl Integration Create Project
  • Microsoft Dynamics CRM Integration Toggl Integration

    Microsoft Dynamics CRM + Toggl

    Create Task to Toggl from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Toggl Integration Create Task
  • Microsoft Dynamics CRM Integration Toggl Integration

    Microsoft Dynamics CRM + Toggl

    Create Time Entry to Toggl from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Toggl Integration Create Time Entry
  • Microsoft Dynamics CRM Integration Toggl Integration

    Microsoft Dynamics CRM + Toggl

    Create Client to Toggl from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Toggl Integration Create Client
  • Microsoft Dynamics CRM Integration Toggl Integration

    Microsoft Dynamics CRM + Toggl

    Create Tag to Toggl from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Toggl Integration Create Tag
  • 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 + Toggl in easier way

It's easy to connect Microsoft Dynamics CRM + Toggl 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 a new client is created.

  • New Project

    Triggers when new projects are added.

  • New Tag

    Triggers when new tags are created.

  • New Task

    Triggers when new tasks are added (available only for pro workspaces).

  • New Time Entry

    Triggers when a new time entry is added.

  • New Workspace

    Triggers when a new workspace is created.

    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

  • Create Client

    Creates a new client.

  • Create Project

    Creates a new project.

  • Create Tag

    Creates a new tag.

  • Create Task

    Creates a new task (available only for pro workspaces).

  • Create Time Entry

    Creates a new time entry.

  • Start Time Entry

    Starts a new time entry.

  • Stop Time Entry

    Stops an existing time entry.

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

How Microsoft Dynamics CRM & Toggl 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 Toggl 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 Toggl.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and 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.