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  2. Harvest
  3. Integrations
  4. Microsoft Dynamics CRM

Harvest + Microsoft Dynamics CRM Integrations

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

  • No code
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  • Lightning Fast Setup
Harvest Integrations
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.

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.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

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Best ways to Integrate Harvest + Microsoft Dynamics CRM

  • Harvest Microsoft Dynamics CRM

    Harvest + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Harvest Microsoft Dynamics CRM

    Harvest + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Harvest Microsoft Dynamics CRM

    Harvest + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Harvest Microsoft Dynamics CRM

    Harvest + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Harvest Microsoft Dynamics CRM

    Harvest + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New User Assignment in Harvest Read More...
    Close
    When this happens...
    Harvest New User Assignment
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Harvest {{item.actionAppName}}

    Harvest + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • Creates Timesheet Entry

    Creates a new timesheet entry for the current day.

  • 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

Show All

How Harvest & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Harvest 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 Microsoft Dynamics CRM 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 Harvest to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Harvest and Microsoft Dynamics CRM

Harvest

Harvest is a time tracking and invoicing application that tracks time for a project, a client, a job, etc. It allows the user to enter time for a project and attach a note to the time entry. It also allows the user to create an invoice from those time entries. Harvest has many tops that allow the user to automate the time tracking process.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management system. In the Microsoft Dynamics CRM environment, there are entities called "Contacts", "Opportunities", "Accounts", and many others. The Contacts entity is where users can store all of their customers' contact information. The Contact entity contains multiple fields such as first name, last name, phone number, email address, etc. The Accounts entity is where the users can store all of their accounts' contact information. This includes the ability to map accounts to contacts and organize them by fpders. The Opportunities entity is where users can store all of their opportunities' contact information. This includes the ability to map opportunities to contacts and organize them by fpders. There is also a calendar that shows all appointments, meetings, and events with multiple views, such as day, week, month, agenda, and custom views. There is also a tasks entity where users can store their tasks and view them in a list view or a calendar view. There is also a leads entity where leads can be stored and managed like they were prospects until they become qualified as opportunities. And there is also an activity entity where users can view all activities related to an opportunity and organize them by fpders.

Integration of Harvest and Microsoft Dynamics CRM

The integration between Harvest and Microsoft Dynamics CRM is accomplished by using Harvest's Time Tracker module and Microsoft Dynamics CRM's Activity entity.

Harvest's Time Tracker module allows the user to assign also tasks to projects and clients and track time spent on those tasks. The integration between Harvest and Microsoft Dynamics CRM is done through the creation of a custom workflow that will be triggered when changes are made to activities in Microsoft Dynamics CRM. The custom workflow will be used to create new activities based on the data entered in Harvest's Time Tracker module for each logged task. There are two types of tasks that can be created by this custom workflow. Task activities and Opportunity activities. A task activity will be created if the user logs time for an existing task in Harvest's Time Tracker module. An opportunity activity will be created if the user logs time for an existing opportunity in Harvest's Time Tracker module or if no existing task or opportunity exists for that particular logged activity. A task activity will have all its fields populated with the values entered in Harvest's Time Tracker module while an opportunity activity will have only its fields populated with the values entered in Harvest's Time Tracker module except for its Account field which will be filled with the account associated with the logged activity in Harvest's Time Tracker module.

Benefits of Integration of Harvest and Microsoft Dynamics CRM

The integration between Harvest and Microsoft Dynamics CRM benefits both systems because it makes managing projects, clients, tasks, etc. easier for end users since they can use one program to manage all their business needs instead of using several different programs that are not connected to each other. It also allows end users to use one program for their time tracking needs instead of using another program to track their time. Another benefit is that it allows companies who use both Microsoft Dynamics CRM and Harvest to share their data between both systems easily without having to ask their developers to create custom interfaces between both systems or having to manually transfer data between both systems. It also allows users who do not manage projects using Microsoft Dynamics CRM but manage them using Harvest to still benefit from the integration between both systems.

The process to integrate Harvest and Microsoft Dynamics CRM 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.

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