Microsoft Dynamics 365 CRM + Harvest Integration
Integrate Harvest to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each client handled. Create contacts, sync accounts, log time entries, update opportunities, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
Expense is added in Harvest- Invoice is paid in Harvest
- Timesheet entry is created in Harvest
- Task is added in Harvest
- Project is added in Harvest
- Person is assigned to project in Harvest
- Invoice (with line items) is added in Harvest
- Invoice is added in Harvest
- Client is added in Harvest
- Contact is added in Harvest
- Person is added in Harvest
2.
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
- Create time entry with start and end time in Harvest
- Find task by ID in Harvest
- Find project by ID in Harvest
- Find client by ID in Harvest
- Create project in Harvest
- Create timesheet entry in Harvest
- Create task in Harvest
- Create client in Harvest
- Create and start timer in Harvest
- Create contact in Harvest
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Ready Workflows for Microsoft Dynamics 365 CRM + Harvest Integration
Capture clients, sync contacts, update accounts, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Harvest + Microsoft Dynamics 365 CRM flow
Sync client data across your CRM and timesheets, then notify your team, update project boards, and draft follow-up emails instantly. Pick a combination and activate it in one click.
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Microsoft Teams (4)
Microsoft Teams (4) +
Asana (4)
Asana (4) +
Slack (4)
Slack (4) +
Jira Software Cloud (4)
Jira Software Cloud (4) +
Gmail (4)
Gmail (4) +
Google Drive (4)
Google Drive (4) H
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Add every new Harvest client to Microsoft Dynamics 365 CRM, and notify your sales team in Microsoft Teams.
New Harvest clients appear instantly in Microsoft Dynamics 365 CRM while Microsoft Teams alerts your sales team, eliminating manual data entry.
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When an invoice is paid in Harvest, update the Microsoft Dynamics 365 CRM account and post an update in Microsoft Teams.
Paid invoices in Harvest trigger an account update in Microsoft Dynamics 365 CRM and notify your finance team in Microsoft Teams.
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Create a Microsoft Dynamics 365 CRM lead when a timesheet entry is created in Harvest, and alert your team in Microsoft Teams.
Harvest timesheet entries automatically generate Microsoft Dynamics 365 CRM leads and notify your team in Microsoft Teams.
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When a Microsoft Dynamics 365 CRM contact is updated, log a task in Harvest and announce it in Microsoft Teams.
Updated Microsoft Dynamics 365 CRM contacts create corresponding Harvest tasks and notify your team in Microsoft Teams.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Harvest
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → Harvest Triggers & Actions
Timesheet entry is created in Harvest
Triggers the automation when there is a new timesheet entry
Try it → Person is assigned to project in Harvest
Triggers the automation when a person is assigned to a project
Try it → Invoice (with line items) is added in Harvest
Triggers the automation when a new invoice (with line items) is added
Try it → What can you automate with Harvest + Microsoft Dynamics 365 CRM?
Connect your billing, time tracking, and CRM operations with ready-made workflows designed for modern businesses.
🔄
Sync new Harvest clients to Microsoft Dynamics 365 CRM accounts
Automatically create a new account in Microsoft Dynamics 365 CRM the moment a client is added in Harvest. Eliminate manual copying and keep your customer database perfectly aligned.
📊
Capture every submitted invoice and line item
Map detailed invoice data, expenses, and line items from Harvest directly into your Microsoft Dynamics 365 CRM records. Maintain comprehensive financial visibility across platforms.
🔔
Alert your team instantly when payments arrive
Trigger team notifications in Slack or Microsoft Teams whenever an invoice is paid in Harvest. Keep sales and finance aligned on revenue milestones in real time.
🔀
Route records based on submitted client tier
Perform different actions in Microsoft Dynamics 365 CRM depending on the project or client details submitted in Harvest. Direct enterprise accounts to senior sales reps automatically.
🔄
Keep account details updated as records change
Automatically update contact information, account statuses, and opportunity stages across both Harvest and Microsoft Dynamics 365 CRM whenever modifications occur.
🔍
Search and update instead of creating duplicates
Check if an account or contact already exists in Microsoft Dynamics 365 CRM before creating a new entry from Harvest data. Maintain a clean, duplicate-free database.
💳
Handle later status changes like paid invoices
Automatically adjust account tiers and trigger downstream workflows when an invoice status changes to paid in Harvest. Streamline your entire cash-to-record cycle.
💬
Extend your workflow to team messaging apps
Connect Harvest and Microsoft Dynamics 365 CRM with Slack or Microsoft Teams to announce new client signups and payment milestones instantly across your organization.
And much more...
Who is Harvest + Microsoft Dynamics 365 CRM integration for?
Finance managers, sales leaders, and project teams connect Harvest and Microsoft Dynamics 365 CRM to eliminate manual data entry and keep billing and CRM records synchronized.
Finance managers
Sales representatives
Account managers
Operations directors
Project leads
Billing specialists
📈
Finance managers
You're tracking billable hours in Harvest but pulling reports manually into Microsoft Dynamics 365 CRM, so your revenue numbers are always a few days behind — automating both apps means every payment and timesheet updates your financial records instantly.
⚡
Sales representatives
You need to know the moment a new client signs up in Harvest so you can start outreach, but you find out too late through manual updates — connecting these apps means new clients appear in your CRM instantly for immediate follow-up.
📋
Account managers
You answer to clients asking about project progress and billing status, but your time data and CRM records live in separate silos — this integration means your account history stays complete and accurate without manual cross-checking.
🔄
Operations directors
The volume of new clients and invoices is too high for your team to keep up with manual record copying between systems — automating these apps means thousands of records sync effortlessly without human error.
👥
Project leads
You depend on sales teams to hand over closed opportunities so you can schedule billable work in Harvest, but details get lost in the transition — with this integration, won deals create projects and tasks automatically.
🔍
Billing specialists
You need a reliable history of paid invoices and client accounts, but you keep finding gaps between timesheet software and your CRM — connecting these apps means every invoice payment updates customer accounts without missing entries.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Harvest
Build and manage your Microsoft Dynamics 365 CRM + Harvest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Harvest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect Harvest to Microsoft Dynamics 365 CRM?
You can connect Harvest to Microsoft Dynamics 365 CRM in one click using ready-made templates on Integrately. You can also use Integrately AI to build custom workflows connecting Harvest, Microsoft Dynamics 365 CRM, and tools like Slack or Gmail in minutes.
Can I automatically sync new Harvest clients to Microsoft Dynamics 365 CRM accounts?
Can I connect Harvest, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Harvest and Microsoft Dynamics 365 CRM?
How does Harvest handle client additions for automation triggers?
Can Microsoft Dynamics 365 CRM updates trigger actions in Harvest?
Do I need coding skills to automate Harvest and Microsoft Dynamics 365 CRM?
Is the Harvest and Microsoft Dynamics 365 CRM integration free?
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