Microsoft Dynamics 365 CRM + Toggl Integration

Integrate Microsoft Dynamics 365 CRM to Toggl in one click, or tell Integrately AI how you want each opportunity handled. Track billable hours, update project statuses, alert your team, and generate invoices automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
  • Toggl
    Time entry started in Toggl
  • Toggl
    Time entry is created in Toggl Instant
  • Toggl
    Time entry is updated in Toggl Instant
  • Toggl
    Task is created in Toggl Instant
  • Toggl
    Project is created in Toggl Instant
  • Toggl
    Client is created in Toggl Instant
  • Toggl
    Tag is created in Toggl Instant
  • Toggl
    Workspace is created in Toggl
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2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Toggl
    Search project by name in Toggl
  • Toggl
    Stop time entry in Toggl
  • Toggl
    Get project by ID in Toggl
  • Toggl
    Create time entry in Toggl
  • Toggl
    Create project in Toggl
  • Toggl
    Create task in Toggl
  • Toggl
    Create tag in Toggl
  • Toggl
    Update client in Toggl
  • Toggl
    Create client in Toggl

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Ready WorkflowsReady Workflows ย  for Microsoft Dynamics 365 CRM + Toggl Integration

Track time for deals, organise projects, keep records updated, alert your team, and generate reports, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Microsoft Dynamics 365 CRM + Toggl flow

Track billable time, log customer updates, and notify your team across your entire software stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Toggl
+
Microsoft TeamsMicrosoft Teams (4)
+
SlackSlack (4)
+
Jira Software CloudJira Software Cloud (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
+
MailchimpMailchimp (4)
M
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Create a Toggl project when an opportunity is created in Microsoft Dynamics 365 CRM, and notify your team in Microsoft Teams
New Microsoft Dynamics 365 CRM opportunities automatically spin up a Toggl project while Microsoft Teams alerts your sales channel instantly.
M
T
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Log a Toggl time entry when a case is created in Microsoft Dynamics 365 CRM, and alert your support channel in Microsoft Teams
Support cases in Microsoft Dynamics 365 CRM create billable time entries in Toggl with Microsoft Teams broadcasting the update.
M
T
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When a contact is updated in Microsoft Dynamics 365 CRM, update the client in Toggl and notify your team in Microsoft Teams
Contact changes in Microsoft Dynamics 365 CRM instantly refresh Toggl client details with Microsoft Teams confirming the update.
M
T
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Stop active Toggl time entries when a case is updated in Microsoft Dynamics 365 CRM, and notify your team in Microsoft Teams
Resolved cases in Microsoft Dynamics 365 CRM stop active Toggl time entries while Microsoft Teams alerts your staff.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Toggl

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
Try it โ†’
Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
Try it โ†’
Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
Try it โ†’
Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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Toggl
Toggl Triggers & Actions
Time entry started in Toggl
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Instant
Time entry is created in Toggl
Triggers the automation when a new time entry is created
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Instant
Time entry is updated in Toggl
Triggers the automation when a time entry is updated
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Instant
Task is created in Toggl
Triggers the automation when a new task is created
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Instant
Project is created in Toggl
Triggers the automation when a new project is created
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Instant
Client is created in Toggl
Triggers the automation when a new client is created
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Instant
Tag is created in Toggl
Triggers the automation when a tag is added
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Workspace is created in Toggl
Triggers the automation when a new workspace is created
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Search project by name in Toggl
Searches for a project using its name
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Stop time entry in Toggl
Stops a time entry
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Get project by ID in Toggl
Retrieves project information using the project id
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Create time entry in Toggl
Creates a new time entry without manual input
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Create project in Toggl
Creates a new project
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Create task in Toggl
Creates a new task
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Create tag in Toggl
Generates a new tag
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Update client in Toggl
Updates client information
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Create client in Toggl
Generates a new client profile
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What can you automate with Microsoft Dynamics 365 CRM + Toggl?

Streamline client onboarding, time tracking, and project creation by connecting your CRM and time management tools.

What you can automate?
๐Ÿงพ
Create a Toggl project from every new opportunity
Set up time tracking instantly whenever a sales opportunity or account is created in Microsoft Dynamics 365 CRM, eliminating manual project setup.
๐Ÿ“‹
Capture all lead and contact details across platforms
Map custom fields, contact names, and account notes from Microsoft Dynamics 365 CRM directly into Toggl client and project fields.
๐Ÿ””
Alert your team immediately when tasks are created
Send instant notifications to team members or messaging channels as soon as new tasks or time entries are created in Toggl.
๐Ÿ”€
Route projects based on submitted account criteria
Create specific project types or assign clients in Toggl depending on the tier, region, or category specified in your Microsoft Dynamics 365 CRM records.
๐Ÿ”„
Keep project details synchronised as records update
Automatically update client information, contact details, and project names in Toggl whenever changes happen in Microsoft Dynamics 365 CRM.
๐Ÿ”
Prevent duplicate client and project records
Search existing records before creating new entries in Toggl, ensuring clean data synchronisation with Microsoft Dynamics 365 CRM.
โฑ๏ธ
Manage time entries when cases or leads close
Stop active time entries or update client statuses in Toggl automatically when a Microsoft Dynamics 365 CRM case or opportunity is resolved.
๐Ÿ’ฌ
Extend your tracking data to Slack or Google Drive
Send automated activity logs or backup project details to external storage and messaging apps once your core automation runs.
And much more...

Who is Microsoft Dynamics 365 CRM + Toggl integration for?

Connecting Microsoft Dynamics 365 CRM and Toggl helps sales teams, project managers, and finance leads track billable time and customer data without manual handoffs.

Sales operations managers
Sales operations managers
Account executives
Account executives
Agency project directors
Agency project directors
Customer support leads
Customer support leads
Operations coordinators
Operations coordinators
Finance and billing specialists
Finance and billing specialists
๐Ÿ“ˆ
Sales operations managers
You track pipeline revenue and billable hours to evaluate team capacity, but records lag behind until someone manually exports data, so your management reports are always outdated โ€” with this integration, every new opportunity and project updates instantly and your metrics stay accurate.
โšก
Account executives
You need to kick off billable work the moment a deal closes, but client details sit unassigned in your CRM until someone notices, so project start dates slip โ€” automating both apps means every new opportunity instantly triggers a Toggl project so work begins without delay.
๐Ÿ“Š
Agency project directors
You report on billable hours and task progress to enterprise clients, but time tracking data remains isolated from your CRM records, so status updates take hours to compile โ€” this integration means client records and project logs stay perfectly aligned for transparent reporting.
๐Ÿ”„
Customer support leads
You manage a high volume of incoming support cases and client inquiries that require tracked resolution time, but manual logging leads to missed entries and incomplete timesheets โ€” with this integration, every new case or contact flows straight into your tracking system.
๐Ÿ‘ฅ
Operations coordinators
You depend on sales teams to hand over client details before you can set up workspace tracking, but manual handoffs get delayed during busy weeks, so billable hours go unrecorded โ€” integrating these apps means client records flow automatically into your tracking setup.
๐Ÿ—‚๏ธ
Finance and billing specialists
You rely on accurate time logs and CRM records to generate client invoices, but manual data entry gaps cause discrepancies between billable hours and closed deals โ€” automating both apps means every project and contact history remains complete and audit-ready.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Toggl

Build and manage your Microsoft Dynamics 365 CRM + Toggl automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Toggl with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting โ€” just real help, right when you need it.
Free done-for-you setup
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
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?

How Integrately Works?

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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Toggl?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Toggl in one click using pre-built templates or Integrately AI. Sync client data and project logs across tools like Slack, Google Drive, and Microsoft Teams effortlessly.
Can I create Toggl projects automatically from Microsoft Dynamics 365 CRM opportunities?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Toggl, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Toggl?
Frequently Asked Questions
How do contact updates in Microsoft Dynamics 365 CRM affect Toggl clients?
Frequently Asked Questions
Can time entries in Toggl trigger updates in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Toggl?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Toggl integration free?
Frequently Asked Questions
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