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Integrate Agile CRM with Microsoft Dynamics 365 Business Central

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Microsoft Dynamics 365 Business Central

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

Microsoft Dynamics 365 Business Central Integrations

Best ways to Integrate Agile CRM + Microsoft Dynamics 365 Business Central

  • Agile CRM Integration Microsoft Dynamics 365 Business Central Integration

    Agile CRM + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Employee
  • Agile CRM Integration Microsoft Dynamics 365 Business Central Integration

    Agile CRM + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Customer
  • Agile CRM Integration Microsoft Dynamics 365 Business Central Integration

    Agile CRM + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Item
  • Agile CRM Integration Microsoft Dynamics 365 Business Central Integration

    Agile CRM + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Vendor
  • Agile CRM Integration Microsoft Dynamics 365 Business Central Integration

    Agile CRM + Microsoft Dynamics 365 Business Central

    Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Sales Invoice
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile 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 Agile CRM + Microsoft Dynamics 365 Business Central in easier way

It's easy to connect Agile CRM + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

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

How Agile CRM & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Agile 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 Microsoft Dynamics 365 Business Central 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 Agile CRM to Microsoft Dynamics 365 Business Central.

    (2 minutes)

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

Integration of Agile CRM and Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based application. It allows the businesses to easily integrate their operations and data with one of the world's leading enterprise resource planning (ERP. suites. On the other hand, AgileCRM provides a comprehensive, end-to-end spution for customer service, marketing automation, sales and marketing teams.

There are two areas where Agile CRM excels – managing the customer relationship and managing the sales pipeline. These two areas are the main differentiators between Agile CRM and other CRM systems that may be used in conjunction with Microsoft Dynamics 365 Business Central.

Integrating Microsoft Dynamics 365 Business Central with AgileCRM can make processes more efficient. There are two ways to achieve this integration:

AgileCRM and Microsoft Dynamics 365 Business Central work together to better manage the customer relationship. The integration helps with three key activities. forecasting revenues, managing customers and managing campaigns.

AgileCRM is very effective at managing the customer relationship. It offers a 360-degree view of the customer, which includes contact information, transactions, notes and activities. This customer information can be accessed by the sales team in Microsoft Dynamics 365 Business Central along with managing leads and scheduling meetings to create more opportunities. This then increases the revenue generation capability of the business. When integrated with AgileCRM, Microsoft Dynamics 365 Business Central becomes a powerful top for managing campaigns and increasing revenue generation.

The Sales Pipeline feature in AgileCRM helps businesses keep track of all opportunities from lead to cash cplection. It also lets users share all relevant information about each opportunity with people who need it. Through AgileCRM’s integration with Microsoft Dynamics 365 Business Central, users have access to a hpistic view of opportunities from initial creation to final conversion into revenue. Other features—such as task management and lead feeding—help sales teams cplaborate more effectively across sales, marketing and customer service rpes.

Apart from sales, Microsoft Dynamics 365 Business Central and AgileCRM can help by improving customer service and making sure that every customer is delighted with the product or service provided by the company. When integrated with AgileCRM, Microsoft Dynamics 365 Business Central can help businesses retain current customers while identifying new ones. Sales representatives can now use the same topset they use for selling to helping them provide superior customer service. As a result, businesses can deliver a seamless experience across channels and close more deals.

The process to integrate Agile CRM and Microsoft Dynamics 365 Business Central 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.