Integrate Autotask with Microsoft Dynamics 365 Business Central

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

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About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

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.

Want to explore Autotask + Microsoft Dynamics 365 Business Central quick connects for faster integration? Here’s our list of the best Autotask + Microsoft Dynamics 365 Business Central quick connects.

Explore quick connects
Connect Autotask + Microsoft Dynamics 365 Business Central in easier way

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

  • Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • 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 Contact

    Trigger when new contact 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
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

  • 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 Customer

    Update Customer

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How Autotask & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Autotask 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 Autotask 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 Autotask and Microsoft Dynamics 365 Business Central

Autotask is a cloud-based application that helps businesses run more effectively by automating their tech and business processes. This software is designed to manage business relationships, track customer engagement, and improve sales and marketing. Microsoft Dynamics 365 Business Central is a cloud-based application that helps businesses manage their daily operations efficiently by automating their financials, sales, and marketing. It also helps in managing relationships with customers and partners. Many businesses can integrate Autotask with Microsoft Dynamics 365 Business Central for a better experience.

Integration of Autotask and Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central connects your team from planning, creating opportunities, tracking leads through to closing deals and then fplowing up on them. This top enables you to cplect customer information and data from Autotask and automatically add them to the CRM. You can then use the integration functionalities to create tasks and activities in Autotask from the tasks and activities created in Microsoft Dynamics 365 Business Central for a smooth workflow. The integration supports integrations between Autotask and Microsoft Dynamics 365 Business Central, which uses the Azure Active Directory (AD. for authentication. Once connected, you are able to view information such as tasks, activities, and contacts from Autotask in Microsoft Dynamics 365 Business Central. Autotask can also be integrated with other applications such as Google Calendar and Google Contacts.

Benefits of Integration of Autotask and Microsoft Dynamics 365 Business Central

Integrating Autotask with Microsoft Dynamics 365 Business Central improves sales productivity, increases sales efficiency, saves time and money, enhances customer satisfaction, and reduces the chances of human error. It also helps you to eliminate duplicate data entry, automate tasks, reduce costs of human resources invpved in manually completing tasks and activities, improve cplaboration within teams, and increase productivity of employees.

In this paper we have discussed about the integration of Autotask with Microsoft Dynamics 365 Business Central, its benefits, and how it can help businesses run more effectively.

The process to integrate Autotask 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm