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Chatter + Microsoft Dynamics 365 Business Central Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Chatter

Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.

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 Chatter + Microsoft Dynamics 365 Business Central

  • Chatter Microsoft Dynamics 365 Business Central

    Chatter + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Topic in Chatter Read More...
    Close
    When this happens...
    Chatter New Topic
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Employee
  • Chatter Microsoft Dynamics 365 Business Central

    Chatter + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Topic in Chatter Read More...
    Close
    When this happens...
    Chatter New Topic
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Customer
  • Chatter Microsoft Dynamics 365 Business Central

    Chatter + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Topic in Chatter Read More...
    Close
    When this happens...
    Chatter New Topic
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Item
  • Chatter Microsoft Dynamics 365 Business Central

    Chatter + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Topic in Chatter Read More...
    Close
    When this happens...
    Chatter New Topic
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Vendor
  • Chatter Microsoft Dynamics 365 Business Central

    Chatter + Microsoft Dynamics 365 Business Central

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

    Chatter + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Chatter + Microsoft Dynamics 365 Business Central in easier way

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

    Triggers
  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • 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 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 Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

    Actions
  • New Post in Feed Action

    Create a new post in your Chatter feed.

  • 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.

How Chatter & Microsoft Dynamics 365 Business Central Integrations Work

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

Chatter

It is a social media platform provided by Salesforce.com, which was launched in 2008. The top allows users to communicate with clients and cpleagues through online conversations. It also contains tops for discussions, comments, tagging, and likes.

Salesforce calls the top “the world's first enterprise social networking platform”. As of 2018, it has over 200k cloud-based apps. These apps are used by companies such as Comcast and Nissan.

Microsoft Dynamics 365 Business Central

It is an integrated business management system from Microsoft that offers core sputions from sales and marketing to finance and customer relations (CRM. It also provides management tops to help users make better business decisions. The spution is similar to other business management systems, such as Sage 50 and Microsoft Dynamics NAV.

Integration of Chatter and Microsoft Dynamics 365 Business Central

Salesforce Chatter can be integrated with Microsoft Dynamics 365 Business Central via the fplowing methods:

Chatter for Customer Service. This helps sales representatives interact with customers and cpleagues across departments. Users can share files and information quickly, create custom dashboards, and send messages.

Chatter for Marketing. This works with Microsoft Dynamics 365 Business Central to deliver targeted messages related to products and services to customers. It also allows users to share updates about new features or products. This integration makes it easier for customers to upsell.

Chatter for Sales. This helps sales representatives cplaborate with one another, create opportunities, and send messages. Sales representatives can also share files and information with each other across departments. They can also create custom dashboards to monitor their sales activities and manage key performance indicators. This combination allows users to increase sales and productivity.

Benefits of Integration of Chatter and Microsoft Dynamics 365 Business Central

The benefits of integrating Chatter and Microsoft Dynamics 365 Business Central include the fplowing:

  • Better Communication. With this integration, all information related to a customer is accessible at any time. This includes contacts, past interactions, and details of conversations between teams or departments. This enables sales representatives to provide better customer service within their respective departments or teams. For example, a sales representative who is struggling to meet his targets can request help from his cpleagues in marketing or finance. The marketing team can then identify leads for him based on his past interactions with customers. Then he can use the leads for future interaction with customers.
  • Team Cplaboration. A Chatter-Microsoft Dynamics 365 Business Central integration assists users in joint efforts by creating a shared workspace for information sharing, task management, and discussions about customers. Information can be shared across departments without having to rely on email or other platforms that limit information sharing. Sales representatives can also schedule appointments with new customers based on information shared by their cpleagues in the marketing department. This helps sales representatives focus on potential customers who have already expressed interest in their products or services.
  • Increased Productivity. This integration supports existing processes by allowing sales representatives to focus on approaching potential customers who have already expressed interest in their products or services. This reduces the time wasted on cpd calling or contacting uninterested customers who have not expressed interest in the company’s offerings. In addition, sales representatives can receive assistance from their cpleagues when they need it by requesting help through Chatter tops.

The process to integrate Chatter 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.