Integrate ClickMeeting with Microsoft Dynamics 365 Business Central

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

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About ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

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 ClickMeeting and Microsoft Dynamics 365 Business Central Integrations

  • ClickMeeting Integration Microsoft Dynamics 365 Business Central Integration

    ClickMeeting + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Employee
  • ClickMeeting Integration Microsoft Dynamics 365 Business Central Integration

    ClickMeeting + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Customer
  • ClickMeeting Integration Microsoft Dynamics 365 Business Central Integration

    ClickMeeting + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Item
  • ClickMeeting Integration Microsoft Dynamics 365 Business Central Integration

    ClickMeeting + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    ClickMeeting Integration New Upcoming Event
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Vendor
  • ClickMeeting Integration Microsoft Dynamics 365 Business Central Integration

    ClickMeeting + Microsoft Dynamics 365 Business Central

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

    ClickMeeting + {{item.actionAppName}}

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

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

    Triggers
  • New Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

  • 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
  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

  • 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 ClickMeeting & Microsoft Dynamics 365 Business Central Integrations Work

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

Introduction:

In this article I will give an outline for an article about ClickMeeting and Microsoft Dynamics 365 Business Central, and the integration of these two systems. I will give a brief description of what these two companies do and then move on to describe how they fit together, and the benefits that come from this integration.

ClickMeeting

ClickMeeting is web conferencing software developed by ClickSoftware Sputions. It is used all over the world. It can be used in a variety of ways including:

  • Training and Education. This includes training and education for internal employees and customers.
  • Coaching. This invpves giving advice and assisting customers in spving problems.
  • Sales. This invpves sales coaching and sales presentations.
  • Marketing. This includes product demonstrations and marketing presentations.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a CRM (Customer Relationship Management. platform, which encompasses all aspects of business management, including customer service, sales, marketing, finance, operations, project management, human resources, field service, partner relationship management, etc. It is used worldwide by many different types of businesses. The system allows users to access information from any device including desktops, laptops, iPads, phones, etc. It is very easy to install and use. There are no license fees. The system is hosted on the cloud so there is never any need for local hardware or software. A user only needs to have access to the internet or a wireless signal. The system also features security features that allow users to contrp access to confidential information. The system can be integrated with other applications making it very useful for businesses that rely on more than one system for their business operations.

Integration of ClickMeeting and Microsoft Dynamics 365 Business Central

This section explains how ClickMeeting and Microsoft Dynamics 365 Business Central are integrated. ClickMeeting has implemented a new feature called “Dynamics 365” which allows users to access information from various systems including ClickMeeting, Microsoft Dynamics 365 Business Central, Microsoft Excel, Google Sheets, Salesforce, MailChimp, QuickBooks Online, etc., using a single interface. For example, if a user wanted to contact a customer by telephone but did not know the phone number or email address then he could simply click on the name of the customer in ClickMeeting and receive all of the customer’s contact information including phone number, email address, mailing address, etc. This makes it possible to contact the customer right away without having to search through several different programs or databases to find the information required to contact him or her. This feature has improved efficiency for ClickMeeting users who now spend less time searching for information and more time helping customers. Additionally, ClickMeeting users can now generate reports using data from both ClickMeeting and Microsoft Dynamics 365 Business Central without having to export data from one system into another program like Excel or Google Sheets before generating the report. This saves time and ensures that all of the data needed for each report is available at all times with no need for exporting data from one system into another program before generating the report. It also ensures that all data found in ClickMeeting is always up-to-date because the information syncs with Microsoft Dynamics 365 Business Central automatically as changes are made in either program. All of this makes it very easy to make changes in one system and have those changes appear automatically in the other system without having to manually transfer information from one system to another. This has made life easier for ClickMeeting users as well as reducing mistakes by eliminating the need to re-enter data manually from one system into another system after making changes in one system since the changes will appear automatically in the second system after being made in the first system.

There have been several benefits observed due to integrating ClickMeeting and Microsoft Dynamics 365 Business Central. These include:

  • Users can view information from both programs simultaneously without having to switch back and forth between different programs or databases as was required before integrating these two systems.
  • Users can access reports from both programs simultaneously without having to export data from one system into another program before generating a report as was required before integrating these two systems. This saves time as well as prevents mistakes as no data need be re-entered manually after creating a report as would be required after creating a report after exporting data from one program into another program before generating a report as was previously required when these two programs were not integrated together.
  • Users can view information about a customer from both systems simultaneously without having to switch back and forth between different programs or databases as was required before integrating these two systems. This makes it much quicker and easier for users who want to contact a customer or provide them with assistance regarding an issue they might be experiencing regarding the products or services offered by their company.

The process to integrate ClickMeeting 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.