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Copper CRM + Microsoft Dynamics 365 Business Central Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Copper CRM

Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.

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 Copper CRM + Microsoft Dynamics 365 Business Central

  • Copper CRM Microsoft Dynamics 365 Business Central

    Copper CRM + Microsoft Dynamics 365 Business Central

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

    Copper CRM + Microsoft Dynamics 365 Business Central

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

    Copper CRM + Microsoft Dynamics 365 Business Central

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

    Copper CRM + Microsoft Dynamics 365 Business Central

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

    Copper CRM + Microsoft Dynamics 365 Business Central

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

    Copper CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Person

    Triggers when a new person is created.

  • New Project

    Triggers when a new project is created.

  • New Task

    Triggers when a new task is created.

  • Updated Company

    Triggers when a existing company is updated.

  • Updated Opportunity

    Triggers when a existing opportunity is updated.

  • Updated Person

    Triggers when a existing person is updated.

  • Updated Project

    Triggers when a existing project is updated.

  • Updated Task

    Triggers when an existing task 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 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
  • Associate to Project

    Relate an existing project to a Copper CRM object.

  • Create Activity

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

  • Create Company

    Creates a new company.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Person

    Creates a Person

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Update Company

    Creates or Updates a company based on matching criteria.

  • Create Update Opportunity

    Creates or updates an opportunity depending on matching criteria.

  • Create Update Person

    Creates or Updates person depending on match criteria.

  • Create Update Project

    Creates or Updates Project depending on match criteria.

  • Update Company

    Updates a company depending on the matching criteria.

  • Update Opportunity

    Updates an opportunity depending on the match criteria.

  • Update Person

    Updates a person depending on the match criteria.

  • Update Project

    Updates a project depending on the match criteria.

  • 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 Copper CRM & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Copper 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 Copper 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.