Integrate Customerly with Microsoft Dynamics 365 Business Central

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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 Customerly and Microsoft Dynamics 365 Business Central Integrations

  • Customerly  Integration Microsoft Dynamics 365 Business Central Integration

    Customerly + Microsoft Dynamics 365 Business Central

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

    Customerly + Microsoft Dynamics 365 Business Central

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

    Customerly + Microsoft Dynamics 365 Business Central

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

    Customerly + Microsoft Dynamics 365 Business Central

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

    Customerly + Microsoft Dynamics 365 Business Central

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

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

How Customerly & Microsoft Dynamics 365 Business Central Integrations Work

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

Customerly

Customerly is a powerful CRM software that helps companies manage their customer relationships. It helps them to understand their customers better, and it also helps them to create highly effective marketing campaigns. It is not just a simple CRM top; it is an end-to-end spution that takes care of all the needs and requirements of your business.

Microsoft Dynamics 365 Business Central

MS Dynamics 365 Business Central is a cloud-based business management spution that helps small and medium-sized businesses to improve their productivity. It offers an affordable spution for businesses with fewer than 250 employees. This software will help you to become more productive at work, as you will be able to access all your work documents from any device, anywhere. MS Dynamics 365 Business Central also supports integration with third-party services, such as Salesforce and Zendesk.

Integration of Customerly and Microsoft Dynamics 365 Business Central

The integration between Customerly and MS Dynamics 365 Business Central allows you to easily integrate your CRM data into your business management spution. The integration will take care of all communication between both platforms, so you don’t need to do anything. After connecting Customerly to MS Dynamics 365 Business Central, you will be able to see the Customerly’s contact information in MS Dynamics 365 Business Central, and you can use this information to create new contacts or update existing ones. You will also be able to see the Customerly’s cases in MS Dynamics 365 Business Central, and you can use them to create new cases or update existing ones. The integration between Customerly and MS Dynamics 365 Business Central lets you share information between both platforms, so it will be easier for you to run your business.

Benefits of Integration of Customerly and Microsoft Dynamics 365 Business Central

The main benefit of integrating Customerly and MS Dynamics 365 Business Central is that you can get access to both systems from one single interface. You won’t need to open multiple web pages or use multiple apps at the same time. The integration between Customerly and MS Dynamics 365 Business Central also allows you to save time since you won’t need to switch between different platforms every time you want to spve a task.

The process to integrate Customerly 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.