Drift + Microsoft Dynamics 365 Business Central Integrations
Syncing Drift with Microsoft Dynamics 365 Business Central is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.
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 IntegrationsIt's easy to connect Drift + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.
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New MessageTriggers each time when a new message in a conversation is received.
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Execute Custom API CallTrigger when new data comes in your custom api call.
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New Account
Trigger when New Chart Of Account created.
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New Company
Trigger when new company is created
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New Customer
Trigger when new Customer is created
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New Customer Sale
Trigger when a new customer sale is created
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New Employee
Trigger when new Employee is created
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New Person
Triggers when a new person is created.
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New Sales Invoice
Trigger when new sales invoice is created
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New Sales Order
Trigger when a new sales order is created in a specific account.
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New Update Item
Triggers every time a new item is created.
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New Vendor
Trigger when new vendor is created.
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Updated Customer
Trigger when a customer updated.
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Updated Sales Order
Trigger when any sales order updated.
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Create or Update Contact From External
Create or update a contact.
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Update Known Contact
Updates an existing contact.
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Create Contact
Create Contact
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Create Customer
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Create Employee
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Create Item
Creates an item.
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Create Order Line Item
Creates a new order line item.
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Create Sales Invoice
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Create Sales Order
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Create Vendor
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Update Item
Updates an item.
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Update Sales Order
Updates an order.
How Drift & Microsoft Dynamics 365 Business Central Integrations Work
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Step 1: Choose Drift as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft Dynamics 365 Business Central as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Drift to Microsoft Dynamics 365 Business Central.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Drift and Microsoft Dynamics 365 Business Central
Let’s take a look at an example of how Drift and Microsoft Dynamics 365 Business Central can be integrated.
We have outlined the process below, but if you want to fplow along, you can watch this video here. https://www.youtube.com/watch?v=8xoZS9Cj1c4
Go to Settings > Account Settings > Integrations in your account. Click Add Integration. Search for "Business Central". Select MS Dynamics 365 Business Central and click Save & Continue. For each business, you'll need to give Drift permission to connect to Microsoft Business Central. This just means creating a security group that grants Drift access to your data. To do this, go to Settings > Security Groups, then click Create Security Group, and enter the information needed to create your group. In the Developer section of your account, select the Microsoft Dynamics 365 Business Central integration. Copy the API key into the API Key field on the MS Dynamics 365 Business Central page. Click Set up and save. Next, copy the API Key into the API Key field on the API Keys page. Click Save. On the API Keys page, click Generate API Key and save it somewhere safe. Finally, expand the app settings for your account, and then click Manage App Connections. Find the connection named MS Dynamics 365 Business Central and click its Edit button. Enter a name for the connection and paste your API Key into the API Key field. Choose a Notification Strategy from the drop-down menu. Click Save changes.
"The integration between Drift and Microsoft Business Central allows you to leverage Drift's customer lifecycle automation features within your existing Business Central environment." (source)
In other words, it allows you to use Drift’s customer lifecycle automation features within your existing Microsoft Business Central environment.
With this integration, any events triggered by your customer lifecycle automation are also pushed into Microsoft Business Central as standard Salesforce alerts (which can then be configured as tasks or cases), allowing you to get more value out of your existing systems with this one integration!
There are many benefits of integrating Drift and Microsoft Dynamics 365 Business Central together. However, we think that this is particularly helpful for companies who have already invested in Business Central, but now want to add automation capabilities to their CRM spution without having to switch over to something else entirely. Because it only takes one integration to bridge these two different systems!
Need Help Implementing Your Integration
Are you interested in using Drift and Microsoft Dynamics 365 Business Central together? Or maybe your company needs help integrating them together? If so, please feel free to reach out to our award-winning customer success professionals at [email protected]. We'd love to help you get started on implementing this integration!
The process to integrate Drift 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.
