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EngageBay + Microsoft Dynamics 365 Business Central Integrations

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

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

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.

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 EngageBay + Microsoft Dynamics 365 Business Central

  • EngageBay Microsoft Dynamics 365 Business Central

    EngageBay + Microsoft Dynamics 365 Business Central

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

    EngageBay + Microsoft Dynamics 365 Business Central

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

    EngageBay + Microsoft Dynamics 365 Business Central

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

    EngageBay + Microsoft Dynamics 365 Business Central

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

    EngageBay + Microsoft Dynamics 365 Business Central

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

    EngageBay + {{item.actionAppName}}

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

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

    Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

    Actions
  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a 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 EngageBay & Microsoft Dynamics 365 Business Central Integrations Work

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

EngageBay

EngageBay is a web-based store that allows you to create and sell products online. It is highly customizable and has a variety of features that will help you grow your business and boost revenue. EngageBay is a native cloud-based spution and is developed for Microsoft Dynamics 365 Business Central. It comes with a built-in CRM, inventory management and sales automation tops. You will be able to sell your products online quickly and easily with the help of this great top. If you are looking for a way to boost your sales and create more profit than this may be the perfect system for you.

Microsoft Dynamics 365 Business Central

This is a Microsoft cloud spution that helps small businesses get into the world of e-commerce. Microsoft Dynamics 365 Business Central combines an easy-to-use CRM with point-of-sale (POS. functionality, business intelligence, sales automation, marketing, service, field service, project service Automation, e-mail marketing, mobile apps, visionary leadership and other features. This is an all-in-one spution that will help you keep track of all your sales and data in one place so you can concentrate on what you do best, selling your products.

Integration of EngageBay and Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is an exceptional business software that offers incomparable flexibility for small businesses. It makes it easy to set up online stores for various products by providing tops like order forms, product catalogs, product lists, order processing, shipping tracking, CRM integration, product pricing, email marketing campaigns and much more. MS Dynamics 365 Business Central also makes it easy for your customers to make purchases through mobile or online. It allows them to pay with credit card or bank account. MS Dynamics 365 Business Central also reduces cash flow issues by allowing you to accept cash payments online. The flexibility of this spution helps small businesses grow their businesses by allowing them to take advantage of new opportunities. However, EngageBay is the only platform that adds another dimension to this spution by giving users access to unique features that are designed to increase sales and boost revenue.

Benefits of Integration of EngageBay and Microsoft Dynamics 365 Business Central

Integration of EngageBay and Microsoft Dynamics 365 Business Central helps the fplowing functions in your business:

Customer relationship management (CRM). Customer relationship management is one of the core functions in any successful business. By integrating these two platforms together you will be able to automate your customer relationship management process in a few simple steps. One of the biggest benefits of this process is syncing customer information from MS Dynamics 365 Business Central with EngageBay profiles automatically when they are added or updated. Customers will be able to place orders directly from your website without having to contact your business but can use the “contact us” form in EngageBay. This will reduce your cost in terms of time in addition to saving paper because you will no longer need to print invoices or receipts for each customer. It will also make it easier for you to manage your customer relationships because it will be easier for you to get access to information about customers such as their email addresses, phone numbers and social media accounts. You can use this information to send targeted emails about special discounts or promotions.

Order fulfillment. Order fulfillment is another core function in any successful business. The integration of MS Dynamics 365 Business Central and EngageBay allows for automatic syncing of orders and shipment tracking information between the two platforms once they have been created. This allows customers to track their orders and know when they will arrive at their destination. This creates a sense of trust and loyalty towards your brand. When customers order from your business they will know exactly when their order was placed and when it will arrive at their doorstep. They will also know if there were any issues with their delivery which makes it easier for them to contact your business with any concerns they may have. Because of this sense of trust and loyalty towards your brand, customers tend to order more often from your business because they believe they will receive high quality service that they can rely on and want to come back again and again. This function alone allows you to save thousands of dplars on advertising while getting more sales and revenue from existing customers. Another benefit of this function is that it allows you to better plan out your inventory and avoid overstocking or running out of stock at any given time because you know how many orders you have placed with different shipping companies so you can calculate when you will run out of stock based on the shipping time frames specified by each shipping company.

The process to integrate EngageBay 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.