EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.
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 IntegrationsEngageBay + Microsoft Dynamics 365 Business Central
Create Employee to Microsoft Dynamics 365 Business Central from New Contact in EngageBay Read More...EngageBay + Microsoft Dynamics 365 Business Central
Create Customer to Microsoft Dynamics 365 Business Central from New Contact in EngageBay Read More...EngageBay + Microsoft Dynamics 365 Business Central
Create Item to Microsoft Dynamics 365 Business Central from New Contact in EngageBay Read More...EngageBay + Microsoft Dynamics 365 Business Central
Create Vendor to Microsoft Dynamics 365 Business Central from New Contact in EngageBay Read More...EngageBay + Microsoft Dynamics 365 Business Central
Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Contact in EngageBay Read More...It's easy to connect EngageBay + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.
Trigger when new company created.
Trigger when new contact created.
Trigger when a contact added to the specified list.
Trigger when new deal created.
Triggered every time a new form submission occurs.
Trigger when new product created.
Trigger when new task crreated.
Trigger when new ticket created.
Trigger when any company updated.
Trigger when any contact updated.
Trigger when any deal updated
Trigger when any task updated.
Trigger when new data comes in your custom api call.
Trigger when New Chart Of Account created.
Trigger when new company is created
Trigger when new Customer is created
Trigger when a new customer sale is created
Trigger when new Employee is created
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Trigger when new vendor is created.
Trigger when a customer updated.
Trigger when any sales order updated.
Adds a contact to a form in your account.
Adds a contact to a sequence.
Adds a new tag to a contact. A tag is a label for the identification of a contact.
Creates a new contact.
Creates a new deal.
Updates the contact based on the email address. Creates a new contact if one is not found.
Remove tag from a contact. A tag is a label for the identification of a contact.
Create Contact
Creates an item.
Creates a new order line item.
Updates an item.
Updates an order.
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(2 minutes)
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.
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.
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.
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.