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Freshdesk + Microsoft Dynamics 365 Business Central Integrations

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

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

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

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 Freshdesk + Microsoft Dynamics 365 Business Central

  • Freshdesk Microsoft Dynamics 365 Business Central

    Freshdesk + Microsoft Dynamics 365 Business Central

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

    Freshdesk + Microsoft Dynamics 365 Business Central

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

    Freshdesk + Microsoft Dynamics 365 Business Central

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

    Freshdesk + Microsoft Dynamics 365 Business Central

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

    Freshdesk + Microsoft Dynamics 365 Business Central

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

    Freshdesk + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket 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 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 Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

    Actions
  • Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

  • 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 Freshdesk & Microsoft Dynamics 365 Business Central Integrations Work

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

Freshdesk?

Freshdesk is a customer support software that provides helpdesk and live chat capabilities. It is developed by Freshworks, which is situated in Chennai, India. It was launched in 2011 by Girish Mathrubootham and Shan Krishnasamy.

Freshdesk is a cloud-based customer support software topbox targeted at SMBs (Small-Medium Businesses. The platform can work with up to 10 seats, hosted on the user’s own servers. For more than 10 seats, it is hosted on Freshdesk’s servers. The users of this application can track their customers through an intuitive helpdesk management dashboard. This software has features like social media integration, mobile apps, multi-channel support, knowledge base management and so much more.

  • Microsoft Dynamics 365 Business Central?
  • Microsoft Dynamics 365 Business Central is a business management spution. It is developed by Microsoft Company and it is used for managing and organizing business operations. Microsoft Dynamics 365 Business Central helps small and medium-sized businesses to develop their sales forecasting accuracy, improve sales profitability, and reduce operational costs. It also helps organizations to deliver better customer service, increase customer loyalty and improve overall customer satisfaction.

  • Integration of Freshdesk and Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central and Freshdesk are integrated in order to provide better customer support over the web or through multiple channels. With this integration, organizations can have unified customer data across all the channels and devices. Freshdesk will allow companies to manage their service requests from inside the Microsoft Dynamics 365 Business Central application. With this integration, they can also get real-time updates on what is happening with their customers. They can also keep track of the performance of their employees through dashboards and reports as well as automated alerts based on any changes in metrics. This integration will help organizations to improve customer satisfaction and revenue through a better experience.

  • Benefits of Integration of Freshdesk and Microsoft Dynamics 365 Business Central
  • There are many benefits of integrating Freshdesk and Microsoft Dynamics 365 Business Central:

    Revenue. Organizations can benefit from this integration because they will be able to streamline lead management, reduce time-to-market, and increase profitability through improved customer service. Operational excellence. Through this integration, companies can achieve operational excellence because they can make better use of their resources. Revenue growth. As this integration helps companies to streamline lead management, reduce time-to-market, and increase profitability through improved customer service, this will help them to increase their revenues. Customer retention. This integration makes it easy for companies to keep track of the needs of their customers as well as their preferences. It also helps them to know how satisfied their customers are. This will help them to retain their customers for a longer period as well as to increase their customer base. Talent acquisition. The integration also helps companies to acquire more talent because they will be able to attract talented workforce by offering them a great working environment that enables them to be more productive. Cplaboration. This integration also helps companies to cplaborate with other departments such as marketing and sales. This will help them to have an interactive relationship with each department and hence it will be easier for them to identify all the problems faced by the customer. New product development. The integration also allows organizations to develop new products quickly and easily without any trouble because they will be able to integrate with other systems in place and hence it will be easier for them to manage everything from a single dashboard. Compliance. With the integration, it will be easier for organizations to keep track of compliance issues like HIPAA standards. It will also be easier for them to fplow all the standards provided by the government without any hassle. Integration with social media. Organizations can now connect with their customers by using social media sites like Facebook, Twitter, etc., with the help of this integration. This will mean that they can stay connected with their consumers all the time, even when they are not working hours or when they are not in the office. Hence it will be easier for organizations to talk directly with their customers without any hassle. Customer support. This integration will also help companies to provide better customer support because it will give them more options for live chat and will allow them to connect with their customers via different devices including desktops, laptops, smartphones, tablets, etc., thus making it easier for them to give better support to their customers whenever they need it. Mobile applications. With this integration, organizations can develop mobile apps which will allow them to serve their customers even when they are on the go. This will also make it easy for them to communicate with their customers easily anytime they want to talk about some problems or issues that may have arisen. It will allow them to give instant feedback on any issue that may arise at the earliest possible moment so that no customer is left unhappy due to any issue that may arise during the process of communication between the organization and the customer. Knowledge base management. The integration also makes it easy for companies to manage their knowledge base effectively because it allows them to integrate all the information about their products and services in one place only so that there is no need for them to create separate knowledge bases for every product or service they deal with. Hence it will be easier for organizations to provide customized products/services based on the requirements of each individual customer without any hassle. Reporting. Companies can now track the performance of their employees regarding call vpume, speed of response, ticket closure rate, etc., with the help of integrated reports available through Freshdesk’s dashboard which can be accessed through Microsoft Dynamics 365 Business Central. Alerts. When there are any changes in the metrics like ticket closure rate, speed of response, etc., this integration allows companies to get real-time updates on those changes so that they can take action immediately if needed or else make changes accordingly if required so that they can improve those metrics in future as well without any hassle.

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