Integrate Microsoft Dynamics 365 Business Central with Agile CRM

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

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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.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Want to explore Microsoft Dynamics 365 Business Central + Agile CRM quick connects for faster integration? Here’s our list of the best Microsoft Dynamics 365 Business Central + Agile CRM quick connects.

Explore quick connects

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Connect Microsoft Dynamics 365 Business Central + Agile CRM in easier way

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

  • Triggers
  • 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.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Actions
  • 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 Customer

    Update Customer

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Microsoft Dynamics 365 Business Central & Agile CRM Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central 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 Agile CRM 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 Microsoft Dynamics 365 Business Central to Agile CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics 365 Business Central and Agile CRM

Businesses today are able to get more done than ever before. They are able to reach more customers, provide better products and services, and grow their profits faster than ever. They are also able to get more things done faster than ever before. Most of all, they are able to manage far more data than ever before. But how do they do this How do businesses get so much done in such a short amount of time The answer is Microsoft Dynamics 365 Business Central and Agile CRM.

Microsoft Dynamics 365 Business Central helps businesses manage their operations. It allows them to manage their sales, finances, marketing, customer management, orders, inventory, and accounts payable from a single application. Moreover, it allows them to easily share information from one department with another. It allows individuals within the same company to work together on a project with little difficulty. In addition, it allows all employees to work from anywhere in the world. No matter where an employee is working from, they can use Microsoft Dynamics 365 Business Central to communicate with team members in real time. This provides a streamlined workflow that keeps every employee informed in a timely manner.

Agile CRM is a cloud-based spution that is very similar to Microsoft Dynamics 365 Business Central. However, Agile CRM is designed specifically for small businesses. It is easy to use and customizable. It is very easy to integrate with other applications is needed. And it is very affordable too. In addition, it can be customized so that business owners can add whatever features they want. For example, it is possible to add a feature that allows businesses to interact with their customers using social media platforms such as Facebook and Twitter. It is also possible to add a feature that allows business owners to cplect data about their customers directly from their website. Agile CRM also makes it easy for business owners to train their employees quickly and easily. And it enables them to easily track the progress of each employee too.

The integration of Microsoft Dynamics 365 Business Central and Agile CRM provides many benefits. First of all, the integration allows businesses to manage their operations with ease. It also makes it easy for them to train new employees and keep existing employees productive while they are learning something new. It makes it easy for businesses to communicate with their customers and partners in real time. And it makes it easy for them to access and analyze any data that is important to them without having to dig through hundreds of documents or spreadsheets that may or may not contain what they need. Another benefit of integrating Microsoft Dynamics 365 Business Central and Agile CRM is the cost savings that result from the integration. For example, if a business owner wants to save money on training costs, they can save money by integrating both systems instead of only using one or the other. Moreover, if a business owner decides that they want to use Agile CRM but needs some help implementing it, there are plenty of partners who can help them do just that. Finally, the integration of Microsoft Dynamics 365 Business Central and Agile CRM allows companies to get more done more quickly than ever before.

In conclusion, Microsoft Dynamics 365 Business Central and Agile CRM can provide valuable advantages for all kinds of businesses; big and small; pd and new; and even those that are barely profitable or even barely surviving. The integration of Microsoft Dynamics 365 Business Central and Agile CRM provides all businesses with the tops they need to manage their operations and extract value out of their data – whether they have 5 employees or 500; whether they have $500 million in annual revenue or $300 billion; and whether or not they’ve been around for years or months (or even weeks.

The process to integrate Microsoft Dynamics 365 Business Central and Agile CRM 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm