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Microsoft Dynamics 365 Business Central + Autotask Integrations

Syncing Microsoft Dynamics 365 Business Central with Autotask 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.

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 Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

Autotask Integrations
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Connect Microsoft Dynamics 365 Business Central + Autotask in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Autotask 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 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.

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    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 Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

How Microsoft Dynamics 365 Business Central & Autotask 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 Autotask 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 Autotask.

    (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 Autotask

The objective of this article is to explain the integration of Microsoft Dynamics 365 Business Central and Autotask. This article also aims at explaining the benefits of the integration of these two applications.

Microsoft Dynamics 365 Business Central and Autotask can be integrated with each other in such a way that they complement each other and the core operations of both applications are not affected. Both applications perform their operations seamlessly and very fast when integrated together. Let us discuss the benefits of integration in detail.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all the customers on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on the customers who require assistance.

Users can view the activities of the customers on their dashboard of Microsoft Dynamics 365 Business Central application. They can also create new leads, convert leads into opportunities, update existing opportunities and close the opportunities by using Microsoft Dynamics 365 Business Central application.

Autotask customer service team can create tickets for the customers on their dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of the tickets after performing the required actions. Therefore, users can monitor all the activities of their customers without any hassles.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all the opportunities on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on the opportunities that require assistance.

Users can view the activities of the opportunities on their dashboard of Microsoft Dynamics 365 Business Central application. They can also create new leads, convert leads into opportunities, update existing opportunities and close the opportunities by using Microsoft Dynamics 365 Business Central application.

Autotask sales team can create tickets for the opportunities on their dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of the tickets after performing the required actions. Therefore, users can monitor all the activities of their opportunities without any hassles.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all the projects on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on the projects that require assistance.

Users can view the activities of the projects on their dashboard of Microsoft Dynamics 365 Business Central application. They can also create new leads, convert leads into opportunities, update existing opportunities and close the opportunities by using Microsoft Dynamics 365 Business Central application.

Autotask marketing team can create tickets for the projects on their dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of the tickets after performing the required actions. Therefore, users can monitor all the activities of their projects without any hassles.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all the activities related to resources on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on those activities which require assistance or approval from them.

Users can view the activities related to resources on their dashboard of Microsoft Dynamics 365 Business Central application. They can also approve or reject those requests which require approval from them regarding resource requests. Therefore, users can monitor all the activities related to resources without any hassles.

Autotask finance team can create tickets for those requests which require approval from them regarding resource requests on Autotask dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of those requests after requesting and approving them from users. Therefore, users can monitor all the activities related to resources without any hassles.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all activities related to assets on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on those activities which require assistance or approval from them.

Users can view the activities related to assets on their dashboard of Microsoft Dynamics 365 Business Central application. They can also approve or reject those requests which require approval from them regarding asset requests. Therefore, users can monitor all the activities related to assets without any hassles.

Autotask maintenance team can create tickets for those requests which require approval from them regarding asset requests on Autotask dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of those requests after requesting and approving them from users. Therefore, users can monitor all the activities related to assets without any hassles.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all activities related to equipment requests on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on those activities which require assistance or approval from them.

Users can view the activities related to equipment requests on their dashboard of Microsoft Dynamics 365 Business Central application. They can also approve or reject those requests which require approval from them regarding equipment requests. Therefore, users can monitor all the activities related to equipment requests without any hassles.

Autotask maintenance team can create tickets for those requests which require approval from them regarding equipment requests on Autotask dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of those requests after requesting and approving them from users. Therefore, users can monitor all the activities related to equipment requests without any hassles.

The process to integrate Microsoft Dynamics 365 Business Central and Autotask 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.