Integrate Microsoft Dynamics 365 Business Central with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

Customerly Integrations

Best Microsoft Dynamics 365 Business Central and Customerly Integrations

  • Microsoft Dynamics 365 Business Central Integration Customerly  Integration

    Microsoft Dynamics 365 Business Central + Customerly

    Create or Update Lead to Customerly from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Microsoft Dynamics 365 Business Central Integration Customerly  Integration

    Microsoft Dynamics 365 Business Central + Customerly

    Create or Update User to Customerly from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Customerly  Integration Create or Update User
  • Microsoft Dynamics 365 Business Central Integration Customerly  Integration

    Microsoft Dynamics 365 Business Central + Customerly

    Add User Tag in Customerly when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Customerly  Integration Add User Tag
  • Microsoft Dynamics 365 Business Central Integration Customerly  Integration

    Microsoft Dynamics 365 Business Central + Customerly

    Create or Update Lead to Customerly from New Customer in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Customer
     
    Then do this...
    Customerly  Integration Create or Update Lead
  • Microsoft Dynamics 365 Business Central Integration Customerly  Integration

    Microsoft Dynamics 365 Business Central + Customerly

    Create or Update User to Customerly from New Customer in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Customer
     
    Then do this...
    Customerly  Integration Create or Update User
  • Microsoft Dynamics 365 Business Central Integration {{item.actionAppName}} Integration

    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

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

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

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics 365 Business Central & Customerly 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 Customerly 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 Customerly .

    (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 Customerly

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a business management application that is designed to integrate and automate information for your business. This software is designed for small to medium-sized businesses. It features a customizable user interface, which allows you to manage all business activities in one place. You can also connect with employees, partners, vendors, customers and other relevant parties. Additionally, this software will help you to maintain your financial records, employee data and customer information in a single place. Lastly, it provides you with real-time visibility into your business operations.

Customerly

Customerly is an ecommerce platform that is designed to help businesses connect with customers. This software enables users to build websites that are responsive and mobile friendly. It also helps you to customize your website, product catalog and create online stores. It will also allow you to manage orders on the go using your phone or tablet. Furthermore, this software will integrate with your existing Microsoft Dynamics 365 Business Central instance and will provide you with real-time sales data.

Integration of Microsoft Dynamics 365 Business Central and Customerly

Integration of Microsoft Dynamics 365 Business Central and Customerly provides businesses with a more detailed view of their customers and sales. Through this integration, you can harness the power of these applications and maximize your sales potential. Moreover, through this integration, businesses can easily manage their digital marketing campaigns from one place instead of having multiple tops for different functions. It will also enable them to access their website content from within their existing environment so that they can keep track of their digital marketing efforts.

Benefits of Integration of Microsoft Dynamics 365 Business Central and Customerly

Through the integration of Microsoft Dynamics 365 Business Central and Customerly, businesses will be able to:

Gain insight into customer behavior

Understand how customers use their website

Access real-time sales data without leaving the application environment

Manage their digital marketing campaigns from one place

Manage their website content from within their existing environment

Access customer data directly from their business management application

Use the custom reporting feature built into their business management application to make better decisions based on data analysis

To conclude, the integration of Microsoft Dynamics 365 Business Central and Customerly provides businesses with the best of both worlds. The platform is easy to use while providing businesses with advanced functionality that enables them to maximize their sales potential.

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