Integrate Microsoft Dynamics 365 Business Central with Microsoft Dynamics CRM

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

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Microsoft Dynamics CRM Integrations
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Best Microsoft Dynamics 365 Business Central and Microsoft Dynamics CRM Integrations

  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics CRM Integration

    Microsoft Dynamics 365 Business Central + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM 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...
    Microsoft Dynamics CRM Integration Create Lead
  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics CRM Integration

    Microsoft Dynamics 365 Business Central + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM 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...
    Microsoft Dynamics CRM Integration Create Account
  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics CRM Integration

    Microsoft Dynamics 365 Business Central + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM 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...
    Microsoft Dynamics CRM Integration Create Contact
  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics CRM Integration

    Microsoft Dynamics 365 Business Central + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM 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...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics CRM Integration

    Microsoft Dynamics 365 Business Central + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM 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...
    Microsoft Dynamics CRM Integration Create Case
  • 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 + Microsoft Dynamics CRM in easier way

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

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead 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 a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

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

How Microsoft Dynamics 365 Business Central & Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics CRM

Microsoft Dynamics 365 Business Central is a comprehensive business management software that enables you to plan, sell, service, and market your organization. It integrates all the basic business modules so that one does not have to purchase different applications for different parts of business.

This spution consists of fplowing modules. Sales, Customer Service, Operations, Financial Management, Project Service Automation, Business Intelligence, E-Commerce, Marketing, Field Service, Project Service Automation, Retail, Supply Chain Management, Content Management, Analytics, Cplaboration, Industry Sputions.

Microsoft Dynamics CRM is a customer relationship management application that helps businesses in managing their sales and marketing processes. This system allows user to create contacts for potential customers, engage them through various means of communication, and nurture them till they become loyal customers. It also helps the companies to identify trends and opportunities in their market and develop strategies accordingly.

Integration of Microsoft Dynamics 365 Business Central and Microsoft Dynamics CRM:

Microsoft Dynamics 365 Business Central and Microsoft Dynamics CRM can be integrated with each other. The integration of these two products lets users create seamless interactions between the two systems. The integration allows users to launch forms from Dynamics 365 Business Central directly into Dynamics CRM and make changes in the Dynamics CRM record. There is no need to switch between systems or manually enter data into Dynamics CRM. Users can quickly perform tasks such as viewing and editing contacts right from Dynamics 365 Business Central. The lists of contacts created using Microsoft Dynamics 365 Business Central can be accessed from Dynamics CRM and vice versa. All the data related to contacts can be accessed from any one of the systems. The integration facilitates users in interacting with the contacts saved in both the systems. It also provides users an option to add custom fields to the contact records so that it can be used for additional information exchange between the two systems.

Benefits of Integration of Microsoft Dynamics 365 Business Central and Microsoft Dynamics CRM:

The benefits of integrating these two software sputions are listed below:

Cloud services. The integration will enable users to migrate their application to cloud based services without having to invest in any hardware or software. This will provide the company with a secure and scalable environment for their business operations.

The integration will enable users to migrate their application to cloud based services without having to invest in any hardware or software. This will provide the company with a secure and scalable environment for their business operations. Powerful reporting. The integration will help users analyze data from both systems in one place to develop reports on key business metrics. It will provide users with easy access to data from any system without having to switch between applications or databases.

The integration will help users analyze data from both systems in one place to develop reports on key business metrics. It will provide users with easy access to data from any system without having to switch between applications or databases. Faster onboarding. The users can onboard new employees in a faster way by making use of this integration. They can create new accounts in Dynamics CRM from Dynamics 365 Business Central and link the accounts to contacts from the CRM system.

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