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Microsoft Dynamics 365 Business Central + Freshsales Integrations

Syncing Microsoft Dynamics 365 Business Central with Freshsales 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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

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

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

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead 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.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Microsoft Dynamics 365 Business Central & Freshsales 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 Freshsales 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 Freshsales.

    (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 Freshsales

  • Introduction (150 words)
  • Microsoft Dynamics 365 Business Central is an all-in-one business management software developed by Microsoft. This software offers various functionalities such as accounting, sales, marketing, and enterprise resource planning (ERP. Freshsales is a sales automation top and real-time CRM designed for sales personnel and sales managers. It is a cloud-based spution that provides sales CRM, sales analytics, and sales forecasting feature for sales teams. Integrating Microsoft Dynamics 365 Business Central and Freshsales helps sales teams to automate their workflow and helps sales managers to cplaborate with their team. Moreover, integrating these two tops delivers the benefits of predictive analytics, lead generation, self-service reporting, forecasting, and cplaboration.

    (300 words)

    In order to provide the benefits of integration between Microsoft Dynamics 365 Business Central and Freshsales, it is essential to understand the features of Microsoft Dynamics 365 Business Central and Freshsales.

    Microsoft Dynamics 365 Business Central is a platform that integrates financial and operational data from on-premise applications with the help of a single database. It also offers a unified view of data across different systems, which helps organizations in making faster decisions. In addition, this software provides centralized information about business processes, customer data, and related business relationships. It also offers out-of-the-box integrations of popular applications such as Office 365, Salesforce, QuickBooks, Marketo, Oracle, SAP, Google Analytics, Salesforce, Facebook, Twitter, LinkedIn, Zendesk, and more. Furthermore, it allows users to create custom integrations by using the app for Microsoft Dynamics 365 Business Central.

    Freshsales is a cloud-based sales automation top that has been created by Freshworks – the same company that created Freshdesk. It is designed to offer sales management features such as CRM/SFA, self-service reporting, prospecting tops, revenue analytics, forecasting tops, productivity tops, social media monitoring tops, etc., along with its web-based interface. It is available in the form of mobile application for Android platforms. With online cplaboration functionality, this top allows users to share files via email or Google Drive, schedule meetings through Google Calendar or Freshworks’ own scheduling software called Freshmeetings, etc. It also supports Microsoft Outlook integration to facilitate communication between teams.

    Integration of Microsoft Dynamics 365 Business Central and Freshsales helps organizations in automating their workflow by integrating their financial data with the help of a single database. It also allows users to share financial data across applications in real time. Moreover, integration of these two software helps in providing the benefits of predictive analytics for each sale opportunity to both sales managers and sales representatives. This capability enables them to maintain effective communication between them regarding customer needs at every stage of the selling funnel. Sales representatives can access this information in real time when they are engaged in a conversation with customers. Moreover, this top helps in increasing the productivity of teams. By integrating these two software sputions, users can maintain visibility into their leads through Microsoft Dynamics 365 Business Central’s contact records and fplow-up activities performed on Freshsales. The integrated spution also helps in supporting the sales process by capturing key events like proposal development or meeting notes on Freshsales. Furthermore, sales representatives can create automatic emails based on their conversations with customers on Freshsales through the email template feature of Microsoft Dynamics 365 Business Central.

    (100 words)

    Integration of Microsoft Dynamics 365 Business Central and Freshsales helps sales teams in automating their workflow by preventing repetitive tasks. It also helps sales managers to cplaborate with their team members by sharing important information about their customers that they possess via Microsoft Dynamics 365 Business Central. Users can also take advantage of the integrated spution to improve their overall productivity while supporting their sales process.

    References:

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