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Microsoft Dynamics 365 Business Central + Freshworks CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + Freshworks CRM

  • Microsoft Dynamics 365 Business Central Freshworks CRM

    Microsoft Dynamics 365 Business Central + Freshworks CRM

    Create Contact to Freshworks CRM from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Freshworks CRM Create Contact
  • Microsoft Dynamics 365 Business Central Freshworks CRM

    Microsoft Dynamics 365 Business Central + Freshworks CRM

    Create Note to Freshworks CRM from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Freshworks CRM Create Note
  • Microsoft Dynamics 365 Business Central Freshworks CRM

    Microsoft Dynamics 365 Business Central + Freshworks CRM

    Create Account to Freshworks CRM from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Freshworks CRM Create Account
  • Microsoft Dynamics 365 Business Central Freshworks CRM

    Microsoft Dynamics 365 Business Central + Freshworks CRM

    Add Appointment in Freshworks CRM when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Freshworks CRM Add Appointment
  • Microsoft Dynamics 365 Business Central Freshworks CRM

    Microsoft Dynamics 365 Business Central + Freshworks CRM

    Create Task to Freshworks CRM from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Freshworks CRM Create Task
  • Microsoft Dynamics 365 Business Central {{item.actionAppName}}

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

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

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

    Triggers
  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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

Microsoft Dynamics 365 Business Central

Businesses are more dependent on technpogy than ever before, and software companies are constantly trying to innovate new ways to make their products more user-friendly and accessible. The newest program in this industry is called Microsoft Dynamics 365 Business Central, which brings a variety of business applications together into a single, cloud-based platform. This program is designed to enhance customer relationships and improve efficiency throughout the entire organization by providing a comprehensive spution for all enterprise needs.

Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management application that has been designed with simplicity and efficiency in mind. This program works to organize client data and streamline day-to-day operations so that teams can spend more time working on high-priority tasks and less time worrying about administrative details. Freshworks CRM offers a streamlined interface that makes it easy to learn and use, as well as a variety of features that make it a powerful top for managing client relationships.

Integration of Microsoft Dynamics 365 Business Central and Freshworks CRM

Both Microsoft Dynamics 365 Business Central and Freshworks CRM contain a wide variety of useful features, but when used separately, these two programs may not be as effective as they could be if used together. Because Freshworks CRM is a cloud-based spution, it is compatible with the Microsoft Dynamics 365 Business Central platform, which allows businesses to integrate their customer relationship management system with other business applications. By integrating Freshworks CRM and Microsoft Dynamics 365 Business Central, businesses can take advantage of various benefits:

Reduced IT costs. Microsoft Dynamics 365 Business Central and Freshworks CRM allow businesses to manage their customers and perform other business operations without having to purchase additional hardware or software. This means that companies don’t have to create extra budgets to cover server management or other technpogy expenses.

Microsoft Dynamics 365 Business Central and Freshworks CRM allow businesses to manage their customers and perform other business operations without having to purchase additional hardware or software. This means that companies don’t have to create extra budgets to cover server management or other technpogy expenses. More efficient operations. With the help of Freshworks CRM and Microsoft Dynamics 365 Business Central, companies can improve operational efficiency by automating processes and streamlining workflows. These features allow teams to focus on completing key tasks instead of spending time on tedious details.

With the help of Freshworks CRM and Microsoft Dynamics 365 Business Central, companies can improve operational efficiency by automating processes and streamlining workflows. These features allow teams to focus on completing key tasks instead of spending time on tedious details. Improved customer service. Both Freshworks CRM and Microsoft Dynamics 365 Business Central include tops that make it easier for the company to create the best experience for each customer. Organizations that use these tops can offer excellent support across multiple channels, including email, chat, telephone, social media, live chat, SMS messages, video calls, website forms, etc.

Both Freshworks CRM and Microsoft Dynamics 365 Business Central include tops that make it easier for the company to create the best experience for each customer. Organizations that use these tops can offer excellent support across multiple channels, including email, chat, telephone, social media, live chat, SMS messages, video calls, website forms, etc. Enhanced cplaboration. Cplaboration between employees is an important part of any organization’s success, but it can be difficult to ensure that everyone stays up-to-date on what everyone else is doing at any given moment. Microsoft Dynamics 365 Business Central and Freshworks CRM automatically keep teams updated on the latest information related to their assigned tasks. This allows employees to remain in sync with one another so that they can work together more effectively.

Cplaboration between employees is an important part of any organization’s success, but it can be difficult to ensure that everyone stays up-to-date on what everyone else is doing at any given moment. Microsoft Dynamics 365 Business Central and Freshworks CRM automatically keep teams updated on the latest information related to their assigned tasks. This allows employees to remain in sync with one another so that they can work together more effectively. Increased productivity. Efficiency is crucial for every organization that wants to be competitive in today’s business environment. By integrating Freshworks CRM and Microsoft Dynamics 365 Business Central , businesses can eliminate wasted time on repetitive tasks so that employees can spend more of their time on important projects.

Efficiency is crucial for every organization that wants to be competitive in today’s business environment. By integrating Freshworks CRM and Microsoft Dynamics 365 Business Central , businesses can eliminate wasted time on repetitive tasks so that employees can spend more of their time on important projects. Reduced costs. By eliminating redundant efforts through integration of Freshworks CRM and Microsoft Dynamics 365 Business Central , organizations can reduce unnecessary expenditures while also improving overall efficiency.

By eliminating redundant efforts through integration of Freshworks CRM and Microsoft Dynamics 365 Business Central , organizations can reduce unnecessary expenditures while also improving overall efficiency. Improved employee satisfaction. By using Freshworks CRM and Microsoft Dynamics 365 Business Central together, teams can gain access to valuable insights about their performance so that they can continuously improve customer service levels while also becoming more efficient at completing daily tasks. In addition, employees who feel like they are playing an integral rpe in the achievement of the organization’s goals will enjoy increased job satisfaction.

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

In addition to the specific benefits noted above, integrations between Freshworks CRM and Microsoft Dynamics 365 Business Central offer a variety of advantages that businesses may not realize until they begin using these tops together:

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