Integrate Microsoft Dynamics 365 Business Central with Mailshake

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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 Mailshake

Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Connect allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.

Want to explore Microsoft Dynamics 365 Business Central + Mailshake quick connects for faster integration? Here’s our list of the best Microsoft Dynamics 365 Business Central + Mailshake quick connects.

Explore quick connects
Connect Microsoft Dynamics 365 Business Central + Mailshake in easier way

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

    Triggers when a recipient clicks on a link.

  • New Lead

    Triggers when a lead is created.

  • New Lead Status

    Triggers when the status of a lead changes.

  • New Message Sent

    Triggers when an email is sent to a recipient from one of the campaign sequence messages.

  • New Open

    Triggers when a recipient opens an email.

  • New Reply

    Triggers when a recipient replies to one of your messages.

  • Actions
  • Create Contact

    Create Contact

  • Create Customer

    Create a Customer

  • Create Employee

    Create a Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

    Create a Sales Invoice

  • Create Sales Order

    Create a Sales Order

  • Create Vendor

    Create a Vendor

  • Update Customer

    Update Customer

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • Add Recipient by Email Address

    Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.

  • Add Recipients by Email Addresses

    Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent

  • Create Leads

    Creates leads from existing recipients that match the given email addresses.

  • Pause Unpause Campaign

    Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.

  • Pause Unpause Recipient

    Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.

  • Unsubscribe Recipients

    Unsubscribes one or more recipients from all current and future campaigns for your team.

  • Update Lead Status

    Updates lead status to Won, Lost, Ignored, or Reopened.

How Microsoft Dynamics 365 Business Central & Mailshake 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 Mailshake 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 Mailshake.

    (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 Mailshake

Microsoft is a brand name, which has been in the business for over three decades. It has introduced many innovations to its software products and services, one of which is Microsoft Dynamics 365 Business Central. This platform is an enterprise resource planning (ERP. top. It helps companies to manage their finance, operations, customer relationship management (CRM), supply chain management (SCM. and marketing application for their entire organization.

On the other hand, Mailshake is an email marketing platform, which helps facilitate the communication between businesses and their customers. It allows users to create campaigns, subscribe to lists, send newsletters, send marketing emails, create landing pages for campaigns for leads generation, etc.

Integration of Microsoft Dynamics 365 Business Central and Mailshake

Mailshake provides tops that help you organize your marketing efforts. You can use this platform to welcome new leads on their first sign-up. Moreover, it also reduces the risk of getting lost among competitors’ emails. The fplowing are some features of Mailshake that are integrated with Microsoft Dynamics 365 Business Central:

Customized Email Templates

You can customize your email templates according to your need. You can modify your templates as per the requirement of your clients. Furthermore, it also provides you with the option to have multiple templates. Thus, you can have different templates for different segments of your audience. Also, you can easily customize these templates with special offers or deals. Your clients will be able to receive these deals directly in their inbox.

Campaign Management

Using Mailshake you can send customized emails to your entire list of contacts quickly. It allows you to schedule your email campaigns based on your requirements. You can set up your email campaigns on a recurring basis or at specific intervals. Here are some features of Mailshake that support the integration with Microsoft Dynamics 365 Business Central:

Landing Page Builder

Mailshake provides you with the flexibility to design attractive landing pages with ease. It helps you create beautiful landing pages and engage your audience and potential leads. You can choose from different layouts and designs and make your landing page appealing and user-friendly. It also supports various customizations such as adding buttons, images, videos and embeds. This feature enables you to build landing pages that inspire your subscribers to take action (i.e., subscribe or purchase.

Lead Capture Form Builder

Campaigns that run on Mailshake always come with a lead capture form. However, you can also choose to create your own forms using the Lead Capture Form Builder feature of Mailshake. This feature provides you with a wide range of design options and layouts so that you can create a customized form for your campaign. Also, it offers a rich set of fields and drop-down menus, which helps you capture any data from your leads effectively and accurately.

Benefits of Integration of Microsoft Dynamics 365 Business Central and Mailshake

There are several benefits of integrating Microsoft Dynamics 365 Business Central and Mailshake such as:

Integration with CRM

With Microsoft Dynamics 365 Business Central, you can integrate Mailshake with CRM. You can import all your leads from CRM along with their personal details into Mailshake. This will let you send targeted emails to them at a specific time based on their preferences and interests. Moreover, it will enable you to gain a better understanding about the preferences of your leads and customers better. You can also retrieve some information from CRM such as contacts who have signed up for your mailing list or those who have made purchases from your website in the past.

Centralize Your Data on One Platform

If you use both Microsoft Dynamics 365 Business Central and Mailshake together then these platforms will work seamlessly together and provide a seamless experience to your users. Hence, you do not have to worry about managing multiple tops for different functionalities. With Microsoft Dynamics 365 Business Central and Mailshake integration, all your information will be stored on a single platform so that you do not have to manage it separately in multiple applications. Also, the data from both the platforms will be synchronized with each other so that you can view all records from one place. This way it will be easier for you to manage all records from a single system rather than managing it from different applications individually. In addition to this, you can also generate reports from these applications to analyze the performance of your business in the past few months or years.

Improve Customer Engagement through Better Communication

With Mailshake integration, customers will receive personalized messages at specified intervals depending on their needs and preferences. Hence, they will feel valued and appreciated by your company; hence increasing customer retention rate. Also, this feature will help you increase sales by building trust among customers. They will think highly about your company because they will know that they are receiving special offers specifically tailored according to their needs and interests. This feature will help you improve the interaction between customers and employees; thus increasing customer satisfaction level. It will also boost employee morale because they will know that their efforts are making a difference in their customers’ lives by influencing them positively through communication channels like mailchimp integration. Also, it will help you achieve growth goals by improving sales revenue and reducing costs by eliminating redundant communication channels that consume unnecessary resources like time and money.

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

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm