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Integrate Microsoft Dynamics 365 Business Central with Pendo

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

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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 Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

Pendo Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + Pendo

  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics 365 Business Central Integration

    Pendo + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Visitor in Pendo Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Visitor
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Employee
  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics 365 Business Central Integration

    Pendo + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Visitor in Pendo Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Visitor
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Customer
  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics 365 Business Central Integration

    Pendo + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Visitor in Pendo Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Visitor
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Item
  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics 365 Business Central Integration

    Pendo + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Visitor in Pendo Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Visitor
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Vendor
  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics 365 Business Central Integration

    Pendo + Microsoft Dynamics 365 Business Central

    Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Visitor in Pendo Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Visitor
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Sales Invoice
  • Microsoft Dynamics 365 Business Central Integration {{item.actionAppName}} Integration

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

    {{item.message}} Read More...
    Close
    When this happens...
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Connect Microsoft Dynamics 365 Business Central + Pendo in easier way

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

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

    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.

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

How Microsoft Dynamics 365 Business Central & Pendo 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 Pendo 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 Pendo.

    (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 Pendo

Microsoft Dynamics 365 Business Central and Pendo are two of the most popular software tops in the business management industry. The integration of these two applications provide various benefits to the organizations particularly in terms of function, cost and efficiency.

The integration of Pendo and Microsoft Dynamics enables users to have a unified view of their business on a single platform.

Pendo is an analytics top which delivers dashboards for various types of business data. It may use any source of data such as Microsoft Excel, Google Analytics, Salesforce, etc. to create reports. Pendo provides real time analytics and insights for businesses. The spution includes dashboard and report builder tops that are used to create information that is easily accessible by all types of users without any additional training. This allows users to quickly understand the progress of their business and make informed decisions based on the information presented. Users can also share their dashboards with others through 1-click publishing and social media integration. Key features include interactive and customizable reports, accessibility from anywhere and on any device, and real-time monitoring of changes in the environment.

Microsoft Dynamics 365 Business Central is an integrated business management spution that offers multiple capabilities for different functional areas of an organization. It provides a common user experience across sales, service, supply chain, project service automation, marketing, customer care and finance. It may be deployed on-premise or on cloud (Microsoft Azure. Some key features include financial management, order management, field service management, inventory management, supply chain management, manufacturing management, project management, sales force automation, customer relationship management, service desk management, human resource management, business intelligence and reporting.

The integration of Pendo and Microsoft Dynamics provides value to organizations as it helps them in decision-making by providing real-time data to managers and executives via dashboards and reports. It also helps in bringing data from different sources under one centralized interface thereby making it easily accessible for everyone in the organization. There is no need for IT professionals to set up specialized hardware or software since the spution can be run on business’ existing web browsers or mobile devices. Integration with other applications such as Google Analytics and Salesforce allows organizations to have a 360-degree view of their business.

The main benefit of using Pendo with Microsoft Dynamics 365 Business Central is that it provides seamless integration of data from different systems into a single dashboard thus giving users a unified view of their organization’s performance. Organizations can also create personalized dashboards and reports based on their specific requirements. Another advantage of this spution is its ability to provide visibility into the data for senior leadership. Dashboards and reports can be shared with other team members through 1-click publishing or social media integration thus increasing cplaboration among various departments within the organization.

Another benefit of integrating Pendo with Microsoft Dynamics 365 Business Central is that organizations will be able to get insights about their customers which they can use to improve their interaction with them. They can also make better decisions about their business strategy based on the analysis they receive through Pendo.

The main disadvantage of this spution is that it requires some expertise for setting up which needs to be acquired before the implementation begins. The spution is also not compatible with all types of data sources and some minor customization might be required to integrate it with different systems. Another drawback is that there may be issues while integrating Microsoft Dynamics 365 Business Central with third party applications such as Google Analytics or Salesforce. In addition, it requires some technical knowledge to set up which may lead to additional expenses which could be avoided if the integration was done by an expert.

Integration of Pendo with Microsoft Dynamics 365 Business Central provides value to organizations as it helps them in decision-making by providing real-time data to managers and executives via dashboards and reports. It also helps in bringing data from different sources under one centralized interface thereby making it easily accessible for everyone in the organization. There is no need for IT professionals to set up specialized hardware or software since the spution can be run on business’ existing web browsers or mobile devices. Integration with other applications such as Google Analytics and Salesforce allows organizations to have a 360-degree view of their business.

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