Integrate Microsoft Dynamics 365 Business Central with Pipedrive

I am going to talk about Microsoft Dynamics 365 Business Central and Pipedrive. Pipedrive is a cloud-based sales and marketing application that helps organizations and businesses to sell more and make more money.

Microsoft Dynamics 365 Business Central is a cloud-based enterprise resource planning (ERP. system that is integrated with different functionalities. It covers the various areas of business such as sales, procurement, and human resources.

Microsoft Dynamics 365 Business Central and Pipedrive can be integrated together to help businesses to manage their sales activities easily. Both the applications are based on cloud-based technpogy, which allows users to access the applications from anywhere. The integration of these two applications will give the users of Pipedrive a chance to access the information in Microsoft Dynamics 365 Business Central.

Integration of Microsoft Dynamics 365 Business Central and Pipedrive

Integration of these two applications is easy when you register Pipedrive as an extension in Microsoft Dynamics 365 Business Central. A few clicks will allow you to integrate the two applications together.

It also offers several features such as:

· Opportunity Management. Users can manage the opportunities in Pipedrive and link them with any case or contract in Microsoft Dynamics 365 Business Central.

· Feedback Management. Users can ask for feedback from the clients through Pipedrive, which will be integrated with Microsoft Dynamics 365 Business Central. They can then use this feedback information in future projects.

· Sales Forecasting. By integrating Microsoft Dynamics 365 Business Central and Pipedrive, users can create a forecast for the sales in Microsoft Dynamics 365 Business Central. Information about pipeline, quotes, orders, and invoices will be synced to Pipedrive for the forecasting process.

· Multi-Client Management. Pipedrive will allow users to share data with multiple clients without limiting the number of clients. This feature can be used in order management, opportunity management, and deliverable management.

· Custom Field Management. Users can define their own custom fields in Pipedrive and integrate them with Microsoft Dynamics 365 Business Central. These custom fields will also be synced with other records in both the applications.

· Contact Management. Pipedrive will allow users to sync all contact details from Microsoft Dynamics 365 Business Central with Pipedrive. This information can be used in email campaigns and social media marketing activities.

Benefits of Integration of Microsoft Dynamics 365 Business Central and Pipedrive

The integration of these two applications helps businesses to save time and money by automating several tasks. It also allows users to access data from anywhere they want, which helps them to save time as well. The integration of these two applications also makes it easy for users to manage their sales activities because it gives them a chance to access the data from different systems without any problem.

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