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Microsoft Dynamics 365 Business Central + Salesforce Integrations

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

  • 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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Microsoft Dynamics 365 Business Central + Salesforce

  • Microsoft Dynamics 365 Business Central Salesforce

    Microsoft Dynamics 365 Business Central + Salesforce

    Create Lead to Salesforce 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...
    Salesforce Create Lead
  • Microsoft Dynamics 365 Business Central Salesforce

    Microsoft Dynamics 365 Business Central + Salesforce

    Create Custom Object to Salesforce 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...
    Salesforce Create Custom Object
  • Microsoft Dynamics 365 Business Central Salesforce

    Microsoft Dynamics 365 Business Central + Salesforce

    Create Contact to Salesforce 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...
    Salesforce Create Contact
  • Microsoft Dynamics 365 Business Central Salesforce

    Microsoft Dynamics 365 Business Central + Salesforce

    Update Contact in Salesforce 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...
    Salesforce Update Contact
  • Microsoft Dynamics 365 Business Central Salesforce

    Microsoft Dynamics 365 Business Central + Salesforce

    Update Custom Object in Salesforce 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...
    Salesforce Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Microsoft Dynamics 365 Business Central & Salesforce 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 Salesforce 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 Salesforce.

    (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 Salesforce

Microsoft Dynamics 365 Business Central

Microsoft® Dynamics® 365 Business Central® is an enterprise resource planning top that offers a full range of features for businesses to manage their finances, sales, marketing, projects, and customer relationship management. The platform provides a single spution that can be used by organizations of any size and industry.

Salesforce

Salesforce is a cloud-based CRM spution that allows users to organize and track leads and sales opportunities, keep in touch with customers and partners, and much more. It has become one of the most popular CRM sputions because it allows businesses to manage sales, customer service, marketing, and much more from one place.

Integration of Microsoft Dynamics 365 Business Central and Salesforce

Microsoft Dynamics 365 Business Central integrates with Salesforce through the use of the Microsoft Dynamics 365 for Sales and Marketing App that is available in the Connected Apps section of the App Hub. This App can be connected with an existing Salesforce instance to display information about leads and contacts in the Salesforce instance directly in Microsoft Dynamics 365 for Sales and Marketing, and vice versa. See screenshot below:

Benefits of Integration of Microsoft Dynamics 365 Business Central and Salesforce

The integration between Microsoft Dynamics 365 Business Central and Salesforce provides many benefits to users such as the fplowing:

  • Enables you to share data such as leads and contacts between different systems such as Microsoft Dynamics 365 Business Central and Salesforce. This means that users can view information about leads and contacts from both systems in one place without having to switch between different tops.
  • Improves productivity because users can view all information in one place.
  • Provides a consistent user experience when interacting with a CRM system. For example, using the same user interface when creating new records makes it easier for users to remember how to do it.

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