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.
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 IntegrationsMicrosoft Dynamics 365 Business Central + Salesforce
Create Lead to Salesforce from New Company in Microsoft Dynamics 365 Business Central Read More...Microsoft Dynamics 365 Business Central + Salesforce
Create Custom Object to Salesforce from New Company in Microsoft Dynamics 365 Business Central Read More...Microsoft Dynamics 365 Business Central + Salesforce
Create Contact to Salesforce from New Company in Microsoft Dynamics 365 Business Central Read More...Microsoft Dynamics 365 Business Central + Salesforce
Update Contact in Salesforce when New Company is created in Microsoft Dynamics 365 Business Central Read More...Microsoft Dynamics 365 Business Central + Salesforce
Update Custom Object in Salesforce when New Company is created in Microsoft Dynamics 365 Business Central Read More...Microsoft Dynamics 365 Business Central + {{item.actionAppName}}
{{item.message}} Read More...It's easy to connect Microsoft Dynamics 365 Business Central + Salesforce without coding knowledge. Start creating your own business flow.
Trigger when new data comes in your custom api call.
Trigger when New Chart Of Account created.
Trigger when new company is created
Trigger when new Customer is created
Trigger when a new customer sale is created
Trigger when new Employee is created
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Trigger when new vendor is created.
Trigger when a customer updated.
Trigger when any sales order updated.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Create Contact
Creates an item.
Creates a new order line item.
Updates an item.
Updates an order.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
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(2 minutes)
Introduction:
Nowadays, most of the companies are utilizing cloud sputions for their businesses. They are more economical and flexible than traditional software. We can shift from on-premises to cloud and vice versa with ease. Thus, it is not difficult to convince the clients about the importance of cloud sputions. These days, Microsoft Dynamics 365 Business Central and Salesforce are two popular cloud sputions that are used by a large number of businesses. Both of these applications have their own features, but we can integrate them in order to get maximum and better results.
Microsoft Dynamics 365 Business Central is an ERP spution that enables you to manage your business in every aspect. As it is a cloud-based system, you don’t need to install any application on your computers or servers. You can use it anywhere at any time by signing into your Office 365 account. It supports all the devices that run on Windows 7, 8, 8.1, 10, Mac OS X and Linux operating systems. This enterprise resource planning spution is extremely beneficial for small and midsize businesses that want a complete spution for their business management needs. It consists of several integrated modules that can help you to manage your inventory, sales, customers, suppliers, finances and other functional areas. Microsoft has been providing this spution since 1983. Currently, there are over 150 million users are using Microsoft Dynamics 365 Business Central worldwide.
Salesforce is yet another popular cloud spution that is utilized by the businesses around the world. It is a CRM (customer relationship management. application that helps you to organize your customer information and manage your sales process efficiently. It can also be used for managing your business process, tasks, leads and other important information. Apart from this, Salesforce also provides other sputions like Service Cloud, Marketing Cloud, Analytics Cloud, App Cloud and others. The main feature of Salesforce is flexibility. It allows you to customize your data as per your requirements. You can access this application using multiple devices like computers, tablets and smartphones. If you want to use its features through mobile devices, then you need to download Salesforce Mobile App. Salesforce is one of the best selling applications of all time. It has more than 90 thousand customers around the world. More than 50 million people are using Salesforce products globally.
Integration of Microsoft Dynamics 365 Business Central and Salesforce:
Now let’s talk about the benefits of integration of Microsoft Dynamics 365 Business Central and Salesforce –
Integration of these two applications will help you make your business more productive and efficient. You will be able to obtain accurate information regarding your business easily as both these applications are designed to work together seamlessly. Microsoft Dynamics 365 Business Central allows you to create new orders automatically as soon as you record a sale in Salesforce. Similarly, you can also send your leads to Salesforce whenever you find a new customer in Microsoft Dynamics 365 Business Central. Integration of these two systems will help you to reduce manual efforts that are invpved in managing the business processes like order creation, fulfillment, invoice generation and more. That’s why a number of businesses choose to integrate these two applications together for their business needs.
Benefits of Integration of Microsoft Dynamics 365 Business Central and Salesforce:
There are certain benefits of integration of Microsoft Dynamics 365 Business Central and Salesforce which we have discussed below –
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.