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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
  • 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 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 Vendor

    Trigger when new vendor is created.

  • 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 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.

  • 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

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

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

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.