Integrate Microsoft Dynamics 365 Business Central with Siteleaf
Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and Siteleaf
- No code
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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 Siteleaf
Siteleaf is a content management system that allows non-technical users to create new pages, posts and insert media items seamlessly. It helps faster sites, less overhead, and less setting up.
Siteleaf IntegrationsBest Microsoft Dynamics 365 Business Central and Siteleaf Integrations
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Microsoft Dynamics 365 Business Central + Siteleaf
Create Page to Siteleaf from New Company in Microsoft Dynamics 365 Business Central Read More...When this happens...
New Company
Then do this...
Create Page
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Microsoft Dynamics 365 Business Central + Siteleaf
Create Document to Siteleaf from New Company in Microsoft Dynamics 365 Business Central Read More...When this happens...
New Company
Then do this...
Create Document
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Microsoft Dynamics 365 Business Central + Siteleaf
Create Page to Siteleaf from New Customer in Microsoft Dynamics 365 Business Central Read More...When this happens...
New Customer
Then do this...
Create Page
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Microsoft Dynamics 365 Business Central + Siteleaf
Create Document to Siteleaf from New Customer in Microsoft Dynamics 365 Business Central Read More...When this happens...
New Customer
Then do this...
Create Document
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Microsoft Dynamics 365 Business Central + Siteleaf
Create Page to Siteleaf from New Employee in Microsoft Dynamics 365 Business Central Read More...When this happens...
New Employee
Then do this...
Create Page
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Microsoft Dynamics 365 Business Central + {{item.actionAppName}}
{{item.message}} Read More...When this happens...{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect Microsoft Dynamics 365 Business Central + Siteleaf without coding knowledge. Start creating your own business flow.
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Execute Custom API Call
Trigger when new data comes in your custom api call.
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New Account
Trigger when New Chart Of Account created.
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New Company
Trigger when new company is created
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New Customer
Trigger when new Customer is created
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New Customer Sale
Trigger when a new customer sale is created
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New Employee
Trigger when new Employee is created
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New Person
Triggers when a new person is created.
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New Sales Invoice
Trigger when new sales invoice is created
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New Sales Order
Trigger when a new sales order is created in a specific account.
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New Update Item
Triggers every time a new item is created.
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New Vendor
Trigger when new vendor is created.
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Updated Customer
Trigger when a customer updated.
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Updated Sales Order
Trigger when any sales order updated.
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New Collection
Triggered when a new collection is created.
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New Document
Triggered when a new document is created.
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New Page
Triggered when a new page is created.
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New Site
Triggered when a new site is created.
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Create Contact
Create Contact
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Create Customer
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Create Employee
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Create Item
Creates an item.
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Create Order Line Item
Creates a new order line item.
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Create Sales Invoice
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Create Sales Order
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Create Vendor
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Update Item
Updates an item.
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Update Sales Order
Updates an order.
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Create Document
Creates a new document.
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Create Page
Creates a new page.
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How Microsoft Dynamics 365 Business Central & Siteleaf Integrations Work
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Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Siteleaf as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Microsoft Dynamics 365 Business Central to Siteleaf.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Microsoft Dynamics 365 Business Central and Siteleaf
Microsoft Dynamics 365 Business Central is a cloud-based business management spution. It is an all-in-one business management spution, which comprises of core accounting, inventory, CRM, and ERP functionalities.
Microsoft Dynamics 365 Business Central can be easily integrated with Siteleaf to create an outstanding business management platform. It also helps in managing the documents effectively.
Siteleaf is a web publishing platform used by developers and businesses to build, test, and publish websites. Siteleaf allows users to create websites without any knowledge of code or design. The platform has built in themes and is highly customizable. It also helps in improving the SEO of the website.
Integration of Microsoft Dynamics 365 Business Central and Siteleaf
Siteleaf can be integrated with Microsoft Dynamics 365 Business Central using the fplowing steps:
Step 1. Create a new project in Siteleaf.
Step 2. Add the siteleaf-account_number table to the project in Siteleaf. This table will contain the account numbers associated with your Dynamics CRM records. To do so, fplow these steps:
Go to File > Import > Table > Create New Table. A pop up will appear on the screen, select the Excel file option and upload an Excel file with your CRM Dynamics CRM Account Numbers. Once uploaded, click on the checkbox for ‘Update Data’. This will update your Dynamics CRM account numbers to this table in Siteleaf.
Step 3. Go to the ‘Dynamics CRM Accounts’ page under ‘CRM Integration’ menu in Siteleaf. Configure it as shown below:
You need to enter your CRM login details to get started with integration of Microsoft Dynamics 365 Business Central and Siteleaf. You can also see what records are available in Siteleaf based on your CRM account number. Based on these records, you can drag and drop the records to create new pages on your site. These pages can then be customized according to your requirements using the Siteleaf editor.
Step 4. Publish your site. Note that you can also host your site on Siteleaf free of cost by creating a free account here. Once your site is published, go to the ‘Dynamic Links’ page under ‘CRM Integration’ menu in Siteleaf again and paste the dynamic link between Siteleaf and Microsoft Dynamics 365 Business Central (use “@yourdynamicsurl” as shown below. Save it and that’s it! The integration between Siteleaf and Microsoft Dynamics 365 Business Central is now complete! Now when a customer visits your site, he/she will be automatically redirected to his/her account page in Microsoft Dynamics 365 Business Central. Additionally, you can use dynamic links to redirect customers to any other related page. For example. if your customer lands on your product page, you can redirect him/her to the relevant product details page in Microsoft Dynamics 365 Business Central by adding a dynamic link as shown below:
The process to integrate 403 Forbidden and 403 Forbidden 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.
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