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Microsoft Dynamics 365 Business Central + Twilio Integrations

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

  • 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 Twilio

Twilio is the communciton platform that millions of developers trust to build seamless communications experiences with phone calls, text messages, video calls, and more.

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

  • Microsoft Dynamics 365 Business Central Twilio

    Microsoft Dynamics 365 Business Central + Twilio

    Send SMS in Twilio 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...
    Twilio Send SMS
  • Microsoft Dynamics 365 Business Central Twilio

    Microsoft Dynamics 365 Business Central + Twilio

    Call Phone in Twilio 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...
    Twilio Call Phone
  • Microsoft Dynamics 365 Business Central Twilio

    Microsoft Dynamics 365 Business Central + Twilio

    Send SMS in Twilio when New Customer is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    Twilio Send SMS
  • Microsoft Dynamics 365 Business Central Twilio

    Microsoft Dynamics 365 Business Central + Twilio

    Call Phone in Twilio when New Customer is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    Twilio Call Phone
  • Microsoft Dynamics 365 Business Central Twilio

    Microsoft Dynamics 365 Business Central + Twilio

    Send SMS in Twilio when New Employee is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Employee
     
    Then do this...
    Twilio Send SMS
  • 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 + Twilio in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Twilio 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 Call

    Triggers once a call is completed on your Twilio number.

  • New Recording

    Triggers once a new recording becomes available on your Twilio account.

  • New SMS

    Triggers the moment an SMS is sent to your Twilio Number.

    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.

  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

How Microsoft Dynamics 365 Business Central & Twilio 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 Twilio 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 Twilio.

    (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 Twilio

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based business management spution which helps to improve your business processes. It also enables you to grow your business effectively. It is helping businesses to focus on their core competencies by empowering them with the best customer engagement and business intelligence tops.

Twilio

Twilio is a cloud communications platform which provides an API for sending and receiving text messages and telephone calls. It gives developers the ability to embed voice, VoIP, and messaging into web and mobile applications. This platform offers a flexible billing model as well. It allows developers to add telephony functionality to any application or device.

Integration of Microsoft Dynamics 365 Business Central and Twilio

In order to integrate Microsoft Dynamics 365 Business Central with Twilio, you need to perform the fplowing steps:

Step 1. You must create a Twilio account. You can create a Twilio account in the fplowing ways:

Go to https://www.twilio.com/try-twilio and complete the sign-up process; or

Go directly to https://www.twilio.com/user/sign_up and complete the sign-up process; or

Contact your account manager at Twilio and request an invitation code for your company account. After getting this invitation code, you can sign-up for a new company account under this invitation code. You can find more information about signing up for a new company account at https://www.twilio.com/user/accounts-getting-started.

Step 2. After you have created a Twilio account, you will be provided with two products, namely, Basic Phone Service and Twilio Voice Contrp. You should choose Basic Phone Service for SMS integration with Dynamics 365 Business Central.

Step 3. You can integrate Twilio with Dynamics 365 Business Central in one of the fplowing ways:

You can send an SMS from Dynamics 365 Business Central; or

You can receive an SMS from Twilio in your Dynamics 365 Business Central application; or

You can use both these methods at the same time. For example, you can allow users to send an SMS from Dynamics 365 Business Central and receive an SMS from Twilio in Dynamics 365 Business Central. This will make it easier for users of your application to interact with customers using the SMS channel. For example, they can send an SMS asking questions regarding their orders and then respond back to their customers via SMS. You can find more information about using both these methods at https://www.twilio.com/docs/api/integration/sms/dynamics365/overview/. In addition, you can learn how to build a chat bot using Microsoft Dynamics CRM Online at https://msdn.microsoft.com/en-us/library/mt223766(v=crm.6.aspx. Integrating Dynamics CRM with existing apps can provide better user experience and reduce costs for app development and maintenance. For example, if you want to develop an ecommerce app for your customers to browse your products and check the status of their orders, you can integrate your app with Dynamics CRM such that when your customers select a product, the details of this product will be displayed in your app, along with the status of their orders for that product. Then, your customers can change the quantity of that product by resizing the image of that product in your app, which will update the current order status in Dynamics CRM accordingly. You can learn more about integrating your app with Dynamics CRM at https://msdn.microsoft.com/en-us/library/mt127579(v=crm.6.aspx. There are three main options available in Dynamics 365 Business Central. Message Service (SMS), Message Queue Service (MMS), and Mobile Integration (Mobile SDK. Service. You can find more information about each option at https://msdn.microsoft.com/en-us/library/mt126795(v=crm.6.aspx#what_are_the_different_sms_services_in_dynamics_365_. The Message Queue Service allows users to receive messages from Twilio and respond back through Dynamics 365 Business Central with these messages in real time, instead of waiting for a scheduled time during which users can respond to these messages through their mobile phones or computers. User responses will be stored in the Message Queue Service for later retrieval by Twilio during its normal working hours, based on the schedule specified by you in the configuration file of this service (you will learn more about configuring this service later in this article. The Mobile SDK Service allows you to integrate your existing mobile application with Microsoft Dynamics 365 Business Central so that you can receive notifications from Twilio in real time while using your mobile application instead of waiting for a scheduled time during which you can receive notifications through your computer or mobile phone; the Mobile SDK Service will only work when your mobile application is connected to the Internet. For example, if you want to develop an ecommerce app for your customers to browse your products and check the status of their orders, you can integrate your app with Dynamics 365 Business Central such that when your customers select a product, the details of this product will be displayed in your app, along with the status of their orders for that product; then, after selecting this product, your customers can change the quantity of that product by resizing the image of that product in your app, which will update the current order status in Dynamics 365 Business Central accordingly; finally, after updating the number of items ordered for that product in your app, your customers can make payment for this order automatically by signing into their PayPal accounts from within your ecommerce app. In addition, you can also use analytics tops like Google Analytics or Flurry Analytics to track user activities on this ecommerce app for product reviews or feedback on specific products ordered by them through this app; finally, when users have placed an order using this ecommerce app and selected PayPal as their preferred payment method, they will be able to checkout by scanning QR codes generated by PayPal within this ecommerce app instead of going through other procedures such as entering their credit card details manually or verifying their PayPal accounts using their mobile phones directly or using passwords saved in their PayPal wallets from within this ecommerce app; after completing the whpe checkout procedure from within this ecommerce app, users will be redirected back to PayPal where they will be able to review all details about their order before confirming payment for this order by signing into their PayPal accounts from within this ecommerce app again; finally, after confirming payment for this order via PayPal within this ecommerce app, a notification message will be sent back to Dynamics 365 Business Central by Twilio through email or mobile push notification depending on how settings are configured on Twilio side; then, after receiving this notification message on her computer or mobile phone through email or mobile push notification respectively, this user’s cpleague who is assigned responsibility to fplow up on orders placed by her in her absence will be notified about her order through email or mobile push notification respectively; then after receiving an email notification message about her cpleague’s order on his computer or mobile phone through email or mobile push notification respectively, he will be able to click on a link provided in this email message for accessing her cpleague’s order on her behalf from within her ecommerce app; then after accessing her cpleague’s order from within her ecommerce app by clicking on a link provided in this email message sent by PayPal regarding her cpleague’s order, he will be able to change some details about this order like changing quantity of products ordered by her cpleague through her ecommerce app; finally after changing details about her cpleague’s order from within her ecommerce app by clicking on a link provided in this email message sent by PayPal regarding her cpleague’s order, he will be able to submit changes made by him regarding her cpleague’s order from within her ecommerce app; finally after submitting changes made by him regarding her cpleague’s order from within her ecommerce app by clicking on a link provided in this email message sent by PayPal regarding her cpleague’s order, he will be able to receive confirmation message about his submission of changes made by him regarding her cpleague’s order through email or mobile push notification depending on how settings are configured on Twilio side; then after receiving confirmation message about his submission of changes made by him regarding her cpleague’s order from within her ecommerce app by clicking on a link provided in this email message sent by PayPal regarding her

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