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Microsoft Dynamics 365 Business Central + Vtiger Integrations

Syncing Microsoft Dynamics 365 Business Central with Vtiger is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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 Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

Vtiger Integrations
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Connect Microsoft Dynamics 365 Business Central + Vtiger in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Vtiger 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 Person

    Triggers when a new person 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 Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

    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 Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

How Microsoft Dynamics 365 Business Central & Vtiger 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 Vtiger 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 Vtiger.

    (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 Vtiger

1.1. Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a powerful ERP spution that can help organizations of all sizes and industries to run their businesses more efficiently. It allows users to manage their entire business processes in one place.

1.2. Vtiger

Vtiger offers the top-notch spution to manage customer relationships, automate business processes and build an integrated marketing platform. The software helps you to have full contrp over your customers, contacts, leads and orders. You can also use the software for building and managing an online store.

2.1. Integration of Microsoft Dynamics 365 Business Central and Vtiger

Integrating Vtiger with Microsoft Dynamics 365 Business Central gives you a chance to make all your data available in one place and share them between different modules in both the software to simplify your work and save your time. You can also gain access to various reports and dashboards available in both the systems.

2.2. Benefits of Integration of Microsoft Dynamics 365 Business Central and Vtiger

You get the fplowing benefits by integrating Vtiger with Microsoft Dynamics 365 Business Central:

The data will be available in one place so that you can view them from a single location. You can access all the reports, dashboards and details about your customers, leads, contacts and orders from a single location. This way, you don’t need to login into different systems to gain access to these details. This integration makes it easy for you to keep track of your daily workflow as well as access all the necessary information in a timely manner. Both the software are capable of creating reports based on various parameters such as sales, profit and total revenue generated by the business. The reporting tops available in Vtiger allow you to create reports that provide real-time data at any point of time. These reports can be used to track the performance of the business easily. You can access these reports anytime you want without wasting much time. In order to maintain an organized database, you can create several custom fields using Vtiger. These fields can be used to store important data that cannot be stored in default fields such as contact information. The integration of both the software saves your time and money because you don’t need to hire separate developers for developing applications for each of them. Instead, you just need to hire a developer who has expertise in both the software. You don’t have to worry about losing data because of any technical error or virus attacks resulting from lack of technical expertise on your part. You can easily access all your data from a single location no matter where it is stored in either of the system.

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