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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.
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 IntegrationsIt's easy to connect Microsoft Dynamics 365 Business Central + Vtiger 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
Triggers when a new person is created.
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Triggers every time a new item is created.
Trigger when new vendor is created.
Trigger when a customer updated.
Trigger when any sales order updated.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
Create Contact
Creates an item.
Creates a new order line item.
Updates an item.
Updates an order.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
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(2 minutes)
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.