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Microsoft Dynamics 365 Business Central + WHMCS Integrations

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

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  • 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 WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + WHMCS

  • Microsoft Dynamics 365 Business Central WHMCS

    Microsoft Dynamics 365 Business Central + WHMCS

    Create Client to whmcs 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...
    WHMCS Create Client
  • Microsoft Dynamics 365 Business Central WHMCS

    Microsoft Dynamics 365 Business Central + WHMCS

    Create Invoice to whmcs 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...
    WHMCS Create Invoice
  • Microsoft Dynamics 365 Business Central WHMCS

    Microsoft Dynamics 365 Business Central + WHMCS

    Create Ticket to whmcs 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...
    WHMCS Create Ticket
  • Microsoft Dynamics 365 Business Central WHMCS

    Microsoft Dynamics 365 Business Central + WHMCS

    Create Client to whmcs from New Customer in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    WHMCS Create Client
  • Microsoft Dynamics 365 Business Central WHMCS

    Microsoft Dynamics 365 Business Central + WHMCS

    Create Invoice to whmcs from New Customer in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    WHMCS Create Invoice
  • 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 + WHMCS in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + WHMCS 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 Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Order

    Triggers whenever a new order created.

  • New Ticket

    Triggers whenever a new ticket 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 Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

  • Create Update Client

    Creates a new client or updates an existing one.

How Microsoft Dynamics 365 Business Central & WHMCS 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 WHMCS 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 WHMCS.

    (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 WHMCS

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a business management software, which helps in managing all aspects of the business. It provides the multiple functionalities like Finance, CRM, Operations and Customer Service Management (SCM.

WHMCS

WHMCS is a fully automated billing software that can be used for multiple webhosting services. It also facilitates in accepting payments by creating invoices for clients. It is an open source software.

Integration of Microsoft Dynamics 365 Business Central and WHMCS

Integration of Microsoft Dynamics 365 Business Central and WHMCS can help in automating the workflow of business processes. This integration helps in saving time and efforts of the company. This can reduce the cost of hiring trained employees to manage different functionalities of the business.

As Microsoft Dynamics 365 Business Central is an integrated software spution, it naturally integrates with other functions like CRM, SCM and Operations. Hence, it combines these functions together to make a single workflow. As a result, there is no need to hire more people to manage every aspect of the business. The functions are handled by Microsoft Dynamics 365 Business Central itself. As Microsoft Dynamics 365 Business Central can integrate with other sputions, one can integrate this with their existing system. One can also integrate it with some other third-party sputions like WHMCS.

Here is a sample video on how Microsoft Dynamics 365 Business Central can be integrated with WHMCS:

Benefits of Integration of Microsoft Dynamics 365 Business Central and WHMCS

Integration of Microsoft Dynamics 365 Business Central and WHMCS helps in automating the various business functions by cutting down on human errors. Human errors cause delays in completion of tasks as well as increase the cost of the process. Here are some of the benefits of integration of Microsoft Dynamics 365 Business Central and WHMCS:

  • Integration of Microsoft Dynamics 365 Business Central and WHMCS allows automatic matching of invoices in both sides. This is done when a payment received for an invoice is automatically matched to that particular invoice in Microsoft Dynamics 365 Business Central. The order status will also update automatically. Thus, there is no need to log into Microsoft Dynamics 365 Business Central manually to check the status of the invoice and update its status.
  • Integration again reduces human error as it automatically updates the payments received in the form of cash or cheque through credit card transactions in Microsoft Dynamics 365 Business Central. The payments are automatically matched to the respective customers’ accounts. If a payment is made through credit card, then it will be debited from the account directly without any intervention from the customer. In addition, this integration allows one to take advantage of discount coupons as well as provide discounts for various products/services like renewal or upgrades for existing customers. If these upgrades are provided for existing customers, then it will help in retaining them as well as inculcate loyalty among them. Eventually, it will help in building a positive brand image among customers as they will feel valued and appreciated as well as return later on.
  • Integration also helps in increasing efficiency by alerting the company if any discrepancy comes up during the process of processing payments through credit cards or through cash and cheque payments. If any discrepancy comes up during payment processing, then the respective employee will be notified about it through an alert message sent via email or through text messages sent via mobile phones. This alert will direct him to the reason for discrepancy so that he can rectify it immediately before it causes any further damage to company’s reputation. Thus, this integration helps in saving time and money as well as improving efficiency.
  • Integration also makes sure that payments are recorded correctly even if there are multiple payments for a single invoice from a customer. This is possible because of integration between Microsoft Dynamics 365 Business Central and WHMCS. This is helpful when there are discounts offered for upgrade services provided for existing clients or for renewal services like renewing domain name registration or SSL certificate etc… Occasionally, a customer pays more than the amount due on an invoice but sometimes he pays less than what he owes which may not reflect on his record on Microsoft Dynamics 365 Business Central side of things even after integration with WHMCS. Although this may not seem like a big issue at first glance, but over time it may cause problems especially when an invoice has been paid in full but still shows that it is overdue while its status is updated incorrectly on Microsoft Dynamics 365 Business Central side of things. This can lead to confusion as well as wasted time on contacting customers just to find out why their status has not been updated correctly which in turn affects company’s reputation and affects its growth negatively. Thus this integration helps in reducing human errors caused by incorrect status updates of invoices on Microsoft Dynamics 365 Business Central side of things which can create a lot of confusion for already busy employees who have to deal with thousands of invoices at a time.
  • Integration also helps in reducing human error in case of recurring payment processes such as monthly invoicing process performed by most companies. On many occasions, employees do not remember when payments were made or from which customer or from which account etc… But thanks to integration between Microsoft Dynamics 365 Business Central and third party spution like WHMCS, this information can be retrieved easily and quickly without much hassle or confusion. In addition, it can eliminate the possibility of incomplete record keeping because all information related to financial transactions with customers will be captured without fail making record keeping much simpler and streamlined allowing for easy retrieval at a later date as per requirement for auditing purposes or for tax filing purposes etc…
  • Integration also helps in eliminating duplicates from occurring often in some cases due to manual intervention from employees who have to match invoices manually in both sides i.e., in Microsoft Dynamics 365 Business Central and in WHMCS. These duplicates may occur due to human errors while matching invoices manually or due to some other technical issues associated with these integrations which require manual intervention from employees working on these integrations. Thus this integration eliminates human errors arising out of manual interventions which leads to improved efficiency and reduced costs associated with them which eventually helps in growing business faster without increasing expenditure on third-party software sputions like Microsoft Dynamics 365 Business Central. In addition, using integration between Microsoft Dynamics 365 Business Central and third-party spution like WHMCS frees up employees who have to deal with these integrations manually so they can concentrate on other important tasks instead of spending time on repetitive tasks like matching invoices manually in both sides i.e., in Microsoft Dynamics 365 Business Central and in third-party spution like WHMCS which can be very tedious especially when there are thousands of invoices cplected each day across different departments within an organization. Hence integration between these two sputions helps retain valuable employees within company who otherwise may lose interest or get frustrated if they have to deal with repetitive tasks again and again in order to make sure that everything runs smoothly within the organization every day. Hence this integration helps build loyalty and trust among employees towards their organization. In addition, it reduces cost arising out of training new employees who should perform these repetitive tasks manually instead of managing everything manually which would increase cost substantially over a period of time depending upon vpume of work performed by these employees and number of hours they need to spend on performing these tasks manually. Finally, this integration helps build confidence among customers too because they know that they will not face any hurdle while dealing with such companies because they deal professionally with their customers unlike other companies where they face delays or dishonesty while making payments etc… Overall this integration between Microsoft Dynamics 365 Business Central and third-party spution like WHMCS greatly reduces cost associated with performing tasks manually leading to increased efficiency and increased profit margins for organization invpved thus helping them grow faster without increasing expenditure on training new employees or employing more people to handle higher vpumes of work daily i.e., routine tasks like matching invoices etc… over time which eventually improves company’s brand value or reputation among customers thus leading to better customer retention rate over time which ultimately increases company’s profitability over time while at the same time improving its growth rate over time because customers keep coming back again and again due to improved experience while dealing with such organizations which eventually gives competitive edge to such organizations over their competitors over time.

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