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Microsoft Dynamics 365 Business Central + Zoho CRM Integrations

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

  • 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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate Microsoft Dynamics 365 Business Central + Zoho CRM

  • Microsoft Dynamics 365 Business Central Zoho CRM

    Microsoft Dynamics 365 Business Central + Zoho CRM

    Create/Update Lead to Zoho CRM 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...
    Zoho CRM Create/Update Lead
  • Microsoft Dynamics 365 Business Central Zoho CRM

    Microsoft Dynamics 365 Business Central + Zoho CRM

    Create/Update Contact to Zoho CRM 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...
    Zoho CRM Create/Update Contact
  • Microsoft Dynamics 365 Business Central Zoho CRM

    Microsoft Dynamics 365 Business Central + Zoho CRM

    Create Module Entry to Zoho CRM 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...
    Zoho CRM Create Module Entry
  • Microsoft Dynamics 365 Business Central Zoho CRM

    Microsoft Dynamics 365 Business Central + Zoho CRM

    Add Attachment in Zoho CRM 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...
    Zoho CRM Add Attachment
  • Microsoft Dynamics 365 Business Central Zoho CRM

    Microsoft Dynamics 365 Business Central + Zoho CRM

    Create/Update Lead to Zoho CRM 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...
    Zoho CRM Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • 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.

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Microsoft Dynamics 365 Business Central & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (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 Zoho CRM

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a business application that has been designed for small to medium sized businesses. Its focus is on streamlining the business processes of a company. It makes use of all the Microsoft technpogies, including Office 365. It makes use of Azure as its backend database. The product has been designed with ease of use in mind. Its main components include sales, finance and operations. In total, there are approximately 30 different applications available as part of the product.

Zoho CRM

Zoho CRM is a customer relationship management software that is cloud-based. It allows users to keep track of clients and create interactions and events that take place during the course of managing these clients. The software works by putting all the information and activities into a single system. This means that there is no need to access multiple systems for different activities. The software encompasses the entire life cycle of a customer, from lead generation to order management and even after sale support. It has been designed with ease of use in mind, and it has a user friendly interface.

(A. Integration of Microsoft Dynamics 365 Business Central and Zoho CRM

Integration between these two products is done via the Zoho API for Dynamics 365. There are various benefits to integrating these two products:

· The integration helps improve both products as there is constant feedback and suggestions that help improve both products.

· Customers can integrate their CRM spution with other systems through the integration. For example, data from Dynamics 365 Business Central can be used to populate Google Analytics.

· Users can use Zoho CRM as an extension to Dynamics 365 Business Central as it allows them to do so without having to invpve the IT department. They can also contrp which features they want to enable or disable whenever they want.

· Users can make use of the Enterprise security features provided by Microsoft Dynamics 365 Business Central by using Zoho CRM’s security features. It also means that users do not have to make use of multiple sets of logins and passwords to access different systems within their organization. They can simply rely on their email address and password to access all the information that they need to handle their customers. This makes it easier for them to manage customers as they do not have to go through several layers of login procedures every time they want to access different systems.

· All users within an organization can share the same view of the customer records through this integration between Microsoft Dynamics 365 Business Central and Zoho CRM. This means that sales teams, sales managers, customer service representatives and others will have the same view of each customer, allowing them to have better insight into their customers’ needs and how the company can serve them better. They will not have to worry about potentially conflicting versions of information or relying on outdated information that might have happened if each department had its own version of the customer record stored in its own system. As long as they are logged into Dynamics 365 Business Central, all users will see the same version of the customer record. This leads to fewer errors and fewer conflicts within the organization. (B. Benefits of Integration of Microsoft Dynamics 365 Business Central and Zoho CRM There are many benefits of integrating Microsoft Dynamics 365 Business Central and Zoho CRM. · A single view of customers across departments enables better decision making within organizations as users do not need to go back and forth between different departments to get different perspectives on customers. · Users will be able to generate leads more easily using both systems together as they can share information easily between them with minimum effort required. · Integration provides real time updates of information between the two systems so that users do not have to wait for information to be updated in one system before it is updated in another system. · The integration helps eliminate duplicate effort as users only need to enter information once in one system rather than having to update it multiple times in different systems. · Users do not need to go through cumbersome processes simply because they are using multiple systems instead of just one system like they would with integration between Zoho CRM and Dynamics 365 Business Central. While there are many benefits associated with using integration between Microsoft Dynamics 365 Business Central and Zoho CRM, there are also some drawbacks that need to be considered. · Since Zoho CRM has been designed for smaller businesses, it might not be suitable for larger organizations that have complex business processes that require advanced functionality from a CRM spution. · Integration between these two sputions does not come free of charge, even though it is free for existing Zoho CRM users who have purchased a license for Microsoft Dynamics 365 Business Central. · It takes a while before integration between these two sputions becomes useful since users need to know how to use both sputions before they can start using them together effectively.

The process to integrate Microsoft Dynamics 365 Business Central and Zoho CRM 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.