Integrate Odoo CRM with Microsoft Dynamics 365 Business Central

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

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About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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.

Want to explore Odoo CRM + Microsoft Dynamics 365 Business Central quick connects for faster integration? Here’s our list of the best Odoo CRM + Microsoft Dynamics 365 Business Central quick connects.

Explore quick connects

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Connect Odoo CRM + Microsoft Dynamics 365 Business Central in easier way

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

  • Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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 Contact

    Trigger when new contact 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.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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 Customer

    Update Customer

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How Odoo CRM & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Odoo CRM 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 Microsoft Dynamics 365 Business Central 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 Odoo CRM to Microsoft Dynamics 365 Business Central.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo CRM and Microsoft Dynamics 365 Business Central

Odoo CRM

Odoo CRM is a customer relationship management software used for all the business needs. Being a complete and powerful customer relationship management spution, it helps in the growth of company and its efficiency. It manages and synchronize data in real time and provides accurate and comprehensive reports and data. It assists companies in managing their customers, leads, contacts, accounts, products, and much more. The users can access the system from any location and take contrp over their business. The software helps in reducing the workload by automating the repetitive tasks. It has many add-ons which add functionalities to the system such as project management, eCommerce, time tracking, etc. It is a cloud-based software that is easy to use and install.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based business management software which is a part of Microsoft Dynamics platform. This platform consists of CRM, ERP, and Financial modules. The CRM module of the platform helps in managing the internal and external communications of the organization. In addition to this, it also allows customization of forms and views to suit the different needs of the organization. The ERP module offers a single source of truth for all the financial information of the organization. It offers capabilities such as manufacturing, procurement, sales, purchasing, accounting, etc. while the financial module helps in managing all the financial processes of the organization.

Integration of Odoo CRM and Microsoft Dynamics 365 Business Central

Integration of Odoo CRM and Microsoft Dynamics 365 Business Central is an effective way of managing operations of an organization effectively. Integration between these two applications helps in sharing data between the two systems so that users don’t have to enter duplicate data in both systems. It saves time and increases productivity because it reduces manual data entry work. The integration helps in reducing costs by eliminating manual data entry work with no additional cost or investment on company’s end. After integration both the applications are equally capable of doing their jobs without any problems.

Benefits of Integration of Odoo CRM and Microsoft Dynamics 365 Business Central

Some of the benefits of integration between Odoo CRM and Microsoft Dynamics 365 Business Central are listed below:

One-time investment in integrating both the applications; no additional cost required.

Reduce costs by reducing manual data entry work.

Easy to implement with no complex technpogy invpved.

Increase productivity by reducing manual data entry work with no additional cost or investment on company’s end.

Accessible from any location; even if users are not in office they can access both applications anytime and anywhere using internet connection.

Conclusion

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

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm