Integrate pipelinedeals with Microsoft Dynamics 365 Business Central

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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 pipelinedeals + Microsoft Dynamics 365 Business Central quick connects for faster integration? Here’s our list of the best pipelinedeals + Microsoft Dynamics 365 Business Central quick connects.

Explore quick connects
Connect pipelinedeals + Microsoft Dynamics 365 Business Central in easier way

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

  • Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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 pipelinedeals & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose pipelinedeals 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 pipelinedeals 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 pipelinedeals and Microsoft Dynamics 365 Business Central

Pipelinedeals is a cloud-based platform for managing enterprise IT spend, including procurements, financials and compliance across all of your global locations. Microsoft Dynamics 365 Business Central is an integrated business management spution that provides CRM, ERP, IoT, mobility, analytics, and commerce. The two products are managed by the same company – Microsoft Corporation. Both products are suitable for many of the same customers, but each excels in different areas of functionality. This integration allows users to take full advantage of the complete spectrum of capabilities available, regardless of which product they use on their own.

Integration of pipelinedeals and Microsoft Dynamics 365 Business Central

Integration between pipelinedeals and Microsoft Dynamics 365 Business Central allows you to take advantage of all of the sputions that pipelinedeals can provide for your enterprise. When you integrate pipelinedeals into Microsoft Dynamics 365 Business Central, you can use both products together to streamline your workflow and enhance your business processes. For example, you can access your purchase orders from pipelinedeals directly within Dynamics 365 Business Central. By using pipelinedeals with Microsoft Dynamics 365 Business Central, you can create contracts automatically when you place an order for a product or service. With pipelinedeals integrated with Microsoft Dynamics 365 Business Central, you can also see all of your outstanding invoices, purchase orders, payments, and bills in one place.

Benefits of Integration of pipelinedeals and Microsoft Dynamics 365 Business Central

The integration between pipelinedeals and Microsoft Dynamics 365 Business Central allows you to take advantage of all of the sputions that pipelinedeals can provide for your enterprise. The integration makes it easier for your organization to manage its purchases. With integrated billing, you can view all of your invoice information in the same place as your other business information. You can also bill your customers immediately after placing an order with pipelinedeals. With this integration, there is no need to pay invoices manually or wait for Billing to send invoices before paying them. Additionally, the integration makes it easier for you to manage your inventory levels. With integrated purchasing, you can keep track of what is in stock at each location without having to check multiple sources. You can also prevent overstocking by monitoring how much inventory each location has on hand.

In conclusion, the integration between pipelinedeals and Microsoft Dynamics 365 Business Central offers a number of benefits to any business using these products. The integration enables organizations to automate their business processes and increase their organizational productivity. In addition to increasing efficiency, this integration also helps organizations reduce costs while reducing potential errors in data management. Pipelinedeals and Microsoft Dynamics 365 Business Central offer a number of different sputions that businesses can use individually or in conjunction with each other to manage their IT expenditures and streamline their business processes.

The process to integrate pipelinedeals 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