PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
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.
Microsoft Dynamics 365 Business Central Integrationspipelinedeals + Microsoft Dynamics 365 Business Central
Create Employee from Microsoft Dynamics 365 Business Central from list deal stages to pipeline deals Read More...pipelinedeals + Microsoft Dynamics 365 Business Central
Create Customer from Microsoft Dynamics 365 Business Central from list deal stages to pipeline deals Read More...pipelinedeals + Microsoft Dynamics 365 Business Central
Create Item from Microsoft Dynamics 365 Business Central from list deal stages to pipeline deals Read More...pipelinedeals + Microsoft Dynamics 365 Business Central
Create Vendor from Microsoft Dynamics 365 Business Central from list deal stages to pipeline deals Read More...pipelinedeals + Microsoft Dynamics 365 Business Central
Create Sales Invoice from Microsoft Dynamics 365 Business Central from list deal stages to pipeline deals Read More...It's easy to connect pipelinedeals + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.
Triggers when a deal in your PipelineDeals account is updated from one status to another.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Triggers when a new company is created in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
get event categories
Hidden Trigger to list Person list
list deal stages
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
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Trigger when new vendor is created.
Trigger when a customer updated.
Trigger when any sales order updated.
Creates a new activity associated to an existing person, company or deal.
Creates a new company in your PipelineDeals account.
Creates a new deal in your PipelineDeals account.
Creates a new person in your PipelineDeals account.
Creates a new calendar task in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Updates an existing deal in your PipelineDeals account.
Updates an existing person in your PipelineDeals account.
Create Contact
Creates an item.
Creates a new order line item.
Updates an item.
Updates an order.
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(2 minutes)
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 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.
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.