Integrate Salesforce with Microsoft Dynamics 365 Business Central

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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.

Microsoft Dynamics 365 Business Central Integrations

Best Salesforce and Microsoft Dynamics 365 Business Central Integrations

  • Salesforce Integration Microsoft Dynamics 365 Business Central Integration

    Salesforce + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Employee
  • Salesforce Integration Microsoft Dynamics 365 Business Central Integration

    Salesforce + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Customer
  • Salesforce Integration Microsoft Dynamics 365 Business Central Integration

    Salesforce + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Item
  • Salesforce Integration Microsoft Dynamics 365 Business Central Integration

    Salesforce + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Vendor
  • Salesforce Integration Microsoft Dynamics 365 Business Central Integration

    Salesforce + Microsoft Dynamics 365 Business Central

    Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Sales Invoice
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Salesforce + Microsoft Dynamics 365 Business Central in easier way

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • 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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & Microsoft Dynamics 365 Business Central Integrations Work

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

Salesforce

Salesforce is a SaaS company that provides cloud-based software for business. It has more than 30,000 customers in the form of businesses and millions of users. The company’s headquarters are based in San Francisco, California. Salesforce is considered to be a pioneer in cloud computing.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based integrated business platform that combines CRM, ERP and financial management features. It is a part of the Microsoft Dynamics family of business sputions.

It is often compared to Salesforce because both companies offer similar services and target the same markets. Microsoft Dynamics 365 Business Central has been adopted by over 1 million users and it has more than 600 partners worldwide.

Integration of Salesforce and Microsoft Dynamics 365 Business Central

Integration of Salesforce and Microsoft Dynamics 365 Business Central is the piece of software that allows a user to import data from one platform to another. When you have completed integration, you can view your Salesforce contacts in your Microsoft Dynamics 365 Business Central account. You will also have access to your Dynamics 365 Business Central data from your Salesforce app. This means that when you look at your contact details, you will see information about their sales history, invoices, quotes and other things.

Benefits of Integration of Salesforce and Microsoft Dynamics 365 Business Central

The biggest benefit is that you can use one set of data to track all your customers’ information. You can use one CRM application to manage all aspects of your customer relationship, including leads, customers, employees, partners, etc. For example, if you want to create a quote and attach it to a lead or contact, Salesforce will automatically update the contact’s record in your system. This means that you will always have the most up-to-date information on your contacts.

The process to integrate Salesforce 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.