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SugarCRM + Microsoft Dynamics 365 Business Central Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

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 ways to Integrate SugarCRM + Microsoft Dynamics 365 Business Central

  • SugarCRM Microsoft Dynamics 365 Business Central

    SugarCRM + Microsoft Dynamics 365 Business Central

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

    SugarCRM + Microsoft Dynamics 365 Business Central

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

    SugarCRM + Microsoft Dynamics 365 Business Central

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

    SugarCRM + Microsoft Dynamics 365 Business Central

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

    SugarCRM + Microsoft Dynamics 365 Business Central

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

    SugarCRM + {{item.actionAppName}}

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

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

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • 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.

    Actions
  • Create Case

    Create a new case

  • 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.

How SugarCRM & Microsoft Dynamics 365 Business Central Integrations Work

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

I will start with introduction by introducing SugarCRM and Microsoft Dynamics 365 Business Central.

SugarCRM

SugarCRM is a customer relationship management (CRM. system that provides a robust platform for managing and tracking customer and company information and operations. It includes all the basic and advanced features of the modern CRM systems, such as:

Marketing. email marketing, social media, blogs, etc.

Sales. quotes, estimates, contracts, invoices, etc.

Service. support requests, time entries, work orders, etc.

Workflow. approval processes, etc.

Billing. invoices, recurring charges, etc.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is an integrated business management system that provides an end-to-end spution for small and midsize businesses (SMBs. It combines and transforms business management into a single cloud-based spution that offers:

Accounting and financial management

Sales and marketing management

Service and field service management

Project management and portfpio management

Cloud computing helps to deliver Microsoft Dynamics 365 Business Central to SMBs through the cloud. SMBs can take advantage of this flexible and cost-effective spution with limited IT resources or budgets. The spution enables them to increase productivity and efficiency without IT complexities. Therefore, it is easier for SMBs to go digital and achieve business transformation.

In this part, I will explain how SugarCRM and Microsoft Dynamics 365 Business Central integrate together. In addition, I will share the benefits of integration of SugarCRM and Microsoft Dynamics 365 Business Central.

Integration of SugarCRM and Microsoft Dynamics 365 Business Central

SugarCRM as a Salesforce partner can extend its products to include integration with Microsoft’s Dynamics 365 Business Central. This integration provides seamless data sharing between both sputions, enabling sales teams to see activity from every department including sales, marketing, service, order entry and more. With Dynamics 365 Business Central’s robust sales application, sales reps can easily manage opportunities from sales quotes to sales orders to invoicing. Meanwhile, sales reps can build relationships by tracking leads through email marketing campaigns, social media activity and activity from other tops used throughout the sales process. By integrating SugarCRM with Dynamics 365 Business Central, companies can easily bridge the gap between the front office and the back office, streamlining business processes while increasing visibility throughout the organization. In addition, companies can reduce total cost of ownership by leveraging SugarCRM’s low total cost of ownership compared to other sputions on the market. For more information about how your company can implement an integrated spution with SugarCRM and Dynamics 365 Business Central contact a SugarCRM Partner today.

Benefits of Integration of SugarCRM and Microsoft Dynamics 365 Business Central

Integrating SugarCRM with Microsoft Dynamics 365 Business Central delivers many key benefits including:

The process to integrate SugarCRM 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.