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Zoho CRM + Microsoft Dynamics 365 Business Central Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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 Zoho CRM + Microsoft Dynamics 365 Business Central

  • Zoho CRM Microsoft Dynamics 365 Business Central

    Zoho CRM + Microsoft Dynamics 365 Business Central

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

    Zoho CRM + Microsoft Dynamics 365 Business Central

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

    Zoho CRM + Microsoft Dynamics 365 Business Central

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

    Zoho CRM + Microsoft Dynamics 365 Business Central

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

    Zoho CRM + Microsoft Dynamics 365 Business Central

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

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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 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
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • 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.

How Zoho CRM & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Zoho 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 Zoho 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 Zoho CRM and Microsoft Dynamics 365 Business Central

Zoho CRM?

Zoho CRM is a business management software that is cloud based. It is used by companies to manage their customer relationship. This software is simple, easy to use and useful for small businesses. It has various features like Gmail integration, Salesforce integration, Facebook social media integration, etc. It is multi-lingual and supports multiple languages such as English, French, German, Italian, Spanish, Portuguese, Japanese, Chinese (simplified), Korean, Russian and Arabic. It also has integration with other Zoho products like Zoho Campaigns, Zoho Campaigns Mailer, Zoho Campaigns Manager, Zoho Desk, Zoho Invoice, etc. This software is quite helpful for managing your customer database, employee management database and sales process. Moreover, it has a feature called “Zoho Help” which allows you to ask questions to technical experts and get them spved in just a few minutes.

Microsoft Dynamics 365 Business Central?

Microsoft Dynamics 365 Business Central is a business management software offered by Microsoft. Microsoft has introduced Dynamics 365 Business Central because the previous version of Dynamics was quite complicated for even small businesses to use. Its interface is user-friendly and easy to use. It has various features like synchronisation with Office 365, Facebook social media integration, Gmail integration, Salesforce integration, etc. Moreover, it has a feature called “LinkedIn” which allows you to ask questions to technical experts and get them spved in just a few minutes.

Integration of Zoho CRM and Microsoft Dynamics 365 Business Central

Even though Microsoft Dynamics 365 Business Central is a powerful top to manage your business operations it lacks some features that are offered by Zoho CRM top. So integration of Zoho CRM and Microsoft Dynamics 365 Business Central can help achieve better results and spve any issues that arise while using these two tops separately.

By integrating the two tops you can enjoy benefits like:

Social media functionality – you can integrate the sales pipeline directly with social media accounts like LinkedIn and Facebook so that you can send direct communication to your clients directly from social media accounts. This will be very helpful while promoting your product on social media accounts without interrupting the work of your staff members or vice versa. You will not have to switch from one account to another account every time you want to post something on social media accounts. It will save a lot of time and will also engage your customers more on social media accounts thus increasing your sales rate.

Chat functionality – you can integrate the Zoho Desk chat with Microsoft Dynamics 365 Business Central so that you can ask questions about the product directly from Microsoft Dynamics 365 Business Central application without interrupting the work of your staff members or vice versa. It will save a lot of time and will also engage your customers more on social media accounts thus increasing your sales rate.

Synchronisation – you can sync all the CRM data stored in Zoho CRM with Microsoft Dynamics 365 Business Central so that you don’t have to enter the same data repeatedly in different applications. This will save a lot of time and will also provide accurate data which will enhance productivity a lot. Moreover, it will save much time while dealing with customers because all the information about them will be available in both applications at the same time with just one click. There will be no need to search for information in both applications separately every time.

Inventory management – you can integrate Zoho Inventory with Microsoft Dynamics 365 Business Central so that you can manage your inventory easily without interrupting the work of your staff members or vice versa. If you run a manufacturing company then this feature is really going to be helpful for you because it will save a lot of time and will also provide accurate data which will enhance productivity a lot. Moreover, it will save much time while dealing with customers because all the information about them will be available in both applications at the same time with just one click. There will be no need to search for information in both applications separately every time.

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

  • Efficiency – you can improve the efficiency of your business because it will save a lot of time because there will be no need to search for same information in different applications every time. All the information about your employees and customers will be available at the same time with just one click on both applications. You can get benefit from this feature even if you are using just one of these applications for managing your business activities. But it will be more efficient when you use both applications simultaneously for managing your business activities. So integrating both applications together will definitely help increase productivity of your employees and also reduce working hours significantly.
  • Accuracy – accuracy of data is enhanced significantly because you don’t have to enter same data again and again in different applications because all the information about your employees and customers will be available at the same time with just one click on both applications. You can get benefit from this feature even if you are using just one of these applications for managing your business activities. But it will be more efficient when you use both applications simultaneously for managing your business activities. So integrating both applications together will definitely help increase productivity of your employees and also reduce working hours significantly.

The process to integrate Zoho 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.