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.
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 IntegrationsZoho CRM + Microsoft Dynamics 365 Business Central
Create Employee to Microsoft Dynamics 365 Business Central from New Contact in Zoho CRM Read More...Zoho CRM + Microsoft Dynamics 365 Business Central
Create Customer to Microsoft Dynamics 365 Business Central from New Contact in Zoho CRM Read More...Zoho CRM + Microsoft Dynamics 365 Business Central
Create Item to Microsoft Dynamics 365 Business Central from New Contact in Zoho CRM Read More...Zoho CRM + Microsoft Dynamics 365 Business Central
Create Vendor to Microsoft Dynamics 365 Business Central from New Contact in Zoho CRM Read More...Zoho CRM + Microsoft Dynamics 365 Business Central
Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Contact in Zoho CRM Read More...It's easy to connect Zoho CRM + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.
Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
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
Triggers when a new person is created.
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Triggers every time a new item is created.
Trigger when new vendor is created.
Trigger when a customer updated.
Trigger when any sales order updated.
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Create Contact
Creates an item.
Creates a new order line item.
Updates an item.
Updates an order.
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(2 minutes)
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 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.
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.
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.