Integrating Salesforce with Microsoft Dynamics 365 Business Central by AI Agents and Assistants

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

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Step by Step Salesforce + Microsoft Dynamics 365 Business Central Integration Video Guide

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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.

Integrations for Microsoft Dynamics 365 Business Central
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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 Chart Of Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New or Updated 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 Purchase Invoice

    Trigger when new purchase invoice 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.

  • New and Updated sales Quote Lines

    Trigger when new sales Quote Lines is created

  • New or 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 Record

    Updates a existing record.

  • Create Contact

    Create Contact

  • Create Customer

    Create a Customer

  • Create Employee

    Create a Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

    Create a Sales Invoice

  • Create Sales Order

    Create a Sales Order

  • Create Vendor

    Create a Vendor

  • Custom API Call

    Custom api call

  • Delete Custom API

    Delete your custom api call.

  • Update Custom API Call

    Update custom api call.

  • Update Customer

    Update Customer

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How Salesforce & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Automate.

    (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.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 3:30 pm
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