Intégration Agendor Microsoft Dynamics 365 Business Central à l'aide d'agents IA
Appy Pie Automate vous permet d'intégrer Agendor avec Microsoft Dynamics 365 Business Central à l'aide d'agents IA
- Pas de carte de crédit nécessaire
- 7 jours d'essai gratuit
- Installation rapide comme l'éclair
Simplifiez l'intégration Agendor Microsoft Dynamics 365 Business Central avec une configuration transparente
Configurez facilement l'intégration Agendor Microsoft Dynamics 365 Business Central sans codage. Commencez à automatiser vos flux de travail et intégrez Agendor à Microsoft Dynamics 365 Business Central dès aujourd'hui.
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Affaire perdue
Se déclenche lorsqu'une transaction (Negócio) est considérée comme perdue.
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Changement d'étape de la transaction
Se déclenche lorsqu'une affaire (Negócio) passe à une autre étape (Etapa) dans le pipeline.
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Affaire gagnée
Se déclenche lorsqu'une transaction (Negócio) est considérée comme gagnée.
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Nouvelle entente
Se déclenche lorsqu'un nouvel accord (Negócio) est créé.
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Nouvelle organisation
Se déclenche lorsqu'une nouvelle organisation (Empresa) est créée.
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Nouvelle personne
Se déclenche lorsqu'une nouvelle personne (Pessoa) est créée.
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Nouvelle tâche
Se déclenche lorsqu'une nouvelle tâche (Tarefa/Comentário) est créée.
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Offre actualisée
Déclencheurs lorsqu'un accord (Negócio) est modifié
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Organisation mise à jour
Se déclenche lorsqu'une organisation (Empresa) est modifiée.
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Personne mise à jour
Se déclenche lorsqu'une personne (Pessoa) est modifiée.
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Exécuter un appel d'API personnalisé
Déclenchez quand de nouvelles données arrivent dans votre appel api personnalisé.
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Nouveau plan comptable
Déclenchement lors de la création d'un nouveau plan comptable.
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Nouvelle entreprise
Déclenchement lors de la création d'une nouvelle entreprise
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Contact nouveau ou mis à jour
Déclenchement lors de la création d'un nouveau contact.
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Nouveau client
Déclenchement lors de la création d'un nouveau client
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Vente aux nouveaux clients
Déclenchement lorsqu'une nouvelle vente client est créée
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Nouvel employé
Déclenchement lors de la création d'un nouvel employé
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Nouvelle personne
Se déclenche lorsqu'une nouvelle personne est créée.
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New Sales Invoice
Déclenchement lors de la création d'une nouvelle facture de vente
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Nouvelle commande de vente
Déclenchement lorsqu'une nouvelle commande de vente est créée dans un compte spécifique.
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Nouveau/Mise à jour de l'élément
Se déclenche chaque fois qu'un nouvel élément est créé.
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New Vendor
Déclenchement lors de la création d'un nouveau fournisseur.
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Lignes de devis de vente nouvelles et mises à jour
Déclencheur lors de la création de nouvelles lignes de devis de vente
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Nouveau client ou mise à jour
Déclenchement lorsqu'un client est mis à jour.
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Commande de vente mise à jour
Déclenchement lorsqu'une commande de vente est mise à jour.
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Créer un contact
Créer un contact
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Créer un client
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Créer un employé
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Créer un élément
Crée un élément.
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Créer un article de ligne de commande
Crée un nouveau poste de commande.
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Créer une facture de vente
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Créer une commande client
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Créer un vendeur
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Mise à jour du client
Mise à jour du client
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Point d'actualisation
Met à jour un élément.
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Mise à jour de la commande de vente
Met à jour une commande.
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Affaire perdue
Se déclenche lorsqu'une transaction (Negócio) est considérée comme perdue.
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Changement d'étape de la transaction
Se déclenche lorsqu'une affaire (Negócio) passe à une autre étape (Etapa) dans le pipeline.
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Affaire gagnée
Se déclenche lorsqu'une transaction (Negócio) est considérée comme gagnée.
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Nouvelle entente
Se déclenche lorsqu'un nouvel accord (Negócio) est créé.
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Nouvelle organisation
Se déclenche lorsqu'une nouvelle organisation (Empresa) est créée.
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Nouvelle personne
Se déclenche lorsqu'une nouvelle personne (Pessoa) est créée.
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Nouvelle tâche
Se déclenche lorsqu'une nouvelle tâche (Tarefa/Comentário) est créée.
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Offre actualisée
Déclencheurs lorsqu'un accord (Negócio) est modifié
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Organisation mise à jour
Se déclenche lorsqu'une organisation (Empresa) est modifiée.
-
Personne mise à jour
Se déclenche lorsqu'une personne (Pessoa) est modifiée.
-
Exécuter un appel d'API personnalisé
Déclenchez quand de nouvelles données arrivent dans votre appel api personnalisé.
-
Nouveau plan comptable
Déclenchement lors de la création d'un nouveau plan comptable.
-
Nouvelle entreprise
Déclenchement lors de la création d'une nouvelle entreprise
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Contact nouveau ou mis à jour
Déclenchement lors de la création d'un nouveau contact.
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Nouveau client
Déclenchement lors de la création d'un nouveau client
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Vente aux nouveaux clients
Déclenchement lorsqu'une nouvelle vente client est créée
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Nouvel employé
Déclenchement lors de la création d'un nouvel employé
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Nouvelle personne
Se déclenche lorsqu'une nouvelle personne est créée.
-
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New Sales Invoice
Déclenchement lors de la création d'une nouvelle facture de vente
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Nouvelle commande de vente
Déclenchement lorsqu'une nouvelle commande de vente est créée dans un compte spécifique.
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Nouveau/Mise à jour de l'élément
Se déclenche chaque fois qu'un nouvel élément est créé.
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New Vendor
Déclenchement lors de la création d'un nouveau fournisseur.
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Lignes de devis de vente nouvelles et mises à jour
Déclencheur lors de la création de nouvelles lignes de devis de vente
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Nouveau client ou mise à jour
Déclenchement lorsqu'un client est mis à jour.
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Commande de vente mise à jour
Déclenchement lorsqu'une commande de vente est mise à jour.
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Créer un contact
Créer un contact
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Créer un client
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Créer un employé
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Créer un élément
Crée un élément.
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Créer un article de ligne de commande
Crée un nouveau poste de commande.
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Créer une facture de vente
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Créer une commande client
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Créer un vendeur
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Mise à jour du client
Mise à jour du client
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Point d'actualisation
Met à jour un élément.
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Mise à jour de la commande de vente
Met à jour une commande.
Comment fonctionnent les intégrations Agendor et Microsoft Dynamics 365 Business Central
Suivez les étapes ci-dessous pour commencer à configurer vos intégrations Agendor à l'aide d'Appy Pie Automate : using Appy Pie Automate:
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Step 1: Select Trigger
Choose a trigger app you want, select event, authenticate & successfully Test
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Step 2: Select Action
After Completing Trigger test Continue to Select “Action App” from the list.
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Step 3: Authenticate
Select a resulting action from the Action Event list & authenticate your Action App.
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Step 4: Set-up & Test
Select the data you want to send from Trigger to Action & Your Connect is ready!
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Agendor est une plateforme de CRM et de gestion des ventes qui agit comme un assistant personnel pour les vendeurs. Organisez et centralisez les données de vos clients, suivez les ventes et évaluez les affaires en cours, le tout gratuitement et de n'importe où.
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Microsoft Dynamics 365 Business Central est une solution de gestion d'entreprise tout-en-un, basée sur le cloud, conçue pour les petites et moyennes entreprises. Elle aide les entreprises à prendre des décisions éclairées grâce à des données connectées sur la comptabilité, les ventes, les achats, les stocks et les transactions avec les clients.
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The integration between Agendor and Microsoft Dynamics 365 Business Central is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Agendor and Microsoft Dynamics 365 Business Central. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Agendor with Microsoft Dynamics 365 Business Central, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Agendor-Microsoft Dynamics 365 Business Central integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Agendor and Microsoft Dynamics 365 Business Central integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
Popular Templates for Agendor + Microsoft Dynamics 365 Business Central Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
New Person to Create Order Line Item
Create Order Line Item to Microsoft Dynamics 365 Business Central from New Person in Agendor
New Person to Create Item
Create Item to Microsoft Dynamics 365 Business Central from New Person in Agendor
New Person to Create Vendor
Create Vendor to Microsoft Dynamics 365 Business Central from New Person in Agendor
New Person to Update Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when New Person is created in Agendor
New Organization to Create Employee
Create Employee to Microsoft Dynamics 365 Business Central from New Organization in Agendor
New Organization to Create Customer
Create Customer to Microsoft Dynamics 365 Business Central from New Organization in Agendor
New Organization to Create Vendor
Create Vendor to Microsoft Dynamics 365 Business Central from New Organization in Agendor
New Organization to Create Sales Invoice
Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Organization in Agendor
New Organization to Create Sales Order
Create Sales Order to Microsoft Dynamics 365 Business Central from New Organization in Agendor
New Person to Create Sales Invoice
Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Person in Agendor
New Person to Create Sales Order
Create Sales Order to Microsoft Dynamics 365 Business Central from New Person in Agendor
New Person to Create Employee
Create Employee to Microsoft Dynamics 365 Business Central from New Person in Agendor
New Person to Create Customer
Create Customer to Microsoft Dynamics 365 Business Central from New Person in Agendor
New Person to Update Item
Update Item in Microsoft Dynamics 365 Business Central when New Person is created in Agendor
New Organization to Create Item
Create Item to Microsoft Dynamics 365 Business Central from New Organization in Agendor
New Organization to Update Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when New Organization is created in Agendor
New Organization to Update Item
Update Item in Microsoft Dynamics 365 Business Central when New Organization is created in Agendor
New Organization to Create Order Line Item
Create Order Line Item to Microsoft Dynamics 365 Business Central from New Organization in Agendor
New Task to Create Customer
Create Customer to Microsoft Dynamics 365 Business Central from New Task in Agendor
New Task to Create Vendor
Create Vendor to Microsoft Dynamics 365 Business Central from New Task in Agendor
New Task to Update Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when New Task is created in Agendor
New Deal to Create Customer
Create Customer to Microsoft Dynamics 365 Business Central from New Deal in Agendor
New Deal to Create Vendor
Create Vendor to Microsoft Dynamics 365 Business Central from New Deal in Agendor
New Deal to Create Employee
Create Employee to Microsoft Dynamics 365 Business Central from New Deal in Agendor
New Deal to Update Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when New Deal is created in Agendor
New Task to Create Employee
Create Employee to Microsoft Dynamics 365 Business Central from New Task in Agendor
New Task to Create Item
Create Item to Microsoft Dynamics 365 Business Central from New Task in Agendor
New Task to Create Sales Invoice
Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Task in Agendor
New Task to Create Sales Order
Create Sales Order to Microsoft Dynamics 365 Business Central from New Task in Agendor
New Task to Update Item
Update Item in Microsoft Dynamics 365 Business Central when New Task is created in Agendor
New Task to Create Order Line Item
Create Order Line Item to Microsoft Dynamics 365 Business Central from New Task in Agendor
New Deal to Create Order Line Item
Create Order Line Item to Microsoft Dynamics 365 Business Central from New Deal in Agendor
New Deal to Create Item
Create Item to Microsoft Dynamics 365 Business Central from New Deal in Agendor
New Deal to Create Sales Invoice
Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Deal in Agendor
New Deal to Create Sales Order
Create Sales Order to Microsoft Dynamics 365 Business Central from New Deal in Agendor
New Deal to Update Item
Update Item in Microsoft Dynamics 365 Business Central when New Deal is created in Agendor
Updated Person to Create Customer
Create Customer from Microsoft Dynamics 365 Business Central from Updated Person to Agendor
Updated Person to Create Item
Create Item from Microsoft Dynamics 365 Business Central from Updated Person to Agendor
Updated Person to Create Sales Invoice
Create Sales Invoice from Microsoft Dynamics 365 Business Central from Updated Person to Agendor
Updated Organization to Create Employee
Create Employee from Microsoft Dynamics 365 Business Central from Updated Organization to Agendor
Updated Organization to Create Sales Order
Create Sales Order from Microsoft Dynamics 365 Business Central from Updated Organization to Agendor
Updated Person to Create Employee
Create Employee from Microsoft Dynamics 365 Business Central from Updated Person to Agendor
Updated Organization to Create Item
Create Item from Microsoft Dynamics 365 Business Central from Updated Organization to Agendor
Updated Organization to Create Vendor
Create Vendor from Microsoft Dynamics 365 Business Central from Updated Organization to Agendor
Updated Deal to Create Item
Create Item from Microsoft Dynamics 365 Business Central from Updated Deal to Agendor
Updated Deal to Create Sales Invoice
Create Sales Invoice from Microsoft Dynamics 365 Business Central from Updated Deal to Agendor
Updated Organization to Create Sales Invoice
Create Sales Invoice from Microsoft Dynamics 365 Business Central from Updated Organization to Agendor
Updated Organization to Update Item
Update Item in Microsoft Dynamics 365 Business Central when Updated Organization is added to Agendor
Deal Won to Create Customer
Create Customer from Microsoft Dynamics 365 Business Central from Deal Won to Agendor
Deal Won to Update Item
Update Item in Microsoft Dynamics 365 Business Central when Deal Won is added to Agendor
Deal Won to Create Order Line Item
Create Order Line Item from Microsoft Dynamics 365 Business Central from Deal Won to Agendor
Updated Deal to Create Employee
Create Employee from Microsoft Dynamics 365 Business Central from Updated Deal to Agendor
Updated Deal to Create Customer
Create Customer from Microsoft Dynamics 365 Business Central from Updated Deal to Agendor
Updated Deal to Create Sales Order
Create Sales Order from Microsoft Dynamics 365 Business Central from Updated Deal to Agendor
Updated Deal to Create Order Line Item
Create Order Line Item from Microsoft Dynamics 365 Business Central from Updated Deal to Agendor
Deal Won to Create Item
Create Item from Microsoft Dynamics 365 Business Central from Deal Won to Agendor
Deal Won to Create Vendor
Create Vendor from Microsoft Dynamics 365 Business Central from Deal Won to Agendor
Deal Won to Create Sales Invoice
Create Sales Invoice from Microsoft Dynamics 365 Business Central from Deal Won to Agendor
Deal Won to Create Sales Order
Create Sales Order from Microsoft Dynamics 365 Business Central from Deal Won to Agendor
Deal Won to Update Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when Deal Won is added to Agendor
Updated Person to Update Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when Updated Person is added to Agendor
Updated Person to Update Item
Update Item in Microsoft Dynamics 365 Business Central when Updated Person is added to Agendor
Updated Organization to Update Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when Updated Organization is added to Agendor
Updated Person to Create Vendor
Create Vendor from Microsoft Dynamics 365 Business Central from Updated Person to Agendor
Updated Person to Create Sales Order
Create Sales Order from Microsoft Dynamics 365 Business Central from Updated Person to Agendor
Updated Person to Create Order Line Item
Create Order Line Item from Microsoft Dynamics 365 Business Central from Updated Person to Agendor
Updated Deal to Create Vendor
Create Vendor from Microsoft Dynamics 365 Business Central from Updated Deal to Agendor
Updated Deal to Update Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when Updated Deal is added to Agendor
Updated Organization to Create Customer
Create Customer from Microsoft Dynamics 365 Business Central from Updated Organization to Agendor
Updated Organization to Create Order Line Item
Create Order Line Item from Microsoft Dynamics 365 Business Central from Updated Organization to Agendor
Updated Deal to Update Item
Update Item in Microsoft Dynamics 365 Business Central when Updated Deal is added to Agendor
Deal Won to Create Employee
Create Employee from Microsoft Dynamics 365 Business Central from Deal Won to Agendor
Deal Lost to Create Order Line Item
Create Order Line Item from Microsoft Dynamics 365 Business Central from Deal Lost to Agendor
Deal Lost to Create Vendor
Create Vendor from Microsoft Dynamics 365 Business Central from Deal Lost to Agendor
Deal Lost to Update Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when Deal Lost is added to Agendor
Deal Stage Changed to Create Item
Create Item from Microsoft Dynamics 365 Business Central from Deal Stage Changed to Agendor
Deal Stage Changed to Create Order Line Item
Create Order Line Item from Microsoft Dynamics 365 Business Central from Deal Stage Changed to Agendor
Deal Stage Changed to Create Employee
Create Employee from Microsoft Dynamics 365 Business Central from Deal Stage Changed to Agendor
Deal Stage Changed to Create Customer
Create Customer from Microsoft Dynamics 365 Business Central from Deal Stage Changed to Agendor
Deal Lost to Create Employee
Create Employee from Microsoft Dynamics 365 Business Central from Deal Lost to Agendor
Deal Lost to Create Customer
Create Customer from Microsoft Dynamics 365 Business Central from Deal Lost to Agendor
Deal Lost to Create Item
Create Item from Microsoft Dynamics 365 Business Central from Deal Lost to Agendor
Deal Lost to Create Sales Invoice
Create Sales Invoice from Microsoft Dynamics 365 Business Central from Deal Lost to Agendor
Deal Lost to Update Item
Update Item in Microsoft Dynamics 365 Business Central when Deal Lost is added to Agendor
Deal Lost to Create Sales Order
Create Sales Order from Microsoft Dynamics 365 Business Central from Deal Lost to Agendor
Deal Stage Changed to Create Sales Order
Create Sales Order from Microsoft Dynamics 365 Business Central from Deal Stage Changed to Agendor
Deal Stage Changed to Update Sales Order
Update Sales Order in Microsoft Dynamics 365 Business Central when Deal Stage Changed is added to Agendor
Deal Stage Changed to Update Item
Update Item in Microsoft Dynamics 365 Business Central when Deal Stage Changed is added to Agendor
Deal Stage Changed to Create Vendor
Create Vendor from Microsoft Dynamics 365 Business Central from Deal Stage Changed to Agendor
Deal Stage Changed to Create Sales Invoice
Create Sales Invoice from Microsoft Dynamics 365 Business Central from Deal Stage Changed to Agendor
Deal Lost to Create Contact
Create Contact from Microsoft Dynamics 365 Business Central from Deal Lost to Agendor
Deal Lost to Update Customer
Update Customer in Microsoft Dynamics 365 Business Central when Deal Lost is added to Agendor
Deal Stage Changed to Create Contact
Create Contact from Microsoft Dynamics 365 Business Central from Deal Stage Changed to Agendor
Deal Stage Changed to Update Customer
Update Customer in Microsoft Dynamics 365 Business Central when Deal Stage Changed is added to Agendor
Deal Won to Create Contact
Create Contact from Microsoft Dynamics 365 Business Central from Deal Won to Agendor
Deal Won to Update Customer
Update Customer in Microsoft Dynamics 365 Business Central when Deal Won is added to Agendor
New Deal to Create Contact
Create Contact to Microsoft Dynamics 365 Business Central from New Deal in Agendor
New Deal to Update Customer
Update Customer in Microsoft Dynamics 365 Business Central when New Deal is created in Agendor
New Organization to Create Contact
Create Contact to Microsoft Dynamics 365 Business Central from New Organization in Agendor
New Organization to Update Customer
Update Customer in Microsoft Dynamics 365 Business Central when New Organization is created in Agendor
New Person to Create Contact
Create Contact to Microsoft Dynamics 365 Business Central from New Person in Agendor
New Person to Update Customer
Update Customer in Microsoft Dynamics 365 Business Central when New Person is created in Agendor
New Task to Create Contact
Create Contact to Microsoft Dynamics 365 Business Central from New Task in Agendor
New Task to Update Customer
Update Customer in Microsoft Dynamics 365 Business Central when New Task is created in Agendor
Updated Deal to Create Contact
Create Contact from Microsoft Dynamics 365 Business Central from Updated Deal to Agendor
Updated Deal to Update Customer
Update Customer in Microsoft Dynamics 365 Business Central when Updated Deal is added to Agendor
Updated Organization to Create Contact
Create Contact from Microsoft Dynamics 365 Business Central from Updated Organization to Agendor
Updated Organization to Update Customer
Update Customer in Microsoft Dynamics 365 Business Central when Updated Organization is added to Agendor
Updated Person to Create Contact
Create Contact from Microsoft Dynamics 365 Business Central from Updated Person to Agendor
Updated Person to Update Customer
Update Customer in Microsoft Dynamics 365 Business Central when Updated Person is added to Agendor
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