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Customerly + Microsoft Dynamics 365 Business Central Integrations

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

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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 Customerly and Microsoft Dynamics 365 Business Central Integrations

  • Customerly Colligso TextIn

    Microsoft Dynamics 365 Business Central + Colligso TextIn

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Customerly New Customer
     
    Then do this...
    Colligso TextIn Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Customerly Colligso TextIn

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • 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.

How Customerly & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Customerly as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Customerly with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics 365 Business Central as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and Microsoft Dynamics 365 Business Central

Customerly

Customerly is a powerful CRM software that helps companies manage their customer relationships. It helps them to understand their customers better, and it also helps them to create highly effective marketing campaigns. It is not just a simple CRM top; it is an end-to-end spution that takes care of all the needs and requirements of your business.

Microsoft Dynamics 365 Business Central

MS Dynamics 365 Business Central is a cloud-based business management spution that helps small and medium-sized businesses to improve their productivity. It offers an affordable spution for businesses with fewer than 250 employees. This software will help you to become more productive at work, as you will be able to access all your work documents from any device, anywhere. MS Dynamics 365 Business Central also supports integration with third-party services, such as Salesforce and Zendesk.

Integration of Customerly and Microsoft Dynamics 365 Business Central

The integration between Customerly and MS Dynamics 365 Business Central allows you to easily integrate your CRM data into your business management spution. The integration will take care of all communication between both platforms, so you don’t need to do anything. After connecting Customerly to MS Dynamics 365 Business Central, you will be able to see the Customerly’s contact information in MS Dynamics 365 Business Central, and you can use this information to create new contacts or update existing ones. You will also be able to see the Customerly’s cases in MS Dynamics 365 Business Central, and you can use them to create new cases or update existing ones. The integration between Customerly and MS Dynamics 365 Business Central lets you share information between both platforms, so it will be easier for you to run your business.

Benefits of Integration of Customerly and Microsoft Dynamics 365 Business Central

The main benefit of integrating Customerly and MS Dynamics 365 Business Central is that you can get access to both systems from one single interface. You won’t need to open multiple web pages or use multiple apps at the same time. The integration between Customerly and MS Dynamics 365 Business Central also allows you to save time since you won’t need to switch between different platforms every time you want to spve a task.

The process to integrate Customerly 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.