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Microsoft Dynamics 365 Business Central + Autotask Integrations

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

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.

About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

Autotask Integrations
Autotask Alternatives

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Best Microsoft Dynamics 365 Business Central and Autotask Integrations

  • Microsoft Dynamics 365 Business Central 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...
    Microsoft Dynamics 365 Business Central 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
  • Microsoft Dynamics 365 Business Central MailChimp

    Autotask + MailChimp

    Create or update Mailchimp subscribers from Autotask contacts Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber

    Working with multiple apps can get complicated, especially when you have to manage multiple customer contacts across these apps. However, thanks to automation services like Appy Pie Connect, it can get much easier for you! Use this integration and manage your customer contacts like never before. Once active, we will watch your Autotask account for you and whenever a new contact is added to it, Appy Pie Connect will automatically create a new subscriber or update an existing one on your Mailchimp.

    How this works
    • A new contact is added to Autotask
    • Appy Pie Connect adds or updates a subscriber to your Mailchimp account
    What You Need
    • An Autotask account
    • A Mailchimp account
  • Microsoft Dynamics 365 Business Central Google Sheets

    Autotask + Google Sheets

    Add new Autotask accounts to a Google Sheets spreadsheet Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Account
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Do you manage the accounts in your Autotask CRM with spreadsheets? Well, now you can automate the manual process by connecting your Autotask to Google Sheet with Appy Pie Connect. Once you enable this connect flow, every new account created in Autotask will automatically be added to a Google Sheets spreadsheet. Then you can do all of your follow-ups, make notes, and add attachments from inside this Google Sheet.
    How This Autotask-Google Sheets Integration Works
    • A new Account is found on your Autodesk account
    • Appy Pie Connect adds that Account's information to a row in Google Sheet
    What You Need
    • Autotask
    • Google Sheets
  • Microsoft Dynamics 365 Business Central Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics 365 Business Central Microsoft Dynamics CRM

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

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

    Triggers
  • 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.

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • 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.

  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

How Microsoft Dynamics 365 Business Central & Autotask Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Autotask as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Autotask with Appy Pie Connect.

    (2 minutes)

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

Integration of Microsoft Dynamics 365 Business Central and Autotask

The objective of this article is to explain the integration of Microsoft Dynamics 365 Business Central and Autotask. This article also aims at explaining the benefits of the integration of these two applications.

Microsoft Dynamics 365 Business Central and Autotask can be integrated with each other in such a way that they complement each other and the core operations of both applications are not affected. Both applications perform their operations seamlessly and very fast when integrated together. Let us discuss the benefits of integration in detail.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all the customers on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on the customers who require assistance.

Users can view the activities of the customers on their dashboard of Microsoft Dynamics 365 Business Central application. They can also create new leads, convert leads into opportunities, update existing opportunities and close the opportunities by using Microsoft Dynamics 365 Business Central application.

Autotask customer service team can create tickets for the customers on their dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of the tickets after performing the required actions. Therefore, users can monitor all the activities of their customers without any hassles.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all the opportunities on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on the opportunities that require assistance.

Users can view the activities of the opportunities on their dashboard of Microsoft Dynamics 365 Business Central application. They can also create new leads, convert leads into opportunities, update existing opportunities and close the opportunities by using Microsoft Dynamics 365 Business Central application.

Autotask sales team can create tickets for the opportunities on their dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of the tickets after performing the required actions. Therefore, users can monitor all the activities of their opportunities without any hassles.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all the projects on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on the projects that require assistance.

Users can view the activities of the projects on their dashboard of Microsoft Dynamics 365 Business Central application. They can also create new leads, convert leads into opportunities, update existing opportunities and close the opportunities by using Microsoft Dynamics 365 Business Central application.

Autotask marketing team can create tickets for the projects on their dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of the tickets after performing the required actions. Therefore, users can monitor all the activities of their projects without any hassles.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all the activities related to resources on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on those activities which require assistance or approval from them.

Users can view the activities related to resources on their dashboard of Microsoft Dynamics 365 Business Central application. They can also approve or reject those requests which require approval from them regarding resource requests. Therefore, users can monitor all the activities related to resources without any hassles.

Autotask finance team can create tickets for those requests which require approval from them regarding resource requests on Autotask dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of those requests after requesting and approving them from users. Therefore, users can monitor all the activities related to resources without any hassles.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all activities related to assets on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on those activities which require assistance or approval from them.

Users can view the activities related to assets on their dashboard of Microsoft Dynamics 365 Business Central application. They can also approve or reject those requests which require approval from them regarding asset requests. Therefore, users can monitor all the activities related to assets without any hassles.

Autotask maintenance team can create tickets for those requests which require approval from them regarding asset requests on Autotask dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of those requests after requesting and approving them from users. Therefore, users can monitor all the activities related to assets without any hassles.

Integration between Microsoft Dynamics 365 Business Central and Autotask makes it possible for users to view all activities related to equipment requests on Autotask on their dashboard of Microsoft Dynamics 365 Business Central application. It becomes easy for users to take action on those activities which require assistance or approval from them.

Users can view the activities related to equipment requests on their dashboard of Microsoft Dynamics 365 Business Central application. They can also approve or reject those requests which require approval from them regarding equipment requests. Therefore, users can monitor all the activities related to equipment requests without any hassles.

Autotask maintenance team can create tickets for those requests which require approval from them regarding equipment requests on Autotask dashboard of Microsoft Dynamics 365 Business Central application. They can also update the status of those requests after requesting and approving them from users. Therefore, users can monitor all the activities related to equipment requests without any hassles.

The process to integrate Microsoft Dynamics 365 Business Central and Autotask 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.