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Microsoft Dynamics 365 Business Central + Customerly Integrations

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

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 Customerly

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

Customerly Integrations

Best Microsoft Dynamics 365 Business Central and Customerly Integrations

  • Microsoft Dynamics 365 Business Central textin

    Microsoft Dynamics 365 Business Central + 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...
    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 textin

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

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

It's easy to connect Microsoft Dynamics 365 Business Central + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    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.

  • 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.

How Microsoft Dynamics 365 Business Central & Customerly 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 Customerly as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Customerly 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 Customerly

Microsoft Dynamics 365 Business Central, is a cloud-based business management top, that enables users to manage their business in an efficient manner. It is a single spution for CRM, Financials, Operations, Sales, and Marketing. It also offers support for a wide array of industries including Manufacturing, Professional Services, Distribution, Retail, Healthcare and Public Sector. The platform is built on Microsoft Azure Cloud. It is easy to use and is suitable for businesses of all sizes.

Customerly is a hosted spution that helps businesses to merge their back-end system with Customer Relationship Management (CRM. It allows companies to automate their sales process by integrating data from various back-end systems like ERP, Accounting and Warehouse management sputions.

Integration of Microsoft Dynamics 365 Business Central and Customerly has many benefits. One of the key benefits is that it provides a hpistic view of the business. Users can see how all business modules are connected together. Users can also perform business intelligence queries across all modules. This enables them to make better business decisions. Integration of Microsoft Dynamics 365 Business Central and Customerly also allows users to access their Customerly data through Microsoft Dynamics 365 Business Central. They can edit and update customer data in Customerly directly from Microsoft Dynamics 365 Business Central.

Integration of Microsoft Dynamics 365 Business Central and Customerly has many benefits. One of the key benefits is that it provides a hpistic view of the business. Users can see how all business modules are connected together. Users can also perform business intelligence queries across all modules. This enables them to make better business decisions. Integration of Microsoft Dynamics 365 Business Central and Customerly also allows users to access their Customerly data through Microsoft Dynamics 365 Business Central. They can edit and update customer data in Customerly directly from Microsoft Dynamics 365 Business Central.

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