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Microsoft Dynamics 365 Business Central + Freshservice Integrations

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

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 Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

Freshservice Integrations
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Best Microsoft Dynamics 365 Business Central and Freshservice 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 + Freshservice in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Freshservice 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 Ticket

    Triggers when there is a new ticket is created in Freshservice.

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user 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.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshservice 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 Freshservice

Microsoft Dynamics 365 Business Central is a cloud-based business management spution that helps companies manage their sales, service, marketing, and financial operations. Freshservice is a cloud-based IT service management (ITSM. platform that provides customers with real-time visibility into their IT environments and the ability to proactively respve issues before they impact their businesses.Microsoft Dynamics 365 Business Central provides "real-time" visibility into the activities of the company. This can be used to create a flow of information between employees and provide an overview of what each employee is working on in a given time frame, showing at which points they are going to be busy or have downtime or are needed elsewhere.

Freshservice monitors all the aspects of IT services. servers, networks, applications, etc. It analyzes this data to deliver alerts related to issues that may arise in the near future. Information regarding these alerts can be delivered to Microsoft Dynamics 365 Business Central so that the manager may adjust the workload of an employee to ensure that no critical tasks suffer as a result of a possible issue.

Microsoft Dynamics 365 Business Central and Freshservice can be integrated to automate the process of transferring alerts from Freshservice to Microsoft Dynamics 365 Business Central. They are both cloud-based sputions, meaning that all integration work will be done remotely, over the internet. The integration can be achieved by using webhooks, which allow one software system to communicate with another system without requiring users to enter login details.

The integration will allow employees to view alerts from Freshservice in Microsoft Dynamics 365 Business Central, and will allow them to make decisions regarding what needs to be done based on the employee's time availability. For example, if it is known that an employee will not be able to complete a task on time because they are currently responsible for two other tasks, then the manager may decide that some of the workload should be taken from this employee and given to someone else who is currently idle. Alternatively, if a Freshservice alert is received during the weekend, for example, then it may be easier for the employee to respve the issue themselves rather than wait until Monday morning.

The integration of Microsoft Dynamics 365 Business Central and Freshservice will allow employees to react faster to any issues that may arise in IT services due to lack of any resources at hand. It will also improve management's understanding of employee time availability and workload distribution, allowing managers to distribute tasks more effectively and avoid productivity loss due to employee overload.

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