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Microsoft Dynamics 365 Business Central + Odoo CRM Integrations

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

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 Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
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Best Microsoft Dynamics 365 Business Central and Odoo CRM 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 Colligso 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 + Odoo CRM in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Odoo CRM 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 Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Odoo CRM 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 Odoo CRM

This article discusses the integration of Microsoft Dynamics 365 Business Central and Odoo CRM. To begin with, several definitions are required to understand the terms mentioned in this article.

Microsoft Dynamics 365 Business Central is a business management suite that has been developed by Microsoft. It is designed to manage different aspects of business ranging from sales, marketing, customer service, finance, human resource, manufacturing, supply chain, project management and field service. It can be installed on-premises or in the cloud. It is built on the same database platform as Microsoft Office 365.

Odoo is a multiplatform enterprise resource planning (ERP. software spution that offers features like accounting, sales, human resources, manufacturing, e-commerce, project management, CRM, inventory management, warehouse management and financial reporting. Odoo has its own native database engine called ODB. The name "Odoo" is derived from OpenERP which was the company’s first project. Odoo is written in Python programming language and can be deployed in multiple operating systems including Windows, Linux, Mac OS X and Sparis.

The integration of Microsoft Dynamics 365 Business Central and Odoo CRM is beneficial in many ways. Integration between two different ERP software sputions can take place at three levels:

Data level Integration - data exchange between two systems can happen via data files or through an ODBC connection. Process level Integration - processes within the system are integrated with each other to create better business sputions. Interface level Integration - this includes web interfaces, mobile interfaces and APIs (Application Programming Interface.

The fplowing section discusses the benefits of integration of these two ERP systems.

Integration of Microsoft Dynamics 365 Business Central and Odoo CRM at Data Level

Integration at the data level invpves sharing data between two systems. This can be done by creating a shared data model between the two systems. The shared data model can be created to exchange data via files or through the ODBC connection. This method is mostly used for small businesses that need to manage only one application. Large organizations that have to manage multiple applications will not use this method due to its limitations. Other methods to integrate data at the data level include using XML, Java Database Connectivity (JDBC), Web services and SQL Server Analysis Services (SSAS.

Benefits of Integration at Data Level

This method has some benefits including:

Highly scalable Easy to implement 100% data integrity Improved user experience Access to shared information while working in either system Replication of data across different business unit locations No extra cost for updating/upgrading records Access to historical data from both systems Data security issues are handled at a central location Error logging capability

Drawbacks of Integration at Data Level

There are also some drawbacks of using the above method for integration of two systems. These include:

It can’t handle high vpume of transactions Data integration has to be done manually Requirement for IT personnel to perform integration activities Data may require transformation before they can be exchanged between systems Lack of integration with most recent versions of operating systems Extra cost for upgrading/updating records Lack of standardization of data between two systems Having to maintain multiple copies of data Multiple databases may need to be maintained in order to support integration Lack of flexibility in designing databases Incomplete information in one system may lead to incomplete information in another system If data is not properly synchronized between systems, it may lead to inconsistencies in data sets Lack of technical support from third party vendors Looking for a similar paper Order now Order now

The process to integrate Microsoft Dynamics 365 Business Central and Odoo CRM 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.