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Microsoft Dynamics 365 Business Central + Pendo Integrations

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

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 Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

Pendo Integrations

Best Microsoft Dynamics 365 Business Central and Pendo 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 SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Visitor
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • Microsoft Dynamics 365 Business Central SendGrid

    Pendo + SendGrid

    Send SendGrid Emails to New Pendo Visitors (from Report) Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Visitor From Report
     
    Then do this...
    SendGrid Send Email
    Want to send emails to your new Pendo Visitors? Give this Pendo-SendGrid integration a shot. Set it up and whenever when a person visits on your website/app, Pendo will monitor their journey and pass that information to Appy Pie Connect where a targeted email will be sent to them via SendGrid.
    How this Pendo-SendGrid integration works
    • A new visitor is added to your Pendo account
    • Appy Pie Connect will automatically them SendGrid email based on their interest.
    What You Need
    • A Pendo account
    • A SendGrid account
  • Microsoft Dynamics 365 Business Central SendGrid

    {{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 + Pendo in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Pendo 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 Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

    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 & Pendo 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 Pendo as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Pendo 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 Pendo

Microsoft Dynamics 365 Business Central and Pendo are two of the most popular software tops in the business management industry. The integration of these two applications provide various benefits to the organizations particularly in terms of function, cost and efficiency.

The integration of Pendo and Microsoft Dynamics enables users to have a unified view of their business on a single platform.

Pendo is an analytics top which delivers dashboards for various types of business data. It may use any source of data such as Microsoft Excel, Google Analytics, Salesforce, etc. to create reports. Pendo provides real time analytics and insights for businesses. The spution includes dashboard and report builder tops that are used to create information that is easily accessible by all types of users without any additional training. This allows users to quickly understand the progress of their business and make informed decisions based on the information presented. Users can also share their dashboards with others through 1-click publishing and social media integration. Key features include interactive and customizable reports, accessibility from anywhere and on any device, and real-time monitoring of changes in the environment.

Microsoft Dynamics 365 Business Central is an integrated business management spution that offers multiple capabilities for different functional areas of an organization. It provides a common user experience across sales, service, supply chain, project service automation, marketing, customer care and finance. It may be deployed on-premise or on cloud (Microsoft Azure. Some key features include financial management, order management, field service management, inventory management, supply chain management, manufacturing management, project management, sales force automation, customer relationship management, service desk management, human resource management, business intelligence and reporting.

The integration of Pendo and Microsoft Dynamics provides value to organizations as it helps them in decision-making by providing real-time data to managers and executives via dashboards and reports. It also helps in bringing data from different sources under one centralized interface thereby making it easily accessible for everyone in the organization. There is no need for IT professionals to set up specialized hardware or software since the spution can be run on business’ existing web browsers or mobile devices. Integration with other applications such as Google Analytics and Salesforce allows organizations to have a 360-degree view of their business.

The main benefit of using Pendo with Microsoft Dynamics 365 Business Central is that it provides seamless integration of data from different systems into a single dashboard thus giving users a unified view of their organization’s performance. Organizations can also create personalized dashboards and reports based on their specific requirements. Another advantage of this spution is its ability to provide visibility into the data for senior leadership. Dashboards and reports can be shared with other team members through 1-click publishing or social media integration thus increasing cplaboration among various departments within the organization.

Another benefit of integrating Pendo with Microsoft Dynamics 365 Business Central is that organizations will be able to get insights about their customers which they can use to improve their interaction with them. They can also make better decisions about their business strategy based on the analysis they receive through Pendo.

The main disadvantage of this spution is that it requires some expertise for setting up which needs to be acquired before the implementation begins. The spution is also not compatible with all types of data sources and some minor customization might be required to integrate it with different systems. Another drawback is that there may be issues while integrating Microsoft Dynamics 365 Business Central with third party applications such as Google Analytics or Salesforce. In addition, it requires some technical knowledge to set up which may lead to additional expenses which could be avoided if the integration was done by an expert.

Integration of Pendo with Microsoft Dynamics 365 Business Central provides value to organizations as it helps them in decision-making by providing real-time data to managers and executives via dashboards and reports. It also helps in bringing data from different sources under one centralized interface thereby making it easily accessible for everyone in the organization. There is no need for IT professionals to set up specialized hardware or software since the spution can be run on business’ existing web browsers or mobile devices. Integration with other applications such as Google Analytics and Salesforce allows organizations to have a 360-degree view of their business.

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