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Microsoft Dynamics 365 Business Central + PhoneBurner Integrations

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

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 PhoneBurner

PhoneBurner is an outbound sales dealing platform that increases live client interactions so teams close deals faster.

PhoneBurner Integrations

Best Microsoft Dynamics 365 Business Central and PhoneBurner 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 + PhoneBurner in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + PhoneBurner 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 Contact

    Trigger when contact moved to a specific folder.

    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 Contact

    Creates a new contact.

  • Create Update Contact

    Creates a new contact or update a existing contact.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate PhoneBurner 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 PhoneBurner

Microsoft Dynamics 365 Business Central is a cloud-based business management service. It offers different applications which are useful for small and large businesses. Some of the applications offered by this platform are financials, inventory, sales and marketing, customer service, project service automation, field service, human resources and operations. The platform enables businesses to manage their data seamlessly across the company's application portfpio.Businesses can integrate their accounting system with other departments so that they are able to track how well their financial performance is doing. Since the accounts are integrated with the other departments, it makes sense to have a dashboard that can provide an overview of all the areas of the business and where they are doing well, and where there is need for improvement. This is why PhoneBurner has been integrated with Microsoft Dynamics 365 Business Central.PhoneBurner is a cloud-based phone system that offers a wide range of features. It allows businesses to manage phone calls in many ways such as recording calls, managing extensions and forwarding calls to mobile devices. The platform also supports mobile apps so that calls can be answered on the go.PhoneBurner provides an interface that is easy to use for businesses regardless of their experience with similar tops. PhoneBurner can be used as a call center spution or as an executive assistant spution for entrepreneurs who have a lot on their plate and need help organizing their time and tasks.

Integration of Microsoft Dynamics 365 Business Central and PhoneBurner

Microsoft Dynamics 365 Business Central comes with an application called Field Service which enables users to manage their field service requests and orders. This application provides an overview of all the jobs that are currently being handled by field agents and the progress they are making on each job. With this information, companies can make sure that they have enough field agents to handle all the orders in a timely manner. They can also see if they need to hire more people in order to meet demand.If companies choose to integrate PhoneBurner with Microsoft Dynamics 365 Business Central, they will be able to receive calls related to field service jobs on their smartphones or tablets, answer those calls and record them in the system. That way no calls will slip through the cracks and no information about customers will be lost because there was no one around to record it.PhoneBurner's integration with Microsoft Dynamics 365 Business Central also allows companies to have callers leave a message instead of talking to someone directly. The messages can then be listened to and responded to later at the companies' convenience. For example, a customer might want an agent to come by and fix something for them but they do not necessarily need it immediately. If the customer leaves a message on PhoneBurner's system, the agent will be able to listen to it when it is convenient for them and send out a message letting the customer know when they will arrive at their house. This gives customers a sense of how long their wait will be before an agent comes over so they do not have to sit around waiting for someone who may not even show up at all.

Benefits of Integration of Microsoft Dynamics 365 Business Central and PhoneBurner

The integration between PhoneBurner and Microsoft Dynamics 365 Business Central allows companies to save time and money as well as increase efficiency in many areas of their business. First is customer service where companies can now answer customer requests anytime anywhere without having to worry about missing calls due to not being at their desk or having to call customers back later because there was no one else around to take the call. Second is operations where companies can now get reports on which agents are doing well with which clients and which ones need some training or coaching from supervisors so that they can become more efficient at what they do. Third is sales where companies can now track which sales people have taken which calls so that they know which ones are closing in on their goals faster than others. Companies can also use Salesforce's predictive analytics feature which suggests which leads are likely to close soon so that sales representatives know exactly what they should focus their attention on.Fourth benefit is finance where companies can now get reports on how much time staff members spend on each task and how much money they spend on each task so that they can see if anything needs to be changed in order to improve efficiency in any area. Fifth benefit is marketing where companies can now track which marketing campaigns result in more sales so that they know what works best in future marketing efforts and which should be abandoned altogether.Fifth benefit is project service automation where companies can now track how much time each project takes from start to finish so that they know if certain tasks take longer than others so that changes can be made accordingly. Sixth benefit is human resources where companies can now track employee attendance and view schedules so that employees know exactly what hours they are expected to work and managers know if any employees will not make it into work so that proper substitutes can be hired in advance or managers can decide if certain employees need more training on how to manage their time better so that they do not waste half their day sitting around waiting for something important to happen instead of getting work done. Seventh benefit is financials where companies can now track how much time people spend on each task so that they know if certain employees are lacking certain skills or if certain tasks take longer than others due to inefficient staff members performing those tasks.Fourth benefit is inventory where companies can now track which inventory runs out first so that as soon as inventory runs low, more supplies can be ordered right away so that there are none left over when new shipments arrive. The fifth benefit is sales where companies can now track which sales representatives close deals faster than others so that they know who should be promoted next so that sales keep growing steadily every year. The sixth benefit is operation where companies can now track which equipment breaks down more often than others so that maintenance staff know what equipment needs repairs more often than others so that those machines do not break down as often anymore. The seventh benefit is finance where companies can now track which invoices are sent out slower than others so that invoices are sent out in a more efficient manner so that it does not take longer than it should for customers to pay invoices on time.Fifth benefit is project service automation where companies can now track how much time each project takes from start to finish so that changes can be made accordingly in order to make projects run more smoothly and efficiently. Sixth benefit is finance where companies can now track how much money each project costs from start to finish so that budgeting for future projects is easier since it will already be known how much money each project costs when planning budgets for future projects. Seventh benefit is project service automation where companies can now track how much time each project takes from start to finish so that changes can be made accordingly in order to make projects run more smoothly and efficiently."

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