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Microsoft Dynamics 365 Business Central + ProfitWell Integrations

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

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 ProfitWell

ProfitWell subscription software helps you achieve faster recurring revenue growth. Pricing and retention solutions designed for subscription and SaaS products.

ProfitWell Integrations

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

It's easy to connect Microsoft Dynamics 365 Business Central + ProfitWell 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.

    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 Customer

    Add a new customer on your profitwell account.

  • Churn Subscription

    Churn Subscription.

  • Get Customer Info

    Get MRR and plan info on customer.

  • Upgrade or Downgrade Subscription

    Upgrade or downgrade subscription

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate ProfitWell 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 ProfitWell

In this article, I will be discussing the benefits of integrating Microsoft Dynamics 365 Business Central with ProfitWell. I will start by talking about what each product is, and then talk about how they can be integrated to work together. Lastly, I will go into the benefits of having them integrated.

Microsoft Dynamics 365 Business Central is the out-of-the-box ERP spution that has been developed to help businesses grow. It helps small and mid-sized enterprises to manage their business better and streamline their operations, allowing them to optimize their financial and operational performance. ProfitWell is a software-as-a-service (SaaS. management platform that makes it easier to understand the “True Customer Value” of each digital ad campaign or channel. Their goal is to help businesses make faster, better decisions about where to invest marketing dplars, which ultimately impacts revenue growth.

In the body of my article, I will talk about the integration of Microsoft Dynamics 365 Business Central and ProfitWell. First, I will introduce ProfitWell and how it works. Then I will explain how it can be integrated into Microsoft Dynamics 365 Business Central. Lastly, I will talk about the benefits of integrating both products.

ProfitWell is a SaaS platform that provides an actionable view of customer lifetime value (CLV. across all channels. This allows marketers to have a better idea of how much revenue can be received from each marketing channel. It also calculates an average revenue per customer over time so that they know how much money each customer generates. In order to know more about a specific customer, they offer three subscription tiers - Starter, Basic and Advanced. The Starter plan is free and includes some basic insights such as Revenue and Lifetime Revenue per customer. The Basic plan gives you a more in depth look at your customers – you get weekly snapshots of your top 10 customers’ revenue and new active customers by cohort along with other customer KPIs such as lifetime revenue per customer and ARPU (average revenue per user. The Advanced plan gives you similar information as the Basic plan does, plus in depth analysis of CLV, ARPU and retention rates for your customers.

ProfitWell has an integration with Microsoft Dynamics 365 Business Central that allows you to easily pull data from ProfitWell into Microsoft Dynamics 365 Business Central using a simple web service call. They also have guides on how to integrate ProfitWell with several other ERP systems such as Salesforce, NetSuite, SAP and Zoho CRM. These integrations allow you to get more data from each customer into Microsoft Dynamics 365 Business Central so you can take advantage of its full potential.

Integrating ProfitWell with Microsoft Dynamics 365 Business Central is beneficial because it gives business owners better insight into their customers’ lifetime value in real-time. It also makes it easier for businesses to use Microsoft Dynamics 365 Business Central because it helps them find the information they need quicker than before because now they have more information at their fingertips. Therefore, integration is an excellent way to boost business productivity and performance.

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