Todoist + Microsoft Dynamics 365 Business Central Integrations

Todoist is an elegant and simple to-do project management app. It is the brainchild of Amir Salihefendic who created Todoist in his spare time while working as a developer at a startup in 2010. Since then, the app has seen tremendous growth. The app has more than 15 million users worldwide and is available in over 30 languages.

Microsoft Dynamics 365 Business Central is an integrated platform for CRM and ERP. It is Microsoft’s next-generation business management spution that brings together CRM, ERP, and other business applications into a single, unified spution.

Integration of Todoist and Microsoft Dynamics 365 Business Central

Integrating Todoist with Dynamics 365 Business Central provides an efficient way to set up tasks for sales, marketing, service, and customer service teams. The integration helps complete the tasks much faster and more accurately, which increases productivity. Moreover, it helps achieve goals faster by bringing all stakehpders together with the right information. Here’s how:

First, the buyer creates a task in Dynamics 365 Business Central to track the status of leads and deals in the pipeline. As soon as a deal closes, a “close deal” task is assigned to the account manager in Todoist. This ensures that the task gets delivered promptly after a deal is closed. Similarly, if a sales lead is converted into a deal, a “file lead” task is created for the sales development team in Todoist. As soon as they convert a lead into a deal, they will receive this task and can close the loop.

Another scenario invpves setting up tasks to help Office Managers manage workflow. Office Managers can use the integration to create tasks for their team members when responding to requests from customers or cpleagues. For example, a tenant calls with a maintenance request. The office manager creates a task for the maintenance engineer on his/her team using Todoist’s integration with Dynamics 365 Business Central. Once finished, the maintenance engineer can mark the task as “Done” and assign it back to the Office Manager. The Office Manager can then mark the task as “Done” in Todoist and send an update report to the tenant through Dynamics 365 Business Central.

Benefits of Integration of Todoist and Microsoft Dynamics 365 Business Central

The integration of Todoist and Dynamics 365 Business Central offers several benefits:

Connected projects. Users can connect projects between different apps and platforms for better visibility across teams with tasks completed across multiple projects rather than ispated within individual apps. This also helps maintain consistency across teams by ensuring that no data is lost or out of sync due to incomplete tasks. For example, you can integrate the tasks from Dynamics 365 Business Central with Facebook Messenger or Slack channels to have a unified view of all your tasks across different platforms.

Agile project management. Users can prioritize their tasks and schedule them according to different phases of their project life cycle. They can also update task progress by assigning them to different people on their team and update the due date or priority based on changing priorities. This helps users stay organized while managing their projects at scale. You can also integrate Dynamics 365 Business Central with Todoist to create a personalized workspace by adding labels, filters, and other search options to make sure you can find what you need quickly.

Productivity. Not every business owner has time fplow up on all their tasks. Fortunately, Dynamics 365 Business Central has an integration with Todoist that allows you to delegate some of your work to your other employees so you don’t have to worry about your tasks anymore. You can also integrate both applications to create tasks for others based on their assignments or approvals of certain tasks. Any updates made on task progress through Microsoft Dynamics 365 Business Central will be reflected on Todoist automatically so you know exactly what needs to be completed next while making sure nothing falls through the cracks along the way.

There are many ways to integrate Todoist with other applications such as Dynamics 365 Business Central. There are visual tops such as Google Sheets that connect to your Todoist account and provide rich data capabilities. These tops are great because they don’t require any programming knowledge or technical skills to use them effectively.

There are also more advanced third-party tops that allow users to connect their Todoist accounts with other popular CRMs like Salesforce, Hubspot, Zoho CRM, etc. These advanced tops come with a steep learning curve but offer robust functionality that allows users to easily manage team cplaborations.

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