Act! 365 + Microsoft Dynamics 365 Business Central Integration

Integrate Act! 365 to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each contact handled. Keep your records updated, enrich customer profiles, alert your sales team, and trigger follow-ups automatically.

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1.
  • Act! 365
    New contact is created in Act! 365
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
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2.
  • Act! 365
    Create contact in Act! 365
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central

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Ready Workflows Ready Workflows for Act! 365 + Microsoft Dynamics 365 Business Central (Beta Integration

Capture leads, create records, keep finances updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Act! 365 + Microsoft Dynamics 365 Business Central Integration

Create Microsoft Dynamics 365 Business Central record for new Act! 365 contact

When a new contact is created in your Act! 365, you can automatically create a record for them in your Microsoft Dynamics 365 Business Central. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Activate
Microsoft Dynamics 365 Business Central + Act! 365 Integration

Create Act! 365 contact for new Microsoft Dynamics 365 Business Central record

Automatically creating Act! 365 contact records for new Microsoft Dynamics 365 Business Central record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act! 365 + Microsoft Dynamics 365 Business Central (Beta flow

Connect your core automation to email, marketing, CRM, payment, and messaging tools to handle follow-ups and team alerts. Pick a combination and activate it in one click.

Act! 365
Microsoft Dynamics 365 Business Central
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Microsoft OutlookMicrosoft Outlook (2)
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GmailGmail (2)
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MailchimpMailchimp (2)
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HubSpotHubSpot (2)
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StripeStripe (2)
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SlackSlack (2)
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When a new contact is created in Act! 365, create a record in Microsoft Dynamics 365 Business Central (Beta and send an email in Microsoft Outlook
New Act! 365 contacts automatically generate a record in Microsoft Dynamics 365 Business Central (Beta while sending a confirmation email via Microsoft Outlook.
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A
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When a record is created in Microsoft Dynamics 365 Business Central (Beta, create a contact in Act! 365 and send a task notification in Microsoft Outlook
New records in Microsoft Dynamics 365 Business Central (Beta create contacts in Act! 365 and trigger task notifications in Microsoft Outlook.

Supported triggers and actions for Act! 365 and Microsoft Dynamics 365 Business Central

Mix and match to build the exact automation you need

Act! 365
Act! 365 Triggers & Actions
New contact is created in Act! 365
Triggers the automation when a new contact is added
Try it →
Create contact in Act! 365
Adds a new contact to the database
Try it →
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
Try it →
Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
Try it →
Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
Try it →
Create record in Microsoft Dynamics 365 Business Central
Creates a new record
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Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
Try it →

What can you automate with Act! 365 + Microsoft Dynamics 365 Business Central (Beta?

Streamline your sales and business management workflows by connecting contact creation to record tracking automatically.

What you can automate?
🔄
Sync new contacts into management records
Automatically generate a record in Microsoft Dynamics 365 Business Central (Beta whenever a new contact is created in Act! 365. Eliminate manual data transfer between sales and operations.
📋
Capture every submitted contact field
Map all available contact details and custom fields from Act! 365 directly into your Microsoft Dynamics 365 Business Central (Beta records for complete profile visibility.
🔔
Alert your team instantly on creation
Send instant notifications to your team whenever a new contact or record is registered across either platform to ensure prompt engagement.
🔀
Route records based on submitted data
Apply conditional rules to direct specific contacts to designated management tiers or folders based on their submitted attributes.
♻️
Keep destination records up to date
Ensure modifications made in your sales software automatically update existing records in your business management platform in real time.
🔍
Search and prevent duplicate entries
Check existing records before creating new entries to keep your database clean and avoid cluttering your system with duplicate profiles.
📌
Handle later status changes and updates
Trigger automated workflows when a record status changes, ensuring financial and operational stages remain perfectly aligned.
💬
Extend your workflow to team messaging
Connect your core automation with Slack or Microsoft Outlook to notify stakeholders whenever new contacts or operational records are processed.
And much more...

Who is Act! 365 + Microsoft Dynamics 365 Business Central (Beta integration for?

Connecting sales management and business operations helps teams eliminate manual data entry, keep records updated, and align customer workflows across platforms.

Business analysts
Business analysts
Sales managers
Sales managers
Account coordinators
Account coordinators
Operations directors
Operations directors
Sales representatives
Sales representatives
Support supervisors
Support supervisors
📈
Business analysts
You're tracking financial performance across systems but your business records only update when someone manually exports contacts, so the metrics you're reporting against are always delayed — automating both apps means every new contact lands in your records instantly and your data stays current.
⚡
Sales managers
You need to follow up with incoming leads quickly, but you find out about new client submissions too late because contact details remain trapped in sales software — automating both apps means every contact triggers immediate record creation and your team can act fast.
🤝
Account coordinators
You answer to clients who want to see progress on their operational onboarding, but manual status updates leave gaps in communication — this integration means every record update reflects immediately across platforms and your clients stay informed.
📊
Operations directors
The volume of inbound client registrations is too high for anyone to keep up with by hand, leading to missing entries and processing bottlenecks — integrating these apps means record creation is fully automated and processing runs without manual input.
🎯
Sales representatives
You own the follow-up step and depend on someone upstream to hand over contact details, but manual handoffs cause lost opportunities — automating both apps means every contact is transferred instantly and you can pick up the work right away.
📁
Support supervisors
You need a reliable history of customer interactions, but manual logging leaves missing entries in your activity logs — automating both apps means every customer interaction is captured accurately and your history remains complete.
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Why choose Integrately to automate Act! 365 + Microsoft Dynamics 365 Business Central

Build and manage your Act! 365 + Microsoft Dynamics 365 Business Central automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Act! 365 + Microsoft Dynamics 365 Business Central with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Automation is ready
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Frequently Asked Questions

How do I connect Act! 365 to Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
You can connect Act! 365 to Microsoft Dynamics 365 Business Central (Beta using 1-click automations on Integrately, alongside tools like Microsoft Outlook, Gmail, Slack, and HubSpot. There's a ready template available to start immediately or you can ask Integrately AI to build the automation.
Can I automatically create a Microsoft Dynamics 365 Business Central (Beta record when a new contact is created in Act! 365?
Frequently Asked Questions
Can I connect Act! 365, Microsoft Dynamics 365 Business Central (Beta, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Act! 365 and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
How are contact details handled when transferring from Act! 365?
Frequently Asked Questions
Can I update records in Microsoft Dynamics 365 Business Central (Beta automatically?
Frequently Asked Questions
Do I need coding skills to automate Act! 365 and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Is the Act! 365 and Microsoft Dynamics 365 Business Central (Beta integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

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