Microsoft Dynamics 365 Business Central + Crisp Integration

Integrate Crisp to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each contact handled. Create records, update contact custom data, log user events, and sync conversation sessions automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • Crisp
    Contact is created in Crisp Instant
  • Crisp
    Contact is updated in Crisp Instant
  • Crisp
    Message is received in Crisp Instant
  • Crisp
    Conversation session is updated in Crisp Instant
  • Crisp
    Conversation custom data is updated in Crisp Instant
  • Crisp
    Conversation status is changed in Crisp Instant
  • Crisp
    Message is sent in Crisp Instant
  • Crisp
    Conversation is created in Crisp Instant
Arrow Right
2.
  • Microsoft Dynamics 365 Business Central
    Update 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
    Search record in Microsoft Dynamics 365 Business Central
  • Crisp
    Create contact in Crisp
  • Crisp
    Search contact in Crisp
  • Crisp
    Update contact in Crisp
  • Crisp
    Add a user event in Crisp
  • Crisp
    Search conversation in Crisp
  • Crisp
    Set contact custom data in Crisp

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 Business Central + Crisp Integration

Capture contacts, create records, update custom data, log user events, and sync conversations, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

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

Send contact details to CRMs, notify your support team, and log activities across your entire stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
Crisp
+
ShopifyShopify (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
XeroXero (4)
+
GmailGmail (4)
+
StripeStripe (4)
C
M
S
Add every new Crisp contact to Microsoft Dynamics 365 Business Central (Beta, and create a customer in Shopify.
New Crisp contacts immediately generate a record in Microsoft Dynamics 365 Business Central (Beta and a customer profile in Shopify without manual entry.
S
C
M
When an order is created in Shopify, update the contact in Crisp and update the record in Microsoft Dynamics 365 Business Central (Beta.
Shopify orders update customer details in Crisp and refresh the matching record in Microsoft Dynamics 365 Business Central (Beta automatically.
S
C
M
If a Shopify customer is created, search the contact in Crisp and update the record in Microsoft Dynamics 365 Business Central (Beta.
New Shopify customers trigger a search in Crisp to update records in Microsoft Dynamics 365 Business Central (Beta accurately.
C
M
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When a message is received in Crisp, create a record in Microsoft Dynamics 365 Business Central (Beta and log the event in Shopify.
Support messages in Crisp create records in Microsoft Dynamics 365 Business Central (Beta and add customer events in Shopify.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and Crisp

Mix and match to build the exact automation you need

Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
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Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
Try it →
Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
Try it →
Create record in Microsoft Dynamics 365 Business Central
Creates a new record
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Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
Try it →
Crisp
Crisp Triggers & Actions
Instant
Contact is created in Crisp
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Crisp
Triggers the automation when a contact is updated
Try it →
Instant
Message is received in Crisp
Triggers the automation when a new message is received
Try it →
Instant
Conversation session is updated in Crisp
Triggers the automation when a conversation session is updated
Try it →
Instant
Conversation custom data is updated in Crisp
Triggers the automation when custom data is updated during a conversation
Try it →
Instant
Conversation status is changed in Crisp
Triggers the automation when there is a change in the conversation status
Try it →
Instant
Message is sent in Crisp
Triggers the automation when a new message is sent
Try it →
Instant
Conversation is created in Crisp
Triggers the automation when a new conversation is created
Try it →
Create contact in Crisp
Adds a new contact to the database
Try it →
Search contact in Crisp
Finds and retrieves contact information
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Update contact in Crisp
Updates contact information with new details
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Add a user event in Crisp
Adds a new user event
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Search conversation in Crisp
Searches for keywords within a conversation
Try it →
Set contact custom data in Crisp
Sets custom data for a contact
Try it →

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

Streamline customer support operations by connecting live chat interactions directly to your business management records.

What you can automate?
🔄
Create management records from new chats
Automatically generate a record in Microsoft Dynamics 365 Business Central (Beta whenever a new contact is created in Crisp. Eliminate manual data entry and ensure every prospect is tracked from their very first message.
📋
Capture every submitted conversation detail
Map custom data, user events, and session updates from Crisp directly into your records. Keep comprehensive details accessible for support and management review.
🔔
Alert your team instantly on new leads
Notify sales and support channels the moment a contact reaches out or updates their information. Keep your entire team aligned and ready to respond without delay.
🔀
Route records based on custom data fields
Perform different actions depending on specific contact tags or conversation attributes submitted in Crisp. Ensure high-priority inquiries receive immediate specialized attention.
⏱️
Keep records updated as conversations evolve
Automatically update existing records in Microsoft Dynamics 365 Business Central (Beta whenever conversation sessions or status values change in Crisp. Maintain absolute data accuracy over time.
🔍
Search and update instead of creating duplicates
Search for existing contacts before creating new entries to keep your database clean. Prevent duplicate records and maintain a single source of truth for every customer.
📊
Handle later status changes and resolutions
Trigger automated updates when conversation statuses change to resolved or closed. Keep your business records synchronized with the true state of customer interactions.
🌐
Extend your workflow to team messaging apps
Connect your core automation to Slack to broadcast new contact alerts and updates directly to team channels. Keep everyone informed without switching platforms.
And much more...

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

Support teams, sales reps, and operations managers eliminate manual data entry by automatically connecting customer chats to management records.

Performance analysts
Performance analysts
Support managers
Support managers
Account managers
Account managers
Customer support teams
Customer support teams
Sales representatives
Sales representatives
Operations directors
Operations directors
📈
Performance analysts
You're reviewing communication metrics across platforms, but your management records only update when someone manually exports contacts, so the row counts you're reporting against are always hours behind — with this integration, every new contact lands in your database instantly and your data stays current.
Support managers
You need to track live inquiry volumes as they happen, but chat records sit isolated from your management system until end-of-day reports are run, leaving leadership blind to emerging issues — automating both apps means every message creates a record instantly and your dashboards reflect real-time activity.
🤝
Account managers
You answer to clients who expect immediate follow-ups after chat sessions, but manually logging every conversation delays your response times and frustrates stakeholders — connecting these apps means conversation updates flow straight into your management records and client progress is always visible.
💬
Customer support teams
The volume of live chat inquiries is too high for anyone to keep up by hand, leading to missed contact details and fragmented communication history across systems — automating both apps means every submission creates a record instantly and your support workflow runs smoothly.
💼
Sales representatives
You own the next step in the sales pipeline and depend on support reps to hand over lead details, but manual data entry causes critical prospect information to fall through the cracks — this integration means every new contact triggers a record automatically and you can follow up without delay.
🗂️
Operations directors
You need a reliable history of all customer touchpoints, but manual entry errors leave frustrating gaps in your audit logs and client profiles — with this integration, every chat session and contact update populates your records accurately without human intervention.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Crisp

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

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + Crisp 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
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Crisp to Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
You can connect Crisp to Microsoft Dynamics 365 Business Central (Beta in 1 click using ready templates or ask Integrately AI to build the automation for you. It also integrates with Slack, HubSpot, and 1,500+ other apps.
Can I automatically create Microsoft Dynamics 365 Business Central (Beta records from new Crisp contacts?
Frequently Asked Questions
Can I connect Crisp, Microsoft Dynamics 365 Business Central (Beta, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Crisp and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
How does Crisp handle contact data when syncing to Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 Business Central (Beta records when Crisp conversation statuses change?
Frequently Asked Questions
Do I need coding skills to automate Crisp and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Is the Crisp and Microsoft Dynamics 365 Business Central (Beta integration free?
Frequently Asked Questions
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