Microsoft Dynamics 365 Business Central + Dialpad Integration
Integrate Dialpad to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each message handled. Log communication channels, create and update business records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Record is created in Microsoft Dynamics 365 Business Central- Record is updated in Microsoft Dynamics 365 Business Central
SMS is sent in Dialpad Instant- Call state is updated in Dialpad Instant
2.
- Search record in Microsoft Dynamics 365 Business Central
- Create record in Microsoft Dynamics 365 Business Central
- Update record in Microsoft Dynamics 365 Business Central
- Send SMS in Dialpad
- Send SMS to channel in Dialpad
- Create contact in Dialpad
- Create call in Dialpad
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 Business Central + Dialpad Integration
Capture customer messages, create business records, update finances, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Dialpad + Microsoft Dynamics 365 Business Central (Beta flow
Sales and support teams often need to sync communications with messaging, CRM, and accounting tools. Pick a combination and activate it in one click.
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Shopify (3)
Shopify (3) +
HubSpot (3)
HubSpot (3) +
Salesforce (3)
Salesforce (3) +
Microsoft Outlook (3)
Microsoft Outlook (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (3)
Slack (3) D
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Create a Microsoft Dynamics 365 Business Central (Beta record when an SMS is sent in Dialpad, and update the Shopify customer profile.
New Dialpad messages automatically create records in Microsoft Dynamics 365 Business Central (Beta and update your Shopify customer details without manual data entry.
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When a Microsoft Dynamics 365 Business Central (Beta record is created, send an SMS in Dialpad and add the order note in Shopify.
Business Central records trigger a Dialpad SMS and update Shopify orders instantly, keeping your sales and customer records perfectly aligned.
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When call state is updated in Dialpad, search record in Microsoft Dynamics 365 Business Central (Beta and update the Shopify fulfillment status.
Dialpad call updates locate the right Microsoft Dynamics 365 Business Central (Beta record and refresh Shopify fulfillment details automatically.
Supported triggers and actions for Microsoft Dynamics 365 Business Central and Dialpad
Mix and match to build the exact automation you need
Microsoft Dynamics 365 Business Central Triggers & Actions
What can you automate with Dialpad + Microsoft Dynamics 365 Business Central (Beta?
Streamline your communication logs and business records with reliable, automated workflows.
🔄
Create business records from customer messages
Automatically generate new records in Microsoft Dynamics 365 Business Central (Beta whenever an SMS is sent or received in Dialpad. Eliminate manual data entry and keep your system fully synchronized.
📝
Capture every message and call detail
Map complete text message content and call states into your business records instead of basic summaries. Your database becomes a comprehensive source for customer reviews and analysis.
🔔
Alert the right team member instantly
Trigger instant team notifications whenever a new record is created or a call state updates. Ensure prompt responses to high-priority customer interactions.
🔀
Route workflows based on submitted field data
Direct records to different departments or update specific fields depending on the content of the Dialpad message or Business Central record status.
📈
Keep destinations updated as changes occur
Automatically update existing records in Microsoft Dynamics 365 Business Central (Beta whenever call states change or new customer information arrives in Dialpad.
🔍
Search and update instead of creating duplicates
Locate existing records in Microsoft Dynamics 365 Business Central (Beta before creating new entries, preventing duplicate data and keeping your database clean.
💳
Manage later status updates and outcomes
Handle completed calls, closed records, or updated transaction states by triggering automated follow-up actions across your connected apps.
🔌
Extend your workflow to external team apps
Connect your core Dialpad and Microsoft Dynamics 365 Business Central (Beta flow with Slack to broadcast instant alerts and coordinate team hand-offs.
And much more...
Who is Dialpad + Microsoft Dynamics 365 Business Central (Beta integration for?
Operations teams, sales leaders, and finance managers rely on this integration to eliminate manual data entry and keep records updated across systems.
Performance analysts
Sales leaders
Account managers
Customer support teams
Operations coordinators
Compliance officers
📈
Performance analysts
You're reviewing communication metrics and financial logs every day, but your reports only update when someone manually exports records, so the totals you're optimising against are always outdated — automating both apps means every record lands instantly and your reporting stays accurate.
⚡
Sales leaders
You need to act fast on customer calls and urgent messages, but your team finds out too late because details sit in unassigned queues — integrating these apps means every interaction triggers immediate actions and your response times improve.
📋
Account managers
You answer to clients who want to see real-time progress on their requests, but manual updates lag behind actual work — with this integration, every status change updates your records automatically and your clients stay informed.
🔄
Customer support teams
The volume of inbound calls and messages is too high for anyone to keep up by hand, leading to missed customer follow-ups — automating both apps means every interaction is processed instantly and your queues stay manageable.
🤝
Operations coordinators
You own the next step in the fulfillment cycle and depend on someone upstream to hand over records, but hand-offs get delayed — connecting these apps means every new record flows straight to your queue and your work starts without waiting.
🛡️
Compliance officers
You need a reliable history of all customer communications and financial entries, but you keep finding gaps caused by manual entry errors — this integration means every transaction and message is logged accurately and your audit history remains complete.
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 + Dialpad
Build and manage your Microsoft Dynamics 365 Business Central + Dialpad automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + Dialpad with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Frequently Asked Questions
How do I connect Dialpad to Microsoft Dynamics 365 Business Central (Beta?
You can connect Dialpad to Microsoft Dynamics 365 Business Central (Beta in 1 click using ready templates or ask Integrately AI to build the integration. It links your communication channels and business records instantly alongside apps like HubSpot, Slack, and Salesforce.
Can I automatically create Microsoft Dynamics 365 Business Central (Beta records when an SMS is sent in Dialpad?
Can I connect Dialpad, Microsoft Dynamics 365 Business Central (Beta, and Slack?
What is a good Zapier alternative for Dialpad and Microsoft Dynamics 365 Business Central (Beta?
How does Dialpad handle data sharing with Microsoft Dynamics 365 Business Central (Beta?
How do records update in Microsoft Dynamics 365 Business Central (Beta from Dialpad activity?
Do I need coding skills to automate Dialpad and Microsoft Dynamics 365 Business Central (Beta?
Is the Dialpad and Microsoft Dynamics 365 Business Central (Beta integration free?
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