Microsoft Dynamics 365 Business Central + EspoCRM Integration
Integrate EspoCRM to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each contact handled. Capture leads, create business records, sync account details, update opportunities, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Record is updated in Microsoft Dynamics 365 Business Central- Record is created in Microsoft Dynamics 365 Business Central
Target list is created in EspoCRM Instant- Contact is created in EspoCRM Instant
- Contact is deleted in EspoCRM Instant
- Contact is updated in EspoCRM Instant
- Task is created in EspoCRM Instant
- Task is updated in EspoCRM Instant
- Task is deleted in EspoCRM Instant
- Account is created in EspoCRM Instant
- Opportunity is created in EspoCRM Instant
- Meeting is created in EspoCRM Instant
- Opportunity is updated in EspoCRM Instant
- Case is created in EspoCRM Instant
- Account is updated in EspoCRM Instant
- Account is deleted in EspoCRM Instant
- Opportunity is deleted in EspoCRM Instant
- Case is updated in EspoCRM Instant
- Case is deleted in EspoCRM Instant
- Meeting is updated in EspoCRM Instant
- Meeting is deleted in EspoCRM Instant
- Lead is updated in EspoCRM Instant
- Lead is created in EspoCRM Instant
- Lead is deleted in EspoCRM Instant
- Call is created in EspoCRM Instant
- Call record is updated in EspoCRM Instant
- Call is deleted in EspoCRM Instant
2.
- Update record in Microsoft Dynamics 365 Business Central
- Create record in Microsoft Dynamics 365 Business Central
- Search record in Microsoft Dynamics 365 Business Central
- Search lead by name in EspoCRM
- Create contact in EspoCRM
- Search contact in EspoCRM
- Update contact in EspoCRM
- Delete contact in EspoCRM
- Create lead in EspoCRM
- Search lead email in EspoCRM
- Update lead in EspoCRM
- Delete lead in EspoCRM
- Create task in EspoCRM
- Create account in EspoCRM
- Create case in EspoCRM
- Create meeting in EspoCRM
- Search account in EspoCRM
- Update account in EspoCRM
- Delete opportunity in EspoCRM
- Delete meeting in EspoCRM
- Create opportunity in EspoCRM
- Search opportunity in EspoCRM
- Search meeting in EspoCRM
- Update opportunity in EspoCRM
- Update meeting in EspoCRM
- Search case in EspoCRM
- Update case in EspoCRM
- Delete account in EspoCRM
- Delete case in EspoCRM
- Create call in EspoCRM
- Search call in EspoCRM
- Update call in EspoCRM
- Delete call in EspoCRM
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 Business Central + EspoCRM Integration
Capture contacts, create business records, sync account data, update customer files, and send notifications, 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 EspoCRM + Microsoft Dynamics 365 Business Central (Beta flow
Bring e-commerce data, financial records, marketing campaigns, and team alerts into your pipeline. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Mailchimp (3)
Mailchimp (3) +
Microsoft Outlook (3)
Microsoft Outlook (3) +
Slack (3)
Slack (3) +
Stripe (3)
Stripe (3) S
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Create a Microsoft Dynamics 365 Business Central record and an EspoCRM contact from every new Shopify order.
New Shopify orders instantly generate a business record in Microsoft Dynamics 365 Business Central (Beta and a contact in EspoCRM without manual data entry.
S
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When a Shopify customer is updated, update the matching record in Microsoft Dynamics 365 Business Central (Beta and EspoCRM.
Keep customer details synchronized across Shopify, Microsoft Dynamics 365 Business Central (Beta, and EspoCRM automatically.
S
E
M
Create an EspoCRM opportunity and a Microsoft Dynamics 365 Business Central record for every high-value Shopify order.
High-value Shopify orders automatically generate tracked opportunities in EspoCRM and business records in Microsoft Dynamics 365 Business Central (Beta.
S
C
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Use ChatGPT to analyze Shopify order feedback, log the summary in EspoCRM, and update Microsoft Dynamics 365 Business Central (Beta.
Extract customer sentiment from Shopify notes using ChatGPT, update EspoCRM, and record the data in Microsoft Dynamics 365 Business Central (Beta.
Supported triggers and actions for Microsoft Dynamics 365 Business Central and EspoCRM
Mix and match to build the exact automation you need
Microsoft Dynamics 365 Business Central Triggers & Actions
EspoCRM Triggers & Actions
Instant
Target list is created in EspoCRM
Triggers the automation when a new target list is created
Try it → Instant
Contact is deleted in EspoCRM
Triggers the automation when a contact is removed from the particular list
Try it → Instant
Opportunity is created in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Meeting is created in EspoCRM
Triggers the automation when a new meeting is scheduled
Try it → Instant
Opportunity is updated in EspoCRM
Triggers the automation when any opportunity is updated
Try it → Instant
Opportunity is deleted in EspoCRM
Triggers the automation when any opportunity is deleted
Try it → Instant
Meeting is updated in EspoCRM
Triggers the automation when the details of any meeting are updated
Try it → Instant
Lead is updated in EspoCRM
Triggers the automation when the lead information is updated
Try it → Instant
Lead is deleted in EspoCRM
Triggers the automation when a lead is removed from the system
Try it → Instant
Call record is updated in EspoCRM
Triggers the automation when call details are modified
Try it → Instant
Call is deleted in EspoCRM
Triggers the automation when a call is deleted from the log
Try it → What can you automate with EspoCRM + Microsoft Dynamics 365 Business Central (Beta?
Streamline your customer relationships and business management operations with powerful automated workflows.
🔄
Sync EspoCRM contacts to business records instantly
Automatically create a record in Microsoft Dynamics 365 Business Central (Beta whenever a new contact is added in EspoCRM. Eliminate manual data entry and keep your systems aligned.
📋
Capture every submitted contact detail accurately
Map all available EspoCRM fields into Microsoft Dynamics 365 Business Central (Beta records instead of just names and emails. Your operational database becomes a complete resource.
🔔
Notify the right team member as events happen
Send instant alerts to your team whenever an EspoCRM opportunity or Microsoft Dynamics 365 Business Central (Beta record is updated, ensuring fast follow-ups.
🔀
Route records based on submitted field values
Apply conditional logic to create different record types in Microsoft Dynamics 365 Business Central (Beta based on account tier or revenue data submitted in EspoCRM.
🔄
Keep operational records updated in real time
Automatically update Microsoft Dynamics 365 Business Central (Beta records whenever contact information or account details change in EspoCRM.
🔍
Search and update existing records to prevent duplicates
Check if a customer record exists before creating a new one, updating current profiles in Microsoft Dynamics 365 Business Central (Beta using EspoCRM data.
⚡
Handle later status changes and account milestones
Trigger automated workflows when customer accounts are closed, opportunities are won, or project stages shift in EspoCRM.
💬
Extend your workflow to team communication tools
Connect EspoCRM and Microsoft Dynamics 365 Business Central (Beta with Slack to post automated updates and keep your entire organization informed.
And much more...
Who is EspoCRM + Microsoft Dynamics 365 Business Central (Beta integration for?
Connect EspoCRM and Microsoft Dynamics 365 Business Central (Beta to eliminate manual data entry, streamline customer management, and keep financial operations synchronized across departments.
Business analysts
Sales managers
Account managers
Customer support leads
Operations coordinators
Data administrators
📈
Business analysts
You're compiling customer relationship data from EspoCRM into financial spreadsheets but manual exports leave your reports outdated — with this integration, every new contact updates Microsoft Dynamics 365 Business Central (Beta instantly and your analytics stay current.
⚡
Sales managers
You need to close deals and initiate fulfillment immediately, but waiting for manual record creation delays your pipeline — this integration means every new EspoCRM opportunity creates a Microsoft Dynamics 365 Business Central (Beta record instantly.
🤝
Account managers
You answer to clients who expect their account updates to reflect across all company software, but data silos cause frustrating discrepancies — with this integration, every client change in EspoCRM syncs directly to Microsoft Dynamics 365 Business Central (Beta.
🎧
Customer support leads
The volume of new customer cases is too high for your team to keep billing and CRM records updated by hand — automating both apps means every support task creates an accurate record in Microsoft Dynamics 365 Business Central (Beta without manual effort.
📋
Operations coordinators
You own fulfillment and depend on sales teams to hand over customer details from EspoCRM without missing fields — connecting these apps means every new contact automatically generates the required Microsoft Dynamics 365 Business Central (Beta record.
🗂️
Data administrators
You need a reliable customer history but keep finding gaps caused by missed data entry between systems — this integration means every record stays perfectly synchronized between EspoCRM and Microsoft Dynamics 365 Business Central (Beta.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Dynamics 365 Business Central + EspoCRM
Build and manage your Microsoft Dynamics 365 Business Central + EspoCRM 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 + EspoCRM 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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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect EspoCRM to Microsoft Dynamics 365 Business Central (Beta?
You can connect EspoCRM to Microsoft Dynamics 365 Business Central (Beta in 1 click using ready templates or ask Integrately AI to build the automation and map the fields. It supports tools like Shopify, QuickBooks Online, and Slack.
Can I automatically create Microsoft Dynamics 365 Business Central records from new EspoCRM contacts?
Can I connect EspoCRM, Microsoft Dynamics 365 Business Central (Beta, and Slack?
What is a good Zapier alternative for EspoCRM and Microsoft Dynamics 365 Business Central (Beta?
How does EspoCRM handle contact and lead data during automation?
How does Microsoft Dynamics 365 Business Central (Beta process incoming records?
Do I need coding skills to automate EspoCRM and Microsoft Dynamics 365 Business Central (Beta?
Is the EspoCRM and Microsoft Dynamics 365 Business Central (Beta integration free?
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