Exact Online + Microsoft Dynamics 365 Business Central Integration
Integrate Exact Online to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each contact handled. Create records, update accounts, log items, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created or updated in Exact Online Instant- Item is created or updated in Exact Online Instant
- Account is created or updated in Exact Online Instant
Record is updated in Microsoft Dynamics 365 Business Central- Record is created in Microsoft Dynamics 365 Business Central
2.
- Search cost unit by code in Exact Online
- Search document by accountName in Exact Online
- Update cost unit in Exact Online
- Update cost center in Exact Online
- Update address in Exact Online
- Update contact in Exact Online
- Update account in Exact Online
- Delete contact in Exact Online
- Delete account in Exact Online
- Create document in Exact Online
- Search item by code in Exact Online
- Search cost centre by code in Exact Online
- Search contact by first name in Exact Online
- Search bank account by account name in Exact Online
- Search address by contact name in Exact Online
- Search account by name in Exact Online
- Create item in Exact Online
- Create project in Exact Online
- Create cost unit in Exact Online
- Create cost centre in Exact Online
- Create bank account in Exact Online
- Create address in Exact Online
- Create account in Exact Online
- Create contact in Exact Online
- Update record in Microsoft Dynamics 365 Business Central
- Create record in Microsoft Dynamics 365 Business Central
- Search record in Microsoft Dynamics 365 Business Central
Trusted by experts at...
Ready Workflows for Exact Online + Microsoft Dynamics 365 Business Central Integration
Capture new contacts, sync accounts, keep records updated, and trigger 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 Exact Online + Microsoft Dynamics 365 Business Central (Beta flow
Sync your core data with CRMs, billing platforms, and team communication channels. Pick a combination and activate it in one click.
+
Salesforce (4)
Salesforce (4) +
HubSpot (4)
HubSpot (4) +
Stripe (4)
Stripe (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) E
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Add every new Exact Online contact to Microsoft Dynamics 365 Business Central (Beta, and create a lead in Salesforce.
Exact Online contacts appear in Microsoft Dynamics 365 Business Central (Beta instantly and get logged in Salesforce, keeping your entire stack synchronized.
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When an Exact Online account is updated, update the record in Microsoft Dynamics 365 Business Central (Beta and update the account in Salesforce.
Account changes in Exact Online flow immediately into Microsoft Dynamics 365 Business Central (Beta and Salesforce without duplicate work.
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When a Microsoft Dynamics 365 Business Central (Beta record is created, create a contact in Exact Online and add a task in Salesforce.
New Business Central records generate an Exact Online contact and a follow-up task in Salesforce automatically.
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When an Exact Online item is created, update Microsoft Dynamics 365 Business Central (Beta and create a product entry in Salesforce.
Catalog updates in Exact Online synchronize with Business Central and Salesforce instantly.
Supported triggers and actions for Exact Online and Microsoft Dynamics 365 Business Central
Mix and match to build the exact automation you need
Exact Online Triggers & Actions
Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
Try it → Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
Try it → Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
Try it → What can you automate with Exact Online + Microsoft Dynamics 365 Business Central (Beta?
Streamline your financial workflows by connecting customer records, accounting items, and business management operations.
🔄
Sync Exact Online contacts to Business Central automatically
Create a Business Central record the exact moment a contact is created or updated in Exact Online. Eliminate manual re-typing and keep your ERP database perfectly synchronized.
📋
Capture every submitted contact and account field
Map all available contact and account attributes from Exact Online into Business Central instead of only basic names. Your records become a complete source for review and analysis.
🔔
Notify your team the second a record updates
Send instant alerts to Slack channels or email notifications in Gmail whenever new financial records or accounts are processed in your systems.
🔀
Route records based on submitted account criteria
Perform distinct actions depending on specific fields submitted in Exact Online, ensuring enterprise accounts and standard contacts follow tailored workflows.
⏱️
Keep destinations updated as records change
Automatically update existing Business Central records whenever corresponding account details or item codes are modified in Exact Online.
🛡️
Prevent duplicates with smart search and update operations
Search existing records before creating new entries, ensuring your database remains clean and free of redundant customer files.
💳
Handle status updates and financial events seamlessly
Trigger follow-up tasks and update payment records when invoice statuses or customer account stages change across platforms.
🔗
Extend your workflow to external CRM and billing tools
Connect your core Exact Online and Business Central data flow with popular apps like HubSpot, Salesforce, or Stripe to expand your operational stack.
And much more...
Who is Exact Online + Microsoft Dynamics 365 Business Central (Beta integration for?
Finance teams, operations managers, and sales leaders rely on this automation to keep customer and financial data synchronized across platforms without manual intervention.
Finance Managers
Sales Representatives
Account Managers
Operations Leads
Project Coordinators
Compliance Officers
📈
Finance Managers
You review financial reports across multiple platforms but your accounting data only updates when someone manually exports records, so the totals you report against are always a few hours behind — automating both apps means your reports match reality.
⚡
Sales Representatives
You need to act fast on new client registrations and find out too late when customer records sit unshared in your accounting software — connecting these apps means every new contact triggers immediate follow-ups.
📋
Account Managers
You answer to external clients who want to see active progress on their enterprise accounts while your team scrambles to copy data between systems — this integration means client updates flow seamlessly.
⚙️
Operations Leads
The volume of customer and inventory records is too high for anyone to keep up by hand, leading to mismatched entries and delayed fulfillment — automating both apps means high-volume records sync without manual entry.
🤝
Project Coordinators
You depend on upstream accounting handoffs before you can schedule project tasks, causing costly bottlenecks in your delivery schedule — connecting these apps means project records are created instantly.
🔍
Compliance Officers
You need a reliable audit history and keep finding critical gaps between your ERP and CRM databases — with this integration, complete audit trails are maintained automatically.
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 Exact Online + Microsoft Dynamics 365 Business Central
Build and manage your Exact Online + Microsoft Dynamics 365 Business Central automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Exact Online + Microsoft Dynamics 365 Business Central 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Exact Online + Microsoft Dynamics 365 Business Central Now 
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Frequently Asked Questions
How do I connect Exact Online to Microsoft Dynamics 365 Business Central (Beta?
You can connect Exact Online to Microsoft Dynamics 365 Business Central (Beta in one click using pre-built templates or ask Integrately AI to build the automation and map the fields. You can also connect other tools like HubSpot, Slack, and Gmail seamlessly.
Can I automatically sync my Exact Online contacts to Microsoft Dynamics 365 Business Central (Beta records?
Can I connect Exact Online, Microsoft Dynamics 365 Business Central (Beta, and HubSpot?
What is a good Zapier alternative for Exact Online and Microsoft Dynamics 365 Business Central (Beta?
How are Exact Online contact updates handled in this integration?
Can Microsoft Dynamics 365 Business Central (Beta trigger changes in Exact Online?
Do I need coding skills to automate Exact Online and Microsoft Dynamics 365 Business Central (Beta?
Is the Exact Online and Microsoft Dynamics 365 Business Central (Beta integration free?
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