Microsoft Dynamics 365 Business Central + OneHash CRM Integration

Integrate Microsoft Dynamics 365 Business Central (Beta to OneHash CRM in one click, or tell Integrately AI how you want each record handled. Sync records, generate leads, create quotations, and update your CRM automatically.

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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
  • OneHash CRM
    Lead is created in OneHash CRM
  • OneHash CRM
    Lead is updated in OneHash CRM
  • OneHash CRM
    Customer is updated in OneHash CRM
  • OneHash CRM
    Contact is updated in OneHash CRM
  • OneHash CRM
    Customer is created in OneHash CRM
  • OneHash CRM
    Contact is created in OneHash CRM
  • OneHash CRM
    Item is updated in OneHash CRM
  • OneHash CRM
    Item is created in OneHash CRM
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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
  • OneHash CRM
    Create customer in OneHash CRM
  • OneHash CRM
    Create contact in OneHash CRM
  • OneHash CRM
    Search contact in OneHash CRM
  • OneHash CRM
    Create lead in OneHash CRM
  • OneHash CRM
    Create quotation in OneHash CRM
  • OneHash CRM
    Create purchase invoice in OneHash CRM
  • OneHash CRM
    Create sales invoice in OneHash CRM
  • OneHash CRM
    Create item in OneHash CRM
  • OneHash CRM
    Create sales order in OneHash CRM
  • OneHash CRM
    Create purchase order in OneHash CRM

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 Business Central + OneHash CRM Integration

Capture records, create leads, generate quotations, keep customer profiles updated, and notify your team, all in just one click.

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

Extend your automation stack by connecting customer data, marketing tools, and team communication channels. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
OneHash CRM
+
ShopifyShopify (3)
+
HubSpotHubSpot (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
GmailGmail (3)
+
Google DriveGoogle Drive (3)
S
O
M
Create a OneHash CRM customer when a Shopify order is paid, and update Microsoft Dynamics 365 Business Central (Beta
Paid Shopify orders create a customer in OneHash CRM and update Microsoft Dynamics 365 Business Central (Beta instantly, removing manual data entry.
S
O
M
Create a OneHash CRM quotation when a Shopify product is created, and search Microsoft Dynamics 365 Business Central (Beta
New Shopify products generate a quotation in OneHash CRM and search Microsoft Dynamics 365 Business Central (Beta automatically.
S
O
M
Create a OneHash CRM item when a Shopify fulfillment is completed, and update Microsoft Dynamics 365 Business Central (Beta
Fulfilled Shopify orders create an item in OneHash CRM and update Microsoft Dynamics 365 Business Central (Beta seamlessly.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and OneHash CRM

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
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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 →
OneHash CRM
OneHash CRM Triggers & Actions
Lead is created in OneHash CRM
Triggers the automation when a new lead is created
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Lead is updated in OneHash CRM
Triggers the automation when the lead information is updated
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Customer is updated in OneHash CRM
Triggers the automation when customer details are updated
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Contact is updated in OneHash CRM
Triggers the automation when a contact is updated
Try it →
Customer is created in OneHash CRM
Triggers the automation when a new customer is created
Try it →
Contact is created in OneHash CRM
Triggers the automation when a new contact is created
Try it →
Item is updated in OneHash CRM
Triggers the automation when an item is modified
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Item is created in OneHash CRM
Triggers the automation when a new item is created
Try it →
Create customer in OneHash CRM
Adds a new customer to the database
Try it →
Create contact in OneHash CRM
Adds a new contact to the database
Try it →
Search contact in OneHash CRM
Finds and retrieves contact information
Try it →
Create lead in OneHash CRM
Generates new leads for potential customers
Try it →
Create quotation in OneHash CRM
Generates a new quotation with predefined details
Try it →
Create purchase invoice in OneHash CRM
Generates a purchase invoice for a sales transaction
Try it →
Create sales invoice in OneHash CRM
Generates a new sales invoice with pre-filled details
Try it →
Create item in OneHash CRM
Generates a new item
Try it →
Create sales order in OneHash CRM
Generates a new sales order with pre-filled details
Try it →
Create purchase order in OneHash CRM
Generates a purchase order for approved requests
Try it →

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

Streamline your business management and CRM workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync records and leads automatically
Create a OneHash CRM lead instantly whenever a new record is created in Microsoft Dynamics 365 Business Central (Beta. Your sales pipeline updates without requiring manual data entry.
📝
Capture every submitted detail
Map all available fields from Microsoft Dynamics 365 Business Central (Beta into OneHash CRM contacts and quotations. Your CRM records remain comprehensive and ready for review.
🔔
Alert your team instantly
Notify your sales and operations channels on Slack the moment a new record or quotation is generated. Team members stay informed without switching applications.
🔀
Route records based on submitted values
Trigger different actions in OneHash CRM depending on specific field values in Microsoft Dynamics 365 Business Central (Beta records. High-value accounts receive priority handling automatically.
🔄
Keep destinations updated as changes occur
Update matching OneHash CRM customer profiles whenever a record is modified in Microsoft Dynamics 365 Business Central (Beta. Your customer database remains accurate over time.
🔍
Search records to prevent duplicates
Search existing contacts and records before creating new entries in OneHash CRM. Duplicate customer profiles and redundant records are eliminated from your database.
💳
Handle status changes and invoices
Generate sales invoices, purchase orders, or quotations in OneHash CRM when records are updated in Microsoft Dynamics 365 Business Central (Beta. Financial workflows proceed without manual delays.
🔌
Extend flows to popular supporting apps
Connect your core automation to Slack, Gmail, or Google Drive to notify teams, send emails, or archive backup files. Your entire business ecosystem operates as one connected unit.
And much more...

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

Operations managers, sales leaders, and finance teams relying on Microsoft Dynamics 365 Business Central (Beta and OneHash CRM who need seamless data flow to eliminate manual work.

Operations Managers
Operations Managers
Sales Leaders
Sales Leaders
Account Executives
Account Executives
High-Volume Support Teams
High-Volume Support Teams
Billing Specialists
Billing Specialists
Compliance Auditors
Compliance Auditors
📈
Operations Managers
You're reviewing reports in Microsoft Dynamics 365 Business Central (Beta but your pipeline numbers only update when someone manually exports records, so the metrics you're optimising against are always a few hours behind — with this integration, every new record lands in OneHash CRM instantly and your data stays current.
⚡
Sales Leaders
You need to act fast on incoming client orders, but delays between your business management platform and CRM mean reps find out about new leads too late — this integration means every record creates a lead immediately so your team can engage prospects right away.
📋
Account Executives
You answer to clients who want to see their quotations and invoices updated in real time, but manual data transfers lead to embarrassing oversights — with this integration, every quotation and invoice syncs automatically across both platforms to keep clients fully informed.
🚀
High-Volume Support Teams
The volume of customer requests is too high for anyone to keep up by hand, leading to missed updates across your databases — automating both apps means every record and customer update flows seamlessly without manual bottlenecks.
🤝
Billing Specialists
You own the invoicing step and depend on someone upstream to hand over customer data, but missing records stall your billing cycle — connecting these apps means customer profiles and invoices are generated the moment a transaction occurs.
🔍
Compliance Auditors
You need a reliable history of all transactions and keep finding audit gaps caused by manual record-keeping errors — this integration means every business record and item update is logged accurately across your entire workflow.
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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + OneHash CRM

Build and manage your Microsoft Dynamics 365 Business Central + OneHash CRM 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 + OneHash CRM 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
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 Business Central (Beta to OneHash CRM?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 Business Central (Beta to OneHash CRM in 1 click using ready templates or by asking Integrately AI to build your workflow. It also integrates seamlessly with Shopify, HubSpot, QuickBooks Online, Slack, Gmail, Google Drive, and 1,500+ other apps.
Can I automatically create OneHash CRM leads when records are created in Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 Business Central (Beta, OneHash CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and OneHash CRM?
Frequently Asked Questions
How does Microsoft Dynamics 365 Business Central (Beta handle record updates in this integration?
Frequently Asked Questions
Can OneHash CRM customer profiles be updated automatically?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and OneHash CRM?
Frequently Asked Questions
Is the Microsoft Dynamics 365 Business Central (Beta and OneHash CRM integration free?
Frequently Asked Questions
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