Microsoft Dynamics 365 Business Central + Orbit Integration

Integrate Microsoft Dynamics 365 Business Central (Beta to Orbit in one click, or tell Integrately AI how you want each record handled. Track member engagement, create updates, sync your data, and manage your community automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • Orbit
    New Activity in Orbit
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2.
  • Microsoft Dynamics 365 Business Central
    Search 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
    Update record in Microsoft Dynamics 365 Business Central
  • Orbit
    Create Member in Orbit
  • Orbit
    Update Member in Orbit
  • Orbit
    Get Member in Orbit
  • Orbit
    Get Member by Identity in Orbit
  • Orbit
    Create Member Note in Orbit
  • Orbit
    Create Activity in Orbit

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

Create members, log activities, update records, and sync community data, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 Microsoft Dynamics 365 Business Central (Beta + Orbit flow

Connect financial tools, customer data, and communication channels to extend your integration. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
Orbit
+
ShopifyShopify (3)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
S
M
O
When a Shopify order is created, create a record in Microsoft Dynamics 365 Business Central (Beta and create a member in Orbit
New Shopify orders instantly generate a record in Microsoft Dynamics 365 Business Central (Beta and create a corresponding member in Orbit.
M
O
S
When a record is created in Microsoft Dynamics 365 Business Central (Beta, create a member in Orbit and add a customer in Shopify
New records in Microsoft Dynamics 365 Business Central (Beta automatically update Orbit and create a Shopify customer profile.
O
M
S
When a new activity happens in Orbit, update the record in Microsoft Dynamics 365 Business Central (Beta and update the customer in Shopify
Orbit community activities immediately update Microsoft Dynamics 365 Business Central (Beta and Shopify records.

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

Mix and match to build the exact automation you need

Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
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Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
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Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
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Create record in Microsoft Dynamics 365 Business Central
Creates a new record
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Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
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Orbit
Orbit Triggers & Actions
New Activity in Orbit
Triggers the automation when a new activity occurs
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Create Member in Orbit
Adds a new member to the system
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Update Member in Orbit
Updates a member's information
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Get Member in Orbit
Retrieves member information
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Get Member by Identity in Orbit
Retrieves member information based on a particular identity
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Create Member Note in Orbit
Adds a note to a member
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Create Activity in Orbit
Generates a new activity or task
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What can you automate with Microsoft Dynamics 365 Business Central (Beta + Orbit?

Streamline your operations and community management with automated workflows.

What you can automate?
🔄
Sync business records with community members automatically
Create a member in Orbit the moment a new record is created in Microsoft Dynamics 365 Business Central (Beta, keeping your operational database and community platform perfectly aligned.
📋
Capture every submitted field across platforms
Map all available details from your Microsoft Dynamics 365 Business Central (Beta records into Orbit member profiles instead of just names and emails, ensuring complete data visibility.
🔔
Alert your team instantly on new activities
Send instant notifications to your Slack channels when new member activities occur in Orbit or records are updated in Microsoft Dynamics 365 Business Central (Beta.
🔀
Route records based on submitted criteria
Perform different actions depending on specific fields submitted in your Microsoft Dynamics 365 Business Central (Beta records, ensuring tailored handling for VIPs or enterprise tiers.
🔄
Keep destination records up to date as things change
Automatically update existing records in Microsoft Dynamics 365 Business Central (Beta whenever member details or activities change in Orbit.
🔍
Search and update instead of creating duplicates
Search for existing records in Microsoft Dynamics 365 Business Central (Beta before creating new entries, preventing duplicate profiles and messy data.
📌
Handle later status changes and milestones
Trigger automated follow-ups when member activity levels shift or business records move to new stages.
🔌
Extend your workflow to other business apps
Connect your core Microsoft Dynamics 365 Business Central (Beta and Orbit flow with HubSpot, Slack, or QuickBooks Online to build multi-step operational pipelines.
And much more...

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

Connecting business management and community engagement means operations, sales, and community teams stop wasting time on manual data entry.

Operations Directors
Operations Directors
Community Managers
Community Managers
Account Executives
Account Executives
Data Analysts
Data Analysts
Customer Success Leads
Customer Success Leads
Finance Managers
Finance Managers
📈
Operations Directors
You're managing business workflows in Microsoft Dynamics 365 Business Central (Beta but your community metrics are tracked separately, so the reports you present to leadership are always missing engagement data — automating both apps means every record and activity syncs instantly and your numbers stay current.
Community Managers
You need to respond immediately when key accounts show community activity, but you find out about member milestones too late because records live in different silos — this integration means every new activity creates or updates records immediately so you never miss a follow-up.
🤝
Account Executives
You answer to clients who want visibility into how their community growth impacts business operations, but compiling reports by hand takes hours — connecting these apps means your team has a clear, real-time view of every client interaction and milestone.
📊
Data Analysts
The volume of new records and community touchpoints is too high for anyone to keep up by hand, leading to fragmented reporting and missing insights — automating both apps means your databases stay perfectly matched without manual intervention.
🔄
Customer Success Leads
You own the onboarding stage and depend on business records to trigger community invites, but manual handoffs cause delays — this integration means every new business record instantly generates the correct member profile.
🗂️
Finance Managers
You need a reliable history of customer interactions and accounts, but keeping two separate systems updated always leaves gaps — this integration means your records remain accurate and complete across platforms.
Our team

Ready Workflows 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 + Orbit

Build and manage your Microsoft Dynamics 365 Business Central + Orbit 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 + Orbit 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
Select Automation
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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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in $19.99

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 Business Central (Beta to Orbit?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 Business Central (Beta to Orbit in 1 click using ready templates or Integrately AI. It also connects seamlessly with Shopify, Stripe, HubSpot, and Slack.
Can I automatically create Orbit members from Microsoft Dynamics 365 Business Central (Beta records?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 Business Central (Beta, Orbit, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and Orbit?
Frequently Asked Questions
How are records handled between Microsoft Dynamics 365 Business Central (Beta and Orbit?
Frequently Asked Questions
Can I track community engagement data from Orbit in Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and Orbit?
Frequently Asked Questions
Is the Microsoft Dynamics 365 Business Central (Beta and Orbit integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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