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Microsoft Dynamics 365 Business Central + Salesforce Integration
Integrate Microsoft Dynamics 365 Business Central (Beta to Salesforce in one click, or tell Integrately AI how you want each record handled. Create records, sync account details, update pipelines, 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
Field is updated on record in Salesforce- Record is created in Salesforce
- Record is updated in Salesforce
- Lead is created in Salesforce
- Lead is updated in Salesforce
- Opportunity is created in Salesforce
- Opportunity is updated in Salesforce
- Task is created in Salesforce
- Task is updated in Salesforce
- Contact is updated in Salesforce
- Contact is created in Salesforce
- Account is created in Salesforce
- Account is updated in Salesforce
- Outbound message is received in Salesforce Instant
- Case is created in Salesforce
- Case is updated in Salesforce
- Quote is created in Salesforce
- Quote is updated in Salesforce
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
- Get records by ID in Salesforce
- Create record in Salesforce
- Search record using query in Salesforce
- Update record in Salesforce
- Search record in Salesforce
- Create lead in Salesforce
- Update lead in Salesforce
- Search lead in Salesforce
- Create contact in Salesforce
- Update contact in Salesforce
- Search contact in Salesforce
- Create opportunity in Salesforce
- Update opportunity in Salesforce
- Search opportunity in Salesforce
- Add contact to campaign in Salesforce
- Add lead to campaign in Salesforce
- Create account in Salesforce
- Search account in Salesforce
- Update account in Salesforce
- Create task in Salesforce
- Update task in Salesforce
- Search task in Salesforce
- Get tasks by contact Id in Salesforce
- Create case in Salesforce
- Update case in Salesforce
- Search case in Salesforce
- Get events by contact Id in Salesforce
- Search quote in Salesforce
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Ready Workflows for Microsoft Dynamics 365 Business Central + Salesforce Integration
Capture records, sync contacts, update opportunities, alert your team, 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 Microsoft Dynamics 365 Business Central (Beta + Salesforce flow
Sync financial records and CRM data with e-commerce orders, marketing lists, support tickets, and team notifications. Pick a combination and activate it in one click.
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Shopify (4)
Shopify (4) +
Mailchimp (4)
Mailchimp (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Slack (4)
Slack (4) +
Stripe (4)
Stripe (4) +
Zendesk (4)
Zendesk (4) M
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Create a Salesforce contact and a Shopify customer whenever a new Microsoft Dynamics 365 Business Central (Beta record is created.
New Microsoft Dynamics 365 Business Central (Beta records instantly create matching entries in Salesforce and Shopify without manual data entry.
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When a new Shopify order is paid, search for the record in Microsoft Dynamics 365 Business Central (Beta and update the corresponding Salesforce opportunity.
Paid Shopify orders automatically locate Microsoft Dynamics 365 Business Central (Beta records and update Salesforce opportunities to keep revenue tracked.
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If a Shopify order includes high-value items, create a priority task in Salesforce and update the Microsoft Dynamics 365 Business Central (Beta record.
High-value Shopify purchases trigger priority Salesforce tasks and update Microsoft Dynamics 365 Business Central (Beta records instantly.
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Use ChatGPT to summarise new Shopify customer feedback, update the Microsoft Dynamics 365 Business Central (Beta record, and log it in Salesforce.
AI summarises Shopify customer feedback before updating Microsoft Dynamics 365 Business Central (Beta and logging notes in Salesforce.
Supported triggers and actions for Microsoft Dynamics 365 Business Central and Salesforce
Mix and match to build the exact automation you need
Microsoft Dynamics 365 Business Central Triggers & Actions
Salesforce Triggers & Actions
Field is updated on record in Salesforce
Triggers the automation when a particular action in the workflow fails
Try it → Opportunity is created in Salesforce
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Salesforce
Triggers the automation when any opportunity is updated
Try it → Instant
Outbound message is received in Salesforce
Triggers the automation when an outbound message is received
Try it → What can you automate with Microsoft Dynamics 365 Business Central (Beta + Salesforce?
Streamline operations, synchronise customer data, and eliminate manual entry across your business management and CRM systems.
🔄
Sync business records instantly
Create matching records in Salesforce automatically whenever new data is entered in Microsoft Dynamics 365 Business Central (Beta, keeping your entire tech stack aligned without manual copying.
📋
Capture every submitted field
Map all available record fields from Microsoft Dynamics 365 Business Central (Beta into separate Salesforce columns instead of only basic contact details, ensuring complete data transfer.
🔔
Notify your team instantly
Alert sales reps and managers the moment a high-value record or opportunity is updated, ensuring fast response times and zero missed opportunities.
🔀
Route records based on submitted data
Trigger different actions depending on specific field values submitted in your Microsoft Dynamics 365 Business Central (Beta records, sending high-value items to senior reps.
🔄
Keep destinations up to date as records change
Automatically update existing Salesforce records whenever changes occur in Microsoft Dynamics 365 Business Central (Beta, preventing outdated information in your CRM.
🔍
Search and update instead of creating duplicates
Search for existing records before creating new ones in Salesforce, keeping your database clean and free of duplicate entries.
💳
Handle later status changes
Manage subscription cancellations, payment completions, or support resolutions by automatically triggering follow-up workflows across both platforms.
🔌
Extend your flow to Slack
Connect your core Microsoft Dynamics 365 Business Central (Beta and Salesforce integration with Slack to broadcast instant team updates whenever records are modified.
And much more...
Who is Microsoft Dynamics 365 Business Central (Beta + Salesforce integration for?
Operations teams, sales managers, and finance professionals who need accurate records, real-time sync, and seamless handoffs between platforms without manual data entry.
Data analysts and reporting leads
Sales development reps
Account managers
Operations managers
Customer success leads
Finance and admin teams
📈
Data analysts and reporting leads
You're running performance reports across your organisation but your CRM data only updates when someone manually exports records, so the metrics you're reviewing are always hours behind — with this integration, every new record lands in Salesforce instantly and your data stays current.
⚡
Sales development reps
You need to act fast on incoming prospects, but lead handoffs between business management software and your CRM happen too slowly, causing you to lose deals to faster competitors — with this integration, every lead and record syncs immediately so you can reach out first.
📋
Account managers
You answer to clients who want to see real-time progress on their accounts, but finding the latest updates requires checking multiple disconnected systems — with this integration, all your operational and CRM records stay aligned automatically.
🔄
Operations managers
The volume of daily records is too high for anyone to keep up by hand, leading to constant discrepancies between your business management platform and CRM — with this integration, every record is handled automatically without human error.
🤝
Customer success leads
You own the onboarding stage and depend on someone upstream to hand over account details, but manual data transfers frequently miss crucial notes — with this integration, record handoffs between platforms happen without missing a single detail.
🗂️
Finance and admin teams
You need a reliable audit history across all business systems, but manual data entry keeps leaving frustrating gaps in your recordkeeping — with this integration, every transaction and record is logged consistently from end to end.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Salesforce
Build and manage your Microsoft Dynamics 365 Business Central + Salesforce 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 + Salesforce 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 Microsoft Dynamics 365 Business Central (Beta to Salesforce?
You can connect Microsoft Dynamics 365 Business Central (Beta to Salesforce in 1 click using ready templates or ask Integrately AI to build your integration with apps like Slack, Shopify, and QuickBooks Online.
Can I automatically sync my records from Microsoft Dynamics 365 Business Central (Beta to Salesforce?
Can I connect Microsoft Dynamics 365 Business Central (Beta, Salesforce, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and Salesforce?
How does Microsoft Dynamics 365 Business Central (Beta handle records during automation?
How are records managed in Salesforce during automated workflows?
Can I automate Microsoft Dynamics 365 Business Central (Beta and Salesforce without coding?
Is the Microsoft Dynamics 365 Business Central (Beta and Salesforce integration free?
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