Microsoft Dynamics 365 Business Central + SendGrid Integration

Integrate Microsoft Dynamics 365 Business Central (Beta to SendGrid in one click, or tell Integrately AI how you want each record handled. Create and update contacts, send branded emails, and notify your team automatically.

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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
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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
  • SendGrid
    Create or update contact in SendGrid
  • SendGrid
    Send email in SendGrid

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

Capture records, trigger email campaigns, update contacts, and notify team members, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Microsoft Dynamics 365 Business Central (Beta + SendGrid flow

Extend your automation stack by connecting CRM, messaging, and finance tools to your core workflow. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
SendGrid
+
ShopifyShopify (3)
+
SalesforceSalesforce (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
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When a Shopify order is paid, create a record in Microsoft Dynamics 365 Business Central (Beta and send a confirmation email via SendGrid.
Paid Shopify orders instantly create records in Microsoft Dynamics 365 Business Central (Beta and trigger confirmation emails through SendGrid without manual data entry.
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When a record is created in Microsoft Dynamics 365 Business Central (Beta, create a customer in Shopify and send a welcome email in SendGrid.
New records in Microsoft Dynamics 365 Business Central (Beta automatically generate Shopify customers and trigger welcome emails via SendGrid.
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When a Shopify refund is processed, update the record in Microsoft Dynamics 365 Business Central (Beta and send a notification email via SendGrid.
Processed refunds in Shopify update Microsoft Dynamics 365 Business Central (Beta records and trigger status emails via SendGrid.

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

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
Try it →
Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
Try it →
Create record in Microsoft Dynamics 365 Business Central
Creates a new record
Try it →
Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
Try it →
SendGrid
SendGrid Triggers & Actions
No trigger is available
Create or update contact in SendGrid
Creates or updates a contact
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Send email in SendGrid
Sends an email to a recipient
Try it →

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

Streamline your business management and email outreach with ready-made workflows designed for efficiency.

What you can automate?
✉️
Send branded emails automatically on record creation
Trigger customized email campaigns through SendGrid the moment a new record is created in Microsoft Dynamics 365 Business Central (Beta, ensuring prompt client communication.
📋
Capture every submitted record field accurately
Map all available record details from Microsoft Dynamics 365 Business Central (Beta into your SendGrid contact lists without missing crucial data points.
🔔
Notify the right team member instantly
Alert your staff immediately whenever record updates occur, ensuring quick internal coordination and faster follow-up times.
🔀
Route communications based on submitted criteria
Send different email templates or update separate contact lists depending on specific field values submitted in your business management records.
🔄
Keep contact information continuously up to date
Synchronise record modifications across both applications so your customer database remains accurate and consistent.
👥
Create or update contacts without generating duplicates
Manage your mailing lists efficiently by upserting contact information whenever records change in Microsoft Dynamics 365 Business Central (Beta.
🏷️
Handle later status changes and cancellations
Trigger automated follow-up emails when record statuses update, keeping customers informed throughout their lifecycle.
🔗
Extend your workflow to Google Sheets for reporting
Connect your core automation to Google Sheets to log every record update and maintain a complete audit trail for your team.
And much more...

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

Connecting Microsoft Dynamics 365 Business Central (Beta and SendGrid helps teams streamline communications, eliminate manual data entry, and keep client records fully synchronised.

Performance marketers
Performance marketers
Sales operations managers
Sales operations managers
Client success leads
Client success leads
Finance analysts
Finance analysts
Account executives
Account executives
Support managers
Support managers
📈
Performance marketers
You're running email campaigns and managing contacts across multiple platforms, but your outreach tracking only updates when someone manually exports records, so your campaign metrics are always hours behind — with this integration, every new contact lands in SendGrid instantly and your campaign data stays current.
Sales operations managers
You oversee lead distribution in Microsoft Dynamics 365 Business Central (Beta, but new records sit uncontacted while reps wait for manual notifications to go out — this integration means every new record triggers immediate email engagement and keeps your pipeline moving without manual delays.
🤝
Client success leads
You answer to key accounts that expect prompt follow-ups whenever their status changes, but manual email drafting leaves gaps in your communication schedule — automating both apps means every status update triggers instant, branded emails that keep your clients fully informed.
📊
Finance analysts
You process transaction records and customer updates in Microsoft Dynamics 365 Business Central (Beta, but high transaction volume makes manual receipt sending prone to missed entries — connecting these apps means every transaction record automatically dispatches the correct receipt and keeps your financial logs accurate.
💼
Account executives
You depend on upstream record creation to initiate client outreach, but waiting for manual handoffs slows down your response times — with this integration, new records appear in your workflow instantly so you can engage prospects the moment they are created.
🗂️
Support managers
You need a reliable history of all client interactions and communications, but manual record-keeping keeps leaving gaps in your audit trail — automating both apps means every interaction is logged and confirmed with zero missing entries.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + SendGrid

Build and manage your Microsoft Dynamics 365 Business Central + SendGrid 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 + SendGrid 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
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 Business Central (Beta to SendGrid?
Frequently Asked Questions
You can easily connect Microsoft Dynamics 365 Business Central (Beta to SendGrid using 1-click automation setup on Integrately, along with other tools like Slack, Google Sheets, and Shopify. Use ready templates or ask Integrately AI to build the automation.
Can I automatically send branded emails when a record is created in Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 Business Central (Beta, SendGrid, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and SendGrid?
Frequently Asked Questions
How does Microsoft Dynamics 365 Business Central (Beta handle record creation and updates?
Frequently Asked Questions
How does SendGrid manage contact creation and email sending?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and SendGrid?
Frequently Asked Questions
Is the Microsoft Dynamics 365 Business Central (Beta and SendGrid integration free?
Frequently Asked Questions
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