Microsoft Dynamics 365 Business Central + Simpro Integration
Integrate Microsoft Dynamics 365 Business Central (Beta to Simpro in one click, or tell Integrately AI how you want each record handled. Search records, create quotes, update invoices, and sync customer details automatically.
Free forever.Use premium features free for 14 days.1.
Record is created in Microsoft Dynamics 365 Business Central- Record is updated in Microsoft Dynamics 365 Business Central
Contact is created in Simpro Instant- Invoice is created in Simpro Instant
- Invoice is updated in Simpro Instant
- Recurring invoice is created in Simpro Instant
- Recurring invoice is updated in Simpro Instant
- Job is created in Simpro Instant
- Company customer created in Simpro Instant
- Job is updated in Simpro Instant
- Company customer updated in Simpro Instant
- Site is created in Simpro Instant
- Site is updated in Simpro Instant
- Individual customer created in Simpro Instant
- Individual customer updated in Simpro Instant
- Quote is created in Simpro Instant
- Quote is updated in Simpro Instant
2.
- Update record in Microsoft Dynamics 365 Business Central
- Search record in Microsoft Dynamics 365 Business Central
- Create record in Microsoft Dynamics 365 Business Central
- Get contact by ID in Simpro
- Create lead in Simpro
- Update contact in Simpro
- Update lead in Simpro
- Create individual customer in Simpro
- Search individual customer in Simpro
- Search company customer in Simpro
- Create contact in Simpro
- Create company customer in Simpro
- Create service job in Simpro
- Search job in Simpro
- Create site in Simpro
- Search contact in Simpro
- Search site in Simpro
- Create service quote in Simpro
- Search quote in Simpro
- Create activity schedule block in Simpro
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 Business Central + Simpro Integration
Create service jobs from new records, update invoices, manage company customers, track quotes, and sync site details, 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 + Simpro flow
Send details to your CRM, log financials in spreadsheets, alert your team, and trigger follow-up tasks the moment data moves. Pick a combination and activate it in one click.
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Salesforce (3)
Salesforce (3) +
Hubspot (3)
Hubspot (3) +
Stripe (3)
Stripe (3) +
Google Sheets (3)
Google Sheets (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) M
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Create a Simpro service job from every Microsoft Dynamics 365 Business Central (Beta record, and add a lead in Salesforce.
New Microsoft Dynamics 365 Business Central (Beta records instantly generate a Simpro service job while creating a lead in Salesforce without manual re-typing.
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When a Simpro invoice is created, update the Microsoft Dynamics 365 Business Central (Beta record and log the account in Salesforce.
Invoice creations in Simpro update your Microsoft Dynamics 365 Business Central (Beta records and log account details in Salesforce instantly.
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If a Simpro quote is created, search Microsoft Dynamics 365 Business Central (Beta and create an opportunity in Salesforce.
New Simpro quotes trigger a Microsoft Dynamics 365 Business Central (Beta record search and create a linked opportunity in Salesforce.
Supported triggers and actions for Microsoft Dynamics 365 Business Central and Simpro
Mix and match to build the exact automation you need
Microsoft Dynamics 365 Business Central Triggers & Actions
Simpro Triggers & Actions
Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
Try it → Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
Try it → Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
Try it → Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
Try it → Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
Try it → Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
Try it → Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
Try it → What can you automate with Microsoft Dynamics 365 Business Central (Beta + Simpro?
Streamline your business operations by connecting every workflow trigger between your management system and field software.
🔄
Create Simpro service jobs from Microsoft Dynamics 365 Business Central (Beta records
Automatically generate a new service job in Simpro the moment a record is created in Microsoft Dynamics 365 Business Central (Beta. Eliminate manual data entry and start field work instantly.
📋
Capture every submitted record field accurately
Map all available Microsoft Dynamics 365 Business Central (Beta details directly into Simpro fields instead of just basic names. Your system maintains complete customer records for review.
💬
Notify your team as soon as work begins
Send instant alerts to your Slack channel or email inbox whenever a new job is created in Simpro or a record is updated. Keep staff informed without checking multiple dashboards.
🔀
Route records based on submitted criteria
Apply conditional rules to send high-priority Microsoft Dynamics 365 Business Central (Beta records to specific Simpro queues. Ensure urgent service requests get immediate attention.
📝
Keep records updated across both systems
Automatically update Microsoft Dynamics 365 Business Central (Beta records whenever invoice statuses or job details change in Simpro. Maintain synchronized data across your entire tech stack.
🔍
Search and update instead of creating duplicates
Look up existing records in Microsoft Dynamics 365 Business Central (Beta before creating new entries in Simpro. Keep your database clean and avoid redundant customer profiles.
💳
Handle later status changes and billing updates
Trigger automated updates in Microsoft Dynamics 365 Business Central (Beta whenever Simpro invoices are paid, updated, or completed. Keep financial reporting accurate and current.
📊
Extend your workflow to Google Sheets for reporting
Push Microsoft Dynamics 365 Business Central (Beta and Simpro data into Google Sheets automatically for custom analytics and team reporting. Keep stakeholders aligned with live spreadsheets.
And much more...
Who is Microsoft Dynamics 365 Business Central (Beta + Simpro integration for?
Operations managers, field service coordinators, and finance teams relying on Microsoft Dynamics 365 Business Central (Beta and Simpro eliminate manual data entry and keep records continuously synchronized.
Finance directors and analysts
Field service coordinators
Account managers
Operations supervisors
Project planners
Compliance officers
📈
Finance directors and analysts
You're pulling financial metrics from Microsoft Dynamics 365 Business Central (Beta but your revenue reports only update when someone manually exports invoices, so the figures you're reviewing are always outdated — with this integration, every new billing record lands instantly and your data stays current.
⚡
Field service coordinators
You're dispatching technicians based on Microsoft Dynamics 365 Business Central (Beta entries but find out about schedule changes too late, causing customer delays — with this integration, every new job appears in Simpro instantly and your team acts on live information.
🤝
Account managers
You're answering client questions about project progress while jumping between Microsoft Dynamics 365 Business Central (Beta and Simpro to piece together status updates — with this integration, client histories update automatically and you provide accurate answers immediately.
📊
Operations supervisors
You're handling high volumes of daily service requests in Microsoft Dynamics 365 Business Central (Beta and struggling to keep Simpro job records up to date by hand — with this integration, high-volume data transfers run automatically without creating backlogs.
📋
Project planners
You're waiting for upstream teams to finish Microsoft Dynamics 365 Business Central (Beta entries before you can create service jobs in Simpro, slowing down project kickoffs — with this integration, every new record triggers downstream tasks instantly.
🗂️
Compliance officers
You're auditing operational records in Microsoft Dynamics 365 Business Central (Beta and constantly finding gaps where Simpro updates were missed or delayed — with this integration, every transaction logs reliably and your audit trail remains complete.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Simpro
Build and manage your Microsoft Dynamics 365 Business Central + Simpro 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 + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
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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.
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 Business Central (Beta to Simpro?
You can connect Microsoft Dynamics 365 Business Central (Beta to Simpro in 1 click using ready templates or ask Integrately AI to build your workflow.
Can I automatically create Simpro service jobs from Microsoft Dynamics 365 Business Central (Beta records?
Can I connect Microsoft Dynamics 365 Business Central (Beta, Simpro, and Google Sheets?
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and Simpro?
How does Microsoft Dynamics 365 Business Central (Beta data trigger actions in Simpro?
Can Simpro invoice updates sync back to Microsoft Dynamics 365 Business Central (Beta?
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and Simpro?
Is the Microsoft Dynamics 365 Business Central (Beta and Simpro integration free?
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