Microsoft Dynamics 365 Business Central + Vtiger CRM Integration

Integrate Microsoft Dynamics 365 Business Central (Beta to Vtiger CRM in one click, or tell Integrately AI how you want each record handled. Create contacts and opportunities, update accounts, log tickets, and keep your CRM data current 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
  • Vtiger CRM
    Lead is created or updated in Vtiger CRM
  • Vtiger CRM
    Contact is created/updated in Vtiger CRM
  • Vtiger CRM
    To Do is created/updated in Vtiger CRM
  • Vtiger CRM
    Account is created/updated in Vtiger CRM
  • Vtiger CRM
    Ticket is created/updated in Vtiger CRM
  • Vtiger CRM
    Opportunity is created/updated in Vtiger CRM
  • Vtiger CRM
    Case is created/updated in Vtiger CRM
  • Vtiger CRM
    Service is created/updated in Vtiger CRM
  • Vtiger CRM
    Event is created/updated in Vtiger CRM
  • Vtiger CRM
    Product is created/updated in Vtiger CRM
  • Vtiger CRM
    Invoice is created/updated in Vtiger CRM
  • Vtiger CRM
    Quote is created/updated in Vtiger CRM
  • Vtiger CRM
    Sales Order is created/updated in Vtiger CRM
  • Vtiger CRM
    PurchaseOrder is created/updated in Vtiger 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
  • Vtiger CRM
    Update account in Vtiger CRM
  • Vtiger CRM
    Search account in Vtiger CRM
  • Vtiger CRM
    Update contact in Vtiger CRM
  • Vtiger CRM
    Update opportunity in Vtiger CRM
  • Vtiger CRM
    Search opportunity in Vtiger CRM
  • Vtiger CRM
    Create contact in Vtiger CRM
  • Vtiger CRM
    Search contact by phone in Vtiger CRM
  • Vtiger CRM
    Create todo in Vtiger CRM
  • Vtiger CRM
    Create account in Vtiger CRM
  • Vtiger CRM
    Create product in Vtiger CRM
  • Vtiger CRM
    Create opportunity in Vtiger CRM
  • Vtiger CRM
    Search contact by email in Vtiger CRM
  • Vtiger CRM
    Create case in Vtiger CRM
  • Vtiger CRM
    Create service in Vtiger CRM
  • Vtiger CRM
    Create module record in Vtiger CRM
  • Vtiger CRM
    Create event in Vtiger CRM
  • Vtiger CRM
    Create ticket in Vtiger CRM

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

Capture records, create contacts and opportunities, update accounts, and trigger follow-ups, 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 + Vtiger CRM flow

Sync your records with email campaigns, store orders, team alerts, and invoicing tools to keep your entire business aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
Vtiger CRM
+
ShopifyShopify (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
StripeStripe (3)
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Create a record in Microsoft Dynamics 365 Business Central (Beta from every Shopify order, and create a contact in Vtiger CRM
New Shopify orders instantly generate a record in Microsoft Dynamics 365 Business Central (Beta and a contact in Vtiger CRM without manual data entry.
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M
V
When a Shopify refund is processed, update Microsoft Dynamics 365 Business Central (Beta and create a case in Vtiger CRM
Refunds in Shopify update your Microsoft Dynamics 365 Business Central (Beta record and log a support case in Vtiger CRM automatically.
S
M
V
Use Claude to analyse Shopify customer feedback, create a Microsoft Dynamics 365 Business Central (Beta record, and create a Vtiger CRM ticket
Claude reviews new Shopify customer feedback so Microsoft Dynamics 365 Business Central (Beta and Vtiger CRM receive categorized records instantly.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and Vtiger 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
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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
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Vtiger CRM
Vtiger CRM Triggers & Actions
Lead is created or updated in Vtiger CRM
Triggers the automation when a new lead is created or an existing lead is updated
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Contact is created/updated in Vtiger CRM
Triggers the automation when a contact is created or updated
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To Do is created/updated in Vtiger CRM
Triggers the automation when a To Do is created or updated
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Account is created/updated in Vtiger CRM
Triggers the automation when an account is created or updated
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Ticket is created/updated in Vtiger CRM
Triggers the automation when a ticket is created or modified
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Opportunity is created/updated in Vtiger CRM
Triggers the automation when any opportunity is created or updated
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Case is created/updated in Vtiger CRM
Triggers the automation when any account is created or updated
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Service is created/updated in Vtiger CRM
Triggers the automation when a service is created or updated
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Event is created/updated in Vtiger CRM
Triggers the automation when any event is created or updated
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Product is created/updated in Vtiger CRM
Triggers the automation when a product is created or updated
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Invoice is created/updated in Vtiger CRM
Triggers the automation when any invoice is added or modified
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Quote is created/updated in Vtiger CRM
Triggers the automation when a quote is created or updated
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Sales Order is created/updated in Vtiger CRM
Triggers the automation when a new sales order is created or updated
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PurchaseOrder is created/updated in Vtiger CRM
Triggers the automation when a purchase order is created or updated
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Update account in Vtiger CRM
Updates an existing account
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Search account in Vtiger CRM
Searches for an account
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Update contact in Vtiger CRM
Updates an existing contact
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Update opportunity in Vtiger CRM
Updates an existing opportunity
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Search opportunity in Vtiger CRM
Searches for an opportunity
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Create contact in Vtiger CRM
Adds a new contact to the database
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Search contact by phone in Vtiger CRM
Finds information about a contact using the phone number
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Create todo in Vtiger CRM
Creates a new to-do item
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Create account in Vtiger CRM
Generates a new account
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Create product in Vtiger CRM
Generates and launch new products
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Create opportunity in Vtiger CRM
Creates a new instance of the support system
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Search contact by email in Vtiger CRM
Finds and retrieves contact information using their email address
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Create case in Vtiger CRM
Generates a new case entry
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Create service in Vtiger CRM
Creates a new service entry
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Create module record in Vtiger CRM
Creates a new record in a module
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Create event in Vtiger CRM
Adds a new contact to the contact list
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Create ticket in Vtiger CRM
Generates a new ticket
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What can you automate with Microsoft Dynamics 365 Business Central (Beta + Vtiger CRM?

Connect your core business operations and CRM workflows to eliminate manual data transfers and maintain accurate records.

What you can automate?
🔄
Sync business records to CRM contacts
Automatically generate a Vtiger CRM contact or opportunity whenever a new record is created in Microsoft Dynamics 365 Business Central (Beta.
📋
Capture every submitted record field
Map all available record parameters from Microsoft Dynamics 365 Business Central (Beta into specific Vtiger CRM custom fields instead of just names.
📢
Notify your team instantly on chat
Send automated alerts to your sales or support channels the moment a Microsoft Dynamics 365 Business Central (Beta record updates Vtiger CRM.
🔀
Route records based on submitted criteria
Create high-priority opportunities in Vtiger CRM for enterprise Microsoft Dynamics 365 Business Central (Beta records and standard contacts for others.
📝
Keep Vtiger CRM accounts up to date
Update existing Vtiger CRM accounts automatically whenever corresponding records change in Microsoft Dynamics 365 Business Central (Beta.
🔍
Prevent duplicate records during sync
Search existing database entries before creating new Vtiger CRM contacts to ensure clean data hygiene across both applications.
🏷️
Handle later status and stage changes
Trigger Vtiger CRM updates automatically when Microsoft Dynamics 365 Business Central (Beta records move to completed or cancelled stages.
🌐
Extend your workflow to Slack or Shopify
Connect your core Microsoft Dynamics 365 Business Central (Beta and Vtiger CRM flow with Slack notifications or Shopify store events seamlessly.
And much more...

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

Teams managing business operations and customer relationships across Microsoft Dynamics 365 Business Central (Beta and Vtiger CRM eliminate manual data entry and keep records perfectly synchronized.

Operations analysts
Operations analysts
Sales representatives
Sales representatives
Client success managers
Client success managers
Order fulfilment teams
Order fulfilment teams
Sales operations leads
Sales operations leads
Database administrators
Database administrators
📈
Operations analysts
You're compiling operational reports from Microsoft Dynamics 365 Business Central (Beta, but your CRM pipeline data only updates when someone manually exports records, so your executive dashboard counts are always hours behind — with this integration, every new record lands in Vtiger CRM instantly and your numbers stay current.
⚡
Sales representatives
You need to act fast on new business records created in Microsoft Dynamics 365 Business Central (Beta, but you find out about them too late because leads sit unassigned in the system — with this integration, every new record generates a Vtiger CRM contact immediately and you can reach out right away.
🤝
Client success managers
You answer to key clients who want to see prompt follow-up on service requests, but ticket updates take hours to reflect across your tools — with this integration, every support event updates your Vtiger CRM records instantly and client progress is always transparent.
📦
Order fulfilment teams
The transaction volume in Microsoft Dynamics 365 Business Central (Beta is too high for anyone to keep up by hand, leading to missed CRM entries and split customer histories — with this integration, every order record updates Vtiger CRM automatically and your inventory data stays accurate.
🔗
Sales operations leads
You own the handoff between back-office accounting and sales pipelines, depending on upstream staff to copy data correctly every time — with this integration, every Microsoft Dynamics 365 Business Central (Beta update populates Vtiger CRM contacts without manual intervention.
📋
Database administrators
You need a reliable audit history across systems, but manual data transfers keep leaving gaps in customer accounts and service tickets — with this integration, every record change flows cleanly between Microsoft Dynamics 365 Business Central (Beta and Vtiger CRM without missing fields.
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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Vtiger CRM

Build and manage your Microsoft Dynamics 365 Business Central + Vtiger 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 + Vtiger 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 Business Central (Beta to Vtiger CRM?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 Business Central (Beta to Vtiger CRM in 1 click using ready-made workflows on Integrately, or ask Integrately AI to build the automation and map the fields for you alongside Shopify, Slack, and QuickBooks Online.
Can I automatically create Vtiger CRM contacts from Microsoft Dynamics 365 Business Central (Beta records?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 Business Central (Beta, Vtiger CRM, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and Vtiger CRM?
Frequently Asked Questions
How do records sync from Microsoft Dynamics 365 Business Central (Beta to Vtiger CRM?
Frequently Asked Questions
Can I update Vtiger CRM accounts when Microsoft Dynamics 365 Business Central (Beta records change?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and Vtiger CRM?
Frequently Asked Questions
Is the Microsoft Dynamics 365 Business Central (Beta and Vtiger CRM integration free?
Frequently Asked Questions
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