Microsoft Dynamics 365 Business Central + Float Integration
Connect Microsoft Dynamics 365 Business Central to Float in 1 click
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
Task is created in Float- Logged time is created in Float
- Logged time is updated in Float
- Person is created in Float
- Project is created in Float
- Client is created in Float
- Time off is created in Float
- Department is created in Float
2.
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Who Is This Integration For?
Project Managers
Financial Analysts
Operations Managers
HR Managers
Small Business Owners
Project Managers
Project Managers often struggle to keep track of real-time financial status updates and resource availability. They need a robust mechanism to ensure their resources are allocated efficiently and are in line with project budgets sourced from Microsoft Dynamics Business Central.
Financial Analysts
Financial Analysts need timely updates on project costs and future forecasts. Pulling this data together manually from multiple platforms like Microsoft Dynamics Business Central can be time-consuming and error-prone.
Operations Managers
Keeping tabs on employee workloads and ensuring they are not overbooked can be challenging for Operations Managers, especially when this data is spread across different apps like Float for scheduling and Microsoft Dynamics Business Central for finance.
HR Managers
HR Managers often have to manage workforce availability against project needs. They need seamless data flow to ensure employee schedules align with project demands, especially when juggling between ERP and scheduling software.
Small Business Owners
Small Business Owners need a way to streamline operations by aligning accounting and project management in a single flow. Managing this manually between Microsoft Dynamics Business Central and Float can lead to misalignment.
What Can You Automate With Microsoft Dynamics 365 Business Central + Float
Sync project budgets to Float
Automatically sync new project budgets from Microsoft Dynamics Business Central to Float. This helps you ensure resource planning aligns with current financial constraints, reducing manual checking.
Update resource availability based on financial reports
Push financial status reports from Microsoft Dynamics Business Central directly into Float to adjust resource availability. This gives you real-time insight into who can take on new projects without compromising financial integrity.
Create Float tasks from Dynamics project milestones
Transform key project milestones in Microsoft Dynamics Business Central into actionable tasks in Float. This automation keeps your team well-aligned with project progress without needing to manually update schedules.
Adjust project deadlines in Float with Dynamics data
When a project deadline changes in Microsoft Dynamics Business Central, automatically update the corresponding schedules in Float. You eliminate the risk of miscommunicating timeline changes across teams.
Notify your team about budget overruns
Send notifications to your team in Float if Microsoft Dynamics Business Central reports any budget overruns. This pre-emptively alerts your team to potential budget issues, allowing proactive adjustments.
And much more...
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Most popular
01
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02
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How Integrately Works?
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You Can Also Connect Microsoft Dynamics 365 Business Central or Float With 1400+ Other Apps
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central is an all-in-one business management solution that streamlines operations, finances, sales, and customer service. Empower your business with intelligent tools for growth and efficiency.
Float
Float is a resource scheduling app that enables you to schedule your team's resources within seconds. It provides features like real-time updates, accurate time tracking, and instant booking for all the members of your team.
