Microsoft Dynamics 365 Business Central + ServiceM8 Integration
Integrate Microsoft Dynamics 365 Business Central (Beta to ServiceM8 in one click, or tell Integrately AI how you want each record handled. Search records, create jobs, update statuses, and log client 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
Job quote is accepted in ServiceM8 Instant- Job quote is sent in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Job is queued in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- Job is checked in in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
- Search record in Microsoft Dynamics 365 Business Central
- Create record in Microsoft Dynamics 365 Business Central
- Update record in Microsoft Dynamics 365 Business Central
- Search client in ServiceM8
- Get job details by UUID in ServiceM8
- Get staff by UUID in ServiceM8
- Get job client details by company UUID in ServiceM8
- Get job client contact by company UUID in ServiceM8
- Create a job in ServiceM8
- Create a client in ServiceM8
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Ready Workflows for Microsoft Dynamics 365 Business Central + ServiceM8 Integration
Capture new records, create matching jobs, update client statuses, alert your team, and sync finances, 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 + ServiceM8 flow
Track invoices, email clients, and post internal updates once your records and jobs are in sync. Pick a combination and activate it in one click.
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Xero (4)
Xero (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
Trello (4)
Trello (4) S
M
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Create a record in Microsoft Dynamics 365 Business Central (Beta when a new job is created in ServiceM8, and generate an invoice in Xero
New ServiceM8 jobs instantly generate matching records in Microsoft Dynamics 365 Business Central (Beta and accounting entries in Xero without manual data entry.
M
S
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When a record is created in Microsoft Dynamics 365 Business Central (Beta, create a job in ServiceM8 and add a bill in Xero
Keep service operations and accounting books aligned by turning every new Microsoft Dynamics 365 Business Central (Beta record into a ServiceM8 job and Xero bill instantly.
S
M
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If a ServiceM8 job is completed, update the record in Microsoft Dynamics 365 Business Central (Beta and mark the Xero invoice as paid
Mark jobs complete in ServiceM8 to update your Microsoft Dynamics 365 Business Central (Beta record and reconcile your Xero invoice automatically.
S
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Use Claude to extract billing items from ServiceM8 job notes, update Microsoft Dynamics 365 Business Central (Beta, and create a Xero invoice
Claude reviews ServiceM8 job notes, updates Microsoft Dynamics 365 Business Central (Beta records with structured line items, and drafts your Xero invoice.
Supported triggers and actions for Microsoft Dynamics 365 Business Central and ServiceM8
Mix and match to build the exact automation you need
Microsoft Dynamics 365 Business Central Triggers & Actions
ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → What can you automate with Microsoft Dynamics 365 Business Central (Beta + ServiceM8?
Streamline your service business operations by connecting records, jobs, and client communications into a single automated workflow.
🔄
Sync records and jobs automatically
Turn every new Microsoft Dynamics 365 Business Central (Beta record into a scheduled ServiceM8 job instantly, removing manual copy-pasting from your daily routine.
📋
Capture every submitted client field
Map complete client details, notes, and custom answers from Microsoft Dynamics 365 Business Central (Beta straight into your ServiceM8 job profiles without losing context.
📢
Alert your team the moment work begins
Send instant notifications to your operations channel or dispatchers whenever a new job or record is established across both platforms.
🔀
Route workflows based on job type
Trigger different follow-up actions depending on the specific service category or submitted field in your Microsoft Dynamics 365 Business Central (Beta records.
🔄
Keep records updated as details change
Automatically update existing Microsoft Dynamics 365 Business Central (Beta records whenever job statuses or client details are modified in ServiceM8.
🔍
Search and update without duplicates
Check existing client databases before creating new records, ensuring your systems remain clean and free of duplicate entries.
💳
Manage later status changes and payments
Trigger automated updates when job quotes are accepted, invoices are paid, or service visits are successfully completed.
🔌
Extend flows to your favorite tools
Connect your core automation to Slack, Xero, QuickBooks Online, or Gmail to notify teams and log financials effortlessly.
And much more...
Who is Microsoft Dynamics 365 Business Central (Beta + ServiceM8 integration for?
Service business leaders, operations managers, and finance teams connect these platforms to eliminate manual data entry, streamline job tracking, and keep financial records fully synchronized.
Operations Managers
Dispatch Coordinators
Account Managers
Business Owners
Field Technicians
Finance Teams
📈
Operations Managers
You're managing field schedules in ServiceM8 while keeping business data in Microsoft Dynamics 365 Business Central (Beta, but manual exports leave your job statuses out of sync — with this integration, every record update lands instantly and your pipeline stays accurate.
⚡
Dispatch Coordinators
You need to assign field staff as soon as new client requests arrive, but delays in data transfer mean technicians find out too late — with this integration, every new record immediately creates a matching job in ServiceM8.
🤝
Account Managers
You answer to clients who want immediate progress updates on their scheduled service work, but finding job details across separate apps slows you down — this integration means client records and job statuses are always aligned.
📊
Business Owners
Your service volume is growing faster than your team can manually copy data between systems, leading to missed follow-ups — automating both apps means every client submission flows smoothly without administrative bottlenecks.
🔧
Field Technicians
You depend on office staff to hand over customer details before heading to a site, but missing information stalls your arrival — connecting these apps means job notes and records are ready on your device instantly.
📁
Finance Teams
You need a reliable audit history of completed service work and invoice payments, but manual data entry leaves frequent gaps in your ledgers — with this integration, every completed job syncs cleanly to your records.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Dynamics 365 Business Central + ServiceM8
Build and manage your Microsoft Dynamics 365 Business Central + ServiceM8 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 + ServiceM8 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?
1
Select Automation
2
Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 Business Central (Beta to ServiceM8?
You can connect Microsoft Dynamics 365 Business Central (Beta to ServiceM8 instantly using ready workflows or ask Integrately AI to build your automation. Pair them with Xero, QuickBooks Online, Slack, and 1,500+ other apps with 1-click setup.
Can I automatically create a ServiceM8 job when a record is created in Microsoft Dynamics 365 Business Central (Beta?
Can I connect Microsoft Dynamics 365 Business Central (Beta, ServiceM8, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and ServiceM8?
How are records handled between Microsoft Dynamics 365 Business Central (Beta and ServiceM8?
Can ServiceM8 job updates sync back to Microsoft Dynamics 365 Business Central (Beta?
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and ServiceM8?
Is the Microsoft Dynamics 365 Business Central (Beta and ServiceM8 integration free?
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