Microsoft Dynamics 365 Business Central + Teamwork CRM Integration
Integrate Microsoft Dynamics 365 Business Central (Beta to Teamwork CRM in one click, or tell Integrately AI how you want each record handled. Create deals, update contacts, sync companies, and manage your sales pipeline automatically.
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
Company is created in Teamwork CRM Instant- Contact is created in Teamwork CRM Instant
- Deal is created in Teamwork CRM Instant
- Deal is updated in Teamwork CRM Instant
- Deal is deleted in Teamwork CRM Instant
- Activity is created in Teamwork CRM Instant
- Activity is updated in Teamwork CRM Instant
- Activity is deleted in Teamwork CRM Instant
- Note is created in Teamwork CRM Instant
- File is created in Teamwork CRM Instant
2.
- Update record in Microsoft Dynamics 365 Business Central
- Create record in Microsoft Dynamics 365 Business Central
- Search record in Microsoft Dynamics 365 Business Central
- Create deal in Teamwork CRM
- Search deal in Teamwork CRM
- Create contact in Teamwork CRM
- Search contact in Teamwork CRM
- Create company in Teamwork CRM
- Search company in Teamwork CRM
- Create note in Teamwork CRM
- Create activity in Teamwork CRM
- Search activity in Teamwork CRM
- Create pipeline in Teamwork CRM
- Create stage in Teamwork CRM
- Search country in Teamwork CRM
- Search user in Teamwork CRM
- Create product in Teamwork CRM
- Search product in Teamwork CRM
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 Business Central + Teamwork CRM Integration
Create deals, update contacts, sync companies, track activities, and manage your pipeline, 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 + Teamwork CRM flow
Sync your data with marketing, sales, and messaging tools to keep your teams aligned and follow up faster. Pick a combination and activate it in one click.
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Hubspot (4)
Hubspot (4) +
Mailchimp (3)
Mailchimp (3) +
Salesforce (3)
Salesforce (3) +
Pipedrive (3)
Pipedrive (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) M
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Create a Teamwork CRM contact for every new Microsoft Dynamics 365 Business Central (Beta record, and add it to HubSpot.
New Microsoft Dynamics 365 Business Central (Beta records automatically appear in Teamwork CRM and HubSpot without manual entry.
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When a deal is created in Teamwork CRM, search for the matching record in Microsoft Dynamics 365 Business Central (Beta and update HubSpot.
Keep your HubSpot contacts aligned whenever a new deal is registered in Teamwork CRM.
M
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Create a company in Teamwork CRM from every Microsoft Dynamics 365 Business Central (Beta update, and update HubSpot.
Company updates flow seamlessly from Microsoft Dynamics 365 Business Central (Beta into Teamwork CRM and HubSpot.
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Use ChatGPT to review new Teamwork CRM deals, update Microsoft Dynamics 365 Business Central (Beta, and log in HubSpot.
AI-powered analysis processes new Teamwork CRM deals before updating Microsoft Dynamics 365 Business Central (Beta and HubSpot.
Supported triggers and actions for Microsoft Dynamics 365 Business Central and Teamwork CRM
Mix and match to build the exact automation you need
Microsoft Dynamics 365 Business Central Triggers & Actions
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
Try it → Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
Try it → Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
Try it → Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
Try it → Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
Try it → What can you automate with Microsoft Dynamics 365 Business Central (Beta + Teamwork CRM?
Streamline your sales operations and financial record-keeping by connecting every core trigger and action between these two platforms.
🔄
Sync new records into deals automatically
Turn every new record created in Microsoft Dynamics 365 Business Central (Beta into an active deal in Teamwork CRM the moment it arrives. Eliminate manual data entry and keep your sales pipeline moving.
📋
Capture every submitted field and detail
Map all available record parameters from Microsoft Dynamics 365 Business Central (Beta directly into corresponding Teamwork CRM fields. Ensure complete context for every customer interaction.
🔔
Alert the right team member instantly
Trigger instant notifications in messaging apps or CRM channels the moment a new record or deal is registered. Keep stakeholders informed without checking multiple dashboards.
🔀
Route deals based on submitted criteria
Apply conditional logic to direct high-value deals or specific record types to designated team members in Teamwork CRM based on criteria submitted in Microsoft Dynamics 365 Business Central (Beta.
✏️
Keep records updated across platforms
Automatically update existing records in Microsoft Dynamics 365 Business Central (Beta whenever deal stages or contact details change in Teamwork CRM. Maintain absolute data consistency.
🔍
Search and update instead of duplicating
Search for existing records before creating new ones in Microsoft Dynamics 365 Business Central (Beta or Teamwork CRM. Prevent duplicate entries and keep your databases clean.
📉
Handle deal stage changes and closures
Capture deal updates, status changes, and closures in Teamwork CRM to trigger corresponding record adjustments in Microsoft Dynamics 365 Business Central (Beta automatically.
🔌
Extend your workflow to external apps
Connect your core Microsoft Dynamics 365 Business Central (Beta and Teamwork CRM integration with Slack, Google Sheets, or email tools to notify teams and log records instantly.
And much more...
Who is Microsoft Dynamics 365 Business Central (Beta + Teamwork CRM integration for?
Sales leaders and finance operations teams use this integration to keep customer records, deals, and business workflows aligned without manual data re-entry.
Finance Managers
Sales Representatives
Account Managers
Sales Operations Teams
Finance Analysts
Customer Success Leads
📈
Finance Managers
You're reviewing financial records in Microsoft Dynamics 365 Business Central (Beta, but your deal pipeline in Teamwork CRM only updates when someone manually exports data, so the revenue reports you're presenting are always a few hours behind — with this integration, every new deal updates your records instantly and your financial data stays current.
⚡
Sales Representatives
You need to follow up immediately when a new business record arrives, but manual data transfers between Microsoft Dynamics 365 Business Central (Beta and Teamwork CRM mean you find out too late — with this integration, every record triggers a deal instantly and your response time drops.
🤝
Account Managers
You answer to clients who expect real-time progress updates, but tracking milestone changes across Teamwork CRM and Microsoft Dynamics 365 Business Central (Beta causes frustrating delays — with this integration, every deal update reflects immediately across your systems and client reviews run smoothly.
📊
Sales Operations Teams
The volume of incoming business records is too high for anyone to keep up by hand, leading to missed entries and broken pipelines — with this integration, every record and deal syncs automatically and your team avoids manual copy-pasting entirely.
🔄
Finance Analysts
You own the financial reporting step and depend on sales teams to hand over deal data from Teamwork CRM into Microsoft Dynamics 365 Business Central (Beta, but handoffs stall when reps get busy — with this integration, data flows automatically between both platforms without waiting for manual handoffs.
🗂️
Customer Success Leads
You need a reliable history of customer interactions, but missing records between Microsoft Dynamics 365 Business Central (Beta and Teamwork CRM keep creating gaps in your customer profiles — with this integration, every interaction is logged accurately and your client history remains complete.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Teamwork CRM
Build and manage your Microsoft Dynamics 365 Business Central + Teamwork CRM 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 + Teamwork CRM 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.
AI that builds your automations
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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?
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 Business Central (Beta to Teamwork CRM?
You can connect Microsoft Dynamics 365 Business Central (Beta to Teamwork CRM in 1-click using ready workflows or Integrately AI. It links with apps like Hubspot, Slack, and Google Sheets instantly.
Can I automatically create Teamwork CRM deals from Microsoft Dynamics 365 Business Central (Beta records?
Can I connect Microsoft Dynamics 365 Business Central (Beta, Teamwork CRM, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and Teamwork CRM?
How are records handled in Microsoft Dynamics 365 Business Central (Beta during automation?
How does Teamwork CRM manage deal updates in this integration?
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and Teamwork CRM?
Is the Microsoft Dynamics 365 Business Central (Beta and Teamwork CRM integration free?
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