Microsoft Dynamics 365 Business Central + Workbooks CRM Integration

Integrate Microsoft Dynamics 365 Business Central (Beta to Workbooks CRM in one click, or tell Integrately AI how you want each record handled. Sync financial data, update customer records, create sales leads, and trigger follow-ups 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
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
Arrow Right
2.
  • Microsoft Dynamics 365 Business Central
    Search 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
    Update record in Microsoft Dynamics 365 Business Central
  • Workbooks CRM
    Update customer order in Workbooks CRM
  • Workbooks CRM
    Update organization in Workbooks CRM
  • Workbooks CRM
    Create marketing campaign member status in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign status in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign in Workbooks CRM
  • Workbooks CRM
    Create customer order and line items in Workbooks CRM
  • Workbooks CRM
    Search customer order in Workbooks CRM
  • Workbooks CRM
    Create marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Update marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Search sales lead in Workbooks CRM
  • Workbooks CRM
    Update sales lead in Workbooks CRM
  • Workbooks CRM
    Create person in Workbooks CRM
  • Workbooks CRM
    Create task in Workbooks CRM
  • Workbooks CRM
    Create case in Workbooks CRM
  • Workbooks CRM
    Create customer order in Workbooks CRM
  • Workbooks CRM
    Create organization in Workbooks CRM
  • Workbooks CRM
    Create sales lead in Workbooks CRM
  • Workbooks CRM
    Search person in Workbooks CRM
  • Workbooks CRM
    Update person in Workbooks CRM
  • Workbooks CRM
    Search organization in Workbooks CRM

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

Capture records, organise responses, keep your CRM updated, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
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Connect more apps to your Microsoft Dynamics 365 Business Central (Beta + Workbooks CRM flow

Send synced data to your marketing tools, alert team channels, and log records across your entire business stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
Workbooks CRM
+
SalesforceSalesforce (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
M
W
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Create a sales lead in Workbooks CRM when a record is created in Microsoft Dynamics 365 Business Central (Beta, and add a lead in Salesforce
New Microsoft Dynamics 365 Business Central (Beta records instantly populate Workbooks CRM as sales leads and create a corresponding lead in Salesforce without manual export.
M
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When a record is updated in Microsoft Dynamics 365 Business Central (Beta, update the sales lead in Workbooks CRM and update the lead in Salesforce
Keep Salesforce and Workbooks CRM perfectly synchronized whenever record details change in Microsoft Dynamics 365 Business Central (Beta.
M
W
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Search record in Microsoft Dynamics 365 Business Central (Beta, update the sales lead in Workbooks CRM, and create a contact in Salesforce
Search records in Microsoft Dynamics 365 Business Central (Beta, update Workbooks CRM, and log contacts in Salesforce automatically.
M
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Use Claude to evaluate Microsoft Dynamics 365 Business Central (Beta records, update Workbooks CRM, and create a lead in Salesforce
Use Claude to qualify Microsoft Dynamics 365 Business Central (Beta records before updating Workbooks CRM and creating Salesforce leads.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and Workbooks 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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Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
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Create record in Microsoft Dynamics 365 Business Central
Creates a new record
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Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
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Workbooks CRM
Workbooks CRM Triggers & Actions
Instant
Invoice is complete and its status is posted in Workbooks CRM
Triggers the automation when an invoice is complete and its status is posted
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Instant
Task is created in Workbooks CRM
Triggers the automation when a task is created
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Instant
Credit note is posted in Workbooks CRM
Triggers the automation when a credit note is posted
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Instant
Product is created in Workbooks CRM
Triggers the automation when a product is created
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Instant
Meeting is created in Workbooks CRM
Triggers the automation when a meeting is created
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Instant
Marketing campaign is created in Workbooks CRM
Triggers the automation when a marketing campaign is created
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Instant
Case is created in Workbooks CRM
Triggers the automation when a case is created
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Instant
Organization is created in Workbooks CRM
Triggers the automation when an organization is created
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Instant
Person is created in Workbooks CRM
Triggers the automation when a person is created
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Instant
New sales lead is created in Workbooks CRM
Triggers the automation when a new sales lead is created
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Update customer order in Workbooks CRM
Updates a customer order
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Update organization in Workbooks CRM
Updates an organization
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Create marketing campaign member status in Workbooks CRM
Creates a marketing campaign member status
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Search marketing campaign status in Workbooks CRM
Searches for marketing campaign status
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Search marketing campaign in Workbooks CRM
Searches for a marketing campaign
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Create customer order and line items in Workbooks CRM
Creates a customer order and line items
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Search customer order in Workbooks CRM
Searches for a customer order
Try it →
Create marketing campaign member in Workbooks CRM
Creates a marketing campaign member
Try it →
Search marketing campaign member in Workbooks CRM
Searches for a marketing campaign member
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Update marketing campaign member in Workbooks CRM
Updates a marketing campaign member
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Search sales lead in Workbooks CRM
Searches for a sales lead
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Update sales lead in Workbooks CRM
Updates a sales lead
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Create person in Workbooks CRM
Creates a new person
Try it →
Create task in Workbooks CRM
Creates a new task
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Create case in Workbooks CRM
Creates a new case
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Create customer order in Workbooks CRM
Creates a customer order
Try it →
Create organization in Workbooks CRM
Creates a new organization
Try it →
Create sales lead in Workbooks CRM
Creates a new sales lead
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Search person in Workbooks CRM
Searches for a person
Try it →
Update person in Workbooks CRM
Updates a person
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Search organization in Workbooks CRM
Searches for an organization
Try it →

What can you automate with Microsoft Dynamics 365 Business Central (Beta + Workbooks CRM?

Streamline your business management and CRM workflows by automating data flow between these two powerful platforms.

What you can automate?
🔄
Sync records and sales leads automatically
Turn every new Microsoft Dynamics 365 Business Central (Beta record into an active Workbooks CRM sales lead without lifting a finger. Eliminate manual transcription errors across your business stack.
📋
Capture every submitted custom field
Map all available record parameters from Microsoft Dynamics 365 Business Central (Beta into specific Workbooks CRM fields. Ensure no crucial customer detail or financial note is left behind.
🔔
Notify the right team instantly
Alert your sales or support channels the moment a new record or task is created. Ensure immediate internal awareness and faster response times.
🔀
Route records based on custom criteria
Apply conditional logic to direct specific records to different pipelines or departments based on submitted field values and account tiers.
📝
Keep records updated in real time
Ensure modifications made in Microsoft Dynamics 365 Business Central (Beta instantly update corresponding sales leads and tasks in Workbooks CRM.
🔍
Search and update to prevent duplicates
Check for existing records before creating new entries. Keep your CRM database clean and organized by updating existing profiles instead of spawning duplicates.
💼
Manage status changes and task updates
Handle lifecycle events like task completion, campaign creation, or invoice posting effortlessly across both business platforms.
🔗
Extend your workflow to Slack or email
Connect your core automation to Slack, Microsoft Outlook, or other business apps to trigger multi-step notifications and follow-up tasks.
And much more...

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

Operations teams, sales leaders, and finance managers use this integration to keep records aligned, eliminate manual data entry, and speed up order processing.

Finance analysts and controllers
Finance analysts and controllers
Sales operations managers
Sales operations managers
Account managers and consultants
Account managers and consultants
High-volume processing teams
High-volume processing teams
Downstream sales representatives
Downstream sales representatives
Compliance and auditing officers
Compliance and auditing officers
📈
Finance analysts and controllers
You're tracking financial entries in Microsoft Dynamics 365 Business Central (Beta but your CRM records only update when someone manually exports data, so your pipeline reports are always outdated — automating both apps means every record syncs instantly and your numbers stay current.
⚡
Sales operations managers
You need your sales team to act the moment a new account is registered, but manual handoffs leave leads sitting in queues for hours — connecting these apps means every new record creates a Workbooks CRM sales lead immediately and your reps can follow up without delay.
🤝
Account managers and consultants
You answer to clients who expect real-time updates on their order and account status, but fragmented systems make tracking progress tedious — with this integration, record updates flow seamlessly into your CRM and your clients always receive accurate information.
⚡
High-volume processing teams
The sheer volume of daily transactions in Microsoft Dynamics 365 Business Central (Beta makes manual data entry impossible to sustain without errors — automating this workflow means every record, order, and task is processed accurately across your entire system.
👥
Downstream sales representatives
You depend on upstream finance teams to log customer details before you can begin outreach, causing frustrating delays in your pipeline — this integration means sales leads appear in your CRM the second a record is created so you can start selling right away.
🛡️
Compliance and auditing officers
You need an unbroken history of every transaction and customer interaction, but manual record-keeping leaves critical gaps in your audit trail — automating both platforms means every update is logged reliably with zero missing records.
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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Workbooks CRM

Build and manage your Microsoft Dynamics 365 Business Central + Workbooks 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 + Workbooks 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 Workbooks CRM?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 Business Central (Beta to Workbooks CRM instantly using ready-made templates or by asking Integrately AI to build the automation and map the fields. You can also integrate apps like Salesforce, Mailchimp, Slack, and Google Drive with 1-click setup.
Can I automatically create Workbooks CRM sales leads from new Microsoft Dynamics 365 Business Central (Beta records?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 Business Central (Beta, Workbooks CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and Workbooks CRM?
Frequently Asked Questions
How does Microsoft Dynamics 365 Business Central (Beta handle record updates in Workbooks CRM?
Frequently Asked Questions
Can Workbooks CRM tasks trigger actions in Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and Workbooks CRM?
Frequently Asked Questions
Is the Microsoft Dynamics 365 Business Central (Beta and Workbooks CRM integration free?
Frequently Asked Questions
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