Microsoft Business Central Integration
interactive features

Microsoft Business Central Integration

by Cloudify

interactive features
interactive features

Instantly create customers, products, and invoices/orders in Business Central sync after every deal won in Pipedrive. Avoid errors and save time!

Manage contracts, Automate my pipeline and data

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

The Microsoft Business Central Integration app seamlessly connects Pipedrive with Business Central, enabling automatic syncing of customers, products, and invoices. Directly view financial details organisation in the custom panel of Pipedrive, and create invoices/orders in Business Central when a deal stage changes. Advantages include real-time data updates, replay option for failed syncs, flexible field mappings and tailored sync rules.

Key Features

  1. Automatic Deal to Invoice or Order Creation: Transform Pipedrive deals directly into invoices or orders, equipped with real-time status updates in the deal notes.

  2. Financial Data Update: Updating financial data of organizations that includes invoice details directly in Pipedrive from Business Central with a mere click using the custom panel.

  3. Replay Unsuccessful Integrations: Bid goodbye to missed invoice integrations with our distinctive replay feature accessible from the deal notes.

  4. Manual Company Creation: Step up your data management game by manually creating or updating organizations from Pipedrive as customers in Business Central.

  5. Product Sync: Elevate your product management efficiency with seamless product synchronization from Pipedrive to Business Central with each integration cycle.

  6. Personalized Sync Setup: Customize the sync experience with intuitive preferences and field mapping options allowing for an integration setup that mirrors your business needs perfectly.

Features

Panels

Panels

Instantly see and interact with Microsoft Business Central Integration as you dive into the details of your deals/contacts in Pipedrive.

Business Central Sync

Locations:organization details

Installation instructions

Here's a simple guide to setting up the Microsoft Business Central Sync app:

  1. Click Install Now and proceed to the authorization screen Choose the Pipedrive account for installation and authorize the app access. Click Allow and Install.

  2. After successful authorization, you'll be directed to the Business Central authentication page. Click Connect Business Central to link your account and log in to your Business Central account.

  3. Select the environment and company. You need to upload and deploy the extension in your Business Central account and then proceed.

  4. Select your preferred subscription plan. The trial plan is selected as the default plan. It is free with 15 credits and with no time limit. You can easily upgrade to the paid plan by clicking Manage plan inside the app settings.

  5. Customize your customer, product and invoice sync settings according to your requirements.

  6. Review the workflow steps on the final screen. Click Finish to complete the installation process.

For a detailed setup guide, click here

For assistance, please reach out to us at [email protected] or schedule a meeting, and our team will reach out to you. You can also find more information about this Pipedrive Business Central integration on our website.

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