Microsoft Business Central Integration

INTEGRATION TO

Microsoft Business Central

Connecting Microsoft Business Central with Cloudify lets you automate your accounting workflows by integration with other applications to eliminate inefficient, error-prone data with enterprise security. Now you can accelerate financial close, real time performance and sales insights, and get clear visibility across purchasing, manufacturing, inventory, and warehouses.

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Supported Integration

No Code Apps

Custom Apps

With CRM systems

Integrate Microsoft Business Central with your CRM systems like HubSpot and Pipedrive, that lets you sync customer data between the apps, setting up field mapping, etc. Combining the specialty of both the apps gives you exactly what you need to support a powerful accounting experience.

How does it work?

When your CRM is populated with customer data, you can automatically create invoice/draft order/quotes and send this to the customer for further action.

Campaigns

You can manage your campaigns and get real-time data about the campaigns by integrating Microsoft Business Central with the CRM app.

Customers

Once the contacts are created/updated in the CRM, they automatically get updated in Microsoft Business Central that includes billing and shipping addresses, respectively.

Products

Any item that is listed in Microsoft Business Central will be uploaded as products in the CRM app with the functionality of one sales price being mapped in CRM as standard price.

Orders

The sales orders from HubSpot with its current status will be synced as Microsoft Business Central sales orders.

Invoice

Payment method will be synced from CRM to Microsoft Business Central for sales for automatic invoice creation.

With Marketing systems

Integrate Microsoft Business Central and your in- and/or outbound marketing system to create several workflows from advanced emails and automate the business processes. Manage your customers, partners, and employees.

How does it work?

When the generated leads or customer data are populated into the Microsoft Business Central account for invoicing, the customer details are further synced into the marketing app’s mailing list.

Orders

When an order is placed in the webshop and the details are updated in Microsoft Business Central app, the details are then transferred to the marketing app where you can set up targeted email campaigns.

Customers

The customer information can be used in the marketing app. If the marketing app is linked with the CRM and Microsoft Business Central app, it can also take customer information from there and launch email campaigns.

With Inventory and Production Management systems

Integrate Microsoft Business Central account with inventory or production management app to automate your inventory updates, invoicing, order status updates, customer data updates, payment updates, and more.

How does it work?

Sync your complete inventory and import your sales orders by integrating Microsoft Business Central with inventory or production management apps.

Orders

When an order is marked shipped or delivered in the inventory management app, it also gets updated in Microsoft Business Central.

Inventory

Inventory sync with Microsoft Business Central lets you keep track of the stocks and stock outs.

Order fulfillment status

Once the shipment is complete or delivered, the status gets updated in Microsoft Business Central account.

With Payment systems

Integrate Microsoft Business Central with payment apps like PayPal and Stripe to ensure secure payments for the orders placed on the webshops. It makes the payment process simple, eliminating the hassle of collecting customer information during checkout processes.

How does it work?

Once an order is placed, Microsoft Business Central imports the contact details of the customer and automatically creates an invoice with or without the payment links.

Customer

When a customer places an order on the webshop, the details are transferred to Microsoft Business Central for invoice generation.

Orders

When an order is placed, the payment link is automatically sent to the customer along with the invoice.

Products

Sync your product listings with Microsoft Business Central that lets you keep track of the stocks.

With Webshops

Integrate Microsoft Business Central with ecommerce apps to automate your webshop functionalities like transferring orders, sending invoices, syncing customer data along with products and inventories, etc.

How does it work?

When an order is placed on the webshop they get automatically transferred to the accounting app or MS Business Central in the current case. An invoice is created against the order with or without the option for payment. Accordingly, the customer and product details are updated as per your needs.

Customer

All the customer details like shipping address, billing, contact details, etc. are synced to the Microsoft Business Central account.

Products

All the product listings are updated and synced with Microsoft Business Central with all details. Any modification of the products in the webshop reflects automatically in Business Central account.

Inventory

The exact inventory level is maintained by the real time stock updates from Microsoft Business Central.

Sales Orders

All webshop sales orders will get instantly converted into Microsoft Business Central sales orders.

Order fulfillment

The shipping method and shipping charges by the ecommerce stores will be fully mapped with Microsoft Business Central so that the customers can track their shipments and view the order status in real time.

BENEFITS

Benefits of Integrating Microsoft Business Central with Cloudify

Seamless Financial Management

Integration with accounting and financial tools streamlines budgeting, forecasting, and real-time financial reporting, providing greater visibility into financial health and simplifying decision-making.

End-to-End Automation of Business Processes

Business Central integrates with various operational systems, automating workflows from procurement to order fulfillment, reducing manual tasks, and increasing overall efficiency across departments.

Centralized Data for Better Decision-Making

Syncing Business Central with other data management platforms centralizes all critical business information, ensuring that decision-makers have access to accurate and up-to-date insights.

Optimized Inventory Control

Business Central integration with inventory management tools provides real-time stock tracking and demand forecasting, minimizing waste, improving stock turnover, and ensuring product availability.

Enhanced Customer and Supplier Relationships

Integrating Business Central with CRM and supplier management systems allows businesses to foster stronger relationships by providing a holistic view of interactions and streamlining communication for both customers and vendors.

Advanced Reporting and Analytics

Integration with business intelligence platforms enables customized, real-time reporting, giving businesses actionable insights into sales, operations, and finances, which aids in strategic planning and growth.