Integrations Microsoft Dynamics 365 Business Central Autotask
Microsoft Dynamics 365 Business Central + Autotask

Connect Microsoft Dynamics 365 Business Central and Autotask to Build Intelligent Automations

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

Autotask

Automatically do this!

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Autotask

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Autotask

Actions

Find Shipment

Find Shipment

Get an existing shipment details.

Create Sales Invoice

Create Sales Invoice

Creates new sales invoice.

Create new Item

Create new Item

Creates new item

Request a new Action for Microsoft Dynamics 365 Business Central

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Microsoft Dynamics 365 Business Central and Autotask?

To start, connect both your Microsoft Dynamics 365 Business Central and Autotask accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in Autotask (or vice versa).

Can we customize how data from Microsoft Dynamics 365 Business Central is recorded in Autotask?

Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in Autotask. This includes choosing which data fields go into which fields of Autotask, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Dynamics 365 Business Central and Autotask?

The data sync between Microsoft Dynamics 365 Business Central and Autotask typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Dynamics 365 Business Central to Autotask?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Dynamics 365 Business Central and Autotask?

Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics 365 Business Central and Autotask. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Microsoft Dynamics 365 Business Central

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service

Learn More
Autotask

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Learn More