Integrations Microsoft Dynamics 365 Business Central BoldDesk
Microsoft Dynamics 365 Business Central + BoldDesk

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

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

BoldDesk

Automatically do this!

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

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

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

Create Ticket

Create Ticket

Creates a new support ticket in BoldDesk.

Update Ticket

Update Ticket

Updates an existing support ticket with new information.

Create Contact

Create Contact

Create a new contact.

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Frequently Asked Questions

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

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

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

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

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

The data sync between Microsoft Dynamics 365 Business Central and BoldDesk 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 BoldDesk?

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 BoldDesk?

Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics 365 Business Central and BoldDesk. 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

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BoldDesk

About BoldDesk

BoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.

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