IntegrationsMicrosoft Dynamics 365 Business Centralclient diary
Microsoft Dynamics 365 Business Central + client diary

Connect Microsoft Dynamics 365 Business Central and client diary to Build Intelligent Automations

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

client diary

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

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

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

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Frequently Asked Questions

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

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

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

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

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

The data sync between Microsoft Dynamics 365 Business Central and client diary 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 client diary?

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 client diary?

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

About client diary

Client Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.

Learn More