Integrations Microsoft Dynamics 365 Business Central cloudtalk
Microsoft Dynamics 365 Business Central + cloudtalk

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

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

cloudtalk

Automatically do this!

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

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

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

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Frequently Asked Questions

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

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

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

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

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

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

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 cloudtalk?

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

About cloudtalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

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