IntegrationsMicrosoft Dynamics 365 Business CentralFollow Up Boss
Microsoft Dynamics 365 Business Central + Follow Up Boss

Connect Microsoft Dynamics 365 Business Central and Follow Up Boss to Build Intelligent Automations

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

Follow Up Boss

Automatically do this!

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Follow Up Boss

Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and Follow Up Boss

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 Follow Up Boss?

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

Can we customize how data from Microsoft Dynamics 365 Business Central is recorded in Follow Up Boss?

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

How often does the data sync between Microsoft Dynamics 365 Business Central and Follow Up Boss?

The data sync between Microsoft Dynamics 365 Business Central and Follow Up Boss 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 Follow Up Boss?

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 Follow Up Boss?

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

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

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