Integrations Microsoft Dynamics 365 Business Central myphoner
Microsoft Dynamics 365 Business Central + myphoner

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

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

myphoner

Automatically do this!

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

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

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 Lead

Create Lead

Create a new lead in the selected Myphoner list with contact and profile details.

Mark Lead as Winner

Mark Lead as Winner

Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.

Mark Lead as Lost

Mark Lead as Lost

Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.

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Frequently Asked Questions

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

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

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

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

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

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

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 myphoner?

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

About myphoner

Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.

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