Integrations Microsoft Dynamics 365 Business Central OneHash CRM
Microsoft Dynamics 365 Business Central + OneHash CRM

Connect Microsoft Dynamics 365 Business Central and OneHash CRM to Build Intelligent Automations

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

OneHash CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

Request a new Trigger for Microsoft Dynamics 365 Business Central

Do thisActions

Action is the task that follows automatically within your Microsoft Dynamics 365 Business Central integrations.

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 new lead

Create new lead

Create a new lead in OneHash CRM

Update lead details

Update lead details

Update a lead's details in OneHash CRM.

Create a record

Create a record

Create a record in OneHash CRM.

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 OneHash CRM?

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

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

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

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

The data sync between Microsoft Dynamics 365 Business Central and OneHash CRM 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 OneHash CRM?

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 OneHash CRM?

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

About OneHash CRM

OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.

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