Microsoft Dynamics CRM automation for leads, deals, and cases
Route new leads to Slack, draft Gmail follow-ups, and sync closed-won deals to Google Sheets so reps stay on top of pipeline.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Microsoft Dynamics 365 Business Central.
Update records in Microsoft Dynamics 365 Business Central automatically when data changes in the apps your team already uses.
Log Microsoft Dynamics 365 Business Central activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Microsoft Dynamics 365 Business Central
Ready-made flows built with Microsoft Dynamics 365 Business Central — preview one, then make it yours.
Ready to use Microsoft Dynamics 365 Business Central automations
Triggers and Actions in Microsoft Dynamics 365 Business Central Automations
viaSocket makes it simple to connect Microsoft Dynamics 365 Business Central and automate repetitive tasks.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Microsoft Dynamics 365 Business Central integrations.
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Real-world use cases of Microsoft Dynamics 365 Business Central integrations
See how Microsoft Dynamics 365 Business Central integrates with popular apps to automate tasks and streamline your workflow.
Route new Microsoft Dynamics CRM leads to Slack so sales can assign owners fast.
Create Gmail follow-up drafts from Microsoft Dynamics CRM contact updates after discovery calls.
Sync closed-won deals from Microsoft Dynamics CRM into Google Sheets for weekly pipeline reporting.
Send Microsoft Dynamics CRM case escalations to Zendesk when support priority changes.
Update your CRM when an opportunity stage changes in Microsoft Dynamics CRM.
Archive won account details to a spreadsheet after Microsoft Dynamics CRM closes the deal.
How to get started with Microsoft Dynamics 365 Business Central automations
Automate when something happens in Microsoft Dynamics 365 Business Central
Login -> Create new flow -> Select trigger -> Search Microsoft Dynamics 365 Business Central -> Choose the trigger from the list
Take action in Microsoft Dynamics 365 Business Central when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Microsoft Dynamics 365 Business Central -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
viaSocket automates core ERP workflows like sales order processing, purchase order approvals, invoice creation, inventory reorders, customer syncing from CRM, and automated report exports—reducing manual entry and turnaround time.
viaSocket uses AI to extract invoice and PO fields from documents, detect anomalies (like duplicate invoices), and route items intelligently for approval—so fewer manual reviews and faster processing.
Typical integrations with standard workflows can be configured in days. More complex, multi-step automations or custom mappings may take a few weeks. viaSocket focuses on quick wins first, then expands.
Yes. viaSocket follows industry-standard security practices for data in transit and at rest and connects via Microsoft-approved APIs. We only store what's required for automation and provide role-based access and audit logs.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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