Integrations Microsoft Dynamics 365 Business Central projectworks
Microsoft Dynamics 365 Business Central + projectworks

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

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

projectworks

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

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

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 projectworks?

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

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

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

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

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

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 projectworks?

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

About projectworks

Projectworks is an intelligent business management software for your entire professional services company.

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