Integrations Microsoft Dynamics 365 Business Central Vertex
Microsoft Dynamics 365 Business Central + Vertex

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

Choose a Trigger

Microsoft Dynamics 365 Business Central

When this happens...

Choose an Action

Vertex

Automatically do this!

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

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

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 Vertex?

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

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

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

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

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

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 Vertex?

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

About Vertex

Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.

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