Why you should automate with Microsoft Dynamics 365

Sync orders across your business

Sync orders across your business
stay on top of orders
keep your ledger updated
complete purchase orders

Why these integrations and automations matter:

Don’t let orders fall between the cracks because you can’t access up-to-date entries. Move orders smoothly from purchase to fulfillment by syncing Dynamics 365 with your sales apps.
Streamline quote-to-cash

The quote-to-cash process should be straightforward – otherwise, you could lose the trust of leads before you close the deal. Sync Dynamics 365 with apps like Salesforce or Zendesk to keep everyone on the same page.
Sync order details and status

When you sync orders across platforms, you can rest assured you’re always looking at up-to-date order details. Whenever someone makes a new order in Salesforce or Zendesk, that order also auto-generates in Dynamics 365.
Get a message when you need to take action

Integrate Dynamics 365 with apps like Slack or Microsoft Teams to set up message alerts when you need to intervene in an order. For example, you might set up an alert every time an account misses a payment. You can even securely take action in Slack or Teams, without opening Dynamics 365.

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*Currently this app does not have a designated connector. Workato can connect with any 3rd party application with publicly available APIs.

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About Microsoft Dynamics 365 Integrations

When your business is getting input from so many different sources, it’s easy to get lost in the details. Microsoft Dynamics 365 is an enterprise resource planning platform (ERP) that brings your business workflows together – so you can make the best decisions at an enterprise level.

With Dynamics 365, you can take charge of key business processes like sales, operations, accounting, inventory, and customer relationships using a single platform.

How you can integrate Microsoft Dynamics 365

Manage budgets, finances, and accounting across your business.
Handle engineering, manufacturing, warehousing, and distribution processes.
Track customer relationships, from support interactions to warranties and returns.
Schedule and track your resources in the field.