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Book An AppointmentTriggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Trigger when a new contract created.
Trigger when a new New expense created.
Trigger when a new New expense reports created
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Trigger when new data comes in your custom api call.
Trigger when New Chart Of Account created.
Trigger when new company is created
Trigger when new contact created.
Trigger when new Customer is created
Trigger when a new customer sale is created
Trigger when new Employee is created
Triggers when a new person is created.
Trigger when new purchase invoice is created
Trigger when new sales invoice is created
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Triggers every time a new item is created.
Trigger when new vendor is created.
Trigger when new sales Quote Lines is created
Trigger when a customer updated.
Trigger when any sales order updated.
Creates an account.
Creates an appointment.
Creates a contact.
Create Expense Report.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Create Contact
Create a Customer
Create a Employee
Creates an item.
Creates a new order line item.
Create a Sales Invoice
Create a Sales Order
Create a Vendor
Custom api call
Delete your custom api call.
Update custom api call.
Update Customer
Updates an item.
Updates an order.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Trigger when a new contract created.
Trigger when a new New expense created.
Trigger when a new New expense reports created
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Trigger when new data comes in your custom api call.
Trigger when New Chart Of Account created.
Trigger when new company is created
Trigger when new contact created.
Trigger when new Customer is created
Trigger when a new customer sale is created
Trigger when new Employee is created
Triggers when a new person is created.
Trigger when new purchase invoice is created
Trigger when new sales invoice is created
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Triggers every time a new item is created.
Trigger when new vendor is created.
Trigger when new sales Quote Lines is created
Trigger when a customer updated.
Trigger when any sales order updated.
Creates an account.
Creates an appointment.
Creates a contact.
Create Expense Report.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Create Contact
Create a Customer
Create a Employee
Creates an item.
Creates a new order line item.
Create a Sales Invoice
Create a Sales Order
Create a Vendor
Custom api call
Delete your custom api call.
Update custom api call.
Update Customer
Updates an item.
Updates an order.
Choose Autotask as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Microsoft Dynamics 365 Business Central as the action app from the list.
Connect your Microsoft Dynamics 365 Business Central account & authenticate it.
Select the data you want to send from Autotask to Microsoft Dynamics 365 Business Central & your AI Agent is ready!
New Account
Update Item
New or Updated Contact
Create Customer
New Ticket
Create Sales Invoice
New Ticket
Create Order Line Item
Updated Account
Create Employee
Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.
Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.
The integration between Autotask and Microsoft Dynamics 365 Business Central is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Autotask with Microsoft Dynamics 365 Business Central, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Autotask-Microsoft Dynamics 365 Business Central integration:
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