Salesforce – Microsoft Dynamics 365 Business Central Integration
Eliminate manual handoffs between sales and finance, accelerate quoting, and improve data accuracy across CRM and ERP platforms.
Automate the quote-to-cash process
Connect Salesforce with Microsoft Dynamics 365 Business Central to automate opportunity management, sales quote creation, and sync customer accounts.
Convert opportunities to sales quotes
Automatically generate sales quotes in Microsoft Dynamics 365 Business Central from Salesforce opportunities to speed up quoting and reduce manual data entry.
Sync customer account data
Create or update customer records in Microsoft Dynamics 365 Business Central based on Salesforce accounts to unify customer data across sales and finance teams.
Update Salesforce opportunities with quote info
Send updated sales quote details from Microsoft Dynamics 365 Business Central back to Salesforce to keep opportunity data current and improve sales forecasting.
Integration features
Accelerate digital transformation across the entire organization with scale, reliability, and governance.
Prebuilt integrations
Celigo provides a comprehensive library of prebuilt integrations with built-in best practices, drag-and-drop features, AI, and machine learning.
Robust development tools
A purpose-built, easily accessible developer interface provides robust capabilities for technical users to build complex integrations.
AI-powered error management
AI and machine learning-enhanced error management tools include dashboards, detailed error messages, alerts and notifications, auto-resolve, and autonomous recovery tools.
Integration orchestration
Set up multiple imports and exports as part of a single integration flow. Orchestration supports complex processes that require data coming from, and going to, multiple sources.
User-friendly UI
Approachable user experience for business users so they feel confident creating and managing automations to fit their changing business processes.
JavaScript hooks
Fully self-contained, self-service extension points for complex flow logic allows for more sophisticated integration templates.
Customer success stories
See what our customers have to say
Learn how Celigo customers are driving innovation, streamlining processes by leveraging integration-driven automation.
Our business is very complex. It’s very rare that we can work with a partner who understands us and gives us an effective solution like Celigo. They’ve made us an automation-first company.
Malcolm James
Director of Information Technology
CDC Foundation
Everything we build with Celigo makes our operations stronger, more reliable, and ready for what’s next.
Bhushan Rane
Senior Integration Engineer & Consultant
Coterie
With the Celigo integration into NetSuite, we gained major efficiencies in our accounting department. It has allowed us to focus our time on more worthwhile tasks.
Shannon Mari
Controller
Hospitality Logistics International
We wouldn’t be able to run our business without Celigo. With a small IT team, we can manage a very complex business—D2C, wholesale, big-box retail, and international—because Celigo makes it all flow. Most people don’t realize how complicated it is behind the scenes, because with Celigo, everything just works.
David Sinclair
Director of IT
Rad Power Bikes
With Celigo, our operational efficiency skyrocketed and we eliminated the need for seasonal hires. Its low-code platform let us build a significant number of flows in a very short period of time without deep technical expertise. The speed we’ve been able to move with Celigo has been amazing.
Yash Murali
CTO & PE Operator
Therabody
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