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Connect Microsoft Dynamics 365 Business Central to Workiz

Automate workflows and sync data between Microsoft Dynamics 365 Business Central and Workiz with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Microsoft Dynamics 365 Business Central & Workiz?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Microsoft Dynamics 365 Business Central and Workiz perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Microsoft Dynamics 365 Business Central and Workiz for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Microsoft Dynamics 365 Business Central

Actions (4)

Create Customer

Creates a new customer. See the documentation

Get Sales Order

Retrieves a sales order by ID. See the documentation

List Company ID Options

Retrieves available options for the Company ID field.

Update Customer

Updates an existing customer. See the documentation

Workiz

Triggers (2)

New Job Created

Emit new event when a new job is created in Workiz. See the documentation

polling

New Lead Created

Emit new event when a new lead is created in Workiz. See the documentation

polling

Actions (2)

Create Job

Creates a new job in Workiz. See the documentation

Create Lead

Create a new lead in Workiz. See the documentation

Integration Features

Real-time data synchronization

Bi-directional sync capabilities

Custom field mapping

Advanced filtering options

Error handling & retry logic

Activity monitoring & logs

Popular Workflows

When Workiz trigger → Update Microsoft Dynamics 365 Business Central

Bi-directional

Workiz

New Job Created

Microsoft Dynamics 365 Business Central

Create Customer

How It Works

1

Connect Apps

Authenticate your Microsoft Dynamics 365 Business Central and Workiz accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Microsoft Dynamics 365 Business Central and Workiz with 2 public triggers available for instant updates.

Automated Actions

Execute 6 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Microsoft Dynamics 365 Business Central and Workiz in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Microsoft Dynamics 365 Business Central and Workiz with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Reverse Integration Available

Also connect Workiz to Microsoft Dynamics 365 Business Central for bidirectional automation

View Integration

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