Real Time Billing Visibility for Sales Team
Dynamics 365 Business Central → Zoho CRM
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Explore how the templates work
Detect New Sales Invoices in Dynamics 365 Business Central
The workflow triggers automatically every three minutes, polling Dynamics 365 Business Central for newly created sales invoices. Each detected invoice—including customer details, line items, billing, and shipping addresses—is forwarded for processing.
Resolve Customer Account and Product Details in Zoho CRM
The customer name from the invoice is used to look up the matching account in Zoho CRM. Simultaneously, each invoice line item's SKU is used to retrieve the corresponding product record. A merge step then combines the account data with the original invoice details into a single enriched dataset.
Check for Duplicate Invoices in Zoho CRM
The enriched invoice data is checked against existing Zoho CRM invoice records by searching for a matching Dynamics invoice number. A decision node evaluates whether the invoice already exists—only invoices that are not yet present proceed to creation.
Create Invoice in Zoho CRM
For new invoices that pass the duplicate check, a full invoice record is created in Zoho CRM. This includes the subject line referencing the Dynamics invoice number, the linked account and sales order, complete billing and shipping addresses, and all invoiced line items with quantities, unit prices, and product references.
Update Sales Order Status to Delivered in Zoho CRM
After the invoice is successfully created, the associated sales order in Zoho CRM is automatically updated with a status of 'Delivered'. This keeps the sales pipeline accurate and lets the sales team know that the order has been invoiced and fulfilled.
Select an App to View Supported Features
| Modules | Trigger |
|---|---|
| Items updated | Trigger when items are updated in Business Central. |
| New contacts created | Trigger when new contacts are created in Business Central. |
| New sales invoices created | Trigger when new sales invoices are created in Business Central. |
| Contacts updated | Trigger when contacts are updated in Business Central. |
| New salesorders created | Trigger when new salesorders are created in Business Central. |
| New sales shipments created | Trigger when new sales shipments are created in Business Central. |
| New items created | Trigger when new items are created in Business Central. |
| Customers updated | Trigger when customers are updated in Business Central. |
| Opportunities created | Trigger when opportunities are created in Business Central. |
| New customers created | Trigger when new customers are created in Business Central. |
Streamline Your Order Process with Automation
Real-Time Invoice Visibility
Sales teams gain instant access to invoice data inside Zoho CRM without logging into Business Central, enabling faster decision-making and proactive customer follow-ups.
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Elimination of Duplicate Entries
Built-in duplicate detection ensures that each Dynamics invoice is created in Zoho CRM only once, preventing data inconsistencies and reporting errors.
Automated Sales Order Lifecycle Updates
Automatically updating the sales order status to 'Delivered' after invoicing keeps the CRM pipeline accurate and reduces manual status tracking overhead.
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End-to-End Data Enrichment
By merging account details and product information from Zoho CRM with invoice data from Business Central, every invoice record is complete and contextual—supporting accurate reporting and seamless audits.
1
Real-Time Invoice Visibility
Sales teams gain instant access to invoice data inside Zoho CRM without logging into Business Central, enabling faster decision-making and proactive customer follow-ups.
2
Elimination of Duplicate Entries
Built-in duplicate detection ensures that each Dynamics invoice is created in Zoho CRM only once, preventing data inconsistencies and reporting errors.
3
Automated Sales Order Lifecycle Updates
Automatically updating the sales order status to 'Delivered' after invoicing keeps the CRM pipeline accurate and reduces manual status tracking overhead.
4
End-to-End Data Enrichment
By merging account details and product information from Zoho CRM with invoice data from Business Central, every invoice record is complete and contextual—supporting accurate reporting and seamless audits.
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