Integrate Membrain B2B growth platform with Microsoft Dynamics 365 Business Central to create a unified platform that enhances data accuracy, reduces manual entry, and streamlines business processes.

This integration ensures that your sales and financial teams operate with synchronized information, leading to improved decision-making and operational efficiency.​

What the Integration Enables:

  • Accurate Data Synchronization: Maintain consistency between Membrain and Business Central by automatically syncing Companies and Contacts, reducing manual data entry and minimizing errors.
  • Selective Data Syncing: Apply filters to determine which records are synchronized, giving you greater control over the data that flows between systems and ensuring relevance. ​
  • Enhanced Collaboration: With synchronized data, both sales and financial teams have access to the same up-to-date information, fostering better collaboration and alignment across departments.​
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Use Case Inspiration:

  • Automatically sync customer company and contact records between Membrain and Business Central to ensure that when a deal is closed in Membrain, the accounting team has instant access to the correct billing details—saving time, avoiding errors, and accelerating invoicing.
  • Automatically create transactional sales in Membrain with a status of Won, which have been created and invoiced in BC. This allows Dashboards in Membrain to show both Complex Sales and Transactional Sales in Membrain.
  • Add "variation orders" on long term ongoing projects, and either create new projects in Membrain to reflect this additional value, or update the value in Membrain existing projects.

Two levels of integration, built for flexibility

Choose between our out-of-the-box native integration for fast implementation, or a custom-built extension that enhances the standard version to meet your unique requirements. Learn more about the standard integration here.

How to Get Started

You can set up the integration through System Setup (admin access required) by following the steps outlined in this Help Center article.

If you need assistance, our Customer Success Team is happy to help you get everything sorted.

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Looking For Another Integration?

The integrations listed above are the integrations offered directly by Membrain. With Membrains powerful API 3rd parties can offer custom integrations for any purpose, or you can build your own!

If you want to know more about integrating with Membrain, don't hesitate to reach out to us.

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