Autotask + Microsoft Dynamics 365
Business Central
PSA, Financial, and Customer Integrations
Self-Managed or Fully-Managed
About the Connector
AxeRoy's Next-Gen Integration app considerably shortens the time from provisioning to production while reducing risks and costs. Faster deployments also means earlier benefits, cost savings, to ultimately better ROI.
The bi-directional Autotask PSA to Microsoft Dynamics 365 Business Central Connector facilitates the automated process to sync your Autotask PSA data with Microsoft Dynamics 365 Business Central. It provides an automated and reliable solution to update your customer information, product and service details, support information, and financial data, when you need it, and where you need it.
This Connector can sync any data between the systems, including custom fields.
Main Features
• Bi-directional,
• Scalable Data Mapping between Autotask and Dynamics 365 Business Central entities and fields,
• Self-Service Portal to access synchronization logs and some of the integration parameters,
• Data Transformations,
• Correlations (Currencies, Locations, Products, Services, Resources, etc.),
• Exclusions,
• Overrides,
• Conditions,
• Filters,
• Workflows,
• Notifications,
• Schedule On-demand,
• Can scale up or down anytime to sync the data you need to run your business.
Additional Features
- Supported Protocols: Web Services,
- Scalable for multi-point integrations to and from other systems,
- Extreme Security (transport and rest),
- Always maintained and enhanced to fully comply with Autotask and Microsoft compatibility and security standards.
- Compliant with National and International standards.
Demo
(Autotask + Microsoft Dynamics 365 Business Central)
Use-case: Invoice Integration
Connector Specifications
Connector Purposes
Synchronize your data between Autotask and Microsoft Dynamics 365 Business Central.
The AxeRoy connector provides an automated and reliable solution to sync your data when you need it most.
Dynamic Functionality
Dynamic configuration of the connectors provides unparalleled capability to scale with your business.
Centralized and Unified Integrations
Using Cloud Integration and Enterprise Hub infrastructure.
Integration Logic and Orchestration
Data Mapping (Standard and Custom fields), Data Transformations, Correlations, Exclusions, Overrides, Conditions, Filters, Workflows.
Protocols
AxeRoy Connectors leverage the suggested vendor's protocols Web Services/API.
International Considerations
- Currency (Customizable).
- Legal Compliance (GDPR).
- Standard Compliance.
- Geo-based Provisioning and Operations.
Synchronization Schedules
Defined Schedules that are convenient to you to run the synchronizations.
Privacy & Security
Use of Private Clouds and State-of-the-art Data Encryption (Audited by Independent Security Firm).
Fully Managed or Self-Managed
With our Fully-Managed services, AxeRoy Provisions, Maintains, Monitors, and Supports your connector and the entire Systems Integration Infrastructure.
Our Self-Managed edition of the connector allows companies to configure the connector with a no-code user interface, manage changes, and monitor the synchronization operations.
Low Cost, High Benefits
AxeRoy solutions provide low cost, high benefits to any organization looking to integrate their systems. This is compared to companies implementing and maintaining their integrations internally, as well as comparing other third-party providers.
Choosing The Best Management option for your AxeRoy Pre-built Integrations
(AxeRoy Self-Managed vs AxeRoy Fully-Managed)
Fully-Managed Offerings
Setup in days, faster ROI
AxeRoy Fully-Managed Integrations
Autotask + Microsoft Dynamics 365
Business Central
ULTIMATE Essential
Our ULTIMATE plan elevates your data integration with advanced syncing capabilities and support for a broader range of entities.
Fast integration roll-out for maximum value.
- For Business Central Online or On-Premise
- Access to
AxeRoy Sync Lite Edition (LE)
Essential Features
Cloud interface to easily monitor sync logs and manage schedules with multi-user access. - 2-Way Sync for Multiple Entities
Synchronize records for Invoices, Companies, Contacts, and more. - Customization Capabilities
Support for custom transformations, fields/User Defined Fields (UDF), and more. - Scalable Solution
An advanced and adaptive solution built to handle more complex and demanding integrations. - Automated Data Sync
Multiple scheduled syncs per day ensure your data is always up-to-date. - High Security & 24/7 Monitoring
Robust security measures and continuous oversight for peace of mind. - Standard Support
Reliable assistance when you need it.
AxeRoy Fully-Managed Integrations
Autotask + Microsoft Dynamics 365
Business Central
MOMENTUM Essential
Our MOMENTUM plan establishes a reliable foundation for seamless, everyday data synchronization across your systems.
Fast integration roll-out for quick ROI.
$150USD
/Month
- For Business Central Online
- Access to
AxeRoy Sync Lite Edition (LE)
Essential Features
Cloud Interface to easily monitor sync logs and manage schedules with multi-user access. - 2-Way Sync for Core Entity
Synchronize Invoices. - Customization Capabilities
Support for custom transformations, fields/User Defined Fields (UDF), and more. - Scalable Solution
A robust, adaptive solution designed to grow with your business and support your core integration needs. - Automated Data Sync
Up to two scheduled syncs per day to keep your data current. - High Security & 24/7 Monitoring
Robust security measures and continuous oversight for peace of mind. - Standard Support
Reliable assistance when you need it.
AxeRoy Fully-Managed
Autotask + Microsoft Dynamics 365
Business Central
TURNKEY Setup
- Connector Provisioning and Connectivity Setup
- Field Mapping and Transformation review
- Data Integrity Diagnostics & Alignment
- User Acceptance Tests & Deployment to Production
Self-Managed Offerings
Setup in days, greater ROI
AxeRoy Self-Managed Integrations
Autotask + Microsoft Dynamics 365
Business Central
MOMENTUM Professional
$150USD
/Month
NO SETUP FEES
- For Business Central Online
- Access to
AxeRoy Sync Professional Edition (PE)
Professional Features
Single-user access to the Cloud interface with standard Professional tools for no-code configuration, monitoring, and management of your AxeRoy Connectors. - 2-Way Sync for Core Entities
Seamlessly synchronize Invoices. - Customization Capabilities
Support for custom transformations, fields/User Defined Fields (UDF), and more. - Pre-built Templates
Accelerate setup and reduce risk with ready-to-use configuration templates. - Sync Scheduler
Up to two scheduled syncs per day. - Sync Logs
Track and troubleshoot sync operations using logs with recommendations. - Scalable Solution
A robust, adaptive solution designed to grow with your business and support your core integration needs. - High Security & 24/7 Monitoring
Robust security measures and continuous oversight for peace of mind. - Standard Support
Dedicated assistance to keep your integration running smoothly.
AxeRoy Self-Managed Integrations
Autotask + Microsoft Dynamics 365
Business Central
ULTIMATE Professional
- For Business Central Online or On-Premise
- Access to
AxeRoy Sync Professional Edition (PE)
Multi-user access to the Cloud interface with advanced Professional tools for no-code configuration, monitoring, and management of your AxeRoy Connectors. - 2-Way Sync for Multiple Entities
Seamlessly synchronize records for standard and custom entities, including Companies, Contacts, Invoices, and more. - Customization Capabilities
Support for custom transformations, fields/User Defined Fields (UDF), and more. - Pre-built Templates
Accelerate setup and reduce risk with ready-to-use configuration templates. - Sync Scheduler
Multiple scheduled syncs per day. - Sync Logs
Track and troubleshoot sync operations using logs with recommendations. - Task Management
While configuring, organize your tasks, notes, and reminders with our integrated To-Do app. - Scalable Solution
An advanced, adaptive solution designed to grow with your business and support more complex and demanding integrations. - High Security & 24/7 Monitoring
Robust security measures and continuous oversight for peace of mind. - Standard Support
Dedicated assistance to keep your integration running smoothly.
The "Ultimate" solution is our most popular option.
The fully packed and automated
process ensures optimum data integrity, consistency, and availability between Autotask and
Business Central. Request more information
Are Microsoft AppSource plugins a good alternative?
Don't expose your business to risks and limitations by choosing plugin solutions from Microsoft AppSource, especially when sold by resellers.
The risks associated with relying on Microsoft AppSource plugins is too great for many organizations: For starter, those are 'plugins', not Enterprise-grade integration applications, so by definition, they offer significantly less functionality and scalability than their counterparts. They might have security vulnerabilities that could expose your system to attacks or unwanted visibility. You might have no direct access to the developer, which can impact the response-time and quality of your support requests or changing requirements. They provide limited visibility and transparency with error-handling and log reporting which can impact your productivity and the quality of your critical data.
The net is, choosing a solution provider that resells Microsoft AppSource plugins is risky and can be costly to your business. There are too many intermediaries between you, the end-customer, and the developer, and the reseller has limited to no-control over the security, compliance, compatibility, or external factors affecting plugins.
Unlike other solution providers, AxeRoy does not resell or rely on 3rd-party plugins like those found on Microsoft AppSource.
AxeRoy's integration solutions are powered by a true Enterprise Systems Integration Architecture that is built and maintained in-house. Our integration solutions provide ironclad Security, optimized Performance, total Control, reliability and scalability for small to large organizations, at very affordable pricing.
You already made the right choice to trust true Enterprise systems like Autotask and Dynamics Business Central to run your business on. Don't settle for 'plugins' to bridge those Enterprise systems and create the weakest link in your business process. For peace of mind, choose
Solutions Fully Built, Powered, and Secured by AxeRoy
Partners
Enterprise Integrations
AxeRoy provides integration solutions for Microsoft business applications from and to other systems.
Autotask Integrations Partner
SMBs and Enterprise Customers alike are able to leverage AxeRoy's Integration Connectors and Hubs to keep 2 or more of their systems synchronized.