Autotask + Microsoft Dynamics

Business Central



Financial Integration


 Automated, pre-build connector to synchronize your Autotask Invoices with Microsoft Dynamics 365 Business Central offered as:


Self-Managed or Fully-Managed


About the Connector

With Pre-built functionality we shorten the time from provisioning to production while reducing your risks and costs. Faster deployments also means earlier benefits, cost savings, to ultimately better ROI. 


The bi-directional Autotask Invoices to Microsoft Dynamics 365 Business Central Connector facilitates the automated process to post all your Autotask PSA invoices in Microsoft Dynamics 365 Business Central, as well as update the Payment Status back in Autotask. It provides an automated and reliable solution to update your financial data when you need it, and where you need it.

This Connector can run alongside other AxeRoy Connectors to sync AccountsContactsProductsProjectsResources, and other objects, and all your important processes are supported, including custom fields.


Main Features

          •  Bi-directional,
          • Scalable Data Mapping between Autotask 
and Dynamics 365 Business Central entities and fields (Invoice, Billing Item),
          • Self-Service Portal to access synchronization logs and some of the integration parameters,
          • Data Transformations,
          • Concatenations,
          • Correlations (Currencies, Locations, Products, Services, Resources, etc.),
          • Exclusions,
          • Overrides,
          • Conditions,
          • Filters,
          • Workflows,
          • Notifications,
          • Schedule On-demand,
          • Scalable to also sync Accounts, Contacts, Products, Projects, and other objects.


Additional Features

          • Supported Protocols: Web Services,
          • Scalable for multi-point integrations to and from other systems,
          • Extreme Security (transport and rest),
          • Compliant with National and International standards.

Demo

(Autotask+Business Central) 
Fully-Managed 


This demo video shows AxeRoy's integration between Autotask and Microsoft Dynamics 365 Business Central for Ticket Hours invoices.

Pre-built Connector Specifications

Connector Purposes

Synchronize your Invoices and other 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.

Multipoint Integration Capability

Data from other systems can be queried to complete or enhance your integration requirements.

Centralized and Unified Integrations

Using Cloud Integration and Enterprise Hub infrastructure.

Integration Logic and Orchestration

Data Mapping (Standard and Custom fields), Data Transformations, Concatenations, 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 Triggers

Defined Schedules. You can override the schedules on demand from the Self-service Portal.

Privacy & Security

Use of Private Clouds and State-of-the-art Data Encryption (Audited by Independent Security Firm)

Fully Managed

On your behalf, AxeRoy Provisions, Maintain, Monitor, and Supports the entire Systems  Integration Infrastructure.

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)


Learn about the AxeRoy Management Options...

Pricing

Pre-Built AxeRoy Connectors

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.