With mConnect for Microsoft Dynamics 365 Business Central, you can seamlessly synchronize data with ConnectWise Manage in real-time with a solution that is fully customizable to fit the unique needs of your business. The integration provides your team with the powerful tools they need to build stronger customer relationships, save time, gain greater insight, and enhance staff productivity.
Stay in command of the Company records that synchronize from ConnectWise Manage to Business Central through our mConnect solution. Choose what Company Types and Statuses sync as well as how the records are created through field mappings and more - all right at your fingertips and all customized to YOUR specific requirements!
Our transactional synchronization process allows you to control the sync of Sales Invoices and Purchase Receipts to Business Central based on the status of the document in ConnectWise Manage. This means we can work fully within your existing, or new, workflows in Manage and still automatically push information instantly to Business Central. As with all our integration processes, you have complete control over the data mapping process, so your data goes into the correct buckets every time!
mConnect allows companies to regain lost time by maintaining records in Connectwise Manage that update Microsoft Dynamics 365 Business Central automatically in real-time. Companies can control what records are pushed by choosing triggers for synchronization and take control of the field mappings by tailoring the mappings to meet your company needs.
Integration
ConnectWise PSA
Requirements:
Our app currently supports all versions of ConnectWise Manage and Microsoft Dynamics 365 Business Central.
Features:
Effortlessly integrate customers, vendors, projects, agreements, and items from Manage to Business Central in real-time
Automatically synchronize sales documents (any kind) and purchases between systems in real-time.
Customer payments transmit immediately from Business Central to Manage so that sales documents in Manage have accurate remaining balances.
GL accounts and dimensions are taken from the GL Account setup in the Manage system area, so Manage controls how transactions post.
Support
MConnect for Dynamics 365 Business Central's ConnectWise Manage Integration is certified via the ConnectWise Invent Program. If you need assistance with creating API members or integration setup please send a note to Help@ConnectWise.com and the ConnectWise Manage support team can assist. For any other questions with this integration, please contact the MConnect for Dynamics 365 Business Central team directly to resolve any issues.
User Reviews
Jim Mizia, AEC Group, LLC
We have been using mConnect for two years to keep our Connectwise Manage instance in sync with D365. The software is easy to manage and effective. The install, development and support teams are all very knowledgeable and responsive, and our experience with the product has been excellent.
Date: 12/9/2022 10:46 AM
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