MConnect for Dynamics 365 Business Central

A tailored integration to connect your accounting functions with ConnectWise PSA.

ConnectWise Certified Integration
Integrated seamlessly with the ConnectWise platform.
  • Overview

  • Integration

  • Support

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.

ConnectWise PSA

Requirements: Our app currently supports all versions of ConnectWise PSA and Microsoft Dynamics 365 Business Central.

Features:

  • Effortlessly integrate customers, vendors, projects, agreements, and items from PSA 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 PSA so that sales documents in PSA have accurate remaining balances.
  • GL accounts and dimensions are taken from the GL Account setup in the PSA system area, so PSA controls how transactions post.

MConnect for Dynamics 365 Business Central's PSA 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 PSA support team can assist. For any other questions with this integration, please contact the vendor directly to resolve any issues.

Details

Overview

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 PSA and Microsoft Dynamics 365 Business Central.

Features:

  • Effortlessly integrate customers, vendors, projects, agreements, and items from PSA 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 PSA so that sales documents in PSA have accurate remaining balances.
  • GL accounts and dimensions are taken from the GL Account setup in the PSA system area, so PSA controls how transactions post.

Support

MConnect for Dynamics 365 Business Central's PSA 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 PSA support team can assist. For any other questions with this integration, please contact the vendor directly to resolve any issues.

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