Fully Automated Item Addition From Dynamic BC to Zoho CRM
Users200+
Publish DateOct, 2025
No-code and low-code platform
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Trigger on new items in Dynamics 365 Business Central
The workflow starts when new items are created in Dynamics 365 Business Central, using a scheduled trigger that checks for new records every 3 minutes.
Filter by item type
Only items with a type of 'Inventory' or 'Non-Inventory' are passed through. Other item types are skipped.
Search for existing product in Zoho CRM by SKU
Zoho CRM is searched using the D365 BC item number as SKU to check if the product already exists in the CRM.
Decision: Product needs creation or update
Evaluates whether the product does not exist in Zoho CRM (no product code found) or if the product name has changed compared to the D365 BC display name. If either condition is true, a new product is created.
Create product in Zoho CRM
A new product is created in Zoho CRM with the product name, product code, unit price, inventory quantity, and description from Dynamics 365 Business Central, categorized as 'Consumable'.
BUSINESS BENEFITS
Streamline Your Order Process with Automation
1
Automated ERP-to-CRM product sync
New items created in Dynamics 365 Business Central are automatically added as products in Zoho CRM, keeping your sales team's product catalog up to date.
2
Item type filtering
Only relevant item types (Inventory and Non-Inventory) are synced, preventing service items and other non-product types from cluttering the CRM.
3
Smart duplicate handling
Built-in SKU lookup checks Zoho CRM for existing products before creation, and a decision node also compares product names to detect changes that need a new record.
4
Complete product data sync
Product name, code, unit price, inventory quantity, and description are all synced from D365 BC to Zoho CRM in a single workflow.
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CaseStudies
Custom pricing synced; ordersCustom pricing synced; orders posted faster; manual entry removed. The team now focuses on sales, not fixes.”
Sales order automation and“Sales order automation and accurate inventory. Deployed in a week; growth and service accelerated.”
Unstable connectors replaced;“ orders, payments, shipping now reliable. Stability restored and operations simplified.”
Troubleshooting &FAQs
The workflow is triggered when new items are created in Dynamics 365 Business Central, checked every 3 minutes via a scheduled trigger.
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