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appse ai analyses posted Dynamics 365 Business Central invoice history for cross-sell white space and opens the deal in HubSpot for the account owner.
Apps used in this template
About this template
The evidence for the next sale is already in the ERP. Years of posted invoices show what each account buys, what it stopped buying, and what comparable accounts buy alongside it. None of that reaches the CRM, so reps prospect their own book from memory and the analysis gets done once a year by whoever has time. This template reads that purchase history on a schedule and turns the gaps into open, assigned deals.
Key benefits
Inside the flow
appse ai runs on a schedule and pulls posted sales invoice headers and lines from Dynamics 365 Business Central, then consolidates them into one purchase history per account. OpenAI compares that history against buying clusters to identify products the account has not bought but statistically should. appse ai filters to the strongest signals, opens a cross-sell deal in HubSpot against the matched company, and notifies the account executive in Microsoft Teams.
appse ai runs on your chosen cycle and retrieves posted sales invoice headers and line items from Dynamics 365 Business Central, then consolidates them into a single history per account. This is the transaction depth the CRM has never held, made available without an export or a warehouse build.
appse ai passes the consolidated history to OpenAI, which compares each account's buying pattern against established product clusters to find what comparable accounts buy that this one does not. The output is a specific product gap tied to a specific customer rather than a general propensity score.
appse ai structures the analysis, filters out low probability matches and aggregates what remains into CRM ready records. Only the recommendations worth a rep's time continue, which is what stops the pipeline filling with noise the first time it runs.
appse ai searches HubSpot for the matching company record and creates a cross-sell opportunity associated with it, assigned to the account executive who already owns the relationship. The deal arrives in the normal pipeline with the recommendation attached rather than in a separate report.
appse ai sends the account executive a Microsoft Teams alert carrying an AI drafted outreach email that references the customer's own purchase history and current Dynamics 365 Business Central pricing. The rep reviews and sends rather than researching and writing from scratch.
Turn years of Dynamics 365 Business Central purchase history into assigned HubSpot pipeline without anyone running the analysis by hand.
01
Granular posted invoice history that the CRM cannot see becomes the basis for targeted cross-sell and upsell recommendations.
02
Cross-sell deals are created and assigned automatically instead of depending on account executives combing through past orders.
03
Drafted pitches reference what that account actually bought and what it currently pays, which is what separates a relevant message from a template.
04
Back office financial records in Dynamics 365 Business Central become front office sales actions in HubSpot on a repeating cycle.
05
Deals appear in the HubSpot pipeline and alerts arrive in Microsoft Teams, so no one has to open a reporting tool to see the opportunity.
06
Coverage no longer depends on which accounts a rep happened to review, so smaller accounts get the same scrutiny as the top of the book.
07
Pricing in the drafted email is read from Dynamics 365 Business Central at the time of drafting rather than from a stale price sheet.
01
Granular posted invoice history that the CRM cannot see becomes the basis for targeted cross-sell and upsell recommendations.
02
Cross-sell deals are created and assigned automatically instead of depending on account executives combing through past orders.
03
Drafted pitches reference what that account actually bought and what it currently pays, which is what separates a relevant message from a template.
04
Back office financial records in Dynamics 365 Business Central become front office sales actions in HubSpot on a repeating cycle.
05
Deals appear in the HubSpot pipeline and alerts arrive in Microsoft Teams, so no one has to open a reporting tool to see the opportunity.
06
Coverage no longer depends on which accounts a rep happened to review, so smaller accounts get the same scrutiny as the top of the book.
07
Pricing in the drafted email is read from Dynamics 365 Business Central at the time of drafting rather than from a stale price sheet.
Keep exploring
Every repetitive process between your ERP, CRM, and business apps has a template. Find yours, customize it, and go live today.
Customize the flow
Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.
No triggers for Dynamics 365 Business Central oData Rest.
Questions & answers
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