- Products
ConnectWise PSA + Business Central. One Connected Workflow
Connect ConnectWise PSA with Business Central
The use of MSPs usually involves having separate applications to facilitate service management and financial operations, resulting in manual processes and inefficiencies. ConnectWise Business Central integration solves these problems by linking ConnectWise PSA to Dynamics 365 Business Central via an application developed specifically for Business Central.
DynaConnect offers a more interconnected solution. As a native solution to Business Central, DynaConnect connects ConnectWise PSA to your financial ecosystem without the use of any middleware.
What DynaConnect Synchronizes
The DynaConnect integration ensures that vital information is kept synchronized between ConnectWise PSA and Dynamics 365 Business Central. Through automation of data exchange between both programs, the duplication of entries can be eliminated.
Customers / Companies
Maintain consistency of customer data across both systems.
Vendors / Suppliers
Maintain consistency of supplier data across related processes of purchasing and accounting.
Products & Items
Maintain consistency of products and items data across service and accounting workflows.
Sales Invoices
Transfer sales invoice data for efficient billing.
Credit Memos
Maintain consistency of credit transactions across both systems.
Purchase Orders
Integrate purchase order data across PSA and Business Central systems.
Expense Reports
Integrate expense data into accounting workflows.
Customer Payments
Integrate payments data for synchronization and reconciliation.
DynaConnect allows for both real-time and batch-based synchronization based on the business need, ensuring that teams have a seamless flow of information between service delivery and finance.
Built for Reliable MSP Operations
DynaConnect will assist in making the process of exchanging data between your ConnectWise PSA integration and Dynamics 365 Business Central faster and more secure. The features of DynaConnect will provide MSPs with the ability to automate processes, keep their data correct, and have more control over the synchronization process.
Native Business Central Extension
This tool is designed natively within the Dynamics 365 Business Central platform.
Real-Time & Scheduled Sync
Sync information in accordance with the requirements of various business processes.
Flexible Field Mapping
Map information from one system to another in accordance with your business processes.
Workflow Automation
Automate the process of transferring data and other actions.
Error Management
Detect and handle any synchronization errors that might occur.
Role-Based Security
Facilitate role-based access to information.
Secure API
Facilitate secure communication between ConnectWise PSA and Business Central.
Audit Trail
Monitor synchronization and information activity.
The DynaConnect Advantage
DynaConnect is an integration solution that combines ConnectWise PSA and Business Central to create a seamless workflow for Managed Service Providers. DynaConnect eliminates the need for manually transferring data and keeps the data in sync, resulting in greater efficiency and improved visibility of processes in service and finance management.
No External Middleware
You can connect without installing any other middleware software.
Single Source of Truth
Maintain consistency between operational and financial data.
Automated Data Synchronization
Cut down the task of data inputting and transferring manually.
Business Central-Native Architecture
Developed inside Business Central itself.
Improved Reporting & Visibility
You will have more accurate information.
- Data Ownership & Security
The DynaConnect application operates within the Dynamics 365 Business Central platform, making it possible for companies to leverage the existing permission sets within Business Central. The inherent nature of the platform also means that there is limited dependency on third-party applications and middle layers of processing of data.
Experience DynaConnect in action as it seamlessly connects ConnectWise PSA with Microsoft Dynamics 365 Business Central. See how automated data synchronization, streamlined billing, and greater financial visibility can simplify your operations. DynaConnect is a Microsoft AppSource and ConnectWise-certified product, built to deliver a reliable, secure integration for modern MSPs.
Ready to Simplify Your MSP Operations?
Streamline your service and financial processes, automate tasks, and increase visibility in operations using MSP financial management software.
FAQs
1. What is DynaConnect?
DynaConnect is a native Dynamics 365 Business Central application that connects ConnectWise PSA with Business Central. The purpose of DynaConnect is to synchronize service and financial information and connect operational workflows.
2. What companies should use DynaConnect?
DynaConnect is created specifically for Managed Service Providers (MSPs) that use ConnectWise PSA and Dynamics 365 Business Central and are in need of better connectivity between service delivery and financial operations.
3. Does DynaConnect use any external middleware?
No. DynaConnect is created as a native Business Central application that allows for integration of ConnectWise PSA with Business Central without any middleware platform being used.
4. What information can DynaConnect synchronize?
The offered integration solution will support synchronization of important operational and financial information such as customers, vendors, products, invoices, credit memos, purchase orders, expenses, and customer payments.
5. Is automation of data synchronization possible with DynaConnect?
Yes. DynaConnect offers automation of moving information from ConnectWise PSA to Business Central.
6. How can DynaConnect improve operations of a Managed Service Provider?
Connecting service and financial operations via DynaConnect can allow reducing manual processes, automating billing and reconciliation, and improving the overall visibility in business operations.
7. Can DynaConnect be installed in an existing Business Central environment?
Yes. DynaConnect is created as a Business Central application, and therefore it operates within the Microsoft ecosystem. More precise details regarding the installation process will depend on the system and workflow specifics of the company.
Still have questions?
We’re happy to help. Reach out to discuss your needs, challenges, and how AI can fit your business.