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This integration selects new or updated Dynamics 365 Business Central customers and imports them to Slack as direct messages.

How to Set Up

  1. Select or create connections: Dynamics 365 Business Central connection for Source and Slack connection for Target.
  2. Provide the necessary information for the integration execution:
    1. Open the import task and go to Mapping Definition of your import task.
    2. For the ConversationId field, replace Enter member name... with the name of the member you want to send the direct message to.
    3. Save the task.
  3. Specify the schedule on which the integration will run automatically.

Tips

  • To create Slack direct messages from specific new Dynamics 365 Business Central customers, configure filters in the task editor.