Integrate Your CRM with Microsoft Business Central ERP
Modern businesses need seamless alignment between sales and operations — from winning new deals to fulfilling orders, managing inventory, and recognizing revenue.
With the Pipedrive + Microsoft Dynamics 365 Business Central ERP integration, sales teams and back-office systems work as one source of truth. Automatically sync customers, products, orders, invoices, and financials so your business runs faster, smarter, and with fewer errors.
Enterprise-Grade Business Management
Unified Sales & Operations, Powered by Business Central
Microsoft Dynamics 365 Business Central is a proven ERP platform used by thousands of companies worldwide to manage finance, supply chain, inventory, purchasing, and project accounting — all from one intelligent system.
By connecting Pipedrive to Business Central:
✔️ Eliminate duplicate data entry
✔️ Ensure accurate pricing and product lists in quotes
✔️ Track order fulfillment in real time
✔️ Automate revenue recognition and reporting
Why Manual Workflows Cost You Growth
Disconnected Tools Waste Time and Money
Without an integrated ERP and CRM, your teams spend hours reconciling spreadsheets, tracking orders manually, and correcting mistakes — slowing sales cycles and delaying fulfilment.
With automated syncing between Pipedrive and Business Central:
✔️ Quotes become validated orders instantly
✔️ Customers are consistent across systems
✔️ Financials stay accurate by design
✔️ Everyone works from a single source of truth
Drive Growth & Operational Efficiency
Unlock Stronger Insights and Better Outcomes
Companies that unify CRM and ERP benefit from faster order cycles, better inventory management, and smarter sales forecasting. With Pipedrive + Business Central:
📊 50%+ reduction in data entry and reconciliation time
⚡ Faster quote-to-cash cycles across sales & finance
📈 Real-time visibility into sales, orders, and cash flow
Connect Pipedrive with Business Central and transform your sales process into a scalable, efficient growth engine.
What they say #2
eXpanby at a glance
Real CRM clarity. Measurable sales impact.
We help growing teams turn Pipedrive into a system they actually trust. Every setup, optimisation, and workflow is designed to support real sales decisions.
Need Help?
Don't hesitate to contact us for more help.
Whether you’re exploring Pipedrive for the first time or you’re looking to optimise your existing setup, eXpanby’s experts are here to guide you.
Email us
Email is one of the quickest way to get answers to your questions.
Call us
Prefer a direct conversation? Give us a ring, and let's start from there.
Reach via LinkedIn
Connect with us on LinkedIn to learn more about our background.
Sales & CRM Questions
Frequently Ask Questions.
Your questions, explained – we’ve gathered the queries we hear most often and given straightforward responses to help you decide if we’re the right partner.
eXpanby is a team of CRM professionals specialising in Pipedrive implementation, onboarding, and sales process automation. We design CRM systems not just for management visibility but for sales teams to actually use in their daily work. Our goal is to help businesses unlock new revenue opportunities, automate repetitive administrative tasks, improve collaboration, and focus on building stronger customer relationships. We integrate tools such as Meta, LinkedIn, WhatsApp, ERP systems, Field Service Management platforms, VoIP solutions, Business Intelligence tools and more, creating one connected ecosystem around Pipedrive.
We primarily work with small and medium-sized businesses across industries including Technology and IT, Energy and Utilities, Agriculture, Manufacturing, Business Services, Healthcare, Automotive, Finance, Construction, Professional Services, and Media and Entertainment. We serve clients across Europe and beyond. Our multilingual team supports Latvian, Lithuanian, Estonian, Ukrainian, English, Russian, German, and Polish, ensuring smooth CRM adoption and communication across international teams.
Our quick-start onboarding approach allows your Pipedrive CRM to go live quickly and efficiently. We set up the system structure, pipelines, user roles, permissions, data migration, essential automations, reporting dashboards, and key integrations. After the setup, we train administrators, managers, and sales users so everyone understands how to use the system confidently. In just a few focused sessions, your team can begin working in a fully functional CRM environment and start closing deals, with optional follow-up sessions to refine and optimise the setup.
We build custom integrations that connect Pipedrive with a wide range of business tools including Meta advertising platforms, LinkedIn and Surfe, WhatsApp, VoIP systems such as CloudTalk, Field Service Management solutions like Frontu, ERP and accounting systems, Business Intelligence dashboards, websites and lead forms, and mobile productivity environments such as Samsung DeX. If your system has an API, we can integrate it. Our goal is to eliminate double data entry and create a single, reliable source of truth across marketing, sales, finance, and operations.
CloudTalk integrates your calling system directly into Pipedrive, allowing sales teams to make and receive calls within the CRM. All call activities are automatically logged under contacts and deals, recordings can be stored, and workflows can be triggered based on call outcomes. This improves visibility into communication history, ensures consistent follow-ups, and enhances team performance tracking.
The Frontu integration connects sales and service operations by automatically creating service jobs when a deal is marked as won in Pipedrive. Customer and asset data synchronise between systems, technicians update job progress in Frontu, and completion notes sync back to Pipedrive so sales teams stay informed in real time. Samsung DeX enhances mobility by allowing sales professionals to use Pipedrive in a desktop-like environment directly from their mobile device, which is especially useful for field sales, on-site presentations, and immediate deal updates.
Surfe connects LinkedIn directly with Pipedrive, enabling users to add LinkedIn contacts to the CRM with a single click and synchronise conversation history. It enriches contact data and allows deals to be created directly from LinkedIn interactions. This significantly streamlines outbound prospecting and reduces manual data entry for sales teams relying on LinkedIn for lead generation.
Yes. Our role does not end after implementation. We provide both on-site and online training for administrators, managers, and sales representatives, along with continuous support and process optimisation guidance. As your business evolves, we help refine workflows, integrations, and automation to ensure your CRM continues to support your growth. We position ourselves as a long-term partner focused on sustainable sales success rather than a one-time implementation provider.
Grow your business with eXpanby
Don’t let a bad sales process cost you 10% of revenue
Only 14% of companies have a clear, consistently followed sales process, meaning most businesses are winging it and wasting precious time. This lack of structure has a real price: 44% of companies lose more than 10% of their annual revenue because of inaccurate CRM data and disjointed workflows.