Microsoft Dynamics 365 + Pennylane Integrations
Put Microsoft Dynamics 365 + Pennylane to work with AI and enterprise-grade automation
Learn more about Microsoft Dynamics 365 integrations or talk to a human
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Workflows you can build between Microsoft Dynamics 365 and Pennylane
See the kind of workflows teams build with Microsoft Dynamics 365 and Pennylane below — describe the exact one you want above and the Agent builds it on demand.
Microsoft Dynamics 365 + Pennylane
When a new product is created in Pennylane, sync product data to Microsoft Dynamics 365 CRM.
Turn closed deals into client invoices
When a deal is marked won in Microsoft Dynamics 365, automatically create an invoice in Pennylane so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in Pennylane, automatically update the deal stage in Microsoft Dynamics 365 to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Microsoft Dynamics 365, automatically sync the customer record in Pennylane to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with Microsoft Dynamics 365 and Pennylane?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Microsoft Dynamics 365 and Pennylane
Everything Microsoft Dynamics 365 and Pennylane can do inside a workflow — the triggers that start one and the actions that run when it fires.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.
Knit's Integrations Agent builds Microsoft Dynamics 365's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Dynamics 365's API.
Pennylane Explore Pennylane →
Pennylane is a financial management software combining bookkeeping, invoicing, and cash-flow monitoring for companies and accountants.
TriggersTriggers when a new billing subscription is created or fetches existing invoices with optional filtering.
Triggers when a new customer is created.
Triggers when a new customer invoice is created or fetches existing invoices with optional filtering.
Triggers when a new product is created.
Triggers when a new quote is created or fetches existing quotes with optional filtering.
Create a billing subscription using the V2 API
Creates a new company customer.
Updates an existing company customer.
Creates a new customer invoice (draft or finalized).
Creates a new individual customer.
Updates an existing individual customer.
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AdminPulse
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Aero Workflow
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Alegra
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Aliaddo
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Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Microsoft Dynamics 365 + Pennylane
Is there a pre-built Microsoft Dynamics 365 + Pennylane automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Dynamics 365 and Pennylane's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Microsoft Dynamics 365 or Pennylane connector?
No. The Agent works whether or not Microsoft Dynamics 365 or Pennylane already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does linking Pennylane and Microsoft Dynamics 365 streamline the sales-to-finance handoff?
Closing a deal in Microsoft Dynamics 365 can instantly create an invoice in Pennylane, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Pennylane update deal stages in Microsoft Dynamics 365?
Yes, when a customer settles an invoice in Pennylane, the corresponding deal stage in Microsoft Dynamics 365 can automatically update to reflect a completed transaction.