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VELTROTECHLABS

ERP & CRM Integration

Veltro Dynamic Zoho Integration

A Microsoft Dynamics 365 Business Central extension that synchronizes customers, items, invoices, and sales orders with Zoho CRM using configurable table and field mappings. Synchronization runs manually, on a schedule, or in real time - in either direction.

Typical timeline: Available nowCustom Software DevelopmentDynamics 365 CRM & Business CentralCustom API Development

The problem it solves

Businesses running sales and customer management in Zoho CRM while finance, inventory, and order processing live in Business Central face constant manual data entry, duplicate records, and synchronization gaps. Hardcoded integrations are brittle, expensive to maintain, and require developer time for every new field or module.

How we approach it

  1. 1

    Authenticate Zoho CRM via OAuth and discover available modules and fields automatically.

  2. 2

    Configure table-to-module and field-level mappings directly in Business Central - no code changes required.

  3. 3

    Set synchronization direction (to Zoho, from Zoho, bidirectional) and mode (manual, scheduled, real-time) per mapping.

  4. 4

    Apply Business Central filters and Zoho COQL filters to control which records sync.

  5. 5

    Maintain record coupling between BC and Zoho records to prevent duplicates and enable reliable upserts.

  6. 6

    Validate sales orders against the BC Item table - block incomplete orders and notify users by email.

  7. 7

    Monitor every sync run through detailed job logs and error tracking.

What it includes

  • Customer <-> Accounts synchronization
  • Item <-> Products synchronization
  • Sales Invoice + Lines synchronization
  • Sales Order + Lines synchronization
  • Configurable field mappings with data-type conversion
  • Bidirectional sync (to Zoho, from Zoho, both directions)
  • Manual, scheduled (Job Queue), and real-time sync modes
  • Business Central and Zoho COQL filtering
  • Record coupling and duplicate/upsert protection
  • Sync job logs and error history
  • Sales order product validation with email notifications
  • Extensible configuration for additional modules and fields
  • Zoho OAuth authentication (Client ID, Secret, Refresh Token)

Also possible

Other things we build

Service businesses

A customer portal that takes work off your inbox

Self-service accounts, documents, requests and status tracking - so routine questions stop arriving by phone and email.

Operations

Replacing the spreadsheet everything runs on

A workflow tool built around how your team actually works - with the audit trail and reporting a spreadsheet cannot give you.

Field & logistics

A mobile app for teams working away from a desk

Job lists, photo capture, signatures and status updates that keep working when the signal drops.

Stack

Technologies we'd use

We choose the right tool for the job — not a fixed stack. Below are typical choices for this type of build.

AL (Business Central), C/AL
Zoho CRM APIs, COQL, OAuth 2.0
Azure Functions, Logic Apps
Docker, Kubernetes
GitHub Actions, Azure DevOps

Process

How this engagement typically runs

Six steps from discovery to a system your team can own. We adapt the depth of each step to your context.

01

Discovery

Map your BC-Zoho data flows, identify sync conflicts, and define coupling rules for each entity.

02

Architecture

Design mapping configuration, filter strategies, error handling, and monitoring dashboard.

03

Design

Prototype key mappings in sandbox; stakeholder validation of sync direction and frequency per entity.

04

Build

Implement mappings, coupling logic, validation rules, and job queue scheduling — with automated tests.

05

Launch

Parallel run with reconciliation, cutover window, hypercare sprint, and admin training.

06

Evolve

New module onboarding, mapping extensions, performance tuning, or managed retainer.

FAQ

Veltro Dynamic Zoho Integration - common questions

Works with both Business Central Online and on-premise (version 18+). The extension installs via AppSource or per-tenant extension.
Yes. The mapping framework supports any table/field combination — including customizations — with data-type conversion handled automatically.
Failed records are logged with error details, quarantined for review, and retryable manually or via scheduled job. Email alerts notify configured users.
Yes. Each mapping can be configured as to-Zoho, from-Zoho, or bidirectional. Conflict resolution uses last-write-wins with timestamp priority.

Have a project in mind?

Tell us what you are trying to build. You will get a straight answer on feasibility, timeline and cost - and if we are the wrong fit, we will say so.

Start the conversationor email sales@veltrotechlabs.in