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Daylite + Microsoft Dynamics 365 Business Central Integrations

Appy Pie Connect allows you to automate multiple workflows between Daylite and Microsoft Dynamics 365 Business Central

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Daylite

Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

Microsoft Dynamics 365 Business Central Integrations

Best ways to Integrate Daylite + Microsoft Dynamics 365 Business Central

  • Daylite Microsoft Dynamics 365 Business Central

    Daylite + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Employee
  • Daylite Microsoft Dynamics 365 Business Central

    Daylite + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Customer
  • Daylite Microsoft Dynamics 365 Business Central

    Daylite + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Item
  • Daylite Microsoft Dynamics 365 Business Central

    Daylite + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Vendor
  • Daylite Microsoft Dynamics 365 Business Central

    Daylite + Microsoft Dynamics 365 Business Central

    Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Sales Invoice
  • Daylite {{item.actionAppName}}

    Daylite + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Daylite + Microsoft Dynamics 365 Business Central in easier way

It's easy to connect Daylite + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.

    Triggers
  • Appointment Updated

    Triggers when a new appointment is updated in Daylite.

  • Company Updated

    Triggers when a new company is updated in Daylite.

  • Form Updated

    Triggers when a Daylite form is updated.

  • New Appointment

    Triggers when a new appointment is created in Daylite.

  • New Company

    Triggers when a new company is created in Daylite.

  • New Form

    Triggers when a new form is created in Daylite.

  • New Note

    Triggers when a new note is created in Daylite.

  • New Opportunity

    Triggers when a new opportunity is created in Daylite.

  • New Person

    Triggers when a new person is created in Daylite.

  • New Project

    Triggers when a new project is created in Daylite.

  • New Task

    Triggers when a new task is created in Daylite.

  • Opportunity Updated

    Triggers when a new opportunity is updated in Daylite.

  • Person Updated

    Triggers when a new person is updated in Daylite.

  • Project Updated

    Triggers when a new project is updated in Daylite.

  • Task Updated

    Triggers when a new task is updated in Daylite.

  • Updated Note

    Triggers when a new note is updated in Daylite.

  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

    Actions
  • Create Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

  • Create Person

    Creates a new person and optionally an associated company.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new task.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How Daylite & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Daylite as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics 365 Business Central as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Daylite to Microsoft Dynamics 365 Business Central.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Daylite and Microsoft Dynamics 365 Business Central

Daylite

Daylite is a simple, easy to use, full featured contact management software. It's developed by Day Software and it's used for managing relationships (contacts. It helps you manage the contacts of your customers, suppliers, prospects, friends ...

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based application that enables organizations to manage their business. It helps you manage your day-to-day operations and it also helps you with the processes related to the fplowing modules. Sales, Marketing, Service, Project Service Automation, Financials, Field Service, Operations, and more.

Integration of Daylite and Microsoft Dynamics 365 Business Central

Integration of Daylite and Microsoft Dynamics 365 Business Central allows you to integrate the customer data from Daylite into the contact record in Microsoft Dynamics 365 Business Central. In this way, you can easily transfer the information from Daylite to Microsoft Dynamics 365 Business Central. Also, by integrating Daylite and Microsoft Dynamics 365 Business Central, you can easily reach the data of your customers in both applications. You can perform all operations with them from one place.

Benefits of Integration of Daylite and Microsoft Dynamics 365 Business Central

Benefits of integration of Daylite and Microsoft Dynamics 365 Business Central are as fplows:

  • Easy Contact Management. Integration of Daylite and Microsoft Dynamics 365 Business Central allows you to add all your contact information from Daylite into the contact record in Microsoft Dynamics 365 Business Central. In this way, you can easily transfer the information from Daylite to Microsoft Dynamics 365 Business Central. Also, by integrating Daylite and Microsoft Dynamics 365 Business Central, you can easily reach the data of your customers in both applications. You can perform all operations with them from one place.
  • Easy Data Synchronization. Integration of Daylite and Microsoft Dynamics 365 Business Central allows you to synchronize all changes made in Daylite with the contact record in Microsoft Dynamics 365 Business Central. You don't need to perform synchronized updates manually. The synchronization will be performed automatically. This means that if you add new information about a contact in Daylite such as phone number or address, this new information will be synchronized with the contact record in Microsoft Dynamics 365 Business Central.
  • Ability to Set an Active Status. Integration of Daylite and Microsoft Dynamics 365 Business Central allows you to set an active status for contacts in Microsoft Dynamics 365 Business Central. If a contact has any value in Daylite, then that contact will be marked as active in Microsoft Dynamics 365 Business Central.
  • Ability to Set an Inactive Status. Integration of Daylite and Microsoft Dynamics 365 Business Central allows you to set an inactive status for contacts in Microsoft Dynamics 365 Business Central. It means that if a contact has no value in Daylite, then that contact will be marked as inactive in Microsoft Dynamics 365 Business Central.
  • Accessing Customer Information from One Place. Integration of Daylite and Microsoft Dynamics 365 Business Central allows you to access all your customer data from one place. You can access all customer data from Database view, Account view or Usage view in Microsoft Dynamics 365 Business Central through Daylite.

The process to integrate Daylite and Microsoft Dynamics 365 Business Central may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.