Integrate Evernote Business with Microsoft Dynamics 365 Business Central

Evernote Business

Evernote Business is a note-taking application that allows organizations to manage, distribute, and share information. It was launched in 2016. The app combines the power of Evernote’s productivity software with new business tops, including analytics, reporting, and cplaboration. Users can upload files, images, and attachments to notes, allowing employees to work with relevant data in the same place they use to capture information. By integrating with Microsoft Dynamics 365 Business Central, users can create tasks or appointments based on notes. For example, if an employee creates a task in Workflowy, it will automatically appear in Dynamics 365 for task assignment.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is an integrated offering of business applications tailored for small and midsize companies. It provides core business functions such as financial management, customer relationship management (CRM), operations management, and analytics. The platform has built-in intelligence that includes features such as intelligent automation, artificial intelligence (AI), machine learning, and predictive analytics to help users make informed business decisions. It is available in the cloud or on-premises, with robust security built into the platform.

Integration of Evernote Business and Microsoft Dynamics 365 Business Central

Employees who use Evernote Business do not need to install any additional applications in order to gain access to Microsoft Dynamics 365 Business Central. Microsoft Dynamics 365 Business Central appears in the side menu in Evernote Business. Each member in an organization can view all of their accounts from one dashboard by using the “All Accounts” option in the side menu. This integration eliminates the need for multiple logins and passwords to access accounts from different applications. In addition to the “All Accounts” option, each employee can also view their Dynamics accounts through a list. In the “Account List” section of the side menu, users can select an account from a drop-down list and then view tasks, projects, or other tasks related to a specific account.

Additionally, users can add a task directly from a note without having to navigate to another app. To add a task from a note in Evernote Business, select “Add Note” from the top right corner of the note editor. Then select “Add Task” from the side menu. A new task will be added below the current note, and the text from the note will become the title of the task.

The integration of Evernote Business and Microsoft Dynamics 365 Business Central also allows organizations to attach files directly from Microsoft Dynamics 365 Business Central into Evernote Business notes. Once a file is attached to a note in Evernote Business, it will be saved directly into a fpder within Microsoft Dynamics 365 Business Central. There is no need to save files in separate fpders outside of Evernote Business because employees can simply attach files directly from Dynamics 365 Business Central into their notes. For example, if an employee creates a new contact record in Dynamics 365 Business Central and attaches an image of an invoice for that contact record, that image will be saved directly into a fpder in Dynamics 365 Business Central. Employees can easily find this image later when they search for their invoice in Evernote Business.

Benefits of Integration of Evernote Business and Microsoft Dynamics 365 Business Central

Integrating Evernote Business and Microsoft Dynamics 365 Business Central can help organizations save time and money by eliminating duplicate data entry when employees add files to their notes. Instead of attaching files directly from Dynamics 365 Business Central into Evernote Business notes, employees can add them directly from Dynamics 365 Business Central into their notes without having to create additional copies. This integration helps eliminate duplicate data entry when employees copy and paste data between apps and decrease storage costs by decreasing the number of copies of files that are stored in separate applications.

In conclusion, integrating Evernote Business and Microsoft Dynamics 365 Business Central can help streamline processes in organizations by eliminating duplicate data entry when employees add files to their notes.

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