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Evernote Business + Microsoft Dynamics 365 Business Central Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Evernote Business

The Evernote for Business app brings your work to life in new ways. Annotate, organize, and share across devices to stay organized and engaged with your team.

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 Evernote Business + Microsoft Dynamics 365 Business Central

  • Evernote Business Microsoft Dynamics 365 Business Central

    Evernote Business + Microsoft Dynamics 365 Business Central

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

    Evernote Business + Microsoft Dynamics 365 Business Central

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

    Evernote Business + Microsoft Dynamics 365 Business Central

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

    Evernote Business + Microsoft Dynamics 365 Business Central

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

    Evernote Business + Microsoft Dynamics 365 Business Central

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

    Evernote Business + {{item.actionAppName}}

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

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

    Triggers
  • New Note

    Triggers when a new note is created in or moved to a notebook.

  • New Notebook

    New Notebook

  • 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 Note

    Create Note

  • 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 Evernote Business & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Evernote Business 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 Evernote Business 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 Evernote Business and 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.

The process to integrate Evernote Business 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.