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Expensify + Microsoft Dynamics 365 Business Central Integrations

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

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

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

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 Expensify + Microsoft Dynamics 365 Business Central

  • Expensify Expensify

    Microsoft Dynamics 365 Business Central + Expensify

    Export Report to PDF in Expensify when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Expensify New Company
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Microsoft Dynamics 365 Business Central + Expensify

    Create Expense Report to Expensify from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Expensify New Company
     
    Then do this...
    Expensify Create Expense Report
  • Expensify Expensify

    Microsoft Dynamics 365 Business Central + Expensify

    Create Single Expense to Expensify from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Expensify New Company
     
    Then do this...
    Expensify Create Single Expense
  • Expensify Expensify

    Microsoft Dynamics 365 Business Central + Expensify

    Export Report to PDF in Expensify when New Customer is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Expensify New Customer
     
    Then do this...
    Expensify Export Report to PDF
  • Expensify Expensify

    Microsoft Dynamics 365 Business Central + Expensify

    Create Expense Report to Expensify from New Customer in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Expensify New Customer
     
    Then do this...
    Expensify Create Expense Report
  • Expensify {{item.actionAppName}}

    Expensify + {{item.actionAppName}}

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

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

    Triggers
  • 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 Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

  • 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 Expensify & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Expensify 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 Expensify 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 Expensify and Microsoft Dynamics 365 Business Central

Expensify is a cloud-based online service provider, based in America, that helps companies manage their business travel and expense reports. It was founded by David Barrett, a former business consultant from Harvard Business Schop, back in 2007. Expensify was officially released to the public in January 2008. In 2014, Expensify received an investment of US$23 million from Bain Capital Ventures. In December 2014, the company released its Windows app for Microsoft Windows 8 and Windows 8.1 devices. Expensify now has more than 1000 employees worldwide, with offices in San Francisco, New York, Boston, London, Dublin, and Sydney.

Microsoft Dynamics 365 Business Central is a cloud-based business suite developed by Microsoft for small and midsize businesses. It is a module of the Dynamics 365 Suite. It allows people to track sales leads, customers, suppliers, inventory, purchase orders and invoices.

In this article, I will examine the integration of Expensify and Microsoft Dynamics 365 Business Central as well as the benefits of such integration.

Integration of Expensify and Microsoft Dynamics 365 Business Central

Expensify provides an easy way to submit receipts for reimbursement without having to scan them. Expensify’s mobile apps are available for both iOS and Android users, which allow users to take photos of receipts on their phones through their built-in cameras. Different types of expenses can be recorded using the app, including flights, hotels, rental cars, taxis, meal bills, fuel costs etc. While Expensify does not have an integrated interface with Microsoft’s offerings directly, users can use Workplace by Facebook to link it to their organisation’s Microsoft Dynamics 365 Business Central instance. Workplace by Facebook is a social cplaboration service that allows organisations to post information about upcoming events or details regarding business trips etc. Users can then share their plans with cpleagues via Workplace by Facebook. Users can also keep track of what their cpleagues are planning through Workplace by Facebook. Expensify has an open API which can be used to integrate it with other apps.

Benefits of Integration of Expensify and Microsoft Dynamics 365 Business Central

The integration of Expensify and Microsoft Dynamics 365 Business Central provides various benefits to employees who work at the same company who often travel for business purposes. For example, when two employees are traveling to the same destination, they can share information about their travels with each other. If one employee wants to rent a car while the other wants to catch a taxi to the airport, they can keep track of each other’s activities so that they can meet up at the airport in time before their flight. Employees can also use Workplace by Facebook in order to cplaborate on projects in real time. For example, if Employee A wants to send Employee B an important document over email but is unable to do so because he or she is away on business, Employee B can receive this document via Workplace by Facebook instead. This means that employees can access important documents even when they are not connected to the internet.

The process to integrate Expensify 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.