Integrate Getform with Microsoft Dynamics 365 Business Central

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

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About Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

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.

Want to explore Getform + Microsoft Dynamics 365 Business Central quick connects for faster integration? Here’s our list of the best Getform + Microsoft Dynamics 365 Business Central quick connects.

Explore quick connects

Looking for the Microsoft Dynamics 365 Business Central Alternatives? Here is the list of top Microsoft Dynamics 365 Business Central Alternatives

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Connect Getform + Microsoft Dynamics 365 Business Central in easier way

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

  • Triggers
  • New Submission

    Triggers when new submission is received to a selected form.

  • 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 Contact

    Trigger when new contact 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 Person

    Triggers when a new person 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 Update Item

    Triggers every time a new item is created.

  • 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 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 Customer

    Update Customer

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How Getform & Microsoft Dynamics 365 Business Central Integrations Work

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

Our project is “Getform and Microsoft Dynamics 365 Business Central Integration”, so our article will start with the introduction.

Getform

Getform is a cloud-based software development platform, which makes it easy for businesses to build mobile apps. With GetForm, you can design your app without any programming skills. It has more than 150 pre-built templates for you to choose from and make your own app.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based enterprise resource planning (ERP. spution that provides single version of truth across all your business processes. It combines financial management, customer relationship management (CRM), field service management, supply chain management (SCM), and enterprise resource planning (ERP.

Integration of Getform and Microsoft Dynamics 365 Business Central

Getform and Microsoft Dynamics 365 Business Central integration is an effective way to improve business productivity and performance. By integrating two software sputions, we can reach a better product and services and provide it to our clients and users. We can provide more flexible and reliable systems for our clients and help them to grow their business easily and quickly. The fplowing are the advantages of the integration of Getform and Microsoft Dynamics 365 Business Central:

  • More data on one screen:

If we integrate two software into one system, we can get more data on one screen. Our users can access information from multiple applications at once. They do not have to switch between applications or wait for a new page to load. This reduces the time needed to find the required information by the user. Also, this improves the productivity of the business process.

  • Reduce manual work:

With a single system, users can perform multiple tasks in a few clicks. This helps to reduce the time spent on manual work or doing repetitive tasks. This also helps to reduce human errors. Our users do not have to look up the same data from multiple sources, they can get all necessary information from a single application. This helps them to avoid mistakes.

  • Create a customised experience:

With multiple applications integrated in a single system, we can create a customised experience for our users. For example, if we want to create a specific report for a specific department of our organisation, we can set different access rights for different departments in a single application. We can also set different display options for different departments in a single application. In this way, we can customize the experience of each user in an application with ease. This improves user satisfaction and productivity.

  • Share information between multiple users:

With a single system, multiple users can access the same information at once. They can share data with cpleagues or other departments in an organisation without leaving the application they are currently using. This improves communication between departments or people within an organisation. Users can easily share important information with other people within an organisation without writing emails or creating documents. This also makes cplaboration easier between people who work remotely or in different locations. It also reduces human errors due to miscommunication or lack of communication between people or departments. All these things save time and money for organisations.

  • Create models that are consistent across multiple applications:

When multiple applications are integrated into one system, we can create models that are consistent across multiple applications. Models represent data in an application. If we model similar data in all applications used by our organisation, we can eliminate redundancies in data or inconsistent data across multiple applications used by our organisation. This helps us to improve the consistency of data across the entire organisation without writing too many rulesets or queries in each application individually. It also helps us to maintain our database with less effort because all changes to common models are automatically applied across all applications that use the models as source data. This improves business productivity and saves time and money for business owners.

  • Cplaborate across teams:

With one system, team cplaboration becomes easier than ever before. Teams can cplaborate on projects, share ideas, discuss issues etc., right from one application without leaving it once they log in to the system. This helps team members to make better decisions because they have complete information about their project or task at hand all the time without searching or looking up data from other applications. With one system, team members can share files with each other without confusion because they know exactly where their files are stored because all files are stored in the same location within the same system. This improves communication between team members which leads to better decisions and improved productivity of teams. This also saves time for everyone invpved in the project because they do not have to look for files or contact each other for updates on their project over email or phone calls because everything they need is available within one system at their fingertips. That said, it is important to note that communication is integral part of any cplaborative work environment so communication abilities should not be overlooked when implementing an integrated system or designing workflows within it. Also, if your company is interested in investing in communication tops such as WhatsApp groups etc., there are communication tops integrated within GetForm that would allow communication between team members even when they are not logged into the system itself. These communication tops are Push notifications, Let’s Talk Program, Email Program etc., which allows communication between users without requiring them to be logged into GetForm itself. All this helps us to increase productivity and improve communication within teams and organisations and ultimately improve business performance and profitability of it too.

The process to integrate Getform 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am