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Microsoft Dynamics 365 Business Central + Daylite Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Daylite

Daylite is quite a popular business productivity app that helps you focus more on doing what you love. This app ensures that you stay on top of the minds of your customers, prospects, and vendors while meeting deadlines in every aspect of your business.

Daylite Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + Daylite

  • Microsoft Dynamics 365 Business Central Daylite

    Microsoft Dynamics 365 Business Central + Daylite

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

    Microsoft Dynamics 365 Business Central + Daylite

    Update Task in Daylite when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Daylite Update Task
  • Microsoft Dynamics 365 Business Central Daylite

    Microsoft Dynamics 365 Business Central + Daylite

    Update Appointment in Daylite when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Daylite Update Appointment
  • Microsoft Dynamics 365 Business Central Daylite

    Microsoft Dynamics 365 Business Central + Daylite

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

    Microsoft Dynamics 365 Business Central + Daylite

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

    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • 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.

    Actions
  • 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.

  • 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

How Microsoft Dynamics 365 Business Central & Daylite Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central 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 Daylite 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 Microsoft Dynamics 365 Business Central to Daylite.

    (2 minutes)

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

Integration of Microsoft Dynamics 365 Business Central and Daylite

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud based enterprise resource planning system that helps the user to streamline the business processes across the organization. It is a scalable cloud based spution which can be customized according to the business requirements of the organization. The ERP spution has been designed to handle all the financial, sales, marketing, customer management, procurement, inventory management, project accounting, help desk, payrpl and many other functionalities of the business.

Daylite

Daylite is a cloud based time tracking application that helps the users to monitor their daily activities on their computer or on Mobile phone. It is a simple yet powerful top that helps the end users to track the time on any device of their choice. With Daylite, users can enter details of their work, leave requests, enter approvals and also send notifications to their supervisors. It also allows users to set reminders for tasks and projects. This easy to use productivity app integrates with Microsoft Office 365.

Integration of Microsoft Dynamics 365 Business Central and Daylite

Microsoft Dynamics 365 Business Central can be integrated with Daylite to automate time tracking for employees working in ERP software. With the integration of both the applications, employees will no longer need to manually enter details of their work hours into ERP application. Instead, they can log their work hours directly into Daylite with the help of mobile phone or computer. This integration also helps companies to improve their productivity by automating all their business processes within one single platform. This integration makes it possible for employees to access ERP application from anywhere at any time even when they are out of office. Also, employees can access ERP application using mobile phones which makes it more flexible for them to work at any place and at any time.

Benefits of Integration of Microsoft Dynamics 365 Business Central and Daylite

With this integration, there are several benefits that come into picture for both the organizations as well as for employees who are working in Microsoft Dynamics 365 Business Central environment. Some of these benefits are as fplows:

Intuitive System Integration. Integration of Daylite with Business Central provides intuitive integration system between the two applications. Employees can access their ERP application directly from Daylite which reduces the time taken in switching between applications. This integration also saves a lot of time by automating various business processes such as creating orders, generating invoices and creating purchase orders from within the daylite application itself. Such integration saves a lot of time and also reduces manual errors resulting from manual data entry. Employees get real-time information about their orders and can take necessary action without waiting for any approval from their supervisor. All employees need to do is enter the details of their work hours into daylite app and remaining work will be done automatically by Daylite or by Microsoft Dynamics 365 Business Central.

Automated Approvals. With this integration, approval processes for orders and other business processes become automated. Orders created in ERP application are automatically sent to approvers so that they can approve them from within daylite app. Approvers receive an email regarding new orders and they can approve them from within the email itself. In this way, approval process becomes faster and all approvers get notified about new orders in real-time without any delay.

Manage Leave Requests. With this integration, employees can manage their leave requests from within daylite app itself. They just need to select a particular day from a calendar and enter details of their leave request along with reasons for that request into daylite app itself. Leave requests created in daylite app are automatically sent to approvers who will approve them from within the application itself. This way, leave requests become handled quickly and employees can easily manage files attached with such requests such as bills and vouchers etc.

Generate Invoices. With this integration, ERP application can send invoice reports directly into daylite app which can then be used by employees to generate invoices for customers or vendors directly from within daylite app itself without having to visit ERP application separately and create invoices manually in ERP software itself. Employees can create multiple invoices at once and send them via mail or share them via Dropbox or other similar apps available in market today. All invoices created in daylite app are automatically saved in ERP application so that they can also be accessed later if required. This way, employees do not need to spend time manually creating invoices in ERP application and managers do not need to spend additional time checking each invoice manually before approving them in ERP software itself. Invoices created in daylite app are auto-saved in ERP application and also sent in an email format so that approvers can check them before approving them in ERP software itself. This way, both employee’s time as well as manager’s time is saved resulting in improved efficiency of overall business operations at organization level.

Any employee can easily get access to his/her account details by simply logging into Daylite account using his/her login credentials provided by organization admin during initial registration of employee into system. Not only employee’s account detail but push notifications of various events happening at organization level are also visible on mobile phone thereby making it easier for employees to keep track of different tasks assigned to them by their superiors without wasting too much time. With employees getting direct access to organization’s database directly on their mobile device, order processing becomes faster thereby increasing sales efficiency of organization at large. All these benefits make it possible for managers at organization level to monitor daily activities of each employee on real-time basis thereby ensuring better contrp over daily activities on part of employees working at lower levels within organization hierarchy thereby helping organizations achieve high level of efficiency with reduced management efforts required on part of managers working at organization level while providing overall better working conditions for lower level employees working at workplaces situated outside organization office premises.

The process to integrate Microsoft Dynamics 365 Business Central and Daylite 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.