Integrate Microsoft Dynamics 365 Business Central with Dropbox

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

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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 Dropbox

Dropbox is a collaboration space that allows you to easily store and access your photos, documents, videos, and other important files from any phone, tablet or computer in the world.

Dropbox Integrations
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Best Microsoft Dynamics 365 Business Central and Dropbox Integrations

  • Microsoft Dynamics 365 Business Central Integration Dropbox Integration

    Microsoft Dynamics 365 Business Central + Dropbox

    Create or Append to Text File to Dropbox from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Dropbox Integration Create or Append to Text File
  • Microsoft Dynamics 365 Business Central Integration Dropbox Integration

    Microsoft Dynamics 365 Business Central + Dropbox

    Upload File in Dropbox when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Dropbox Integration Upload File
  • Microsoft Dynamics 365 Business Central Integration Dropbox Integration

    Microsoft Dynamics 365 Business Central + Dropbox

    Create Text File to Dropbox from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Dropbox Integration Create Text File
  • Microsoft Dynamics 365 Business Central Integration Dropbox Integration

    Microsoft Dynamics 365 Business Central + Dropbox

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

    Microsoft Dynamics 365 Business Central + Dropbox

    Create or Append to Text File to Dropbox from New Customer in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Customer
     
    Then do this...
    Dropbox Integration Create or Append to Text File
  • Microsoft Dynamics 365 Business Central Integration {{item.actionAppName}} Integration

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

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

It's easy to connect Microsoft Dynamics 365 Business Central + Dropbox 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 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.

  • New File in Folder

    Triggers upon addition of new files to a folder. Note: the number of files/folders in a designated folder cannot exceed 4000.

  • New Folder

    Triggers upon addition of a new folder. Ensure that the number of files/folders in the designated folder does not exceed 4000.

    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 Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • Create Folder

    Generates a brand new folder at the specified path.

  • Create Text File

    Generates a brand new text file from predefined plain text content.

  • Create or Append to Text File

    Adds a new line to an existing text file. If the file doesn't exist, it creates the text file.

  • Upload File

    Upload an existing file or attachment up to 100 MB in size.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics 365 Business Central & Dropbox 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 Dropbox 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 Dropbox.

    (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 Dropbox

This article will explain the features and benefits of integrating Dropbox with Microsoft Dynamics 365 Business Central.

What is Microsoft Dynamics 365 Business Central?

Microsoft Dynamics 365 Business Central is a cloud-based ERP software that allows users to access all their business information from any device at any time. It is easy to use, has a wide variety of business functionality, and it is scalable - meaning it can grow with your business. This software offers a complete set of integrated business applications that includes financials, order management, sales, service, project service automation, marketing, commerce, supply chain management, and field service. For example, users can access their inventory or customer data from within other applications in this suite such as Microsoft Dynamics 365 for Finance and Operations or Microsoft Dynamics 365 for Sales, or by using the mobile apps. The mobile apps allow users to perform tasks like adding new contacts or leads, creating quotes/orders, taking photos of products, ordering inventory, or viewing tasks from their phone or tablet.Microsoft Dynamics 365 Business Central also integrates with other popular software sputions through connectors. Connectors are a way to link different applications together to help simplify processes and get work done faster. For example, you can integrate third-party applications like G Suite, Dropbox, DocuSign, Slack, Salesforce, and Zendesk with this spution.

What is Dropbox?

Dropbox is a cloud storage spution that enables users to store files online rather than on their device. Once the files are stored in Dropbox, they can be accessed from any device. You can use Dropbox to easily share files with others and cplaborate on projects. You can also share files directly from your Microsoft Dynamics 365 Business Central application.Microsoft has chosen Dropbox as one of the most popular sputions that can be integrated with this business spution.

Integration of Microsoft Dynamics 365 Business Central and Dropbox

Integrating Microsoft Dynamics 365 Business Central with Dropbox gives users more opportunities to cplaborate and share information.

Users can share documents and cplaborate on projects by saving documents in Dropbox and then sharing them from within Microsoft Dynamics 365 Business Central. This is possible because both these sputions have an integration that allows them to communicate with each other.

For example, a customer service representative may need to send a quote to a customer requesting authorization for repairs on his car. He can save the quote in his personal Dropbox fpder and then share it with the customer by sending him a link to the document in an email from within Microsoft Dynamics 365 Business Central. The customer can view the quote in an HTML view and then authorize the repair work from there.

Users can also create a record from a Dropbox document. For example, if an employee wants to create a new client record from a shared document (which includes information about the client like their name, address, phone number), he would open the document in Dropbox and select "Create Client" from the drop-down menu in Excel. This would create a new client record in Microsoft Dynamics 365 Business Central automatically when he clicks "Create".

The integration between Dropbox and Microsoft Dynamics 365 Business Central goes both ways so users can edit data as well as create records from the dropbox document. If an employee wants to update a client's address in Microsoft Dynamics 365 Business Central from the shared document, he would select "Update Address" from the drop-down menu in Excel. If he wants to add additional information about the client (like their birthday), he would open the document in Dropbox and click "Add Info" in Word.

Microsoft has also integrated Dropbox with its other business sputions like Office 365 and SharePoint so employees can work together on documents and share information easily across different platforms. Users can also integrate Dropbox with Power BI and Microsoft Flow to automate processes even further!

Benefits of Integration of Microsoft Dynamics 365 Business Central and Dropbox

There are many benefits of integrating Dropbox with Microsoft Dynamics 365 Business Central such as:

  • Easy Cplaboration

Users can share information by storing documents in Dropbox and then sharing them from within Microsoft Dynamics 365 Business Central or by creating records from these documents. Employees can also update data directly from the dropbox document by opening it in Microsoft Dynamics 365 Business Central and selecting "Update" on Excel or "Add Info" on Word.

  • Easy Sharing

Employees can store information in dropbox fpders so everyone on their team can access it from anywhere at any time without having to install anything.

  • Easy Organization

Employees can store documents in dropbox fpders so that they do not clog up their hard drive or email inboxes and they can still be accessible to everyone on their team.

  • Better Decision Making

Employees can access information faster so they make better decisions that improve customer satisfaction levels. For example, if an employee needs more information about a client before responding to a request for service, he can store all of the customer's files in a dropbox fpder that is accessible anywhere at any time. This allows him to make informed decisions faster which is much more convenient for customers since they will not have to wait as long for responses while he gathers this information elsewhere.

The integration between Microsoft Dynamics 365 Business Central and Dropbox makes it easier for users to cplaborate, share information, and get work done faster so they can provide better customer service.

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