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Integrate Microsoft Dynamics 365 Business Central with Evernote

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

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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 Evernote

Evernote is a note taking application that lets you capture and find any kind of information, including articles, videos, and people you meet. It helps you remember everything, from ideas to travel plans, business cards to bookmarks.

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Best ways to Integrate Microsoft Dynamics 365 Business Central + Evernote

  • Microsoft Dynamics 365 Business Central Integration Evernote Integration

    Microsoft Dynamics 365 Business Central + Evernote

    Create Note to Evernote 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...
    Evernote Integration Create Note
  • Microsoft Dynamics 365 Business Central Integration Evernote Integration

    Microsoft Dynamics 365 Business Central + Evernote

    Create Note to Evernote 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...
    Evernote Integration Create Note
  • Microsoft Dynamics 365 Business Central Integration Evernote Integration

    Microsoft Dynamics 365 Business Central + Evernote

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

    Microsoft Dynamics 365 Business Central + Evernote

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

    Microsoft Dynamics 365 Business Central + Evernote

    Create Note to Evernote from New Vendor in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Vendor
     
    Then do this...
    Evernote Integration Create Note
  • 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 + Evernote in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Evernote 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 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 Note

    New Note

  • New Notebook

    New Notebook

    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 Note

    Create Note

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

How Microsoft Dynamics 365 Business Central & Evernote 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 Evernote 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 Evernote.

    (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 Evernote

Microsoft Dynamics 365 Business Central is the most powerful business management software. It is an enterprise resource planning (ERP. spution, which is designed to help businesses manage and monitor their operations across teams, workflows, financials, customers, and partners. It provides an integrated suite of business applications that includes CRM, finance, operations, supply chain management, customer service, project service automation (PSA), and talent.Evernote is a productivity app that allows users to quickly take notes and organize them in a variety of ways. The app syncs the user’s notebooks across all of their devices. Users can create a variety of notes including text, images, and audio files. The app also has tops for searching and sorting notes.

The integration of Microsoft Dynamics 365 Business Central and Evernote helps users in several ways:

Microsoft Dynamics 365 Business Central is designed to improve business processes and enhance productivity. It includes an app called Evernote Business which allows users to access their Evernote content from within Microsoft Dynamics 365 Business Central.Users can access almost any data created in Evernote through Microsoft Dynamics 365 Business Central. They can also use the content they store in Evernote to create new records in Microsoft Dynamics 365 Business Central or update existing records. For example, if the user wants to create a new Sales Order record in Microsoft Dynamics 365 Business Central but does not remember all the details about the order, they can search for the information using the Evernote app in Microsoft Dynamics 365 Business Central. Once they find the information in Evernote, they can easily copy it into their Sales Order record.Users can also use the Evernote app to create as many notes as they want without worrying about running out of storage space on their Microsoft Dynamics 365 Business Central account. When users open a note from the Evernote app in Microsoft Dynamics 365 Business Central, they will see any notes that belong to other users with access to the same record. Users do not have to worry about permissions because everyone with access to the relevant data will be able to view the note.If users want to update existing records in Evernote with information from Microsoft Dynamics 365 Business Central, they can simply go to the records they want to update and use the “export” feature from the Evernote menu. Users do not have to manually copy and paste information into each note file because the export feature creates an EXCEL file for them.Users can export as many records as they want at one time or export only a few records at a time. They can also customize what information they want to export by choosing which cpumns are displayed.Users can also integrate their Outlook account with Microsoft Dynamics 365 Business Central using the Evernote app. Once users connect these accounts, they can easily add meeting notes from Outlook into Evernote.Users can also integrate their accounts with OneDrive and Dropbox. This integration allows them to keep their Office documents in sync between Microsoft Dynamics 365 Business Central and the cloud storage service of their choice.

The integration of Microsoft Dynamics 365 Business Central and Evernote helps users by improving business processes while helping them stay organized and productive. This integration is very helpful for sales teams who need to stay organized, especially in a sales process that crosses multiple organizations and departments.

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