Integrate Microsoft Dynamics 365 Business Central with Google Docs

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

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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 Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

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

Explore quick connects

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Connect Microsoft Dynamics 365 Business Central + Google Docs in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Google Docs 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 Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • 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 Microsoft Dynamics 365 Business Central & Google Docs 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 Google Docs 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 Google Docs.

    (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 Google Docs

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based application that provides an integrated platform for ERP, CRM, and CEM. It combines all of the business needs of an organization under one roof. One of the key features of the platform is the flexibility it offers to adjust various functionalities according to the changing business needs.

Google Docs

Google Docs is a service that allows users to create, edit, share, and cplaborate on documents, spreadsheets, presentations, drawings, and forms. It also stores data in the cloud so users can access it from anywhere. The platform supports real-time cplaboration so multiple users can work on the same document at the same time.

Integration of Microsoft Dynamics 365 Business Central and Google Docs

Integration of Microsoft Dynamics 365 Business Central and Google Docs offers powerful benefits to organizations. To understand the benefits, let’s see how both platforms work individually.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central uses integrated modules for ERP, CRM, and CEM functionality. These three modules are connected through a single interface. So an organization doesn’t have to manage multiple interfaces to access the functionality offered by these modules separately. Using a unified interface simplifies the process of accessing information from different modules.

For example, if a user wants to update a customer record in Microsoft Dynamics 365 for Customer Engagement, he/she can easily access all relevant customer information from a single window without having to open other screens. This makes the task of updating customer records simple and easy. In addition, an organization can view comprehensive data from all related modules with a single click. This helps users make better decisions based on accurate information.

Google Docs

Google Docs is a web-based platform that can be used to create, edit, share, and cplaborate on documents, presentations, spreadsheets, drawings, websites, and forms. All files are stored in a centralized cloud storage system so users can access them from any location using a browser or mobile application. Users can also share their files with team members so they can work on them simultaneously. This feature makes it very convenient for users as they don’t have to wait until they get their turn to use the computer or work on a document. In addition, Google Docs has a chat feature that allows users to communicate with each other while working on documents or spreadsheets. This helps users stay in touch and understand each other’s requirements even when they are not working together at the same location.

Integration of Microsoft Dynamics 365 Business Central and Google Docs enables users to access vital information and cplaborate with each other seamlessly across multiple modules of Microsoft Dynamics 365 Business Central. Let’s see some of the benefits of integration between Microsoft Dynamics 365 Business Central and Google Docs:

  • Easy Sharing of Information

The ability to share information instantly across multiple modules of Microsoft Dynamics 365 Business Central helps organizations boost productivity and achieve better outcomes . As we discussed earlier, users can share documents with each other and work on them simultaneously across different modules. So instead of sending data back and forth between departments and waiting for an update on every individual task, teams can cplaborate on projects and complete their tasks faster and more efficiently than ever before. This saves time and resources as well as ensures consistency in data across departments. With this integration users can also customize views of data from different modules so they don’t have to go through multiple screens to retrieve information for analysis. This way they can improve communication within their organization as well as identify opportunities for growth faster than before. For example, if someone in the marketing department requires updated product information for email marketing campaigns , he/she can quickly pull up that information from the product inventory module without having to go through separate screens in Microsoft Dynamics 365 for Marketing. This will save time and help marketers run email marketing campaigns more effectively. Another benefit of this integration is that users can set up alerts when new information becomes available in specific areas so they can receive notifications in real time rather than wait until they log into the system later to find out about updated information. If someone in the finance department needs updated financial information for reporting purposes , he/she can set up an alert that will notify him/her whenever there is an update in that area. This will save time and ensure that updated financial information is available when it is actually needed rather than after many hours when someone has logged into the system to check it manually.

The process to integrate Microsoft Dynamics 365 Business Central and Google Docs 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 November 09,2022 06:11 pm