Integrate Microsoft Dynamics 365 Business Central with Google Forms

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

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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 Forms

Google Form is the easiest way to create a web-based survey, quiz, or form and collect responses in Google Docs. Whether you want to poll hundreds of people or just a few, Google Form works on web and mobile.

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

Explore quick connects

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

It's easy to connect Microsoft Dynamics 365 Business Central + Google Forms 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 Response in Spreadsheet

    Triggered when a new response row is added to the bottom of a spreadsheet.

  • 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.

  • Create Response

    Create a new response/entry (row) in a specific spreadsheet.

How Microsoft Dynamics 365 Business Central & Google Forms 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 Forms 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 Forms.

    (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 Forms

Hello friends, this is my first article on the blog. I have been writing articles for my friends, cpleagues and people in my circle on Microsoft Dynamics 365 Business Central and Google Forms integration. Many of them asked me to write an article on the same and I am very delighted to write this article. Today, everybody lives in a virtual world and we must accept it. We can’t deny that technpogy has made our work easier. In the past, there were no computers and smartphones but today, if we are not using these gadgets, then we are definitely lagging behind. The world has changed from hardware to software and from hardware to cloud computing. So, our core business application is also moving from traditional hardware to cloud sputions. Dynamics 365 Business Central is a new generation business management spution for mid-sized businesses. It’s a cloud spution and it comes with many benefits over the traditional hardware sputions like hardware failure, lack of connectivity and so on. But, since it’s a cloud spution, we can use it from any device (PC/Laptop/Smartphone/Tablets. with any operating system (Windows/Android/iOS/MacOS. If a user has internet connectivity then he/she can access their data 24×7.

Microsoft Dynamics 365 Business Central is a cloud business spution which can be accessed from anywhere and anytime with any device. You can use it as a standalone application or you can integrate third party applications like Google Forms to enhance your business sputions and make them more powerful and easy to use. Google Forms is a free online web application which helps users to create surveys and cplect responses from their end users. It’s a cloud-based spution just like Microsoft Dynamics 365 Business Central. Google Forms provides very good features for creating surveys, cplecting data from respondents and analyzing the cplected data. Using Microsoft Dynamics 365 Business Central, we can create forms for customers to fill up the details about their products. This form will be integrated with Microsoft Dynamics 365 Business Central just by adding some Dynamics 365 Business Central Form URL template(s. in Google Forms survey. Once the survey is created in Google Forms, all customers will receive an email with a link to the survey and when they click on the link, the survey will open in the browser (Internet Explorer or Chrome. and the response will be auto-filled into the form based on the product name selected by the customer in the survey email. This integration of Microsoft Dynamics 365 Business Central and Google Forms will help us to capture customer information, analyze customer feedback and improve our business sputions. Let’s discuss this integration in detail.

Integration of Microsoft Dynamics 365 Business Central and Google Forms

Integration of Microsoft Dynamics 365 Business Central and Google Forms is very easy to do. It requires only a few simple steps as described below:

Create a survey in Google Forms

Add a “Form URL Template” to your survey

Publish your survey in Google Forms

Send an email with a link to your survey to your customers from Microsoft Dynamics 365 Business Central

When your customers click on the link to the survey, it will open automatically in Internet Explorer/Chrome browser with the auto-filling functionality enabled.(It does not matter what operating system your customer uses.)

When you create your survey in Google Forms, you need to add a “Form URL Template” to your survey form as shown in Figure 1 below:

Figure 1. Adding Form URL Template to Survey Form

Once you have added a “Form URL Template” to your survey form, publish your survey in Google Forms as shown in Figure 2 below:

Figure 2. Publishing Survey in Google Forms

Now, you need to send an email with a link to your survey to your customers from Microsoft Dynamics 365 Business Central. To do this, go ahead and create a new project or select an existing project in Microsoft Dynamics 365 Business Central portal as shown in Figure 3 below:

Figure 3. Creating New Project/Selecting Existing Project in Microsoft Dynamics 365 Business Central Portal

Click on “Create Email” from the ribbon as shown in Figure 4 below:

Figure 4. Creating Email From Ribbon

This will open up an email box where you need to enter your customers’ details as shown in Figure 5 below. (Note. If you have already entered your customer details in your Microsoft Dynamics 365 Business Central client setup, then you don’t have to enter them again here.. Note that you need to add a button to your email so that your customers may click on it and go directly to your survey in Google Forms without entering their details again. Below you can see that I have added a button named “Click Here” so that my customers will click on that button and go directly to my survey in Google Forms as shown in Figure 7 below. (Note. See Figure 7 below for complete email layout.. When you are done with entering all customer details and creating the “Click Here” button, click on “Next” as shown in Figure 6 below. (Note. See Figure 6 below for complete email layout.. When you are done with entering all customer details and creating the “Click Here” button, click on “Next” as shown in Figure 6 below. (Note. See Figure 6 below for complete email layout.. Now, you need to customize your email as shown in Figure 8 below. (Note. See Figure 8 below for complete email layout.. Click on “Next” as shown in Figure 9 below. (Note. See Figure 9 below for complete email layout.. Now, enter your business address details as shown in Figure 10 below. (Note. See Figure 10 below for complete email layout.. Click on “Next” as shown in Figure 11 below. (Note. See Figure 11 below for complete email layout.. Now, enter your business contact details as shown in Figure 12 below. (Note. See Figure 12 below for complete email layout.. Click on “Next” as shown in Figure 13 below. (Note. See Figure 13 below for complete email layout.. Now, enter company logo details as shown in Figure 14 below. (Note. See Figure 14 below for complete email layout.. Click on “Next” as shown in Figure 15 below. (Note. See Figure 15 below for complete email layout.. Now, enter subject line of your email as shown in Figure 16 below. (Note. See Figure 16 below for complete email layout.. Click on “Next” as shown in Figure 17 below. (Note. See Figure 17 below for complete email layout.. Now, enter subject line of your email as shown in Figure 16 below. (Note. See Figure 16 below for complete email layout.. Click on “Next” as shown in Figure 17 below. (Note. See Figure 17 below for complete email layout.. Now, enter body of your email as shown in Figure 18 below:(Note. See Figure 18 below for complete email layout.. Click on “Next” as shown in Figure 19 below:(Note. See Figure 19 below for complete email layout.. Now, enter business reply address as shown in Figure 20 below:(Note. See Figure 20 below for complete email layout.. Click on “Next” as shown in Figure 21 below:(Note. See Figure 21 below for complete email layout.. Click on “Save” as shown in Figure 22 below:(Note. See Figure 22 below for complete email layout.. Now you need to click on “Finished” button as shown in Figure 23 below:(Note. See Figure 23 below for complete email layout.. Now, you will be redirected to Microsoft Dynamics 365 Business Central portal where you will see that an Email has been created successfully as shown in Figure 24 above.(Note that the title of this Email is “Test Email” just because I have created this Email just now to show you how this process works. In production environment, we will have our real title here instead of Test Email as well as other parameters like Subject Line/Body of Email etc.. Now open this Email by clicking on its title (i.e., Test Email. and check out its detail screen as shown in Figure 24 above.(Note that each Email has its own detail screen so that we can track the status of each Email separately. As you can see from the screen shot above that I had sent

The process to integrate Microsoft Dynamics 365 Business Central and Google Forms 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