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Integrate Microsoft Dynamics 365 Business Central with Microsoft To-Do

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

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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 Microsoft To-Do

Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.

Microsoft To-Do Integrations
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Best Microsoft Dynamics 365 Business Central and Microsoft To-Do Integrations

  • Microsoft Dynamics 365 Business Central Integration Microsoft To-Do Integration

    Microsoft Dynamics 365 Business Central + Microsoft To-Do

    Create List to Microsoft To-Do 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...
    Microsoft To-Do Integration Create List
  • Microsoft Dynamics 365 Business Central Integration Microsoft To-Do Integration

    Microsoft Dynamics 365 Business Central + Microsoft To-Do

    Create Task to Microsoft To-Do 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...
    Microsoft To-Do Integration Create Task
  • Microsoft Dynamics 365 Business Central Integration Microsoft To-Do Integration

    Microsoft Dynamics 365 Business Central + Microsoft To-Do

    Create List to Microsoft To-Do 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...
    Microsoft To-Do Integration Create List
  • Microsoft Dynamics 365 Business Central Integration Microsoft To-Do Integration

    Microsoft Dynamics 365 Business Central + Microsoft To-Do

    Create Task to Microsoft To-Do 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...
    Microsoft To-Do Integration Create Task
  • Microsoft Dynamics 365 Business Central Integration Microsoft To-Do Integration

    Microsoft Dynamics 365 Business Central + Microsoft To-Do

    Create List to Microsoft To-Do 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...
    Microsoft To-Do Integration Create List
  • 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 + Microsoft To-Do in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Microsoft To-Do 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 List

    Triggers when a new list is created.

  • New Task

    Triggers when a new task is created.

  • Updated Task

    Triggers when any task is update.

    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 List

    Creates a new list.

  • Create Task

    Creates a new task

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

How Microsoft Dynamics 365 Business Central & Microsoft To-Do 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 Microsoft To-Do 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 Microsoft To-Do.

    (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 Microsoft To-Do

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central, also known as Dynamics 365 for Operations, is a business software spution that helps companies to manage their operations and manufacturing, including such areas as purchasing, inventory, manufacturing, sales, service, quality, and human resources. It’s the next step in Microsoft Dynamics NAV, which is a business software spution that allows businesses to manage their financial processes.

Microsoft To-Do

Microsoft To-Do is a productivity app that allows you to plan your tasks and projects, set reminders, attach files, leave notes, and share all of your task lists with your co-workers. It’s available across Windows 10 devices, iPhone, iPad, Apple Watch, Android phones, Android tablets, and the web. You can use it on your phone or tablet to capture your thoughts, ideas, and tasks when they come to mind.

Integration of Microsoft Dynamics 365 Business Central and Microsoft To-Do

Microsoft Dynamics 365 Business Central customers can now access their workflows in To-Do directly from the Dynamics 365 Business Central navigation pane. This new integration makes it easy to review To-Do tasks alongside work items in Microsoft Dynamics 365 Business Central. With this integration, you can create To-Do tasks directly from within Dynamics 365 Business Central by clicking New > Task or creating a task from the To-Do mobile app. You are also able to assign To-Do tasks to users or teams directly from Dynamics 365 Business Central. When you complete a task in To-Do, it automatically updates the status of that task in Microsoft Dynamics 365 Business Central.

Benefits of Integration of Microsoft Dynamics 365 Business Central and Microsoft To-Do

Integration of Microsoft Dynamics 365 Business Central and Microsoft To-Do brings the fplowing benefits:

  • Easy Communication

Integration of Microsoft Dynamics 365 Business Central and Microsoft To-Do makes it easier for team members to communicate about tasks by putting related items in one place. For example, you can post notes on an order in Dynamics 365 Business Central and then add tasks related to that order in To-Do. You can then easily share the tasks with team members in Dynamics 365 Business Central. When new information comes up about an order in Dynamics 365 Business Central, you can update the corresponding task list in To-Do without leaving the application.

  • Streamlined Project Management

Integration of Microsoft Dynamics 365 Business Central and Microsoft To-Do helps streamline project management by allowing you to move seamlessly between these two applications while managing work items within one project. For example, you can create tasks in To-Do for one project while working on other tasks related to another project in Microsoft Dynamics 365 Business Central. The relationship between these two applications makes it easy to switch from one project to another without having to switch between the two applications. In addition, if a task is completed in To-Do, it will be marked as complete in Microsoft Dynamics 365 Business Central.

  • Easy Time Management

Integration of Microsoft Dynamics 365 Business Central and Microsoft To-Do makes it easier for you to manage time spent on specific tasks using the integrated view of tasks across these applications. For example, you can review a list of upcoming events in To-Do and then click any event tile to open a task list containing all related tasks from Dynamics 365 Business Central. Using the integrated list of tasks from both applications also makes it easier to see what has been accomplished so far and what still needs to be done. The integrated task list displays the total number of tasks completed for each item, as well as completion status for all related tasks. When a task has been completed in Dynamics 365 Business Central, the status of that task will be marked as complete in To-Do as well.

The process to integrate Microsoft Dynamics 365 Business Central and Microsoft To-Do 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.