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Integrate Microsoft Dynamics 365 Business Central with monday.com

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

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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 monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

monday.com Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + monday.com

  • Microsoft Dynamics 365 Business Central Integration Colligso TextIn Integration

    Microsoft Dynamics 365 Business Central + Colligso TextIn

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Customer
     
    Then do this...
    Colligso TextIn Integration Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Microsoft Dynamics 365 Business Central Integration Gmail Integration

    Microsoft Dynamics 365 Business Central + Gmail

    Create Draft to Gmail 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...
    Gmail Integration Create Draft
  • Microsoft Dynamics 365 Business Central Integration Gmail Integration

    Microsoft Dynamics 365 Business Central + Gmail

    Send Email in Gmail 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...
    Gmail Integration Send Email
  • Microsoft Dynamics 365 Business Central Integration Gmail Integration

    Microsoft Dynamics 365 Business Central + Gmail

    Create Label to Gmail 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...
    Gmail Integration Create Label
  • Microsoft Dynamics 365 Business Central Integration Google Sheets Integration

    Microsoft Dynamics 365 Business Central + Google Sheets

    Create Spreadsheet Row to Google Sheets 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...
    Google Sheets Integration Create Spreadsheet Row
  • 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 + monday.com in easier way

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

  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

    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.

  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

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

How Microsoft Dynamics 365 Business Central & monday.com 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 monday.com 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 monday.com.

    (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 monday.com

Let us first look at Microsoft Dynamics 365 Business Central, which is a business management software for the enterprise market. It helps entrepreneurs to create, operate and grow any kind of business, from small businesses to large corporations. It is a cloud-based software spution that is designed with various modules that are integrated together to help users manage their business more efficiently.

Microsoft Dynamics 365 Business Central is built on the concept of user experience (UX. via One Software Spution. The software consists of various modules such as Sales, Operations, Finance, Customer Service, Marketing, Project Service Automation (PSA), Field Service, Retail and Supply Chain. Microsoft Dynamics 365 Business Central is used by companies like America’s Car Mart, the world’s leading internet-based auto retail group; Bank of New Zealand; DHL; Cargill; and more than 50,000+ organizations worldwide.

The integration of Microsoft Dynamics 365 Business Central with monday.com enables users to embed an application on their intranet or extranet that facilitates improved cplaboration within the organization. Users can create professional workspaces for specific projects, departments or functional areas. For instance, you can create a workspace for marketing team to track marketing campaigns using Microsoft Dynamics 365 Business Central.

Let us now look at monday.com. monday.com is all about providing your team the tops they need to work together efficiently. monday.com is an award-winning platform that helps teams organize their projects, communicate on them and track progress. monday.com helps you do more together. Together with your team you can create a roadmap for your project from scratch, make progress through tasks and checklists, organize information in one place and discuss features to be implemented. You can also create a workspace for each project or team member to make sure everyone stays up to date on what’s going on in the project.

You can also use monday.com to hpd team meetings via video chat. This way you can interact with your team members and discuss issues that come up during a project. You can view project notes and files that have been uploaded into a workspace and display them on a whiteboard for easy reference to your team members present in the meeting room. Team members from your remote offices can also view these notes and files from their computer terminals by logging into the monday.com portal. In addition to this, team members can also view other files uploaded by other team members as well as files shared by multiple users in the workspace. This makes it easier for people to cplaborate with each other on a project and share information related to a project within a workspace even if they are working in different locations.

To conclude, we can say that there are a lot of benefits of integrating Microsoft Dynamics 365 Business Central and monday.com together. Through this integration, users can easily manage their projects better and increase efficiency within their organization through better communication between team members via monday.com.

The process to integrate Microsoft Dynamics 365 Business Central and monday.com 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.