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.
Nozbe is a powerful, cross-platform app that helps in your time and project management.
nozbe IntegrationsMicrosoft Dynamics 365 Business Central + nozbe
Create Project to nozbe from New Company in Microsoft Dynamics 365 Business Central Read More...Microsoft Dynamics 365 Business Central + nozbe
Create Task to nozbe from New Company in Microsoft Dynamics 365 Business Central Read More...Microsoft Dynamics 365 Business Central + nozbe
Create Project to nozbe from New Customer in Microsoft Dynamics 365 Business Central Read More...Microsoft Dynamics 365 Business Central + nozbe
Create Task to nozbe from New Customer in Microsoft Dynamics 365 Business Central Read More...Microsoft Dynamics 365 Business Central + nozbe
Create Project to nozbe from New Employee in Microsoft Dynamics 365 Business Central Read More...Microsoft Dynamics 365 Business Central + {{item.actionAppName}}
{{item.message}} Read More...It's easy to connect Microsoft Dynamics 365 Business Central + nozbe without coding knowledge. Start creating your own business flow.
Trigger when new data comes in your custom api call.
Trigger when New Chart Of Account created.
Trigger when new company is created
Trigger when new Customer is created
Trigger when a new customer sale is created
Trigger when new Employee is created
Triggers when a new person is created.
Trigger when new sales invoice is created
Trigger when a new sales order is created in a specific account.
Triggers every time a new item is created.
Trigger when new vendor is created.
Trigger when a customer updated.
Trigger when any sales order updated.
Triggered when a new category is added
Triggered when a new project is created
Triggered when a new task is created
Create Contact
Creates an item.
Creates a new order line item.
Updates an item.
Updates an order.
Create new project
To create a new task into a project.
(30 seconds)
(10 seconds)
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(2 minutes)
Microsoft Dynamics 365 Business Central is one of the most popular CRM software. It helps in managing business processes and can be used to meet the needs of a wide range of business categories and industries. It offers a unified user experience across devices and platforms.
Microsoft Dynamics 365 Business Central has many benefits like it allows you to get started quickly, has an intuitive interface, cplaboration, scalability, and flexibility.
nozbe is a task management top that helps you plan your work and manage tasks easily. It provides a simple way to manage tasks and projects. It is available on the internet, Android and iOS platforms.
Integration of Microsoft Dynamics 365 Business Central and nozbe is different from integration of other CRM software with task management tops. Nozbe does not offer official CRM connectors and hence integration of Microsoft Dynamics 365 Business Central and nozbe has to be done manually. However, if Microsoft Dynamics 365 Business Central is integrated with other CRMs like Salesforce, SugarCRM etc., then nozbe can be integrated with them using their CRM connectors.
The integration of Microsoft Dynamics 365 Business Central and nozbe can be done by fplowing the steps below:
Step 1. Open Microsoft Dynamics 365 Business Central, click on the ‘Navigation’ tab and then click on ‘Connectors’
Step 2. Click on ‘Add Connector’ button
Step 3. Select ‘Nozbe’ from the list of connectors
Step 4. Fill in all the required details. Once you have completed the form, click on ‘Save’ button
Step 5. In the popup window, click on ‘Allow Access’ button
Step 6. Now, you will be directed to a new page where you will find a token or key that you need to enter in nozbe settings as shown below:
Step 7. Now, go to Settings. Click on ‘Webhooks’ -> ‘Integrations’ -> ‘Microsoft Dynamics 365 for sales’
Step 8. Click on ‘Request Token’ button. In the popup window, paste the key from step 6 above and click on ‘Send request’ button.
Step 9. Now, connect the webhooks using the token from step 7 above and click on ‘Continue’ button
On successful integration, you will see a message as shown below:
In this article, we learned how to integrate Microsoft Dynamics 365 Business Central with nozbe. We learned how to create an outline for an article about Microsoft Dynamics 365 Business Central and nozbe.
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