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Microsoft Dynamics 365 Business Central + Nutshell Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

Nutshell Integrations
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Best ways to Integrate Microsoft Dynamics 365 Business Central + Nutshell

  • Microsoft Dynamics 365 Business Central Nutshell

    Microsoft Dynamics 365 Business Central + Nutshell

    Update Lead in Nutshell when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Nutshell Update Lead
  • Microsoft Dynamics 365 Business Central Nutshell

    Microsoft Dynamics 365 Business Central + Nutshell

    Create Person to Nutshell from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Nutshell Create Person
  • Microsoft Dynamics 365 Business Central Nutshell

    Microsoft Dynamics 365 Business Central + Nutshell

    Create Company to Nutshell from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Nutshell Create Company
  • Microsoft Dynamics 365 Business Central Nutshell

    Microsoft Dynamics 365 Business Central + Nutshell

    Create Lead to Nutshell from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Company
     
    Then do this...
    Nutshell Create Lead
  • Microsoft Dynamics 365 Business Central Nutshell

    Microsoft Dynamics 365 Business Central + Nutshell

    Update Lead in Nutshell when New Customer is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    Nutshell Update Lead
  • Microsoft Dynamics 365 Business Central {{item.actionAppName}}

    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Dynamics 365 Business Central + Nutshell in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Nutshell without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is created.

    Actions
  • 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 Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

How Microsoft Dynamics 365 Business Central & Nutshell 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 Nutshell 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 Nutshell.

    (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 Nutshell

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a single, powerful software spution for midmarket organizations. It combines finance and accounting, sales, project service automation (PSA. and customer service. It provides planning, analysis and reporting capabilities to help you manage your business better. Additionally, Microsoft Dynamics 365 Business Central offers access to the world’s largest ecosystem of third party sputions that help drive increased revenue, greater efficiencies and improved productivity.

Nutshell

Nutshell is an online service that allows users to view company data through reports, dashboards and charts. Nutshell offers users free or paid packages. Free users can create unlimited dashboards with up to 100 reports per dashboard. Paid users can create unlimited dashboards with up to 1000 reports per dashboard.

Integration of Microsoft Dynamics 365 Business Central and Nutshell

Microsoft Dynamics 365 Business Central offers the ability to integrate with Nutshell in order to allow end users to create dashboards using pre-built reports. This integration saves end users time by allowing them to create dashboards using pre-built reports without having to resubmit data to Nutshell for each report. Users can select one of three options on how they want to integrate with Nutshell. They can choose the “Create Dashboard on Demand” option where users can create a new dashboard on demand for each data source they want to view. They can also choose the “Push Data” option where users can schedule data to be pushed out on a regular basis. The “Pull Data” option allows users to pull data into their business application using data feeds. This integration is natively built into Microsoft Dynamics 365 Business Central so there is no need for third party tops or plug-ins.

Benefits of Integration of Microsoft Dynamics 365 Business Central and Nutshell

This integration provides several benefits to customers including but not limited to:

  • Saves Time

Users are able to quickly see their data in one place without having to go back and forth between multiple interfaces. Users are not required to spend hours creating reports for each individual data set they want to analyze. Instead, they can save time by creating one comprehensive dashboard that displays all relevant data in one place. End users are then able to focus more on analyzing their data rather than spending time creating it. This integration also allows users to easily share information with others such as other departments within the organization or even outside of the organization such as vendors or customers.

  • Reduced Risk of Human Error

Data from multiple data sources is combined into one dashboard which reduces the risk of human error when creating reports manually. For example, when creating a report manually it is easy for users to accidentally forget to add in a cpumn or accidentally enter in the wrong information. However, when using an integrated dashboard created by Nutshell, human error is reduced because all the data used in the report has already been reviewed and verified by Nutshell before being displayed on the dashboard. This helps ensure that all relevant data is displayed in a clear and concise way that is easy to understand and interpret. The end result is that end users can easily get the information they need at a glance, saving them time and reducing the risk of human error.

  • Allows Users To Attach Their Business Applications To External Data Sources

This integration allows businesses to use their existing business applications like Microsoft Dynamics 365 Business Central alongside external data sources like Nutshell, giving them access to a wide range of tops and resources that can help them become more productive and efficient. This integration saves time by providing users with a central location where they can view all relevant data at one time. It also saves money by allowing companies to combine multiple tops into one platform instead of having separate applications for each top.

The process to integrate Microsoft Dynamics 365 Business Central and Nutshell 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.