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Integrate Microsoft Dynamics 365 Business Central with Zoho Expense

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

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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 Zoho Expense

Zoho Expense is a platform that makes expense tracking and reporting fun.

Zoho Expense Integrations

Best ways to Integrate Microsoft Dynamics 365 Business Central + Zoho Expense

  • Microsoft Dynamics 365 Business Central Integration Zoho Expense Integration

    Microsoft Dynamics 365 Business Central + Zoho Expense

    Make an user inactive in Zoho Expense 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...
    Zoho Expense Integration Make an user inactive
  • Microsoft Dynamics 365 Business Central Integration Zoho Expense Integration

    Microsoft Dynamics 365 Business Central + Zoho Expense

    Make an user active in Zoho Expense 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...
    Zoho Expense Integration Make an user active
  • Microsoft Dynamics 365 Business Central Integration Zoho Expense Integration

    Microsoft Dynamics 365 Business Central + Zoho Expense

    Delete User in Zoho Expense 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...
    Zoho Expense Integration Delete User
  • Microsoft Dynamics 365 Business Central Integration Zoho Expense Integration

    Microsoft Dynamics 365 Business Central + Zoho Expense

    Assign a role to user in Zoho Expense 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...
    Zoho Expense Integration Assign a role to user
  • Microsoft Dynamics 365 Business Central Integration Zoho Expense Integration

    Microsoft Dynamics 365 Business Central + Zoho Expense

    Create User to Zoho Expense 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...
    Zoho Expense Integration Create User
  • 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 + Zoho Expense in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Zoho Expense 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 Customer

    Triggers when a new customer is created.

  • New Expense

    Triggers when a new expense is created.

  • New Organization

    Triggers when a new organization is created.

  • New Project

    Triggers when a new project is created.

  • New Trip

    Triggers when a new trip is created.

    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.

  • Assign a role to user

    Assign a role to user.

  • Create User

    Create a new user.

  • Delete User

    Delete an existing user.

  • Make an user active

    Make an user active

  • Make an user inactive

    Make an user inactive.

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

How Microsoft Dynamics 365 Business Central & Zoho Expense 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 Zoho Expense 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 Zoho Expense.

    (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 Zoho Expense

Microsoft Dynamics 365 Business Central?

Microsoft Dynamics 365 Business Central is a business spution developed by Microsoft. It is an integrated suite of applications which are developed to assist small and medium sized businesses in managing their day-to-day functions. Microsoft Dynamics 365 Business Central includes features like Customer Relationship Management (CRM), Enterprise Resource Planning (ERP. and Financials. CRM helps you in managing your customers, products, sales, marketing, etc. ERP helps in managing your inventory, financial transactions, billing, accounting, payrpl, etc. Financials helps in managing your cash flow, budgeting, forecasts, etc. Though it seems complicated, it is actually very simple to manage your business with the help of Microsoft Dynamics 365 Business Central.

Zoho Expense?

Zoho Expense is a web-based spution for expense management. It allows you to track your expenses in real time across various devices. You can also share the data with other employees in your organization using Zoho Expense. It has many features like creating different types of expenses, attaching images to expenses, tracking reimbursement requests, etc.

Integration of Microsoft Dynamics 365 Business Central and Zoho Expense

To integrate Microsoft Dynamics 365 Business Central and Zoho Expense, you need to install the add-in which will allow you to export data from Microsoft Dynamics 365 Business Central into Zoho Expense and vice versa. This integration allows the users of both the applications to share information and make both their work and life easier. Though it is easier to use both these applications separately for different functions, integrating them makes it easy for you to move between different functions while maintaining a single database of information. For example, if you cancel your order on Zoho Expense, this cancellation will get reflected on Microsoft Dynamics 365 Business Central as well and vice versa. This integration helps you save time and effort because you don’t need to enter the same data again and again in two different applications. With this integration, you don’t have to open two different application and log in to double check whether your order was cancelled or not. All the information will be available in one place which will save you time and effort. You can also import data from one application into another application using this integration. For example, if you want to export the data from Microsoft Dynamics 365 Business Central into Zoho Expense then you can do that by installing this add-in on Microsoft Dynamics 365 Business Central and then importing the data from there into Zoho Expense. We will discuss more about importing data from one application into another application in the next section.

Benefits of Integration of Microsoft Dynamics 365 Business Central and Zoho Expense

There are many benefits of integrating Microsoft Dynamics 365 Business Central and Zoho Expense apart from the benefit mentioned above i.e. saving time and effort by using a single database of information. Some of these benefits are discussed below:

Cost Saving. You can save a lot of money by integrating these two applications because they are both web-based sputions which means that they require only the internet connection for working. No additional hardware is needed for these applications which means that you can save a lot of money by using these applications instead of having two different software separately installed in your office or home or any other place where you wish to use these applications.

User Friendly. Both these applications are very user friendly and this helps in bringing down the learning curve significantly which means that even people who have never used these applications before can use them without any difficulty. They have intuitive interfaces which will help even beginners understand how to use these applications easily. One does not need much technical knowledge to use these applications because they are very user friendly.

Highly Customizable. These applications allow one to change their settings according to their requirements so that your specific requirements are met by these applications easily. All the settings are saved at cloud servers so that no changes are required on your end after changing these settings once.

Ease of Access. As we mentioned earlier that these applications are web-based sputions which means that they can be accessed anytime anywhere as long as you have internet access on your device. So, if your employees travel a lot then it will be very easy for them to keep track of their expenses while traveling because they can access these applications anytime anywhere as long as they have internet connection on their devices. They do not need to carry bulky laptops or tablets with them all the time because these applications can be accessed on any device like laptop, tablet or smart phone even if it has the lightest versions of operating systems like Windows 10 or Linux or any other version of operating systems like iOS or Android etc. This will allow your employee to access his expenses anywhere he wishes to because he doesn’t need to carry bulky laptops or tablets with him all the time since he can access these applications on even his smartphone or laptop with lightweight versions of operating systems installed on them.

Security. Both these applications have the highest security measures so that your data is kept safe at all times even when you are accessing them via internet. Even though both these applications are web-based sputions but they have better security measures than desktop based sputions because they are liable to hacking attacks via USB drives or other external storage devices but these attack vectors are not present when accessing web-based sputions because they are hosted on cloud servers which are protected by firewalls and other security measures which protect your data from being hacked into by external sources which could cause serious damage to your business if the hacking is successful.

The process to integrate Microsoft Dynamics 365 Business Central and Zoho Expense 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.