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Microsoft Excel + Microsoft Dynamics 365 Business Central Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

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.

Microsoft Dynamics 365 Business Central Integrations

Best ways to Integrate Microsoft Excel + Microsoft Dynamics 365 Business Central

  • Microsoft Excel Microsoft Dynamics 365 Business Central

    Microsoft Excel + Microsoft Dynamics 365 Business Central

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

    Microsoft Excel + Microsoft Dynamics 365 Business Central

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

    Microsoft Excel + Microsoft Dynamics 365 Business Central

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

    Microsoft Excel + Microsoft Dynamics 365 Business Central

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

    Microsoft Excel + Microsoft Dynamics 365 Business Central

    Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel New Worksheet
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Sales Invoice
  • Microsoft Excel {{item.actionAppName}}

    Microsoft Excel + {{item.actionAppName}}

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

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

    Triggers
  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • 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.

    Actions
  • Add Row to Table

    Adds a new row to the end of a specific table.

  • 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.

How Microsoft Excel & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Microsoft Excel 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 Dynamics 365 Business Central 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 Excel to Microsoft Dynamics 365 Business Central.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Excel and Microsoft Dynamics 365 Business Central

Microsoft Excel is a spreadsheet top, which allows users to work with data, analyze it and model it. It was launched in 1985 and since then has become a fundamental part of the business world. In recent years, Microsoft has been working on the program and in 2013 released a version for tablets—Microsoft Excel Mobile. This program can also be used for creating charts, tables and graphs. In 2016 the developers released a new version of Microsoft Excel, which can be downloaded from the Microsoft Store available for Windows 10.

Microsoft Dynamics 365 Business Central is an integrated platform that provides businesses with sputions for financial management, customer relationship management (CRM), project service automation (PSA. and field service automation (FSA. Among other things, it includes tops for creating reports and charts.

Integration of Microsoft Excel and Microsoft Dynamics 365 Business Central

Business can benefit from using Microsoft Dynamics 365 Business Central because of its integration with Microsoft Excel. The Excel add-in helps create reports on the basis of dynamic data coming directly from the database. This saves time and money.

The main advantages of this integration are:

  • Capacity of Microsoft Dynamics 365 Business Central to provide information through Microsoft Excel;
  • Increased comfort while working with data;
  • Possibility to transfer data between applications;
  • Simplification of work with spreadsheets;
  • Integration with other programs;
  • Diligence of Microsoft Dynamics 365 Business Central;
  • Support of different data formats.

Benefits of Integration of Microsoft Excel and Microsoft Dynamics 365 Business Central

  • Quick analysis of data;
  • Possibility to get complex reports;
  • Saving time when working with spreadsheets;
  • Possibility to create reports in various formats;
  • Compatibility with other programs;
  • Possibility to transfer data between Excel and Dynamics 365 Business Central;
  • Availability of tops for filtering data in Excel;

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