Integrate OnceHub with Microsoft Dynamics 365 Business Central
Appy Pie Connect allows you to automate multiple workflows between OnceHub and Microsoft Dynamics 365 Business Central
- No code
- No Credit Card
- Lightning Fast Setup
OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.
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 IntegrationsBest ways to Integrate OnceHub + Microsoft Dynamics 365 Business Central
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OnceHub + Microsoft Dynamics 365 Business Central
Create Employee from Microsoft Dynamics 365 Business Central from Scheduled Booking to OnceHub Read More...When this happens...
Scheduled Booking
Then do this...
Create Employee
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OnceHub + Microsoft Dynamics 365 Business Central
Create Customer from Microsoft Dynamics 365 Business Central from Scheduled Booking to OnceHub Read More...When this happens...
Scheduled Booking
Then do this...
Create Customer
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OnceHub + Microsoft Dynamics 365 Business Central
Create Item from Microsoft Dynamics 365 Business Central from Scheduled Booking to OnceHub Read More...When this happens...
Scheduled Booking
Then do this...
Create Item
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OnceHub + Microsoft Dynamics 365 Business Central
Create Vendor from Microsoft Dynamics 365 Business Central from Scheduled Booking to OnceHub Read More...When this happens...
Scheduled Booking
Then do this...
Create Vendor
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OnceHub + Microsoft Dynamics 365 Business Central
Create Sales Invoice from Microsoft Dynamics 365 Business Central from Scheduled Booking to OnceHub Read More...When this happens...
Scheduled Booking
Then do this...
Create Sales Invoice
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect OnceHub + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.
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Booking Lifecycle Event
Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.
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Canceled Booking
Triggers when a booking is canceled.
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Completed Booking
Triggers when a booking is completed.
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No Show Booking
Triggers when the status of a booking is changed to No-show.
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Rescheduled Booking
Triggers when a booking is rescheduled.
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Scheduled Booking
Triggers when a new booking is scheduled.
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Execute Custom API Call
Trigger when new data comes in your custom api call.
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New Account
Trigger when New Chart Of Account created.
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New Company
Trigger when new company is created
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New Customer
Trigger when new Customer is created
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New Customer Sale
Trigger when a new customer sale is created
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New Employee
Trigger when new Employee is created
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New Person
Triggers when a new person is created.
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New Sales Invoice
Trigger when new sales invoice is created
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New Sales Order
Trigger when a new sales order is created in a specific account.
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New Update Item
Triggers every time a new item is created.
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New Vendor
Trigger when new vendor is created.
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Updated Customer
Trigger when a customer updated.
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Updated Sales Order
Trigger when any sales order updated.
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Create Contact
Create Contact
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Create Customer
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Create Employee
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Create Item
Creates an item.
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Create Order Line Item
Creates a new order line item.
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Create Sales Invoice
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Create Sales Order
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Create Vendor
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Update Item
Updates an item.
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Update Sales Order
Updates an order.
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How OnceHub & Microsoft Dynamics 365 Business Central Integrations Work
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Step 1: Choose OnceHub as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft Dynamics 365 Business Central as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from OnceHub to Microsoft Dynamics 365 Business Central.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of OnceHub and Microsoft Dynamics 365 Business Central
OnceHub
OnceHub is an application that allows users to track and record information about construction projects. It includes the fplowing functionalities:
- Task management, including task assignment, status tracking, and time logging.
- Document management, including document contrp, document upload, and document export.
- Budgeting, including task cost estimation, task cost monitoring, and cost reports.
- Cplaboration, including messaging, task sharing, document sharing, and project tasks cplaboration.
- Mobile access, including mobile access on iOS and Android devices.
OnceHub also includes a client portal that allows users to view project data in real time regardless of their location. The client portal can be accessed from any computer or mobile device with an Internet connection.
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central is a cloud business application that provides users with a single application for operational and financial management, customer engagement, project accounting, and analytics. It includes the fplowing functionalities:
- Financial Management. In this module, users can manage financial transactions, such as invoices and receipts, across multiple accounts. They can also create bank statements and reconcile bank statements with the general ledger. There are also several financial reporting tops included in this module, such as profit and loss statements, P&L statements by account categories, budgets reports, and cash flow reports.
- Customer Engagement. This module includes features such as customer relationship management (CRM), e-mail marketing, social networking integration, and marketing campaigns. It also integrates with the Microsoft Dynamics Marketing application to help companies achieve marketing goals. In addition to these features, it can also be used to send automated emails to customers based on their customer profile info. It also includes a mobile app that enables customers to check their inbox while they are on the go.
- Project Accounting. This module provides tops to help users keep track of their projects’ finances and monitor project performance. It includes features such as project time tracking and billing, project budgets and forecasting, and project costing and profitability analysis. Users can access project reports to see which projects are meeting their deadlines and to get insights into the project’s performance.
- Analytics. This module helps companies gain critical insights into their business operations using data analytics tops such as charting and dashboard tops. It helps them predict future business trends based on historic data and current business conditions. They can also run reports analyzing various aspects of their business operations such as sales by product category and pipeline management reports. These features greatly improve the way companies manage their business operations and increase their efficiency and profitability.
The process to integrate OnceHub 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.
