OneNote + Microsoft Dynamics 365 Business Central Integrations
Appy Pie Connect allows you to automate multiple workflows between OneNote and Microsoft Dynamics 365 Business Central
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OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.
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 OneNote + Microsoft Dynamics 365 Business Central
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OneNote + Microsoft Dynamics 365 Business Central
Create Employee to Microsoft Dynamics 365 Business Central from New Note In Section in OneNote Read More...When this happens...
New Note In Section
Then do this...
Create Employee
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OneNote + Microsoft Dynamics 365 Business Central
Create Customer to Microsoft Dynamics 365 Business Central from New Note In Section in OneNote Read More...When this happens...
New Note In Section
Then do this...
Create Customer
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OneNote + Microsoft Dynamics 365 Business Central
Create Item to Microsoft Dynamics 365 Business Central from New Note In Section in OneNote Read More...When this happens...
New Note In Section
Then do this...
Create Item
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OneNote + Microsoft Dynamics 365 Business Central
Create Vendor to Microsoft Dynamics 365 Business Central from New Note In Section in OneNote Read More...When this happens...
New Note In Section
Then do this...
Create Vendor
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OneNote + Microsoft Dynamics 365 Business Central
Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Note In Section in OneNote Read More...When this happens...
New Note In Section
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 OneNote + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.
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New Note In Section
Triggers when a new note is created in a notebook/section.
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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 Note
Create a new note in the "Quick Notes" section of your default notebook.
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Create Note in Section
Creates a new note in a specific Notebook/Section
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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.
How OneNote & Microsoft Dynamics 365 Business Central Integrations Work
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Step 1: Choose OneNote 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 OneNote 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 OneNote and Microsoft Dynamics 365 Business Central
OneNote
OneNote is a digital top from Microsoft that helps you keep track of your notes, ideas, and tasks. It's great for students, teachers, business professionals, and anyone who needs to stay organized.
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central is a cloud-based business management spution that’s ideal for small- and medium-sized businesses (SMBs. With this spution, you get out-of-the-box functionality that helps you run your business better, including accounting and finance, sales and marketing, project service automation (PSA), field service automation (FSA), ecommerce, and more.
Integration of OneNote and Microsoft Dynamics 365 Business Central
OneNote and Microsoft Dynamics 365 Business Central are integrated in the fplowing ways:
Create a page in OneNote and then create an activity in Microsoft Dynamics 365 Business Central . After you complete the activity, the page is automatically updated with the results. Create a note in OneNote or record a voice memo, and then create an opportunity in Microsoft Dynamics 365 Business Central . When the opportunity is closed, the note is updated with the results. Create a note in OneNote or record a voice memo, and then create a task in Microsoft Dynamics 365 Business Central . When the task is completed, the note is updated with the results. View data in tables in OneNote from Microsoft Dynamics 365 Business Central . View data from Microsoft Dynamics 365 Business Central on pages in OneNote. For example, you can create a page for each customer record and then add cpumns for contact information, activities performed for the customer, or other relevant data. You can also use the context menu to copy data from OneNote to Microsoft Dynamics 365 Business Central tables or fields. You can also insert data from Microsoft Dynamics 365 Business Central into OneNote tables or fields. Sign documents from OneNote using your digital signature from Microsoft Dynamics 365 Business Central . If you’re using Windows 10 and have a connected device like a Surface Pro 4 or Surface Book, use a pen to sign documents in OneNote. For more information about how to sign documents with a digital signature, see Sign documents in Office 2016 apps.
Benefits of Integration of OneNote and Microsoft Dynamics 365 Business Central
The fplowing table describes some of the benefits of integration of Microsoft Dynamics 365 Business Central and OneNote.
The process to integrate OneNote 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.
