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OneNote + Microsoft Dynamics 365 Business Central Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About OneNote

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 Integrations

Best ways to Integrate OneNote + Microsoft Dynamics 365 Business Central

  • OneNote Microsoft Dynamics 365 Business Central

    OneNote + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Note In Section in OneNote Read More...
    Close
    When this happens...
    OneNote New Note In Section
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Employee
  • OneNote Microsoft Dynamics 365 Business Central

    OneNote + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Note In Section in OneNote Read More...
    Close
    When this happens...
    OneNote New Note In Section
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Customer
  • OneNote Microsoft Dynamics 365 Business Central

    OneNote + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Note In Section in OneNote Read More...
    Close
    When this happens...
    OneNote New Note In Section
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Item
  • OneNote Microsoft Dynamics 365 Business Central

    OneNote + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Note In Section in OneNote Read More...
    Close
    When this happens...
    OneNote New Note In Section
     
    Then do this...
    Microsoft Dynamics 365 Business Central Create Vendor
  • OneNote Microsoft Dynamics 365 Business Central

    OneNote + Microsoft Dynamics 365 Business Central

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

    OneNote + {{item.actionAppName}}

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

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

    Triggers
  • New Note In Section

    Triggers when a new note is created in a notebook/section.

  • 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.

    Actions
  • Create Note

    Create a new note in the "Quick Notes" section of your default notebook.

  • Create Note in Section

    Creates a new note in a specific Notebook/Section

  • 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.

How OneNote & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose OneNote 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 OneNote 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 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.