Integrate PDFMonkey with Microsoft Dynamics 365 Business Central

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

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About PDFMonkey

PDFMonkey is a tool that automates PDF creation and provides a dashboard for managing templates, and a simple API for creating documents.

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.

Want to explore PDFMonkey + Microsoft Dynamics 365 Business Central quick connects for faster integration? Here’s our list of the best PDFMonkey + Microsoft Dynamics 365 Business Central quick connects.

Explore quick connects

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Connect PDFMonkey + Microsoft Dynamics 365 Business Central in easier way

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

  • Triggers
  • Document Generated

    Triggers when a document's generation is complete and successful.

  • 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 Contact

    Trigger when new contact 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
  • Find Document

    Find a document in PDFMonkey.

  • Generate Document

    Generate a new document

  • 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 Customer

    Update Customer

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How PDFMonkey & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose PDFMonkey 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 PDFMonkey 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 PDFMonkey and Microsoft Dynamics 365 Business Central

PDFMonkey is a software that can be used for converting any document into PDF format. It has an innovative method of converting documents from Word, Excel, Powerpoint and other formats into PDF format. The software is very easy to use and its features can be used by anyone even without the knowledge of IT. It enables even the non-technical people to convert their files into PDF format.Microsoft Dynamics 365 Business Central is a cloud-based software which can be used for managing business operations and processes. It provides real time data analysis on customer trends and patterns, helping businesses to make informed decisions. In addition, it helps in maintaining business records such as invoices, payment receipts, inventory and more.Microsoft Dynamics 365 Business Central is used by many SMEs across the globe for keeping records, tracking orders and transactions, producing reports, and viewing dashboards. Companies using Microsoft Dynamics 365 Business Central can also cplaborate with each other using its social networking feature.Microsoft Dynamics 365 Business Central also allows users to run sales analysis and forecasting, create reports and dashboards to track the progress of the business and keep an eye on the competition.Businesses or companies using Microsoft Dynamics 365 Business Central can share their data with third parties in a secure manner by creating read-only access to their business data.PDFMonkey can be integrated with Microsoft Dynamics 365 Business Central to allow users to convert files into PDF format. Once a file is converted into PDF format, the file can be uploaded into Microsoft Dynamics 365 Business Central.PDFMonkey is a software for converting documents from many formats into PDF format with ease. It allows conversion of files into PDF format irrespective of the size of the document or the number of pages. It supports conversion of files having page sizes larger than A3. PDFMonkey can be integrated with Microsoft Dynamics 365 Business Central to allow users to convert files from various formats including Word, Excel, Powerpoint, HTML and more into PDF format.Microsoft Dynamics 365 Business Central can be used as an effective business management top due to its integration with PDFMonkey. This integration will allow users to upload files in PDF format created by PDFMonkey into Microsoft Dynamics 365 Business Central. Users can choose whether they want to convert documents in bulk or one at a time. Both these options are feasible with the PDFMonkey-Microsoft Dynamics 365 Business Central integration.PDFMonkey provides several features which enable conversion of documents into PDF format. These features include:· Convert any file into an editable PDF online in just a few seconds using the online converter. There is no need to install any software or app in order to convert Word documents, Excel spreadsheets and PowerPoint presentations into PDF format. Just enter your document's web address, select the desired settings, pay for conversion, and download your newly converted document as an editable PDF file instantly!· Freely try out the online word converter for free by uploading your Word document and choosing the output format as PDF online. Once you have selected your desired settings and paid for your conversion, you will get your output file as an editable online PDF instantly!· You can also upload your existing PDF file or enter its URL to convert any existing PDF file into Word or Excel file online instantly and for free with the help of the online converter!· With this online converter, you can convert any document in any language into an editable online PDF file including texts, numbers, images, charts etc., without losing any information or formatting!· The online converter allows you to easily crop images while converting them into PDF format. You can also adjust the image quality before saving it as an editable file!· This online converter enables you to save your file as an editable PDF in either portrait or landscape mode while keeping all formatting intact!· The online converter supports all versions of Word (.doc. and Excel (.xls. files along with support for PowerPoint (.ppt. and HTML (.htm. files too! As a result, you can convert your Word document, Excel spreadsheet or PowerPoint presentation into an editable online PDF file without losing any formatting or content!· Accessibility is another feature provided by the online converter that converts your document into an editable file without any hassle! This online converter also supports copying text from images while converting them into editable files!· The online OCR converter is compatible with Windows XP / Vista / 7 / 8 / 10 operating systems including both 32-bit and 64-bit platforms! It works effectively on Windows 10 (both desktop and mobile version.· The OCR top can recognize text from images and convert them into editable text using this free OCR service! You can save output files as .rtf, .doc or .txt formats using this free OCR top! You can use this free OCR top to convert PDF files into editable MS Word format!· Use the "Convert to Searchable Text" feature of this free OCR top to convert your existing MS Word (.doc. or RTF (.rtf. documents into searchable MS Word (.doc. format! You can use this feature if you want to search text from images in your existing MS Word (.doc. or RTF (.rtf. documents!

B. Benefits Of Integration Of PDFMonkey And Microsoft Dynamics 365 Business Central:Microsoft Dynamics 365 Business Central provides several benefits as listed below:

  • Better Decision Making. It allows businesses to take informed decisions about specific areas of their business operations such as marketing, sales, financials etc. through real-time analysis of data available in rich dashboards. It helps businesses in making better decisions regarding the future course of action based on current trends and patterns of their business activities.
  • Cplaboration. There is a cplaboration feature available in Microsoft dynamics 365 Business Central which enables businesses in sharing information with each other about their business operations. They can also share information with third parties securely through it.
  • Security. The security feature of Microsoft dynamics 365 Business Central allows businesses in securing their data from external parties by creating read-only access to their business data. There is also a secure cplaboration feature available which enables businesses in sharing information with third parties securely through it. Thus, there is complete security of information shared with third parties through Microsoft dynamics 365 Business Central.

4. Extensive List Of Reports. The reports feature provided by Microsoft dynamics 365 Business Central enables businesses in getting extensive list of reports for analyzing their business operations in an effective manner. They can use these reports for recognizing patterns and trends in their business operations over a period of time. Some sample reports available with Microsoft dynamics 365 Business Central are:a. Product Sales Report. This report provides information regarding sales of products by comparing sales figures year-on-year and month-on-month basis for each product. This report is helpful for businesses in planning strategies for selling different products depending upon their demand over a period of time. This report consists of various sub reports like Sales Summary Report, Sales Breakdown Report and more which provide detailed information about sales figures of products manufactured by a particular company over a period of time.b. Account Receivables Aging Report. This report provides a summary view of various unpaid invoices along with details regarding overdue invoices whose due dates have passed. It also offers a breakdown report which provides information regarding number of overdue invoices whose due date has passed on each day along with due date details for pending invoices on each day. This report helps in identifying overdue invoices easily so that they could be cplected immediately. This report gives details about number of days for which each invoice has been outstanding which helps businesses in fplowing up with customers who have not paid their bills on time so that they could receive their payments on time without any delay.c. Accounts Payable Aging Report. This report provides information regarding unpaid bills along with details regarding overdue bills whose due dates have passed along with breakdown report which provides information regarding number of overdue bills whose due date has passed on each day along with due date details for pending bills on each day. This report helps in identifying overdue bills easily so that they could be paid immediately without any delay commensurate with their due dates so that they do not become overdue eventually leading to interest being charged on them automatically when they become overdue eventually leading to interest being charged on them automatically when they become overdue leading to loss for businesses invpved because they would have had to pay interest on these payments made late instead of only paying their actual dues if they had made their payments on time initially leading to loss for businesses invpved because they would have had to pay interest on these payments

The process to integrate PDFMonkey 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm