Integrate Wave with Microsoft Dynamics 365 Business Central

Introduction of Wave and Microsoft Dynamics 365 Business Central

Wave is a business management platform that allows users to organize their businesses in one place, manage projects, manage contacts, manage documents, manage finances, manage users, and do much more.

Microsoft Dynamics 365 Business Central is an integrated spution for businesses to manage their daily operations. It is a group of applications to simplify the workflow of small and medium-sized businesses by focusing on specific areas of business. It includes functionalities such as customer service, sales, inventory, manufacturing, project accounting, project management, field service management, etc. Some of the features are:

Email integration

Sales automation

Document management

List views

List forms

List reports

List dashboards

Field Service Management

Since Wave is a business management platform and Microsoft Dynamics 365 Business Central is an integrated spution for businesses to manage their daily operations, it is essential to integrate Wave with Microsoft Dynamics 365 Business Central in order to fully utilize their combined capabilities. For example, if a company wants to use the Sales Automation feature of Microsoft Dynamics 365 Business Central, but they do not have any sales opportunities in their Wave account, this would not be very beneficial. Integration of Wave and Microsoft Dynamics 365 Business Central will help eliminate this problem.

Integration of Wave and Microsoft Dynamics 365 Business Central

There are three main ways to integrate Wave and Microsoft Dynamics 365 Business Central. (1. Email Integration; (2. Sales Automation; (3. Customization. Each way will work in different ways, but you can choose whichever one you like best or which one suits your business best. You can also decide to use all three ways! Below are some examples of each way:

Email Integration. This method will connect Wave and Microsoft Dynamics 365 Business Central through emails. So you will be able to send emails from Wave to employees in the "To" field, and they will receive them as emails on their personal email addresses. Also, you will be able to send emails from employees' personal email addresses to their Wave accounts. Here is an example:

Figure 1. Integration with MailChimp via API key

In this example above, you can see how an email integration works by going from the top of the image to the bottom. Let's say a user named "Sales" created a new opportunity called "ABC Company" in Wave. In the section labeled "Step Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Action Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step Step ", we can see that this user has clicked the button "Send Email" and entered the information for this email. The next step is where we see the API key coming into play. After submitting the API key and activating the API key integration, we will see a window pop up asking us if we want to set up API keys. We will click on yes and then we will enter API keys for both the API app and API caller. After entering API keys for both API app and API caller, we will see a message saying API keys successfully saved and activated! Now let's go back to the diagram above and we will see another section labeled "API App". This section is where we can setup what types of email we would like to send. This is where we can choose if we want to send emails to specific groups of people or if we want to send emails to everyone. Here is an example:

Figure 2. API App with API Key(s. filled out with API Credentials and API Callback URL filled out

In this example above, you can see how an API app works by going from the top of the image to the bottom. Let's say a user named "Sales" created a new opportunity called "ABC Company" in Wave. In the section labeled "Step 1", we see that this user has clicked the button "Send Email" and entered the information for this email. The next step is where we see the API key coming into play. After submitting the API key and activating the API key integration, we will see a window pop up asking us if we want to set up API keys. We will click on yes and then we will enter API keys for both the API app and API caller. After entering API keys for both API app and API caller, we will see a message saying API keys successfully saved and activated! Now let's go back to the diagram above and we will see another section labeled "API App". This section is where we can setup what types of email we would like to send. This is where we can choose if we want to send emails to specific groups of people or if we want to send emails to everyone. Here is an example. In this example above, you can see how an API app works by going from the top of the image to the bottom. Let's say a user named "Sales" created a new opportunity called "ABC Company" in Wave. In the section labeled "Step 1", we see that this user has clicked the button "Send Email" and entered the information for this email. The next step is where we see the API key coming into play. After submitting the API key and activating the API key integration, we will see a window pop up asking us if we want to set up API keys. We will click on yes and then we will enter API keys for both the API app and API caller. After entering API keys for both API app and API caller, we will see a message saying API keys successfully saved and activated! Now let's go back to the diagram above and we will see another section labeled "API App". This section is where we can setup what types of email we would like to send. This is where we can choose if we want to send emails to specific groups of people or if we want to send emails to everyone. Here is an example. Salesforce knows who needs access based on what data you’ve selected. Because you’ve selected “Opportunity” as well as “Contact” you’ll be able to select either Contact or Opportunity in this list of fields that you’d like Salesforce to use when sending out your email. Select “Opportunity” from that dropdown menu; then, select your desired “Selection Type” (i.e., “Contains All”. This tells Salesforce which Salesforce objects you’d like it to search within when looking for contact information (in this case, Opportunities. Next, select “Search Criteria”; here, you can specify which fields you’d like Salesforce to search when finding contacts for this email (in this case, “Name”. Finally, select “Match Type”; this determines whether or not you want Salesforce to return results that match exactly what you typed in these two search fields (i.e., “Exact Match”), or whether you want it to return results that partially match what you typed in these search fields (i.e., “Partial Match”. Click “Close” when finished entering your values in these fields; then click on “Save Settings” at the bottom of this page when finished entering your values in these fields; then click on “Save Settings” at the bottom of this page .

Sales Automation . This method will connect Wave and Microsoft Dynamics 365 Business Central through Sales Automation built into Microsoft Dynamics 365 Business Central which allows for two-way data exchange between Wave and Microsoft Dynamics 365 Business Central without any coding required! Below are some examples of how Sales Automation works. Figure 3. Sales Automation Configuration 2 - 2-Way Data Exchange between Wave and Microsoft Dynamics 365 Business Central Figure 4. Sales Automation Configuration 2 - 2-Way Data Exchange between Wave and Microsoft Dynamics 365 Business Central Figure 5. Sales Automation Configuration 2 - 2-Way Data Exchange between Wave and Microsoft Dynamics 365 Business Central Figure 6. Sales Automation Configuration 2 - 2-Way Data Exchange between Wave and Microsoft Dynamics 365 Business

The process to integrate Wave 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.