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Integrate Zoho Books with Microsoft Dynamics 365 Business Central

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

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About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

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 Zoho Books + Microsoft Dynamics 365 Business Central

  • Zoho Books Integration Microsoft Dynamics 365 Business Central Integration

    Zoho Books + Microsoft Dynamics 365 Business Central

    Create Employee to Microsoft Dynamics 365 Business Central from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Employee
  • Zoho Books Integration Microsoft Dynamics 365 Business Central Integration

    Zoho Books + Microsoft Dynamics 365 Business Central

    Create Customer to Microsoft Dynamics 365 Business Central from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Customer
  • Zoho Books Integration Microsoft Dynamics 365 Business Central Integration

    Zoho Books + Microsoft Dynamics 365 Business Central

    Create Item to Microsoft Dynamics 365 Business Central from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Item
  • Zoho Books Integration Microsoft Dynamics 365 Business Central Integration

    Zoho Books + Microsoft Dynamics 365 Business Central

    Create Vendor to Microsoft Dynamics 365 Business Central from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Vendor
  • Zoho Books Integration Microsoft Dynamics 365 Business Central Integration

    Zoho Books + Microsoft Dynamics 365 Business Central

    Create Sales Invoice to Microsoft Dynamics 365 Business Central from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books Integration New Item
     
    Then do this...
    Microsoft Dynamics 365 Business Central Integration Create Sales Invoice
  • Zoho Books Integration {{item.actionAppName}} Integration

    Zoho Books + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

  • 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 Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Zoho Books & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Zoho Books 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 Zoho Books 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 Zoho Books and Microsoft Dynamics 365 Business Central

This is an article about Zoho Books and Microsoft Dynamics 365 Business Central integration. Zoho Books is a cloud-based accounting software that is available for free. It has all the basic accounting features like invoicing, time tracking, and expense reports. However, it is not as powerful as Microsoft Dynamics 365 Business Central. On the other hand, Microsoft Dynamics 365 Business Central is one of the most robust enterprise resource planning (ERP. sputions in the market. It can help businesses to manage their business processes effectively. From sales and marketing to finance and operations, Microsoft Dynamics 365 Business Central covers all the aspects of business management.

In this section, we will discuss the integration of Zoho Books and Microsoft Dynamics 365 Business Central.

Integration of Zoho Books and Microsoft Dynamics 365 Business Central

Integration of Zoho Books and Microsoft Dynamics 365 Business Central allows users to perform tasks faster. For instance, if you want to create a quote in Zoho Books, all you need to do is click the “Create Quote” button on the dashboard menu. This will automatically open the quote creation window in Microsoft Dynamics 365 Business Central. Here, you can enter the information required to create a new quote. Similarly, when you want to create a sales order in Microsoft Dynamics 365 Business Central, all you need to do is click the “Create Sales Order” button on the dashboard menu. This will automatically open the sales order creation window in Zoho Books. In both cases, you will be able to save time because you won’t have to switch between different applications or dashboards.

Benefits of Integration of Zoho Books and Microsoft Dynamics 365 Business Central

There are numerous benefits of integration of Zoho Books and Microsoft Dynamics 365 Business Central. Below are some of the most important benefits:

Easy data sharing between two applications. When you integrate Zoho Books with Microsoft Dynamics 365 Business Central, you don’t have to manually enter data from one application into the other. With integration, all data will be automatically shared between these two applications. Easy access to more functionalities. Integration of Zoho Books with Microsoft Dynamics 365 Business Central gives users easy access to more functionalities in both applications. For example, if you want to create a sales invoice in Zoho Books, you can open quotes created in Microsoft Dynamics 365 Business Central by clicking on a link in Zoho Books. Better visibility of information. If you integrate Zoho Books with Microsoft Dynamics 365 Business Central, you will have better visibility of information in both applications. For example, if you want to view outstanding payments in Microsoft Dynamics 365 Business Central, you can simply open Zoho Books and search for outstanding payments based on your customer names.

The process to integrate Zoho Books 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.