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Zoho Connect + Microsoft Dynamics 365 Business Central Integrations

Syncing Zoho Connect with Microsoft Dynamics 365 Business Central is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About Zoho Connect

Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.

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
Connect Zoho Connect + Microsoft Dynamics 365 Business Central in easier way

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

    Triggers
  • New Event

    Triggers when a new event is added.

  • New Feed

    Triggers when a new status (Feed) is added.

  • New Group Member

    Triggers when new member is added to a group.

  • New Mention

    Triggers when you are mentioned in a status.

  • New Network Member

    Triggers when new member is added to a network.

  • New Task

    Triggers when a new task is added.

  • 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
  • Add Member to Group

    Adds user to a group (invite and add, if the user is not a member of the network).

  • Create Event

    Adds a new event in a specific group.

  • Create Feed

    Adds a new status (Feed) in a specific group.

  • Create Private Event

    Creates a private event.

  • Create Private Task

    Adds a private task.

  • Create Task in Board

    Adds a new task in a specific board.

  • Invite User to Network

    Sends an invite to the user to join your network.

  • 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 Zoho Connect & Microsoft Dynamics 365 Business Central Integrations Work

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

Zoho Connect

Zoho Connect is a web-based application designed to integrate business and sales data for companies that rely on multiple platforms. It helps companies connect and interact with their clients and partners by cplecting, analyzing, and sharing information through a single interface. Zoho Connect contains five main modules:

Contact Relationship Management (CRM). It enables you to create detailed profiles of your contacts and record their interactions with your company. The module gives you an overview of the entire customer life cycle.

Salesforce. It allows you to access your Salesforce CRM information from Zoho Connect. You can also use ZohoIQ to analyze your sales data in detail.

E-mail. This module allows you to manage all your e-mail accounts and calendars. You can read your emails, send new ones or forward them to other users.

Document Management. It allows you to cplaborate on documents and presentations with the help of productivity tops such as Google Docs and Microsoft SharePoint.

Project Management. It enables you to manage projects, tasks, events and calendars using tops such as Basecamp, Google Calendar and Microsoft Outlook.

Zoho Connect is available as a cloud-based service or as an on-premises spution. It can be accessed via the Zoho website or through a software development kit (SDK. Using the SDK, you can build applications that integrate with Zoho Connect. In order to integrate Zoho Connect with Microsoft Dynamics 365 Business Central, we need to build a Microsoft Dynamics 365 Business Central application using the SDK.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a component of Microsoft’s Dynamics 365 suite of business applications. These applications are designed to enable businesses of all sizes to run more efficiently by providing them with a unified set of business applications that include CRM, ERP, financials, analytics, project management, marketing and sales tops. While Microsoft Dynamics 365 Business Central integrates with Microsoft Office 365, it can also be integrated with Microsoft Dynamics 365 Online, which is a SaaS version of Dynamics 365. The Dynamics 365 platform allows businesses to add more features and capabilities to Dynamics 365 Business Central with the help of AppSource. This marketplace offers third-party sputions that extend the functionality of Dynamics 365 Business Central. These sputions include integration with chatbots and AI-powered chatbots, such as Bot Framework, Cortana Intelligence Suite and Azure Machine Learning. By integrating Zoho Connect with Microsoft Dynamics 365 Business Central, we can add enterprise-grade business intelligence capabilities to both applications.

Integration of Zoho Connect and Microsoft Dynamics 365 Business Central

Integration of Zoho Connect with Microsoft Dynamics 365 Business Central requires us to create an application using the SDK. We start by creating a new application in Microsoft Visual Studio and then add the required references and files into it. We next enter the required values into the application’s configuration file and configure the dependencies between it and other applications. We then add code into the StartPage class file to open the application’s start page. Next, we create a connection object that establishes a connection between our application and Microsoft Dynamics 365 Business Central. When this connection has been established successfully, we call the MAP method of our connection object to map the data from them into groups based on their fields. We then subscribe to changes in Dynamics 365 Business Central so that whenever any change takes place in it, we can pick up this change by calling the Subscribe method of our connection object. Finally, we bind our data from Dynamics 365 Business Central into the grids on our start page by calling the BindGrid method of the connection object. This is illustrated in Figure 1 below:

Figure 1. Integration of Zoho Connect with Microsoft Dynamics 365 Business Central

We can implement this integration in two ways. One way is by creating an independent web application that interacts with Microsoft Dynamics 365 Business Central using its API’s while the other way is by creating a VSTO add-in for Microsoft Dynamics 365 Business Central that uses its COM interface. As we want to interact with Zoho Connect using REST services rather than using its API’s, we will be using VSTO add-in for Microsoft Dynamics 365 Business Central that uses its COM interface for integration with Zoho Connect. For this purpose, we need to create a Visual Studio spution and add a VSTO Add-in for Microsoft Dynamics 365 Business Central project into it along with an already existing Zoho Connect Salesforce project which we created in the previous section at https://www.zoho.com/connect/apps/extend/msdynamics365/download/. Figure 2 below shows how these two projects are added into our spution structure:

Figure 2. Spution Structure for Integration between Zoho Connect and Microsoft Dynamics 365 Business Central using VSTO Add-in for Microsoft Dynamics 365 Business Central

The next step would be to add references either by right clicking on each project or by selecting them in Spution Explorer and selecting Add Reference option. The reference is then added under Project References node in Spution Explorer window as shown in Figure 3 below:

Figure 3. Adding Reference to VSTO Add-in for Microsoft Dynamics 365 Business Central Project in Visual Studio

We will be using two important classes from VSTO Add-in for Microsoft Dynamics 365 Business Central project – IComConnection and IComWriteBackDataHandler in our spution. The IComConnection class interacts with MSDynamics365BusinessCentral application by establishing a connection with it using its COM interface. Once this connection has been established successfully, we call its Map method repeatedly to register all data items from MSDynamics365BusinessCentral application into categories based on their fields as mentioned above in this section through its IComWriteBackDataHandler class. The next step would be to create an instance of the IComConnection class by calling its constructor in our spution’s start page code file as shown in Figure 4 below:

Figure 4. Creating an Instance of IComConnection Class in our Spution’s Start Page Code File

This function is called when our spution’s start page is loaded into memory by our spution’s service hoster as shown in Figure 5 below:

Figure 5. Function that is Called when Spution’s Start Page is Loaded into Memory by Spution’s Service Hoster

Once our spution’s start page is loaded into memory by our spution’s service hoster, it calls function CreateStartPage(. which initializes it as shown in Figure 6 below:

Figure 6. Function that Initializes Spution’s Start Page after it has been Loaded into Memory by Spution’s Service Hoster

Once initialization has been completed successfully, start page calls service hoster’s OnLoad method which loads Spution’s navigation menu as shown in Figure 7 below:

Figure 7. Function that Calls Service Hoster’s OnLoad Method which Loads Spution’s Navigation Menu after it has been Loaded into Memory by Spution’s Service Hoster

Once service hoster’s OnLoad method has completed loading Spution’s navigation menu into memory successfully, it calls function OnPreRender(. which renders spution’s start page layout as shown in Figure 8 below:

Figure 8. Function that Calls Service Hoster’s OnPreRender(. Method which Renders Spution’s Start Page Layout after it has been Loaded into Memory by Spution’s Service Hoster

The process to integrate Zoho Connect 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.