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Evernote Business + Microsoft Dynamics 365 Business Central Integrations

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

About Evernote Business

The Evernote for Business app brings your work to life in new ways. Annotate, organize, and share across devices to stay organized and engaged with your team.

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 Evernote Business and Microsoft Dynamics 365 Business Central Integrations

  • Evernote Business Trello

    Evernote Business + Trello

    Create Trello cards for new Evernote Business notes Read More...
    When this happens...
    Evernote Business New Note
     
    Then do this...
    Trello Create Card
    Are you manually moving content from Evernote to Trello? Set up this Connect and a new card will automatically be added in Trello for every new Evernote Business note you create. This integration is designed to help businesses save time and money while improving their productivity. Our automation platform allows people to set up this integration without writing a single line of code.
    How this integration works
    • A new note is created in Evernote Business
    • Appy Pie Connect automatically adds a card to Trello
    What You Need
    • An Evernote Business account
    • A Trello account
  • Evernote Business Slack

    Evernote Business + Slack

    Send message in Slack for every new Evernote Business notebook Read More...
    When this happens...
    Evernote Business New Notebook
     
    Then do this...
    Slack Send Channel Message
    Make sure your team always knows when new notebooks are added to your Evernote Business account. Set up this Evernote Business - Slack integration, and each time a new notebook is created in Evernote Business, Appy Pie Connect will send a message in Slack to you or the team members you select. This integration can improve your team communication in the workplace.
    How this Evernote Business - Slack integration Works
    • A new notebook is created on Evernote Business
    • Appy Pie Connect automatically sends a new message on Slack
    What You Need
    • An Evernote Business account
    • A Slack account
  • Evernote Business Evernote Business

    Office 365 + Evernote Business

    Create Evernote Business notes for Office 365 emails Read More...
    When this happens...
    Evernote Business New Email
     
    Then do this...
    Evernote Business Create Note
    Need an easy way to create notes for your Office 365 emails? Set up this Office 365-Evernote Business integration and Appy Pie Connect will watch your Office 365 account to automatically create new notes on Evernote Business for every new email you receive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code. So, don’t wait and try this automation now to keep your business competitive.
    How this Office 365-Evernote Business works
    • A new email is received in Office 365
    • Appy Pie Connect automatically creates a new note in Evernote Business
    What You Need
    • An Office 365 account
    • An Evernote Business account
  • Evernote Business Evernote Business

    Evernote + Evernote Business

    Copy new Evernote notes to your Evernote Business account Read More...
    When this happens...
    Evernote Business New Note
     
    Then do this...
    Evernote Business Create Note

    Ever find yourself manually sending Evernote notes to your Evernote Business account? If yes, stop it right away and let Appy Pie Connect handle it for you. After setting this integration up, any note you create in Evernote will be sent to your Evernote Business account automatically, keeping both your apps on the same page.

    Note: You can set up this integration to watch for new notes in a specific notebook or your entire account.

    How It Works
    • A new note is created on Evernote
    • Appy Pie Connect automatically copies that note to Evernote Business
    What You Need
    • An Evernote account
    • An Evernote Business account
  • Evernote Business Evernote Business

    Gmail + Evernote Business

    Create new notes to Evernote Business from Gmail emails with attachment [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Evernote Business New Attachment
     
    Then do this...
    Evernote Business Create Note

    Manage projects, deadlines, clients, and meetings with ease by connecting your Evernote Business to Gmail. This Gmail-Evernote Business integration from Appy Pie Connect helps you stay more organized by capturing everything that is important to you in notes, voice, and pictures. It can save you from any similar situation by watching for emails with attachments that match a specific label, and creating a new note in Evernote Business for any matches.

    Note: To use this integration you must have a Business Gmail account.

    How this integration works
    • A new email with an attachment is received in Gmail
    • Appy Pie Connect automation creates a new note in Evernote Business
    What You Need
    • A Gmail account
    • An Evernote Business account
  • Evernote Business Evernote Business

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • New Note

    Triggers when a new note is created in or moved to a notebook.

  • New Notebook

    New Notebook

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

  • New Customer

  • New Customer Sale

  • New Employee

  • New Sales Invoice

  • New Sales Order

  • New Vendor

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

    Actions
  • Create Note

    Create Note

  • 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.

How Evernote Business & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Evernote Business as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Evernote Business with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics 365 Business Central as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Evernote Business and Microsoft Dynamics 365 Business Central

Evernote Business

Evernote Business is a note-taking application that allows organizations to manage, distribute, and share information. It was launched in 2016. The app combines the power of Evernote’s productivity software with new business tops, including analytics, reporting, and cplaboration. Users can upload files, images, and attachments to notes, allowing employees to work with relevant data in the same place they use to capture information. By integrating with Microsoft Dynamics 365 Business Central, users can create tasks or appointments based on notes. For example, if an employee creates a task in Workflowy, it will automatically appear in Dynamics 365 for task assignment.

Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is an integrated offering of business applications tailored for small and midsize companies. It provides core business functions such as financial management, customer relationship management (CRM), operations management, and analytics. The platform has built-in intelligence that includes features such as intelligent automation, artificial intelligence (AI), machine learning, and predictive analytics to help users make informed business decisions. It is available in the cloud or on-premises, with robust security built into the platform.

Integration of Evernote Business and Microsoft Dynamics 365 Business Central

Employees who use Evernote Business do not need to install any additional applications in order to gain access to Microsoft Dynamics 365 Business Central. Microsoft Dynamics 365 Business Central appears in the side menu in Evernote Business. Each member in an organization can view all of their accounts from one dashboard by using the “All Accounts” option in the side menu. This integration eliminates the need for multiple logins and passwords to access accounts from different applications. In addition to the “All Accounts” option, each employee can also view their Dynamics accounts through a list. In the “Account List” section of the side menu, users can select an account from a drop-down list and then view tasks, projects, or other tasks related to a specific account.

Additionally, users can add a task directly from a note without having to navigate to another app. To add a task from a note in Evernote Business, select “Add Note” from the top right corner of the note editor. Then select “Add Task” from the side menu. A new task will be added below the current note, and the text from the note will become the title of the task.

The integration of Evernote Business and Microsoft Dynamics 365 Business Central also allows organizations to attach files directly from Microsoft Dynamics 365 Business Central into Evernote Business notes. Once a file is attached to a note in Evernote Business, it will be saved directly into a fpder within Microsoft Dynamics 365 Business Central. There is no need to save files in separate fpders outside of Evernote Business because employees can simply attach files directly from Dynamics 365 Business Central into their notes. For example, if an employee creates a new contact record in Dynamics 365 Business Central and attaches an image of an invoice for that contact record, that image will be saved directly into a fpder in Dynamics 365 Business Central. Employees can easily find this image later when they search for their invoice in Evernote Business.

Benefits of Integration of Evernote Business and Microsoft Dynamics 365 Business Central

Integrating Evernote Business and Microsoft Dynamics 365 Business Central can help organizations save time and money by eliminating duplicate data entry when employees add files to their notes. Instead of attaching files directly from Dynamics 365 Business Central into Evernote Business notes, employees can add them directly from Dynamics 365 Business Central into their notes without having to create additional copies. This integration helps eliminate duplicate data entry when employees copy and paste data between apps and decrease storage costs by decreasing the number of copies of files that are stored in separate applications.

In conclusion, integrating Evernote Business and Microsoft Dynamics 365 Business Central can help streamline processes in organizations by eliminating duplicate data entry when employees add files to their notes.

The process to integrate Evernote Business 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.