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Gmail + Microsoft Dynamics 365 Business Central Integrations

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

About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

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 Gmail and Microsoft Dynamics 365 Business Central Integrations

  • Gmail Slack

    Gmail + Slack

    Send private messages in Slack from new Gmail searches [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Slack Send Channel Message
    Do you want to keep your Slack’s teammates updated on every new email in Gmail? Take it easy, Appy Pie Connect will do it for you. Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. So, make your team collaboration more efficient by integrating your Gmail with Slack now.
    How this Gmail-Slack integration works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect will automatically notify every member on your Slack
    What You Need
    • A Gmail account
    • A Slack account
  • Gmail Google Drive

    Gmail + Google Drive

    Save new Gmail attachments (original file format) to Google Drive Read More...
    When this happens...
    Gmail New Attachment
     
    Then do this...
    Google Drive Upload File
    It might be easy to selectively save Gmail attachments to Google Drive, but when you automate this process with Appy Pie Connect, it gets easier than easy. After setting up Gmail-Google Drive integration, attachments from all incoming Gmail emails will be automatically saved into your Google Drive in the original file format as they come from the sender (e.g. PDF, PNG or DOCX). So, don’t wait and try this integration now and automate repetitive tasks in your workflow.
    How it Works
    • A new email with an attachment is received in your Gmail account
    • Appy Pie Connect copies the attachment and saves it to your Google Drive account
    What You Need
    • A Gmail account
    • A Google Drive account
  • Gmail Google Sheets

    Gmail + Google Sheets

    Save Gmail emails matching certain traits to a Google Spreadsheet Read More...
    When this happens...
    Gmail New Email Matching Search
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Tired of finding, copying and moving data from your Gmail account to Google spreadsheets? Don’t worry, Appy Pie Connect will automate this process in just a few minutes. You don’t need to learn to code, just set up search criteria (i.e. emails from: manager@office.com) to filter your emails so that whenever an email matching your specified criteria hits your inbox it’s automatically added to your Google Spreadsheet.
    How It Works
    • A new email that matches the search criteria is received on your Gmail account
    • Appy Pie Connect copies the message and adds it to a new row in your Google Sheets
    What You Need
    • A Gmail account
    • A Google account(with access of Google spreadsheet)
  • Gmail Google Sheets

    Gmail + Google Sheets

    Add new incoming Gmail emails that match a label to Google Sheets as new rows Read More...
    When this happens...
    Gmail New Labeled Email
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Add new incoming Gmail emails that match a label to Google Sheets as new rows automatically with our Gmail-Google Sheets integration. After setting this integration up, we'll watch your Gmail account 24/7 on your behalf. Whenever any new email matching the specified label is found in your Gmail account, Appy Pie Connect will automatically add its data to a new row on Google sheets.
    How It Works
    • A new label is added to an email on Gmail
    • Appy Pie Connect automatically adds data to a new row on Google sheets
    What You Need
    • A Gmail account
    • A Google account (with Google Sheets access)
  • Gmail Trello

    Gmail + Trello

    Create Trello cards from new starred Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Gmail New Starred Email
     
    Then do this...
    Trello Create Card
    Create Trello cards directly from your inbox by using this Gmail-Trello integration. No coding skills required, just ‘star’ Gmail emails for which you want to create cards in Trello. After setting this integration up, whenever you ‘star’ your Gmail emails, Appy Pie Connect will automatically create a card for that email in your Trello. With this integration, you can customize Trello card as per your choice, containing the email subject, sender, and body, etc. Note: This integration will only create cards for Gmail emails that are received within the last 48 hours.
    How It Works
    • Triggers whenever an email is starred in your Gmail inbox
    • Appy Pie Connect creates a Trello card on the board
    What You Need
    • A Gmail account
    • A Trello account
  • Gmail Trello

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

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

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

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • 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 Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • 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 Gmail & Microsoft Dynamics 365 Business Central Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Gmail 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 Gmail and Microsoft Dynamics 365 Business Central

Gmail is an email service provided by Google. It is designed to organize and keep all the emails in one place. Microsoft Dynamics 365 Business Central is a cloud spution aimed to help small- and medium-sized businesses manage their finances, sales, marketing, projects, human resources, and customer relationships.Microsoft Dynamics 365 Business Central integrates with Gmail. This integration allows users of Fortune 500 companies to manage their Gmail accounts through the Dynamics 365 Business Central platform. Dynamics 365 Business Central provides users with various features like CRM, Project Management, Accounts Receivable and Payable, Inventory Management, Sales Forecasting, Strategic Planning, etc.Businesses benefit by using the Gmail Integration in Microsoft Dynamics 365 Business Central. They can perform various tasks like assigning emails to Dynamics 365 Business Central records, tracking leads from emails that are sent via Gmail, creating new contacts from emails sent via Gmail, and referencing Dynamics 365 Business Central records from emails that are sent from Gmail.Businesses can also send emails from Dynamics 365 Business Central to users’ Gmail accounts. This capability allows businesses to improve their communication with their customers and employees.

What is Gmail?

Gmail is a free web-based email service developed by Google. It was launched in 2004 and its growth has been phenomenal. Today it has more than 1 billion active users worldwide.With more than 1 billion active users, Gmail is the most popular email service in the world. It has revputionized the way people communicate. It offers some great features like Labels, Filters, Undo Send option, etc. that make it a perfect email service for individuals as well as businesses.

What is Microsoft Dynamics 365 Business Central?

Microsoft Dynamics 365 Business Central is a cloud spution specially designed for small- and medium-sized businesses. It helps users to manage their finances, sales, marketing, projects, human resources, and customer relationships. It is a complete business management spution that integrates with Gmail.Microsoft Dynamics 365 Business Central provides a variety of features including CRM (Customer Relationship Management), Project Management, Accounts Receivable and Payable, Inventory Management, Sales Forecasting, Strategic Planning, etc.

Integration of Gmail and Microsoft Dynamics 365 Business Central

The integration of Microsoft Dynamics 365 Business Central and Gmail allows users of Fortune 500 companies to manage their Gmail accounts through the Dynamics 365 Business Central platform. This integration allows them to perform various tasks like assigning emails to Dynamics 365 Business Central records, tracking leads from emails that are sent via Gmail, creating new contacts from emails sent via Gmail, and referencing Dynamics 365 Business Central records from emails that are sent from Gmail.Microsoft Dynamics 365 Business Central provides three methods of integration with Gmail –

  • Users can assign emails to Dynamics 365 Business Central records directly from Gmail. This ability helps them in managing their leads better as they can assign each lead to specific Dynamics 365 Business Central contact record.
  • Users can track any email address by creating lead records in Dynamics 365 Business Central when they receive an email from the address on Gmail. For example, if an email is received from [email protected], the user can create a lead record in Dynamics 365 Business Central with the information received in the email as the lead source. Thus, this feature helps users in tracking leads even when no contact record exists for the sender of the email on the Dynamics 365 Business Central platform.

3. Users can create or update contacts directly from Gmail without having to go to the Dynamics 365 Business Central platform. This feature allows users to create contacts for customers who have not signed up for their products or services and are not registered on the CRM platform yet.Moreover, users can access other important features such as –a. Create a task related to an email directly from Gmailb. Add fplow-up reminders to an email received on Gmailc. Update due date and time of an existing task related to an email received on Gmaild. Reply to or forward any email received via Gmail directly from within Dynamics 365 Business Central through a single click action from the message headere. Close an email received via Gmail directly from within Dynamics 365 Business Central through a single click action from the message headerf. Attach a file from Google Drive directly from within Dynamics 365 Business Central to an email being created or updated via Gmailg. Share a file from Google Drive directly from within Dynamics 365 Business Central to anyone via Google Drive links by attaching it to an email being created or updated via Gmailh. Add additional details to existing records related to an email received via Gmail by updating it directly from within Dynamics 365 Business Central through a single click action from the message headeri. Add new records related to an email received via Gmail by creating them directly in Dynamics 365 Business Central through a single click action from the message headerj. Add comments to existing records related to an email received via Gmail by updating it directly from within Dynamics 365 Business Central through a single click action from the message headerk. Add additional details to existing records related to an email received via Gmail by adding comments directly in Dynamics 365 Business Central through a single click action from the message header2. Users can send emails from Dynamics 365 Business Central to users’ Gmail accounts. This capability allows businesses to improve their communication with their customers and employees. They can also send personalized emails using information about the recipient that they have entered on their CRM platform at any stage of the relationship with them (pre-sales or after-sales. For example, a field sales rep can send a personalized email using information about his/her prospects available on the CRM platform before meeting with them during fplow-up activities or after meeting with them during fplow-up activities, etc. thus improving his/her chances of closing new deals. Also he/she can send personalized emails using information about his/her existing customers available on the CRM platform after meeting with them during post-sales activities or after servicing them for some time. The sales rep can send personalized emails using information about his/her existing customers available on the CRM platform before meeting with them during post-sales activities or after servicing them for some time. The sales rep can also send personalized emails using information about his/her existing customers available on the CRM platform after meeting with them during pre-sales activities or after servicing them for some time. In short, we can say that this integration gives users complete visibility and enhances communication between two entities which makes it easier for businesses to manage their sales process more efficiently as well as increases their chances of closing new deals or upselling or cross-selling current customers. Thus businesses benefit by using this integration not only because of improved communication but also because of increased efficiency and effectiveness in managing their sales process.  Below is an example of how this functionality works.  A sales rep receives an email on his/her GMail account asking him/her about his/her product availability in San Diego (91901. The sales rep creates a task in Microsoft dynamics CRM for this particular email and adds details about his/her product availability in San Diego (91901. His/Her manager receives an email on his/her GMail account saying that John Doe wants more information about his/her product availability in San Diego (91901. The manager clicks on John Doe's name and finds out that he is already working on this lead so there is no need for him/her to take any further action.. He/She then clicks 'Close' on John Doe's record and that's it! He/She did not have to login into Microsoft dynamics CRM at all! Another great thing about this integration is that if you already have a contact record for John Doe on your Microsoft dynamics CRM platform then you will see details about this contact record inside your GMail inbox along with your regular GMail messages! So you do not need to login into your Microsoft dynamics CRM platform again just because you got a lead request for John Doe! You can manage all your leads and contacts instantly through GMail itself!  Below is another example where this integration works really well. 3. Users can refer to existing records related to an email received via Gmail directly from within Gmail by adding comments directly in Microsoft dynamics CRM through a single click action from the message header without having to log into Microsoft dynamics CRM at all! This ability helps users in saving lots of time as they do not have to login into Microsoft dynamics CRM every time they want to refer or add comments related to an existing contact or lead record on Microsoft dynamics CRM using their GMail inbox as they receive an email related to it! They simply have to open their GMail inbox and add comments related to any existing contact or lead record that they want by simply clicking on 'Add Comment' icon right next to that particular contact or lead record

The process to integrate Gmail 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.