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Microsoft Dynamics 365 Business Central + Evernote Integrations

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

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.

About Evernote

Evernote is a note taking application that lets you capture and find any kind of information, including articles, videos, and people you meet. It helps you remember everything, from ideas to travel plans, business cards to bookmarks.

Evernote Integrations
Evernote Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Evernote Business Evernote Business
  • OneNote OneNote
  • Zoho Notebook Zoho Notebook

Best Microsoft Dynamics 365 Business Central and Evernote Integrations

  • Microsoft Dynamics 365 Business Central textin

    Microsoft Dynamics 365 Business Central + textin

    Create customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Customer
     
    Then do this...
    textin Get Permission
    Following up with customers is important to deliver the best your customer experience. Use this Microsoft Dynamics 365 Business Central- Colligso TextIn integration and make your customer follow up more potent. After setting this integration up, when you create a customer in Microsoft Dynamics 365 Business Central, Appy Pie Connect will automatically add their information to Colligso TextIn as a new customer.
    How this Dynamics 365 Business Central- Colligso TextIn Integration Works
    • A new contact is added to Dynamics 365 Business Central
    • Appy Pie Connect creates a new customer in Colligso TextIn
    What You Need
    • A Dynamics 365 Business Central account
    • A Colligso TextIn
  • Microsoft Dynamics 365 Business Central Evernote Business

    Evernote + Evernote Business

    Copy new Evernote notes to your Evernote Business account Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central 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
  • Microsoft Dynamics 365 Business Central OneNote

    Evernote + OneNote

    Copy notes on Evernote to your OneNote Notebook Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Note
     
    Then do this...
    OneNote Create Note
    Teamwork is the cornerstone of business success, and it's all due to the powerful effects of collaboration. As team members exchange ideas with each other, diverse perspectives combine to catalyze creative solutions to business problems. Connect your Evernote with OneNote and make your team collaboration more efficient. Once you’ve set up this integration, whenever a new note is added to Evernote, Appy Pie Connect will automatically copy that note to your OneNote account, keeping both of your teams on the same page.
    How this Evernote - OneNote integration works
    • A new note is created in Evernote
    • Appy Pie Connect copies that note to a new note in your OneNote notebook
    What You Need
    • A OneNote account
    • An Evernote account
  • Microsoft Dynamics 365 Business Central Google Calendar

    Evernote + Google Calendar

    Create Google Calendar events from new Evernote notes Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Note
     
    Then do this...
    Google Calendar Create Detailed Event
    With Google Calendar, you can quickly schedule meetings and events, and get reminders about upcoming events or meetings, so that you always know what’s next. The Evernote - Google Calendar integration can help you create events for every task that you need to accomplish. Once active, every time you create a note in Evernote, Appy Pie Connect will automatically add a new detailed event on Google Calendar.
    How this integration works
    • A new note is created on Evernote
    • Appy Pie Connect automatically creates a new detailed event on Google Calendar
    What You Need
    • An Evernote account
    • A Google Calendar
  • Microsoft Dynamics 365 Business Central Todoist

    Evernote + Todoist

    Create new Todoist tasks from Evernote notes Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Note
     
    Then do this...
    Todoist Create Task
    The new Todoist integration lets you create Todoist tasks from any Evernote note without any coding. It's a great way to keep track of a project or get more things done, all while staying in the app you're most comfortable with. This Evernote Todoist integration will help you automatically create a new Todoist tasks when you create new Evernote notes in a specific notebook.
    How It Works
    • A new note is added to your Evernote notebook
    • Appy Pie Connect adds that note to Todoist as a task
    What You Need
    • Evernote account
    • Todoist account
  • Microsoft Dynamics 365 Business Central Todoist

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

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

    Triggers
  • 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.

  • New Note

    New Note

  • New Notebook

    New Notebook

    Actions
  • 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.

  • Create Note

    Create Note

How Microsoft Dynamics 365 Business Central & Evernote Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics 365 Business Central with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Evernote as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Evernote with Appy Pie Connect.

    (2 minutes)

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

Integration of Microsoft Dynamics 365 Business Central and Evernote

Microsoft Dynamics 365 Business Central is the most powerful business management software. It is an enterprise resource planning (ERP. spution, which is designed to help businesses manage and monitor their operations across teams, workflows, financials, customers, and partners. It provides an integrated suite of business applications that includes CRM, finance, operations, supply chain management, customer service, project service automation (PSA), and talent.Evernote is a productivity app that allows users to quickly take notes and organize them in a variety of ways. The app syncs the user’s notebooks across all of their devices. Users can create a variety of notes including text, images, and audio files. The app also has tops for searching and sorting notes.

The integration of Microsoft Dynamics 365 Business Central and Evernote helps users in several ways:

Microsoft Dynamics 365 Business Central is designed to improve business processes and enhance productivity. It includes an app called Evernote Business which allows users to access their Evernote content from within Microsoft Dynamics 365 Business Central.Users can access almost any data created in Evernote through Microsoft Dynamics 365 Business Central. They can also use the content they store in Evernote to create new records in Microsoft Dynamics 365 Business Central or update existing records. For example, if the user wants to create a new Sales Order record in Microsoft Dynamics 365 Business Central but does not remember all the details about the order, they can search for the information using the Evernote app in Microsoft Dynamics 365 Business Central. Once they find the information in Evernote, they can easily copy it into their Sales Order record.Users can also use the Evernote app to create as many notes as they want without worrying about running out of storage space on their Microsoft Dynamics 365 Business Central account. When users open a note from the Evernote app in Microsoft Dynamics 365 Business Central, they will see any notes that belong to other users with access to the same record. Users do not have to worry about permissions because everyone with access to the relevant data will be able to view the note.If users want to update existing records in Evernote with information from Microsoft Dynamics 365 Business Central, they can simply go to the records they want to update and use the “export” feature from the Evernote menu. Users do not have to manually copy and paste information into each note file because the export feature creates an EXCEL file for them.Users can export as many records as they want at one time or export only a few records at a time. They can also customize what information they want to export by choosing which cpumns are displayed.Users can also integrate their Outlook account with Microsoft Dynamics 365 Business Central using the Evernote app. Once users connect these accounts, they can easily add meeting notes from Outlook into Evernote.Users can also integrate their accounts with OneDrive and Dropbox. This integration allows them to keep their Office documents in sync between Microsoft Dynamics 365 Business Central and the cloud storage service of their choice.

The integration of Microsoft Dynamics 365 Business Central and Evernote helps users by improving business processes while helping them stay organized and productive. This integration is very helpful for sales teams who need to stay organized, especially in a sales process that crosses multiple organizations and departments.

The process to integrate Microsoft Dynamics 365 Business Central and Evernote 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.