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Microsoft Dynamics 365 Business Central + Microsoft Excel Integrations

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

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 Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
Microsoft Excel Alternatives

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

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best Microsoft Dynamics 365 Business Central and Microsoft Excel Integrations

  • Microsoft Dynamics 365 Business Central Colligso TextIn

    Microsoft Dynamics 365 Business Central + Colligso 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...
    Colligso 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 Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Row
     
    Then do this...
    Trello Create Card
    This integration also allows you to create cards in Trello from directly inside Excel and gives you the ability to include your attachments on that card. After setting this integration, Appy Pie Connect automatically creates a new card in Trello when a new row is added to your spreadsheet in Google Sheets. This way, you can track tasks easily in an organized manner.
    How It works
    • Whenever there is a new row in Microsoft Excel
    • Appy Pie Connect turns it into a Trello card automatically
    Apps Involved
    • Microsoft Excel
    • Trello
  • Microsoft Dynamics 365 Business Central Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Can’t convert your Excel spreadsheet into a Google Sheet? Wish you could quickly add new Excel rows to Google Sheets? This Appy Pie Connect integration is for people who often need to convert Excel files into Google Sheets. . Set up this integration, and Appy Pie Connect will replicate the contents to any Google Sheet you want, guaranteeing that your data is available wherever you need it.
    How This Excel-Google Sheets Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds it as a new row on Google Sheets
    Apps Involved
    • Excel
    • Google Sheets
  • Microsoft Dynamics 365 Business Central Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Row
     
    Then do this...
    Asana Create Task
    Never cut and paste data again. Appy Pie Connect makes every integration effortless, allowing users to create Asana tasks automatically for every new Excel row that connects with Appy Pie Connect. Once enabled, this Appy Pie Connect integration will monitor any Excel spreadsheet you specify, triggering a task in Asana with each new row you add, keeping you focused on getting things done.
    How This Excel-Asana Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds a task on Asana
    Apps Involved
    • Excel
    • Asana
  • Microsoft Dynamics 365 Business Central Microsoft Excel

    Gravity Forms + Microsoft Excel

    Create rows on Excel on new Gravity Forms submissions Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central Form Submission
     
    Then do this...
    Microsoft Excel Add Row
    The more quickly your form submissions arrive, the more difficult it might be to keep track of and save them all. You can, however, set up this Connect Flow to catch everything for you. When a new form submission is received in Gravity Forms, it will automatically add that information to a row in a chosen Excel spreadsheet, keeping your sheet up to date for all of your subsequent procedures.
    How This Gravity Forms and Excel Integration Works
    • Gravity Forms has received a new form submission
    • Appy Pie Connect inserts a row to an Excel spreadsheet automatically.
    What You Need
    • Gravity Forms
    • Excel
  • Microsoft Dynamics 365 Business Central Microsoft Excel

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

It's easy to connect Microsoft Dynamics 365 Business Central + Microsoft Excel 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 Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    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.

  • Add Row to Table

    Adds a new row to the end of a specific table.

How Microsoft Dynamics 365 Business Central & Microsoft Excel 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 Microsoft Excel as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Excel 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 Microsoft Excel

The first step in writing your article is to create an outline. An outline is a way to organize your ideas and it will help you most when you write the body of your article. You can think of an outline as a road map that you will use to get from your introduction all the way through your conclusion. The more familiar you are with the outline, the easier it will be for you to fill in the details, and the smoother your article will read. In this example, we have created an outline for an article about Microsoft Dynamics 365 Business Central and Microsoft Excel.

To begin, we have labeled the beginning of our article ‘Introduction’. Next, we have labeled the three main point sections we would like to make in our article as Body A, Body B, and Body C. Within each body section, we have then made several smaller points. These smaller points should be numbered and given brief descriptions. For instance, in our outline, body A has two small points. (1. Microsoft Dynamics 365 Business Central? and (2. Microsoft Excel? Within our body section ‘Microsoft Dynamics 365 Business Central?’ we have two smaller points. (1. Integration of Microsoft Dynamics 365 Business Central and Microsoft Excel, and (2. Benefits of Integration of Microsoft Dynamics 365 Business Central and Microsoft Excel.

The above example is a very simple outline. However, you do not need such a detailed outline to write your article. As long as you are able to create a list of your main points and are able to write them down in a logical order, you are ready to start writing. Remember, if you do not feel confident about your outline, try using one of our templates or creating one of your own.

Now that you have an outline with three main point sections and several sub-points, it is time to begin filling in some details. First, begin by going through your outline and filling in the details for each of your main points (Body A, Body B, and Body C. Once you have filled in the details for each main point, it is time to fill in the details for each sub-point within each main point. In our example, since we began by filling in the details for Body A, we will now fill in the details for all of its sub-points.

Now that we have filled in our main point ‘Integration of Microsoft Dynamics 365 Business Central and Microsoft Excel’ and its sub-points ‘Microsoft Dynamics 365 Business Central?’ and ‘Benefits of Integration of Microsoft Dynamics 365 Business Central and Microsoft Excel’, it is time to continue filling in the details for Body B and Body C. As you progress through this process, ensure that all of your sentences connect logically with one another. If they don’t, be sure to revise until they do.

Finally, it is time to conclude your article with a summary of its main points before ending with a conclusion. Here is an example of how our article might conclude. “In summary, with integration between Microsoft Dynamics 365 Business Central and Microsoft Excel, users can automate their data analysis processes and take advantage of a variety of tops available through both applications.”

Conclusion

Now that you have learned how to create an outline for an article about Microsoft Dynamics 365 Business Central and Microsoft Excel, it is time to put what you have learned into practice by writing your own article on this topic!

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