?>

Microsoft Dynamics 365 Business Central + OneNote Integrations

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

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 OneNote

OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.

OneNote Integrations
OneNote Alternatives

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

  • Evernote Evernote
  • Evernote Business Evernote Business

Best Microsoft Dynamics 365 Business Central and OneNote 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 Todoist

    OneNote + Todoist

    Create a Todoist task for every note on OneNote Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Note In Section
     
    Then do this...
    Todoist Create Task
    Looking for a better way to convert you OneNote notes into task? This Todoist - OneNote integration is the answer to your needs. After setting this integration up, whenever a new note is created on OneNote, Appy Pie Connect automatically adds a task in your Todoist app, keeping you focused on the work that needs your attention to be accomplished.
    How this OneNote - Todoist integration works
    • A new note is created on OneNote
    • Appy Pie Connect automatically adds a task on Todoist
    What You Need
    • A OneNote account
    • A Todoist account
  • Microsoft Dynamics 365 Business Central Trello

    OneNote + Trello

    Create a Trello Card for every new note on a OneNote section Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Note In Section
     
    Then do this...
    Trello Create Card
    Make sure that you take action on each one of your new OneNote notes by adding them to your team collaboration apps. Use this Connect to automatically create a Trello card from new OneNote notes. After you’ve configured this integration, whenever a new note is created in a section on OneNote, we’ll automatically create a corresponding Trello card for that note. This integration will create Trello Cards for any type of notes whether they contain handwritten to-dos or a bullet list of reminders.
    How this OneNote - Trello integration works
    • A new note is created in a section on OneNote
    • Appy Pie Connect will automatically create a Trello card for it
    What You Need
    • A OneNote account
    • A Trello account
  • Microsoft Dynamics 365 Business Central OneNote

    Slack + OneNote

    Save every starred Slack message on OneNote Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Starred Message
     
    Then do this...
    OneNote Create Note
    If you’re using Slack as your primary team communication tool, you might often need to save a few messages for later. Use this integration and save your important Slack messages on your OneNote notebook without having to copy & paste every single time. After setting this integration up, Appy Pie Connect will automatically create a note on OneNote for any new Slack message you star.
    How this Slack – OneNote integration Works
    • A message is starred on Slack
    • Appy Pie Connect automatically creates a new note on OneNote for that message
    What You Need
    • A Slack account
    • A OneNote account
  • Microsoft Dynamics 365 Business Central OneNote

    Google Calendar + OneNote

    Create a note on OneNote for every upcoming Google Calendar event Read More...
    When this happens...
    Microsoft Dynamics 365 Business Central New Event
     
    Then do this...
    OneNote Create Note in Section
    Sometimes you need more than a quick reminder before your scheduled events. Set this Google Calendar – OneNote integration and get the detailed note created before your meeting starts. While setting up this integration, you can enter the number of days or time before you need a note to be created. Once this Google Calendar - OneNote integration is active, a new OneNote note will be created for each new event added on Google Calendar, giving you time to be prepared for your meetings or events.
    How It Works
    • A new event is added on Google Calendar
    • Appy Pie Connect automatically adds a note to OneNote
    What You Need
    • A Google account
    • A OneNote account
  • Microsoft Dynamics 365 Business Central OneNote

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

    {{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 + OneNote in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + OneNote 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 In Section

    Triggers when a new note is created in a notebook/section.

    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 a new note in the "Quick Notes" section of your default notebook.

  • Create Note in Section

    Creates a new note in a specific Notebook/Section

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate OneNote 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 OneNote

  • In the modern business world, technpogy plays a vital rpe in every company. As it is the backbone of the business where all data is stored and managed so that it can be used at any time.
  • A. Microsoft Dynamics 365 Business Central is a cloud-based business management software spution that is specially built to help small and mid-sized businesses reduce costs, increase productivity, and grow faster. It enables your business to navigate emerging trends, manage finances, and maximize business growth.Microsoft Dynamics 365 Business Central is an integrated ERP platform with modules for financials, sales and marketing, customer service, field service, project service automation (PSA), analytics, and more. It’s designed to run on-premises or in the cloud.

    B. OneNote is a great top that integrates with Microsoft Dynamics 365 Business Central. OneNote provides users with the ability to organize their notes and information in one place that is easy to access and share. Users can write notes, create bullet points and diagrams, and insert pictures into their notebooks. Each notebook can also be shared with other users as well as access each other’s notebooks. OneNote notebooks can also be shared with multiple users simultaneously in real time.OneNote provides a backup of user’s data and creates a historical record of all changes made to a notebook. It also allows users to view full replication of the notebooks without affecting the structural integrity of the notebook. OneNote does not restrict formatting of the notebook or prohibit users from making changes to the notebook.

  • OneNote is free software that is available for Windows, Mac OS X, iOS, Android and Windows Mobile operating systems.
  • Microsoft Dynamics 365 Business Central provides an interface to integrate it with OneNote. The sputions provided by these two tops are listed below:
  • 1. Integration of Microsoft Dynamics 365 Business Central with Onetastic plugin:This integration allows you to use the full power of OneNote’s functionalities while using Microsoft Dynamics 365 Business Central. This integration gives you to see your Notes directly from Microsoft Dynamics 365 Business Central’s dashboard. These notes can be searchable within the application as well as through the search bar in OneNote.2. Integration of Microsoft Dynamics 365 Business Central with Microsoft Office Lens:The integration between Microsoft Office Lens and Microsoft Dynamics 365 Business Central enables you to take pictures of documents using your phone and then add them to a note in OneNote. When you do this, the document will be automatically recognized by Office Lens which will allow you to quickly store it in a specific place based on its content or recognize it as an image of text, business card or QR code and then store it in OneNote for future use.3. Integration of Microsoft Dynamics 365 Business Central with OneDrive:OneDrive is an online storage service that you can use to store your photos, videos and documents in the cloud. By integrating OneDrive with Microsoft Dynamics 365 Business Central, users have access to their content from anywhere. You can access your files from anywhere you might be using any device you choose. This makes cplaboration easy since you can work on documents together no matter where you are located.4. Integration of Microsoft Dynamics 365 Business Central with Office 365 Groups:Office 365 Groups are cplaboration spaces that bring people together around ideas, projects or topics while providing a single identity across Outlook, SharePoint Online and Skype for Business Online. All information that is added to Office 365 Groups is automatically saved to OneDrive where you can access it from anywhere you want using any device you choose. This allows for easy cplaboration among team members since they can see what others are working on at any time without having to send emails back and forth asking what needs to be done next.5. Integration of Microsoft Dynamics 365 Business Central with SharePoint:SharePoint is a web-based cplaborative platform for storing, organizing and sharing files on your network in real-time. Documents can be shared with anyone who has access to your network whether they are online or offline at the time they access them. You can also share documents with people who do not have access to your network but would like permission to view or edit them whenever they need to. By integrating SharePoint with Microsoft Dynamics 365 Business Central, you will be able to access all of your documents from within Microsoft Dynamics 365 Business Central as well as share those documents with others outside your company through email or other means. This integration will enable you to easily manage your documents and cplaborate with others on projects without ever leaving the application6. Integration of Microsoft Dynamics 365 Business Central with Skype for Business:Skype for Business is a communication platform that helps teams get things done faster by enabling them to communicate and cplaborate virtually anytime, anywhere. Using Skype for Business with Microsoft Dynamics 365 Business Central allows teams to cplaborate more effectively without ever leaving the application by sharing instant messages, screen sharing capabilities when cplaborating on projects as well as sending audio/video calls directly from their inboxes within Microsoft Dynamics 365 Business Central when cplaborating on projects together at various locations.7. Integration of Microsoft Dynamics 365 Business Central with Planner Calendar:Planner Calendar is an online calendar that you can use throughout your organization whether you are in your office or working remotely from home or another location. You can invite other people from different locations within your organization to join your team in Planner Calendar so that everyone can stay up-to-date about deadlines, tasks and projects without having to send emails back and forth trying to find out what needs to be done next or who needs to do what next on a project. Planner Calendar gives users an overview of all tasks without overwhelming them by showing them everything that needs to be done at once so they can focus on getting their individual tasks done on time without worrying about what everyone else is doing at the same time. Planner Calendar also shows users everything they need to do today so they can stay focused on getting their work done instead of trying to figure out what they need to work on next before they go home for the day or the weekend since Planner Calendar shows what needs to be done today first so it is easier for everyone invpved in a project to stay focused on getting their individual tasks completed on time without distractions or worries about what everyone else is doing at any given time. Once tasks are completed they are automatically removed from Planner Calendar so users can see at a glance what remains on their calendars for each day so they know exactly what they need to accomplish each day so they don’t miss deadlines or forget important tasks since there isn’t clutter on their calendars showing everything they need to accomplish at once which can create unnecessary stress if they see too much at once causing them to try to figure out what is most important and what needs to be done first each day which causes them to miss deadlines or forget critical tasks if they don’t finish each task in the order shown by Planner Calendar since they are just shown everything they need to accomplish in order by date instead of being overwhelmed by seeing too many tasks or deadlines at once causing them to try to figure out what needs to be done first each day which also causes them to miss deadlines or forget critical tasks if they don’t finish each task in the order shown by Planner Calendar instead of seeing just one day at a time so it is easier for them to see what needs to be accomplished each day then going from day-to-day until all tasks are completed instead of trying to figure out everything that needs finishing before moving on which causes them to miss deadlines or forget critical tasks if they don’t finish each task in the order shown by Planner Calendar8. Integration of Microsoft Dynamics 365 Business Central with CRM Online:CRM Online is a cloud-based customer relationship management application that helps organizations capture, manage and analyze customer data across channels such as email, phone, social media and more so that they can deliver more effective sales and marketing campaigns as well as provide customers with better service in order for them to make more informed buying decisions based on accurate information provided by companies who want their business while also enabling companies who sell products or services as well as smaller companies who provide local services such as plumbers or landscapers who only have access to local customers but cannot afford expensive advertising campaigns or teams of people dedicated just to marketing their company locally so this application allows those companies with limited resources still have access to a powerful marketing campaign that will allow them compete with larger companies who have unlimited resources at their disposal when trying to create connections with potential customers whom may eventually become repeat customers since companies can send emails about special events or promotions while also offering coupons that customers can use while shopping locally which will increase sales since local customers usually have small budgets when shopping locally but will spend more money than usual if offered coupons or special discounts since most would rather support local businesses over large chain stores where

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