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.
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
Microsoft Dynamics 365 Business Central + textinCreate customers in Colligso TextIn from new customers in Microsoft Dynamics 365 Business Central Read More...
OneNote + TrelloCreate a Trello Card for every new note on a OneNote section Read More...
Google Calendar + OneNoteCreate a note on OneNote for every upcoming Google Calendar event Read More...
It's easy to connect Microsoft Dynamics 365 Business Central + OneNote without coding knowledge. Start creating your own business flow.
Trigger when New Chart Of Account created.
Trigger when a customer updated.
Trigger when any sales order updated.
Triggers when a new note is created in a notebook/section.
Creates an item.
Creates a new order line item.
Updates an item.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note in a specific Notebook/Section
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.
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
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