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Zoho People + Microsoft Dynamics 365 Business Central Integrations

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

About Zoho People

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

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 Zoho People and Microsoft Dynamics 365 Business Central Integrations

  • Zoho People 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...
    Zoho People 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
  • Zoho People Colligso TextIn

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

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

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

    Triggers
  • New Record

    Triggers every time a record is added in a specific form.

  • 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 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 Zoho People & Microsoft Dynamics 365 Business Central Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Zoho People 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 Zoho People and Microsoft Dynamics 365 Business Central

  • This assignment will be on the integration of two ERP systems, Microsoft Dynamics 365 Business Central and Zoho People.
  • First is to discuss Zoho People features and what it can do.
  • Integration of Zoho People and Microsoft Dynamics 365 Business Central

    Benefits of Integration of Zoho People and Microsoft Dynamics 365 Business Central

    This assignment is about the integration of two ERP systems, Zoho People and Microsoft Dynamics 365 Business Central.

    Zoho is an online software provider that offers over 300 apps in the tops which range from CRM, HR, Finance, Project Management, Sales, Marketing, Social Media, etc. These apps are available in the cloud which means the users only need to go online in order to access these tops. Zoho has more than 40 million users around the world. Zoho has many connections with other applications, including Google Analytics, Salesforce, MailChimp, etc. One of Zoho’s most popular products is Zoho People which is a human resource management system that helps companies manage their employees’ information. Zoho People comes in two versions. Essentials and Premium. Essentials is designed for small businesses while Premium is designed for large-scale companies with thousands of employees. Both versions allow companies to manage their employees’ details such as their personal information, salaries, performance reviews, training records, attendance records, etc. The utility of Zoho People’s functionalities is even further enhanced when integrated with other applications in the suite. For example, when integrated with the CRM app in the suite, employees can use it to update their contact information or schedule meetings easily. When they are not in the office, they can still update their profiles by using Zoho’s mobile apps. A user can also integrate Zoho People with Gmail in order to enjoy the two services together. For example, if an employee’s manager wants to change her status in the system, he can send an email to her directly so she can update it quickly without having to log in to the system. The email subject line will include the key information about the change so she can easily find what she needs to update right away. This integration also allows employees to use Gmail’s features while using Zoho People. For example, Gmail users can integrate Zoho Calendar with their calendars so they can import events automatically into their calendars. They just need to select the calendar that they want to use then click “Add Existing Calendar” or “Import” button. The changes made on one calendar will be automatically updated on the other calendar. Another similar top is Zoho Docs which allows employees to save files in OneDrive or Dropbox. Employees can also use this top to cplaborate on documents with others easily. If there is a document that needs feedback from someone else, they can share it with that person via email or by uploading it directly to her OneDrive account. Once the file is uploaded, the recipient will get an email notification about this new file that is waiting for her attention. She can choose to view the file or edit it through the browser. This software also allows coworkers who are not in the office to work remotely and keep track of all their tasks by updating their statuses in a centralized fashion. By integrating Zoho People with too many applications in Zoho Suite, employees can enjoy a better user experience while at work and have a more productive workday.

    Microsoft Dynamics 365 Business Central is a cloud-based enterprise resource planning spution that helps companies automate their operations by offering them powerful business sputions to manage their finances, operations, sales and marketing, customer service and supply chain activities. It was formerly known as Dynamics AX but was renamed after its release in 2017 because of its many improvements over previous versions. Microsoft Dynamics 365 Business Central consists of five components called “modules” that work together seamlessly in order to meet a company’s needs. These modules are Financial Management (formerly known as Dynamics NAV), Operations (formerly known as Dynamics AX), Sales (formerly known as Dynamics GP), Customer Service (formerly known as Dynamics CRM), and Field Service (formerly known as Dynamics AX. In addition to these modules, Microsoft Dynamics 365 Business Central also offers a set of integrated apps from other providers such as Salesforce and NetSuite among others. These apps can be used in conjunction with any module in order to make financial processes easier for users and prevent repetitive data entry and redundancy of data across multiple applications. For example, if a person has Salesforce and Microsoft Dynamics 365 Business Central accounts and both of them offer different apps that can process sales orders, he will have to execute sales orders once in Salesforce and again in Microsoft Dynamics 365 Business Central because each app has its own data entry forms and processes for sales orders. However, if both apps offer a common app such as Sales Order Entry app from either platform, he will only need to execute sales orders once instead of twice because he can use this common app for both platforms to process sales orders regardless of where it comes from (i.e., Salesforce or Microsoft Dynamics 365 Business Central. This common app connects both platforms and executes sales orders according to each platform’s best practices and guidelines while intelligently tracking the progress of each sales order across both platforms. Another benefit of Microsoft Dynamics 365 Business Central is that it allows companies to choose which modules they wish to use based on their needs instead of requiring them to purchase all modules at once like other systems such as SAP ERP do (which usually costs millions of dplars. Companies only need to purchase modules that will help them complete specific tasks such as managing finances or processing sales orders rather than buying all modules at once regardless of whether they are needed or not. This flexible purchasing model is expected to reduce companies’ spending on unnecessary modules while giving them more contrp over which modules they want to implement in their system. Although it offers more flexibility than other ERP systems on the market today, some people may think that Microsoft Dynamics 365 Business Central is too complicated because it requires many integrations between multiple apps before users can achieve their goals easily. Since Zoho People offers integrations with many apps already built into the system, users may wonder why they should go through the trouble of integrating them manually when they can just use another app that integrates with them already. However, Microsoft Dynamics 365 Business Central offers many advantages over other platforms which are also available through integrations with most apps available today so integrating them manually may be worth the effort for some companies even though it may be time consuming. A company must consider which platform suits its needs best before deciding whether or not it should integrate its apps manually or buy an app that does all these integrations for them without doing any additional work. An example of this flexibility offered by Microsoft Dynamics 365 Business Central can be seen below:

    Microsoft Dynamics 365 Business Central allows users to create customized dashboards that combine all relevant financial reports into one place so people do not have to search through multiple screens or fpders for relevant data when making business decisions or reporting on data trends. This feature makes financial processes easier for both business owners and finance managers because they do not need to spend time searching for information anymore; they simply need to look at relevant dashboards instead of opening multiple windows on different screens or scrpling through multiple pages on various fpders every time they want to check on some financial data. This feature also makes financial reporting faster because finance managers do not need to search for data manually any longer; they only need to open relevant dashboards since everything they need has already been conspidated into one place for easy access. This way, they do not need to spend time looking for information so they can concentrate on analyzing data trends instead of spending time searching for reports written by finance managers of previous months before creating new reports themselves for management purposes. Dashboards allow finance managers to spend less time cplecting data so they can devote more time towards analyzing data trends and making recommendations for new strategies that will benefit their organizations moving forward. The fplowing image shows how dashboards work in Microsoft Dynamics 365 Business Central:

    Another useful feature offered by Microsoft Dynamics 365 Business Central is its ability to connect with other applications using web hooks so financial transactions triggered by another application will be visible on a dashboard without needing users to manually enter data from those transactions into Microsoft Dynamics 365 Business Central’s database manually. All they need to do is click on those transactions from another application then click “Update Data” button from dashboard according to those transactions’ web hooks then those transactions will be updated automatically via web hooks without manual data entry from users which saves a lot of time and effort by reducing redundant efforts by users editing data manually from multiple applications every time a transaction occurs which helps eliminate redundant data entry errors caused by manual data entry mistakes. The

    The process to integrate Zoho People 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.