Microsoft Dynamics 365 Business Central + WorkflowMAX Integration

Connect Microsoft Dynamics 365 Business Central to WorkflowMAX in 1 click

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1.
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • WorkflowMAX
    Quote is accepted in WorkflowMAX
  • WorkflowMAX
    New supplier is created in WorkflowMAX
  • WorkflowMAX
    New cost is created in WorkflowMAX
  • WorkflowMAX
    Purchase order is created in WorkflowMAX
  • WorkflowMAX
    New quote is issued in WorkflowMAX
  • WorkflowMAX
    New PO stock receipt is created in WorkflowMAX
  • WorkflowMAX
    Job task is updated in WorkflowMAX
  • WorkflowMAX
    PO Bill is created in WorkflowMAX
  • WorkflowMAX
    Timesheet is created in WorkflowMAX
  • WorkflowMAX
    Invoice is created in WorkflowMAX
  • WorkflowMAX
    Job task is added in WorkflowMAX
  • WorkflowMAX
    Job is updated in WorkflowMAX
  • WorkflowMAX
    Lead is created in WorkflowMAX
  • WorkflowMAX
    Client is created in WorkflowMAX
  • WorkflowMAX
    Job is created in WorkflowMAX
  • WorkflowMAX
    Task is created in WorkflowMAX
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2.
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central
  • WorkflowMAX
    Create task admin in WorkflowMAX
  • WorkflowMAX
    Create cost admin in WorkflowMAX
  • WorkflowMAX
    Create timesheet in WorkflowMAX
  • WorkflowMAX
    Create purchase order in WorkflowMAX
  • WorkflowMAX
    Create lead in WorkflowMAX
  • WorkflowMAX
    Create job cost in WorkflowMAX
  • WorkflowMAX
    Create job in WorkflowMAX
  • WorkflowMAX
    Create client in WorkflowMAX

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WorkflowMAX + Microsoft Dynamics 365 Business Central Integration

Create Microsoft Dynamics 365 Business Central record for new WorkflowMAX job task

Task management and project management often go hand-in-hand, as many tasks are part of a larger project. However, there are times when a task is created outside of the context of a specific project. In these cases, it can be helpful to automatically create a row in a spreadsheet so that the task can be tracked and assigned to the appropriate team member.

This process can be accomplished using WorkflowMAX and Microsoft Dynamics 365 Business Central. By linking these two applications, you can ensure that every job task is automatically recorded in the Microsoft Dynamics 365 Business Central, making it easier to track and manage.
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Automations

Top 10 Most Popular Microsoft Dynamics 365 Business Central Automations from
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Just click on the workflow you want to automate

Microsoft Dynamics 365 Business Central logo
Certifier logo
Create Certifier credential from new Microsoft Dynamics 365 Business Central record
Emelia logo
Microsoft Dynamics 365 Business Central logo
Create Microsoft Dynamics 365 Business Central record for new message received in Emelia
Microsoft Dynamics 365 Business Central logo
Emelia logo
Create Emelia contact for new Microsoft Dynamics 365 Business Central record
Microsoft Dynamics 365 Business Central logo
BHuman logo
Upload BHuman video for new Microsoft Dynamics 365 Business Central record
Boomerangme logo
Microsoft Dynamics 365 Business Central logo
Create Microsoft Dynamics 365 Business Central record for new Boomerangme customer
Microsoft Dynamics 365 Business Central logo
Certifier logo
Create Certifier credential from new Microsoft Dynamics 365 Business Central record
Emelia logo
Microsoft Dynamics 365 Business Central logo
Create Microsoft Dynamics 365 Business Central record for new message received in Emelia
Microsoft Dynamics 365 Business Central logo
Emelia logo
Create Emelia contact for new Microsoft Dynamics 365 Business Central record
Microsoft Dynamics 365 Business Central logo
BHuman logo
Upload BHuman video for new Microsoft Dynamics 365 Business Central record
Boomerangme logo
Microsoft Dynamics 365 Business Central logo
Create Microsoft Dynamics 365 Business Central record for new Boomerangme customer
Boomerangme logo
Microsoft Dynamics 365 Business Central logo
Update Microsoft Dynamics 365 Business Central record for new Boomerangme customer
Microsoft Dynamics 365 Business Central logo
Boomerangme logo
Create Boomerangme customer for new Microsoft Dynamics 365 Business Central record
Microsoft Dynamics 365 Business Central logo
Wauld logo
Create Wauld credential from new Microsoft Dynamics 365 Business Central record
BirdSend logo
Microsoft Dynamics 365 Business Central logo
Create Microsoft Dynamics 365 Business Central record for new BirdSend contact
BirdSend logo
Microsoft Dynamics 365 Business Central logo
Update Microsoft Dynamics 365 Business Central record for new BirdSend contact
Boomerangme logo
Microsoft Dynamics 365 Business Central logo
Update Microsoft Dynamics 365 Business Central record for new Boomerangme customer
Microsoft Dynamics 365 Business Central logo
Boomerangme logo
Create Boomerangme customer for new Microsoft Dynamics 365 Business Central record
Microsoft Dynamics 365 Business Central logo
Wauld logo
Create Wauld credential from new Microsoft Dynamics 365 Business Central record
BirdSend logo
Microsoft Dynamics 365 Business Central logo
Create Microsoft Dynamics 365 Business Central record for new BirdSend contact
BirdSend logo
Microsoft Dynamics 365 Business Central logo
Update Microsoft Dynamics 365 Business Central record for new BirdSend contact
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