Microsoft Dynamics 365 Business Central Microsoft Planner Integration using AI Agents
Appy Pie Automate allows you to Integrate Microsoft Dynamics 365 Business Central with Microsoft Planner using AI Agents
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Simplify Microsoft Dynamics 365 Business Central Microsoft Planner Integration with seamless setup
Easily set up Microsoft Dynamics 365 Business Central Microsoft Planner Integration without coding. Start automating your workflows and Integrate Microsoft Dynamics 365 Business Central with Microsoft Planner today.
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Execute Custom API Call
Trigger when new data comes in your custom api call.
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New Chart Of Account
Trigger when New Chart Of Account created.
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New Company
Trigger when new company is created
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New or Updated Contact
Trigger when new contact created.
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New Customer
Trigger when new Customer is created
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New Customer Sale
Trigger when a new customer sale is created
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New Employee
Trigger when new Employee is created
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New Person
Triggers when a new person is created.
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New Purchase Invoice
Trigger when new purchase invoice is created
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New Sales Invoice
Trigger when new sales invoice is created
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New Sales Order
Trigger when a new sales order is created in a specific account.
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New/Update Item
Triggers every time a new item is created.
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New Vendor
Trigger when new vendor is created.
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New and Updated sales Quote Lines
Trigger when new sales Quote Lines is created
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New or Updated Customer
Trigger when a customer updated.
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Updated Sales Order
Trigger when any sales order updated.
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New Task
Triggers when a new task is created
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Create Contact
Create Contact
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Create Customer
Create a Customer
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Create Employee
Create a Employee
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Create Item
Creates an item.
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Create Order Line Item
Creates a new order line item.
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Create Sales Invoice
Create a Sales Invoice
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Create Sales Order
Create a Sales Order
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Create Vendor
Create a Vendor
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Custom API Call
Custom api call
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Delete Custom API
Delete your custom api call.
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Update Custom API Call
Update custom api call.
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Update Customer
Update Customer
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Update Item
Updates an item.
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Update Sales Order
Updates an order.
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Create Task
Create a Task
-
Execute Custom API Call
Trigger when new data comes in your custom api call.
-
New Chart Of Account
Trigger when New Chart Of Account created.
-
New Company
Trigger when new company is created
-
New or Updated Contact
Trigger when new contact created.
-
New Customer
Trigger when new Customer is created
-
New Customer Sale
Trigger when a new customer sale is created
-
New Employee
Trigger when new Employee is created
-
New Person
Triggers when a new person is created.
-
New Purchase Invoice
Trigger when new purchase invoice is created
-
New Sales Invoice
Trigger when new sales invoice is created
-
New Sales Order
Trigger when a new sales order is created in a specific account.
-
New/Update Item
Triggers every time a new item is created.
-
New Vendor
Trigger when new vendor is created.
-
New and Updated sales Quote Lines
Trigger when new sales Quote Lines is created
-
New or Updated Customer
Trigger when a customer updated.
-
Updated Sales Order
Trigger when any sales order updated.
-
New Task
Triggers when a new task is created
-
Create Contact
Create Contact
-
Create Customer
Create a Customer
-
Create Employee
Create a Employee
-
Create Item
Creates an item.
-
Create Order Line Item
Creates a new order line item.
-
Create Sales Invoice
Create a Sales Invoice
-
Create Sales Order
Create a Sales Order
-
Create Vendor
Create a Vendor
-
Custom API Call
Custom api call
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Delete Custom API
Delete your custom api call.
-
Update Custom API Call
Update custom api call.
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Update Customer
Update Customer
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Update Item
Updates an item.
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Update Sales Order
Updates an order.
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Create Task
Create a Task
How Microsoft Dynamics 365 Business Central and Microsoft Planner Integrations Work
Follow the steps below to start setting up your Microsoft Dynamics 365 Business Central integrations using Appy Pie Automate: using Appy Pie Automate:
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![steps]()
Step 1: Select Trigger
Choose Microsoft Dynamics 365 Business Central as the trigger app, select event, authenticate & successfully Test
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![steps]()
Step 2: Select Action
After completing the trigger test, select Microsoft Planner as the action app from the list.
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![steps]()
Step 3: Authenticate
Connect your Microsoft Planner account & authenticate it.
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![steps]()
Step 4: Set-up & Test
Select the data you want to send from Microsoft Dynamics 365 Business Central to Microsoft Planner & your AI Agent is ready!
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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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.
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Microsoft Planner. A simple, visual way to organize teamwork. Planner Icons. Sign In. Loading. Get Planner for iOS. Get Planner for Android. Microsoft Logo
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The integration between Microsoft Dynamics 365 Business Central and Microsoft Planner is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Microsoft Dynamics 365 Business Central and Microsoft Planner. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Microsoft Dynamics 365 Business Central with Microsoft Planner, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Microsoft Dynamics 365 Business Central-Microsoft Planner integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Microsoft Dynamics 365 Business Central and Microsoft Planner integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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