Connect Dext and Microsoft Dynamics365 Business Central to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Dext with Microsoft Dynamics365 Business Central - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Export Receipts When Ready" from Dext.
Add your action
An action happens after the trigger—such as "API Request (Beta)" in Microsoft Dynamics365 Business Central.
You’re connected!
Zapier seamlessly connects Dext and Microsoft Dynamics365 Business Central, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Archive Receipts
- Client Filter
Try ItTriggerPolling- Threshold
- Client Filter
Try ItTriggerPolling- PhotoRequired
- Client Filter
ActionWrite- PhotoRequired
- Client Filter
ActionWrite
- Client Filter
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
ActionWrite- Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
ActionWrite - Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
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Connect Dext and Microsoft Dynamics365 Business Central to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Frequently Asked Questions about Dext + Microsoft Dynamics365 Business Central integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dext and Microsoft Dynamics365 Business Central
What is the first step in integrating Dext with Microsoft Dynamics365 Business Central?
To begin integrating Dext with Microsoft Dynamics365 Business Central, you need to set up your accounts on both platforms and have the necessary access permissions. Once these accounts are active, you can use our integration tools to connect both platforms seamlessly by mapping fields such as vendor details and invoice numbers.
How do I automate data synchronization between Dext and Microsoft Dynamics365 Business Central?
You can easily automate data synchronization between Dext and Microsoft Dynamics365 Business Central by setting up triggers. For example, any new receipt uploaded in Dext can trigger an action that creates a corresponding purchase invoice in Dynamics 365 Business Central.
What types of data can be transferred from Dext to Microsoft Dynamics365 Business Central?
Our integration allows you to transfer various types of data from Dext to Microsoft Dynamics365 Business Central, including expense reports, purchase invoices, receipts, and vendor information. All these elements can be configured during setup to ensure seamless data flow.
Do I need technical expertise to handle the integration process?
While having some technical background might help, our integration tools for connecting Dext with Microsoft Dynamics365 Business Central are designed for users at all levels. The interface guides you through each step without needing advanced technical knowledge.
Can custom mappings be created when integrating with Microsoft Dynamics365 Business Central?
Yes, during the integration setup between Dext and Microsoft Dynamics365 Business Central, you have the option to customize mappings. This includes mapping custom fields so that specific data sets align perfectly with your business processes.
What should I do if there is an error during data transfer between the two systems?
If there's an error during data transfer between Dext and Microsoft Dynamics 365 Business Central, first ensure that all settings are correctly configured as per our documentation. If issues persist, contact support for assistance in diagnosing and resolving possible connection problems.
Does the integration support batch processing of transactions from Dext?
Yes, our integration supports batch processing which allows multiple transaction entries from Dext to be processed simultaneously into Microsoft Dynamics 365 Business Central. This ensures efficient handling of large volumes of data without manual intervention.
