Connect Microsoft Dynamics 365 Business Central and IdeaPlan to Build Intelligent Automations
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and IdeaPlan
Enable Integrations or automations with these events of Microsoft Dynamics 365 Business Central and IdeaPlan
Actions
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
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Frequently Asked Questions
To start, connect both your Microsoft Dynamics 365 Business Central and IdeaPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in IdeaPlan (or vice versa).
Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in IdeaPlan. This includes choosing which data fields go into which fields of IdeaPlan, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics 365 Business Central and IdeaPlan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics 365 Business Central and IdeaPlan. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Dynamics 365 Business Central
Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service
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About IdeaPlan
IdeaPlan is a comprehensive platform designed to help you capture, organize, and prioritize ideas and feedback from your team and customers. Streamline your product development process and ensure that the best ideas are implemented efficiently.
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