Connect Microsoft Dynamics 365 Business Central and Microsoft Word to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Microsoft Dynamics 365 Business Central
Choose an Action
Automatically do this!
Create Document
Get all documents
Ready to use Microsoft Dynamics 365 Business Central and Microsoft Word automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document is created.
Do thisActions
Action is the task that follows automatically within your Microsoft Dynamics 365 Business Central integrations.
Find Shipment
Get an existing shipment details.
Create Sales Invoice
Creates new sales invoice.
Create new Item
Creates new item
Create Document
Creates a new Microsoft Word document from a template or blank.
Get all documents
Get an all existing document.
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Frequently Asked Questions
To start, connect both your Microsoft Dynamics 365 Business Central and Microsoft Word accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics 365 Business Central triggers actions in Microsoft Word (or vice versa).
Absolutely. You can customize how Microsoft Dynamics 365 Business Central data is recorded in Microsoft Word. This includes choosing which data fields go into which fields of Microsoft Word, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics 365 Business Central and Microsoft Word 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 Microsoft Word. 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
Learn MoreAbout Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
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