Connect Dynamics 365 Finance and Operations with SAP Business One using appse ai to automate workflows, sync data, and eliminate manual tasks between both platforms.
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Custom Integration
Explore triggers and actions available for both apps. Switch between apps to see what each one can do.
Showing triggers & actions for Dynamics 365 Finance and Operations
| Modules | Trigger |
|---|---|
| Sales invoices created by date range | Retrieves posted sales invoices from Dynamics 365 Finance and Operations filtered by invoice created date range. |
| New Sales Invoice Created | Triggers when a new sales invoice is posted in Dynamics 365 Finance and Operations. Returns invoice records including invoice number, customer account, sales order reference, invoice amount, currency, tax, and address details. |
| New contacts created | Triggers when new contact persons are created in Dynamics 365 Finance and Operations. Returns contact records including contact person ID, first name, last name, and primary email address. |
| New customers created | On new customers created in Finance and Operations. Using V2 of AEC_CustomServices |
| New packing slip created | Triggers when a new sales packing slip is created in Dynamics 365 Finance and Operations. Returns packing slip records including packing slip ID, sales order reference, delivery date, shipped quantity, and item details. |
| New Orders created | On new Orders created in Finance and Operations. |
| New products created | On new products created in Finance and Operations. Using V2 of AEC_CustomServices |
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