Connect monday.com and Microsoft Dynamics365 Business Central to unlock the power of automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate monday.com with Microsoft Dynamics365 Business Central - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.

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 monday.com 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.

- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It

- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write

- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Company
  Required
- Shipment Number
  Required
Action
Search

- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board ID
  Required
- Column to search in
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
Action
Search
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect monday.com 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate monday.com on the Zapier blog

Make work flow with AI

Level up your monday.com to Microsoft Dynamics365 Business Central integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about monday.com + 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 monday.com and Microsoft Dynamics365 Business Central

What is the first step to integrate monday.com with Microsoft Dynamics365 Business Central?

The integration begins by authenticating your accounts with both monday.com and Microsoft Dynamics365 Business Central within our platform. This step ensures that we have access to interact with both services for executing triggers and actions.

Can I automate task creation in monday.com based on updates in Dynamics 365 Business Central?

Yes, you can set up triggers in Dynamics 365 Business Central so that whenever a specific event occurs, such as an update to a customer record, a new task can be automatically created in monday.com.

How do I update a record in Dynamics 365 Business Central from monday.com?

You can use actions within our integration tools to send updates from monday.com directly to a corresponding item or data point in Dynamics 365 Business Central once a trigger condition is met.

Is it possible to sync data bi-directionally between these two platforms?

Bi-directional data synchronization is possible by setting up corresponding triggers and actions for each platform. For example, changes on monday.com could update fields in Microsoft Dynamics365 and vice versa.

What triggers are available for this integration?

Triggers can include events such as new items or updates in either system. Specific triggers might include task completions, status changes, or new records being added.

Are there any limitations I should be aware of when integrating these platforms?

One limitation might be the frequency of synchronization and potential rate limits set by both APIs. Additionally, certain custom fields may not map directly between systems without configuration.

How do I troubleshoot issues during the integration process?

First, ensure that all authentication credentials are correct. Check logs within our platform for any error messages related to specific triggers or actions not firing correctly. Our support team is also available for assistance.

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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About Microsoft Dynamics365 Business Central

Microsoft Dynamics365 Business Central is a comprehensive ERP solution to manage finances, operations, sales, and customer service

HelpHelp

Related categories

Sales & CRM

Connect monday.com and Microsoft Dynamics365 Business Central to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect monday.com and Microsoft Dynamics365 Business Central to integrate crucial parts of your business

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

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Make work flow with AI

Frequently Asked Questions about monday.com + Microsoft Dynamics365 Business Central integrations

Connect monday.com to Microsoft Dynamics365 Business Central on the world's largest no-code automation platform