Microsoft Dynamics 365 Business Central + DocuWare Integration

Integrate DocuWare to Microsoft Dynamics 365 Business Central (Beta in one click, or tell Integrately AI how you want each document handled. Store documents, create records, update fields, search files, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • DocuWare
    Document is added in DocuWare Instant
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2.
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central
  • DocuWare
    Get document information in DocuWare
  • DocuWare
    Import to document tray in DocuWare
  • DocuWare
    Place a stamp in DocuWare
  • DocuWare
    Get stamps in DocuWare
  • DocuWare
    Search document in DocuWare
  • DocuWare
    Store in file cabinet in DocuWare
  • DocuWare
    Delete document in DocuWare
  • DocuWare
    Get dialogs in DocuWare
  • DocuWare
    Get file cabinets in DocuWare
  • DocuWare
    Replace a file in DocuWare
  • DocuWare
    Download a file in DocuWare
  • DocuWare
    Delete a file in DocuWare
  • DocuWare
    Append a file in DocuWare
  • DocuWare
    Transfer document in DocuWare
  • DocuWare
    Update document index fields in DocuWare
  • DocuWare
    Download document in DocuWare

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 Business Central + DocuWare Integration

Capture documents, create records, update fields, search archives, and send alerts, all in just one click.

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Connect more apps to your DocuWare + Microsoft Dynamics 365 Business Central (Beta flow

Extend your automation pipeline with email, storage, accounting, messaging, and e-commerce tools. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
DocuWare
+
Microsoft OutlookMicrosoft Outlook (6)
+
Google DriveGoogle Drive (6)
+
QuickBooks OnlineQuickBooks Online (6)
+
SlackSlack (6)
+
ShopifyShopify (6)
+
GmailGmail (6)
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When a document is added in DocuWare, create a Microsoft Dynamics 365 Business Central (Beta record and send an email in Microsoft Outlook
New DocuWare documents immediately generate matching records in Microsoft Dynamics 365 Business Central (Beta while sending confirmation emails via Microsoft Outlook.
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When a Microsoft Dynamics 365 Business Central (Beta record is created, store the file in DocuWare and notify your team in Microsoft Outlook
New Microsoft Dynamics 365 Business Central (Beta records automatically archive files in DocuWare and alert your team via Microsoft Outlook.
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When a document is added in DocuWare, update the Microsoft Dynamics 365 Business Central (Beta record and email status updates in Microsoft Outlook
DocuWare document updates instantly refresh Microsoft Dynamics 365 Business Central (Beta records and trigger status emails in Microsoft Outlook.
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If a document added in DocuWare is urgent, create a Microsoft Dynamics 365 Business Central (Beta record and email an alert in Microsoft Outlook
Urgent DocuWare documents automatically trigger priority Microsoft Dynamics 365 Business Central (Beta records and alert emails in Microsoft Outlook.
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Use Claude to extract invoice data from a DocuWare document, create a Microsoft Dynamics 365 Business Central (Beta record, and email the brief in Microsoft Outlook
Claude parses DocuWare documents to populate Microsoft Dynamics 365 Business Central (Beta records and send summaries via Microsoft Outlook.
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When a Microsoft Dynamics 365 Business Central (Beta record is updated, update document index fields in DocuWare and send a confirmation in Microsoft Outlook
Updated Microsoft Dynamics 365 Business Central (Beta records refresh DocuWare index fields and trigger confirmation emails in Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and DocuWare

Mix and match to build the exact automation you need

Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
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Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
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Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
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Create record in Microsoft Dynamics 365 Business Central
Creates a new record
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Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
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DocuWare
DocuWare Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
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Get document information in DocuWare
Retrieves details and metadata from a document
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Import to document tray in DocuWare
Import files and documents to the designated document tray with
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Place a stamp in DocuWare
Places a stamp on a document
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Get stamps in DocuWare
Purchase and collect stamps for mailing purposes
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Search document in DocuWare
Locates and retrieves document based on search criteria
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Store in file cabinet in DocuWare
Stores a document in a file cabinet
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Delete document in DocuWare
Removes a particular document from the system
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Get dialogs in DocuWare
Retrieves all available dialogs from the system
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Get file cabinets in DocuWare
Retrieves and store file cabinets with particular information
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Replace a file in DocuWare
Replaces a file
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Download a file in DocuWare
Download files from a particular source or location
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Delete a file in DocuWare
Deletes particular files from the system
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Append a file in DocuWare
Appends content to an existing file
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Transfer document in DocuWare
Transfers a document
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Update document index fields in DocuWare
Updates document index fields
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Download document in DocuWare
Download a particular document to a location
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What can you automate with DocuWare + Microsoft Dynamics 365 Business Central (Beta?

Streamline document handling, ERP record creation, and data synchronization across your entire workflow.

What you can automate?
🔄
Create ERP records from new documents automatically
Trigger a record creation in Microsoft Dynamics 365 Business Central (Beta the moment a new document is added in DocuWare. Eliminate manual data entry and speed up your operational workflows.
📝
Capture every submitted document field and index
Map available DocuWare document properties and index fields directly into Microsoft Dynamics 365 Business Central (Beta records instead of just basic file names. Your database becomes a comprehensive resource.
🔔
Tell the right team member as soon as files arrive
Send instant notifications or confirmation emails the second a document is processed and linked to an ERP record. Ensure stakeholders never miss a critical update.
🔀
Route records based on submitted document criteria
Apply conditional logic to create high-priority records or route specific document types based on index fields and metadata. Tailor your automation paths to match your exact business rules.
✏️
Keep destinations updated as documents change
Automatically update existing Microsoft Dynamics 365 Business Central (Beta records whenever document index fields or file contents are modified in DocuWare. Keep your data synchronized across platforms.
🔍
Search and update instead of creating duplicates
Check for existing records before creating new ones in Microsoft Dynamics 365 Business Central (Beta. Update existing entries to maintain a clean and organized database.
📋
Handle later status changes and record closures
Trigger automated follow-up actions when business records are updated, closed, or marked complete in Microsoft Dynamics 365 Business Central (Beta. Keep your document archives reflecting current statuses.
🌐
Extend your workflow to messaging and storage apps
Connect your core automation flow to Slack, Google Drive, or Microsoft Outlook to notify channels, backup files, and email summaries automatically.
And much more...

Who is DocuWare + Microsoft Dynamics 365 Business Central (Beta integration for?

Finance, operations, and administrative teams eliminate manual paperwork bottlenecks and keep records perfectly synchronized between DocuWare and Microsoft Dynamics 365 Business Central (Beta.

Finance managers
Finance managers
Operations coordinators
Operations coordinators
Client success leads
Client success leads
Accounts payable teams
Accounts payable teams
Project managers
Project managers
Compliance officers
Compliance officers
📈
Finance managers
You're reviewing budget reports and cash flow statements, but your ERP records only update when someone manually types in document data, so the financial numbers you're budgeting against are always lagging behind — automating both apps means every new document creates a record instantly and your data stays current.
Operations coordinators
You need to act fast on incoming vendor paperwork and client files, but you find out about new documents too late because they sit in unmonitored folders — connecting these apps means every document triggers an immediate record update and your team stays responsive.
🤝
Client success leads
You answer to external stakeholders who want to see document progress and account histories, but compiling status reports requires digging through scattered filing cabinets — this integration means every record and file syncs automatically and client updates are always accurate.
📦
Accounts payable teams
The volume of incoming invoices is too high for anyone to keep up by hand, leading to missed vendor discounts and delayed approvals — automating both apps means invoice records are created instantly and your payment cycles run smoothly.
📋
Project managers
You own the next execution step and depend on someone upstream to hand over paperwork, but handoffs get lost in email threads — integrating these apps means every document triggers the exact downstream task and work flows without interruption.
🛡️
Compliance officers
You need a reliable audit history for every transaction, but you keep finding gaps where document index fields were never updated in your ERP — automating both apps means every change is logged precisely and your compliance trail remains unbroken.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + DocuWare

Build and manage your Microsoft Dynamics 365 Business Central + DocuWare automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + DocuWare with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect DocuWare to Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
You can connect DocuWare to Microsoft Dynamics 365 Business Central (Beta in 1 click using ready templates or Integrately AI. It takes just minutes to set up your workflow alongside tools like Microsoft Outlook, Google Drive, and Slack.
Can I automatically create Microsoft Dynamics 365 Business Central (Beta records when documents are added in DocuWare?
Frequently Asked Questions
Can I connect DocuWare, Microsoft Dynamics 365 Business Central (Beta, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for DocuWare and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
How does DocuWare handle document data transfer in this integration?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 Business Central (Beta records when document index fields change?
Frequently Asked Questions
Do I need coding skills to automate DocuWare and Microsoft Dynamics 365 Business Central (Beta?
Frequently Asked Questions
Is the DocuWare and Microsoft Dynamics 365 Business Central (Beta integration free?
Frequently Asked Questions
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