Dynamics 365 Finance and Operations Integration

Dynamics F&O Integration

Microsoft Dynamics 365 Finance and Operations Integration is the process of combining applications with this solution, such as Dynamics 365 CRM applications. It facilitates bi-directional data synchronization and users across applications can benefit from seamless, real-time sharing of information about customers, vendors, people, products, and operations.

Schedule A Call with Our Integration Experts

Seamless, End-to-End Integration
Accurate and Actionable Insights
Faster Innovation and Continuous Improvement
Standardized Business Processes

Cost-saving Infrastructure
Improved Regulatory Compliance
Extensive Accessibility
Value-adding Modules and Components

Integration We Offer

Our adept and accredited Dynamics F&O developers leverage Microsoft Dynamics 365 REST APIs to get and utilize information from Dynamics CRM software. Business administrators can make the best of our integration capabilities to connect to other software and business applications such as BI resources, ERP software, customer apps, and portal systems, and deliver Impressive and Unrivaled User Experiences

Best Practices for Dynamics 365 F&O Integration

Book a Demo

Familiarize yourself and the team with Microsoft Dynamics 365 F&O dual-mapping reference documentation.
Set up and perform configuration in both application environments
Explore Global Address Book in Dynamics 365 F&O to associate with Roles, Customers, Prospects, Users, and Contacts.
Prepare for Form Customizations
Review Business Rules

Microsoft Dynamics 365 Finance and Operations Connector

Dynamics 365 F&O Connector delivers a convenient and stable way to integrate data between F&O and other applications, such as Dynamics 365 Customer Engagement.

Out-of-the-box integration which is easily configurable.
You can import data from different sources such as Excel, SQL servers, XML files, etc
Businesses can schedule runs with a 1-minute interval time.
It allows you to set the system update only for the data modified since its last run.
Microsoft Dynamics 365 F&O Connector offers ways to enhance, modify or filter data. Also, you can merge data, or even distribute it based on a particular filter.