Microsoft Dynamics 365 Integration

Boost your organization’s agility and reduce bottlenecks with powerful, real-time financial automation that integrates seamlessly with Microsoft Dynamics 365 Business Central and Dynamics 365 FO.

Agile Cloud Procurement and Expense Solutions that Integrate Seamlessly Out of the Box

Scale your business by reducing manual processes and replacing them with powerful, automated workflows. Our solutions complement Dynamic 365 Business Central with a fully centralized, seamless enterprise-level procurement solution.

Agile Cloud Procurement and Expense Solutions that Integrate Seamlessly Out of the Box

Scale your business by reducing manual processes and replacing them with powerful, automated workflows. Our solutions complement Dynamic 365 Business Central with a fully centralized, seamless enterprise-level procurement solution.

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Seamless Integration

Your organization doesn’t need software-related hurdles when it comes to procurement and expense management. Out of the box, our integration works seamlessly with Microsoft Dynamics 365. Using Dynamics 365’s web API, you’ll be able to access all required documents and data and benefit from real-time transaction processing.

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Robust Approval, Distribution, and Dimension Engines

Enhance Microsoft Dynamics 365’s capabilities with our scalable and flexible tools.
  • Our configurable approval engine adapts to your organization, offering unlimited levels of approval and approval paths. Using independent workflows, approve transactions anytime, anywhere — online, by email, or from your mobile device.
  • Defaulting, enforcement, and restriction capabilities provide a streamlined and user-tailored experience to effectively allocate expenses.
  • Automatically allocate expenses and purchases across multiple account codes with GL Distribution capabilities. 

WANT TO SEE OUR MICROSOFT DYNAMICS 365 INTEGRATION IN ACTION?

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Vendor Contract Management

Enforce critical price and volume discounts, track vendor purchases, and manage vendor payments in real time with our powerful vendor contract management systems.

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Purchase Order Management

Manage your purchase order systems with an agile solution that includes a vendor “request for quote” process for purchase requests. This capability lets vendors respond in a dedicated secure vendor portal and allows buyers to review and award the best bid.

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PunchOut

Benefit from true B2B integration with your suppliers. Our industry-standard cXML PunchOut interfaces through the WorkPlace Requisition and Procurement integration for the Dynamics 365 ERP. A centralized web-based shopping experience simplifies the request to order process, reduces manual procurement catalog management, and ensures real-time access to negotiated pricing and item availability for increased accuracy and faster order processing.

Approvals used to take one week. Now they take two days. We log in every day, so if we see something hasn’t been approved in a couple of days, we send an email reminder. But it doesn’t happen that often now.

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Streamlined Travel Requests and Cash Advances

Travel and other employee expenses can create bottlenecks and inefficiencies. We replace them with intuitive processes that help you anticipate and control expenses and cash advances.

  • Approve travel before your teams incur expenses with our streamlined travel request process. You can populate expense reports and automatically compare the actual cost with verified requests and budgets.
  • Add control to your employee cash advance and recovery process through the WorkPlace Travel Request and Expense Sheet process, seamlessly integrated to Microsoft Dynamics 365 Accounts Payable.

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Integrated Compliance Tools

If you need to comply with certain regulatory requirements, our integrated Sunshine Act compliance and Open Payment reporting can help. You can even enjoy line-level attendee tracking for employee expenses.

Looking for More Seamless, Dynamic Integrations?

Your organization can enjoy true integration with a variety of leading technology platforms to help make your work easier and more efficient. 

Pricing That Fits Your Needs 

Enjoy flexible and affordable pricing options based on your organization’s unique requirements, the features you want, and the integrations you’re looking for.