Dynamics 365 Finance Integration

Multi-System Integration

Generate data at the right time in the right place between Dynamics 365 Finance and all your cloud an on-premise apps. ​

eOne’s SmartConnect allows you to take control of every part of your integration through a consistent and user-friendly interface that doesn’t require developers or coding knowledge to use.​

• Integrate as a source or destination with all your data in Dynamics 365 Finance through the Odata and Data Management Framework API’s. ​
• Configure your integration when you want: manually, automated on a schedule, or call a SmartConnect map to run via the SmartConnect API.​​
• Enjoy a simple point-click and flexible mapping experience.​
• Add steps and tasks to complete your business process automation.​
• Easily monitor, use alerts, view errors, and fix them.

Real-time Integration

If real-time integration with Dynamics 365 Finance & Operations is your requirement, we have options for you:​

• Trigger a SmartConnect Integration based on a change in Dynamics 365 Finance.​
• Call the SmartConnect API to pass through your data and run an integration. ​
• Virtually integrate Dynamics 365 Finance data in other apps by using Popdock widgets. Embed and display data a real-time look into Dynamics 365 Finance data in other applications, like recent transactions in your CRM for the rest of your team to have visibility. Popdock widgets can be implemented quickly and without code.

Virtual Integration

Sometimes generating data is not the right solution and embedding a real-time display is. Virtual integration is a powerful integration option that lets you configure your Dynamics 365 Finance integration in minutes, not weeks and reduce the complexity of your integration.​

Embed and display external data from Dynamics 365 Finance without code using Popdock widgets:​

• Embed detailed Popdock reports that include Dynamics 365 Finance data.​
• Embed NetSuite data with parameters related to specific records.​
• Allow your users to view related details like invoice lines related to invoice headers.​
• Allow your users to use Popdock actions to do things like open records or run a process.

File Integration

Don’t let native file options or custom development bottlenecks limit you or slow you down.  eOne’s file integration options are flexible and allow you to move faster.​

File imports to Dynamics 365 Finance​

Configure your mapping to any field in Dynamics 365 Finance.  SmartConnect provides data transformation options to ensure your data fits perfectly.  Available with all SmartConnect plans.​

Trigger real-time or on a schedule from your folder.​

SmartConnect’s file integration from local locations, FTP/SFTP, Microsoft OneDrive, and Microsoft SharePoint folder locations. Available with all SmartConnect Plans.​

Run integrations from the SmartConnect Excel-Add-in​

Accountants love this feature.  Allow users to select integrations and run them right from Excel.  Included with all SmartConnect Plans.​

Refresh reports into Excel with the Popdock Excel Add-in​

Accountants love this feature as well.  Refresh any Popdock standard or custom list with customizations into Excel.    Included with all Popdock Plans.​

Export and email Popdock Reports to Files on a Schedule​

Create advanced, customized Popdock reports with Dynamics 365 Finance data and send them to the right people on your schedule. Available in the Popdock Premium Plan.