diff --git a/blog/251212-microsoft-dynamics-365-finance-and-operations.md b/blog/251212-microsoft-dynamics-365-finance-and-operations.md new file mode 100644 index 000000000..015e7ff69 --- /dev/null +++ b/blog/251212-microsoft-dynamics-365-finance-and-operations.md @@ -0,0 +1,34 @@ +--- +title: "Microsoft Dynamics 365 Finance & Operations now supported" +date: "2025-12-12" +tags: ["Product", "Update", "Connections", "Link"] +authors: pmckinney +--- + +We have expanded our accounting integration coverage to include **Microsoft Dynamics 365 Finance & Operations**. + + + +## What's new? + +You can now use Codat to connect and exchange data with **Microsoft Dynamics 365 Finance & Operations** (F&O). + +As a powerful ERP designed for medium-to-large enterprises, this integration enables you to: + +- **Connect securely** using the standard Microsoft OAuth 2.0 authentication flow. +- **Access comprehensive financial data** including suppliers, bills, bill payments, payment methods, direct costs, and accounts. +- **Support complex company structures** with the ability to link and manage data across multiple legal entities. + +This addition enables you to serve larger mid-market customers who rely on D365 F&O for their financial management. + +## Who is this relevant for? + +This update is relevant for all Spend Insights clients who focus on medium-sized and enterprise businesses. + +## Limited availability + +This integration is currently in a **limited release phase**. To gain access, contact your **Account Manager** or **Customer Success Manager**. They will help you enable the integration and provide guidance specific to your use case. + +## How to get started? + +Once the integration is enabled, your clients can immediately start sharing their Dynamics 365 F&O data with you. Visit our [Help Hub](https://help.codat.io/integrations/dynamics-fo) for step-by-step connection instructions you can provide to your clients. Alternatively, you can [read more](/integrations/accounting/dynamics365financeoperations/overview) about our Microsoft Dynamics 365 Finance & Operations integration. diff --git a/blog/authors.yml b/blog/authors.yml index be2781a69..b7bd791d2 100644 --- a/blog/authors.yml +++ b/blog/authors.yml @@ -107,19 +107,25 @@ rachelcodat: image_url: https://github.com/Rachel-Codat.png StanleyCodat: - name: Stanley Ho - title: Product Manager - url: https://github.com/StanleyCodat - image_url: https://github.com/StanleyCodat.png + name: Stanley Ho + title: Product Manager + url: https://github.com/StanleyCodat + image_url: https://github.com/StanleyCodat.png ivasiutkova: - name: Iana Vasiutkova - title: Senior Product Owner - url: https://github.com/ivasiutkova - image_url: https://github.com/ivasiutkova.png + name: Iana Vasiutkova + title: Senior Product Owner + url: https://github.com/ivasiutkova + image_url: https://github.com/ivasiutkova.png habbajobir: - name: Hawi Abbajobir - title: Product Lead - url: https://github.com/habbajobir-prog - image_url: https://github.com/habbajobir-prog.png + name: Hawi Abbajobir + title: Product Lead + url: https://github.com/habbajobir-prog + image_url: https://github.com/habbajobir-prog.png + +pmckinney: + name: Philip McKinney + title: Engineering Manager + url: https://github.com/pmckinney-codat + image_url: https://github.com/pmckinney-codat.png diff --git a/docs/integrations/accounting/dynamics365financeoperations/overview.md b/docs/integrations/accounting/dynamics365financeoperations/overview.md new file mode 100644 index 000000000..86bc1ccfc --- /dev/null +++ b/docs/integrations/accounting/dynamics365financeoperations/overview.md @@ -0,0 +1,24 @@ +--- +title: "Dynamics 365 Finance & Operations" +description: "Learn about our Dynamics 365 Finance & Operations integration" +--- + +:::tip Limited release + +Codat's Dynamics 365 Finance & Operations integration is currently in **limited release**. Reach out to your Account Manager or Customer Success Manager to enable it. + +::: + +Leverage actionable insights of our [Spend Insights](/spend-insights/overview) based on the accounting data from our Dynamics 365 Finance & Operations (F&O) integration. + +Dynamics 365 F&O is a cloud-based enterprise resource planning (ERP) solution that covers key supply chain and finance operational processes. + +## Getting started + +No setup is required to start using Dynamics 365 F&O. Reach out to your Account Manager or Customer Success Manager to enable the integration and invite your customers to connect their data. + +### Enable the Dynamics 365 F&O integration + +If you need to manage the integration, navigate to **Settings > Integrations > Accounting** to view the [Accounting integrations](https://app.codat.io/settings/integrations/accounting) page in the Codat Portal. + +There, locate **Dynamics 365 Finance & Operations** and use the toggle to manage the integration. Alternatively, click **Manage** to view the integration's settings page and use the toggle from there. \ No newline at end of file diff --git a/sidebars/integrations-accounting.js b/sidebars/integrations-accounting.js index 3776f700f..35fe9220b 100644 --- a/sidebars/integrations-accounting.js +++ b/sidebars/integrations-accounting.js @@ -18,6 +18,7 @@ const integrations = [ "integrations/accounting/dynamics365businesscentral/accounting-dynamics-365-business-central-reference", ], }, + "integrations/accounting/dynamics365financeoperations/overview", { type: "category", label: "Exact Online", diff --git a/src/components/Integrations/integrations.js b/src/components/Integrations/integrations.js index a188f549d..a08fef4c9 100644 --- a/src/components/Integrations/integrations.js +++ b/src/components/Integrations/integrations.js @@ -69,6 +69,13 @@ export const spendInsightsDirectIntegrations = [ tags: ["Premium"], img: "https://static.codat.io/public/officialLogos/Square/6B579544-0E46-4F02-B343-578CE5C3C6CC.png", }, + { + name: "Dynamics 365 Finance & Operations", + to: "https://help.codat.io/integrations/dynamics-fo/overview", + sourceType: "accounting", + tags: ["Premium"], + img: "https://static.codat.io/public/officialLogos/Square/6B579544-0E46-4F02-B343-578CE5C3C6CC.png", + }, { name: "Exact Online", to: "https://help.codat.io/integrations/exact/overview",