From 3fb27804d3ebaddef31f2be79791b416abde8460 Mon Sep 17 00:00:00 2001 From: pmckinney-codat Date: Mon, 1 Dec 2025 12:35:59 +0000 Subject: [PATCH 1/4] feat[PEP-563]: Dynamics F&O release notes --- ...oft-dynamics-365-finance-and-operations.md | 38 +++++++++++++++++++ 1 file changed, 38 insertions(+) create mode 100644 blog/251201-microsoft-dynamics-365-finance-and-operations.md diff --git a/blog/251201-microsoft-dynamics-365-finance-and-operations.md b/blog/251201-microsoft-dynamics-365-finance-and-operations.md new file mode 100644 index 000000000..c820a6b2e --- /dev/null +++ b/blog/251201-microsoft-dynamics-365-finance-and-operations.md @@ -0,0 +1,38 @@ +--- +title: "Microsoft Dynamics 365 Finance & Operations now supported" +date: "2025-12-01" +tags: ["Product", "Update", "Connections", "Link"] +authors: pmckinney +--- + +We have expanded our accounting integration coverage to include **Microsoft Dynamics 365 Finance & Operations (F&O)**. + + + +## What's new? + +You can now use Codat's API to connect to 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 customers, vendors, invoices, payments, and general ledger entries. +- **Support complex company structures**, with the ability to link and manage data across multiple legal entities. + +This addition ensures you can 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 clients focused on **mid-market and enterprise businesses**. + +## Limited availability + +Please note that this integration is currently in a **limited release phase**. + +To gain access, you must contact your **Account Manager** or **Customer Success Manager**. They will help you enable the integration for your instance and provide guidance on the specific configuration steps required for your use case. + +## How to get started? + +Once your AM/CSM has enabled the integration, you will need to register an application in Microsoft Azure to obtain your **Client ID** and **Client Secret**. You can then finalize the setup in the Codat Portal under **Settings > Integrations**. + +For detailed setup instructions, please refer to our Dynamics 365 Finance & Operations setup guide. From ddbcfac37d4d0bdb6829dd00f5b19dd3950a0200 Mon Sep 17 00:00:00 2001 From: pmckinney-codat Date: Mon, 1 Dec 2025 12:42:35 +0000 Subject: [PATCH 2/4] Add PMcKinney author --- blog/authors.yml | 30 ++++++++++++++++++------------ 1 file changed, 18 insertions(+), 12 deletions(-) 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 From 386e2af4ac0ce0322719e3d4f0f111a99da451fa Mon Sep 17 00:00:00 2001 From: Polina <112084241+pzaichkina@users.noreply.github.com> Date: Fri, 5 Dec 2025 17:52:17 +0000 Subject: [PATCH 3/4] edits to blog post, added F&O-specific integrations page --- ...oft-dynamics-365-finance-and-operations.md | 22 +++++++---------- .../dynamics365financeoperations/overview.md | 24 +++++++++++++++++++ sidebars/integrations-accounting.js | 1 + src/components/Integrations/integrations.js | 7 ++++++ 4 files changed, 41 insertions(+), 13 deletions(-) create mode 100644 docs/integrations/accounting/dynamics365financeoperations/overview.md diff --git a/blog/251201-microsoft-dynamics-365-finance-and-operations.md b/blog/251201-microsoft-dynamics-365-finance-and-operations.md index c820a6b2e..58ac8d246 100644 --- a/blog/251201-microsoft-dynamics-365-finance-and-operations.md +++ b/blog/251201-microsoft-dynamics-365-finance-and-operations.md @@ -1,38 +1,34 @@ --- title: "Microsoft Dynamics 365 Finance & Operations now supported" -date: "2025-12-01" +date: "2025-12-05" tags: ["Product", "Update", "Connections", "Link"] authors: pmckinney --- -We have expanded our accounting integration coverage to include **Microsoft Dynamics 365 Finance & Operations (F&O)**. +We have expanded our accounting integration coverage to include **Microsoft Dynamics 365 Finance & Operations**. ## What's new? -You can now use Codat's API to connect to and exchange data with **Microsoft Dynamics 365 Finance & Operations** (F&O). +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 customers, vendors, invoices, payments, and general ledger entries. -- **Support complex company structures**, with the ability to link and manage data across multiple legal entities. +- **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 ensures you can serve larger, mid-market customers who rely on D365 F&O for their financial management. +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 clients focused on **mid-market and enterprise businesses**. +This update is relevant for all Spend Insights clients who focus on medium-sized and enterprise businesses. ## Limited availability -Please note that this integration is currently in a **limited release phase**. - -To gain access, you must contact your **Account Manager** or **Customer Success Manager**. They will help you enable the integration for your instance and provide guidance on the specific configuration steps required for your use case. +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 your AM/CSM has enabled the integration, you will need to register an application in Microsoft Azure to obtain your **Client ID** and **Client Secret**. You can then finalize the setup in the Codat Portal under **Settings > Integrations**. - -For detailed setup instructions, please refer to our Dynamics 365 Finance & Operations setup guide. +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. \ No newline at end of file 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", From 1d007099c7f4f5db8529e9f6a69d117830ce877e Mon Sep 17 00:00:00 2001 From: Phil McKinney Date: Fri, 12 Dec 2025 10:52:44 +0000 Subject: [PATCH 4/4] Update and rename 251201-microsoft-dynamics-365-finance-and-operations.md to 251212-microsoft-dynamics-365-finance-and-operations.md --- ...> 251212-microsoft-dynamics-365-finance-and-operations.md} | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) rename blog/{251201-microsoft-dynamics-365-finance-and-operations.md => 251212-microsoft-dynamics-365-finance-and-operations.md} (96%) diff --git a/blog/251201-microsoft-dynamics-365-finance-and-operations.md b/blog/251212-microsoft-dynamics-365-finance-and-operations.md similarity index 96% rename from blog/251201-microsoft-dynamics-365-finance-and-operations.md rename to blog/251212-microsoft-dynamics-365-finance-and-operations.md index 58ac8d246..015e7ff69 100644 --- a/blog/251201-microsoft-dynamics-365-finance-and-operations.md +++ b/blog/251212-microsoft-dynamics-365-finance-and-operations.md @@ -1,6 +1,6 @@ --- title: "Microsoft Dynamics 365 Finance & Operations now supported" -date: "2025-12-05" +date: "2025-12-12" tags: ["Product", "Update", "Connections", "Link"] authors: pmckinney --- @@ -31,4 +31,4 @@ This integration is currently in a **limited release phase**. To gain access, co ## 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. \ No newline at end of file +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.