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34 changes: 34 additions & 0 deletions blog/251212-microsoft-dynamics-365-finance-and-operations.md
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@@ -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**.

<!--truncate-->

## 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.
30 changes: 18 additions & 12 deletions blog/authors.yml
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Expand Up @@ -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
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@@ -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 <a className="external" href="https://www.microsoft.com/en-gb/dynamics-365/products/finance" target="_blank">Dynamics 365 Finance & Operations</a> (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.
1 change: 1 addition & 0 deletions sidebars/integrations-accounting.js
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Expand Up @@ -18,6 +18,7 @@ const integrations = [
"integrations/accounting/dynamics365businesscentral/accounting-dynamics-365-business-central-reference",
],
},
"integrations/accounting/dynamics365financeoperations/overview",
{
type: "category",
label: "Exact Online",
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7 changes: 7 additions & 0 deletions src/components/Integrations/integrations.js
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Expand Up @@ -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",
Expand Down
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