All Connectors ⋅ Microsoft Dynamics 365 Financials Microsoft Dynamics 365 Financials Supports:Dynamics 365 Business Edition - Financials 1 Minute Video View Live Demo Microsoft Dynamics 365 Financials Connector Overview Details FAQ Overview Integration into and out of Dynamics 365 Financials Dynamics 365 Financials is not the only business software you use. You need all your systems to talk together and with SmartConnect you can make that happen without writing a single line of code. Take data from any SmartConnect data source into anywhere in Dynamics 365 in bulk, as a change tracked integration or based on a real time event, it is up to you. In reverse, you can pull any data out of Dynamics 365 and update all your other systems with data from Financials. Only Accurate Data SmartConnect leverages all the business logic of the Dynamics 365 Financials web services to ensure only valid data is accepted. Any bad data or integration errors are flagged and quarantined for review and updating, and an email is sent to let you know there were issues with a given integration run. Need More than What Microsoft Gives You? If you have chosen Dynamics 365 you are a cloud software business. I am sure that you also use any number of other cloud based software solutions for CRM, subscriptions, help desk, credit cards, ecommerce, member management, expense management etc. Dynamics Financials is great but it does not do everything, and everything must be integrated. CRM Integration is More Than Accounts and Orders You chose Microsoft CRM for how easy it was to customize to fit your business. You chose Financials because it is very configurable to handle your business process. So an out of the box integration is never going to be the complete answer. You need data to flow based on your process, you need data to pull from your custom entities, you don’t create orders, sometimes you need to create projects instead, or inventory adjustments or any other transaction type you need to create automatically. SmartConnect lets you build integrations your way. Details Web Services and OData SmartConnect ensures all data created in Financials is valid by applying all the business rules contained in the Web Service API. Supports all integration points supported by the API (which is everything). Extensions Applications SmartConnect supports integration to Financials Extension products built by third party and custom developers. Excel Templates Use our out of the box Excel templates to enter GP data directly into Excel rather than GP. Scheduling We allow you to schedule integrations to run through our built in SmartConnect scheduler. Stop relying on someone to manually kick off your integrations (though you can do that, too!). Web Service Call the SmartConnect Web Service from any application – whether that’s Excel or your in-house, custom software. You Do Not Need a Developer The drag and drop interface means that you are free from needing a developer or programmer to build your integrations. Take ownership. FAQ What data does SmartConnect allow you to do integrations with? All Standard and Custom Extensions in Dynamics 365 Financials. If I add my own customizations to Dynamics 365 Sales, can I integrate with that data? Yes, you can integrate with your custom data. What about the other Dynamics 365 apps? Can SmartConnect integrate with them too? SmartConnect can integrate with all standard and custom data in the Dynamics 365 Financials, as well as Sales, Customer Service, Project Service Automation, and Field Service. Can SmartConnect integrate with multiple Dynamics 365 Environments at once? Yes. Can I use SmartConnect for my Migration from legacy ERP’s? Yes, SmartConnect can be used for both your migration project together with any ongoing integrations Is there a special price for migrations? For migrations, simply purchase the subscription for as long as you need and then terminate the subscription when you are done. You will find that SmartConnect is so easy that you will keep it going for all your Excel push and ongoing integration needs. I like some of the features of the out of the box integrations with Dynamics 365 Sales but need more. Will SmartConnect work along side the existing integration? Yes. The out of the box integration is a great starting point you should leverage. SmartConnect will allow you to enhance and improve the existing integration without interfering with it. See For Yourself Signup for the Webinar Do More with Dynamics 365 + SMARTCONNECT Secure Connectivity Online? On-prem? IFD? ADFS? Not sure? Doesn't matter, we've got the hookup. Excel Add-in 365 users also love their spreadsheets. Push changes in in excel directly to CRM. Real-time Triggers SmartConnect creates plugins inside Dynamics 365, without the need for a developer. Smart Entity Lookups You can kick the GUIDs to the curb. Any data in your source can be used to find unique IDs. CONNECT DYNAMICS 365 TO ALL OF YOUR BUSINESS APPS See how SmartConnect gets Dynamics 365 working together with other platforms including: Salesforce CRM Dynamics GP Xero Cloud ERP Dynamics NAV Web Services Database (ODBC) Microsoft SQL Flat File / Folder View All Connectors FREE EBOOK DOWNLOADThe 10 Commandments of Data Integration READ IT NOW DOWNLOAD Free 30 Day Trial Get Started Now © 2016 SmartConnect by eOne Solutions. All Rights Reserved.