Find the perfect solution to your Dynamics 365 Finance & Operations (F&O) data challenges. With SmartConnect and Popdock, you can effortlessly integrate your platforms, access historical data, and let anyone create their own, personalized reports, all without code.

Connect your Dynamics 365 Finance and Operations information with all your cloud and on-premise apps using the eOne iPaaS+. View 80+ real use cases and discover how SmartConnect and Popdock can help you simplify your integrations and drive real cost-savings across ERP processes.

Finance and Ledger

SmartConnect Use Cases for Finance and Ledger

  • Import journal entries from external systems (e.g., payroll, expenses) into F&O via SmartConnect
  • Automate daily GL postings from subsidiary systems into F&O
  • Use SmartConnect to update F&O currency exchange rates from a web feed
  • Automate intercompany journal creation when a transaction posts in another legal entity
  • Automate tax entry uploads into F&O from third-party tax calculation systems
  • Push approved journal templates from Excel into F&O via SmartConnect

Popdock Use Cases for Finance and Ledger

  • Export trial balance data to external consolidation or reporting systems
  • Use Popdock to show live GL balances by dimension and department
  • Build a Popdock dashboard for CFOs showing F&O KPIs (cash, AR aging, budget vs actual)
  • Use Popdock to view consolidated financials across multiple F&O companies

Accounts Payable

SmartConnect Use Cases for Accounts Payable

  • Import vendor invoices from external procurement or OCR systems into F&O
  • Sync vendor master data between F&O and procurement platform
  • Auto-apply payments to vendor invoices using SmartConnect
  • Trigger SmartConnect to send vendor remittance advice when payments post
  • Use SmartConnect to automate approval routing updates based on vendor types
  • Auto-import vendor bank accounts securely from treasury systems
  • Sync F&O vendor addresses with Dynamics 365 CRM (CRM) or vendor portals using SmartConnect

Popdock Use Cases for Accounts Payable

  • Use Popdock to display open vendor invoices and payment statuses
  • Use Popdock to track vendor aging and credit exposure in real time
  • Use Popdock to create AP dashboards showing discounts missed or captured

Accounts Receivable

SmartConnect Use Cases for Accounts Receivable

  • Import customer invoices into F&O from external billing systems
  • Sync customer master data between CRM and F&O
  • Auto-post payments received in bank feed via SmartConnect
  • Update F&O credit limits when customers are flagged in credit agency systems

Popdock Use Cases for Accounts Receivable

  • Use Popdock to show customer balances, overdue invoices, and credit status
  • Use Popdock to display customer 360 dashboards (sales, AR, service)
  • Use Popdock to blend invoice aging data with CRM sales pipeline metrics

Supply Chain and Inventory

SmartConnect Use Cases for Supply Chain and Inventory

  • Import item master data into F&O from product lifecycle management (PLM) systems
  • Sync on-hand inventory levels with third-party logistics (3PL) or warehouse management system (WMS) platforms
  • Use SmartConnect to push purchase orders to suppliers automatically
  • Auto-create inventory journals when external systems record stock adjustments
  • Update F&O item costs from vendor price lists using SmartConnect
  • Import physical inventory counts via SmartConnect from handheld scanners

Popdock Use Cases for Supply Chain and Inventory

  • Use Popdock to view real-time inventory by warehouse, batch, and serial number
  • Use Popdock to monitor back-ordered items across multiple warehouses
  • Use Popdock for a visual dashboard of inventory turns, aging, and shrinkage

Manufacturing and Production

SmartConnect Use Cases for Manufacturing and Production

  • Import production orders from manufacturing execution systems (MES) or planning systems into F&O
  • Update Bill of Materials (BOMs) and routes from Product Lifecycle Management (PLM) via SmartConnect
  • Push F&O production output data to quality or analytics systems
  • Use SmartConnect to sync resource scheduling changes across systems
  • Auto-import time and attendance data to production journals
  • Use SmartConnect to push finished goods postings into external warehouse systems.

Popdock Use Cases for Manufacturing and Production

  • Use Popdock to visualize production order progress and bottlenecks
  • Use Popdock to monitor material shortages and downtime
  • Use Popdock to combine production KPIs (yield, efficiency, etc.) with F&O costing data

HR and Payroll

SmartConnect Use Cases for HR and Payroll

  • Import payroll journal entries into F&O from external payroll systems
  • Use SmartConnect to sync employee master data between HRIS and F&O
  • Update project or cost center assignments in F&O based on HR data
  • Use SmartConnect to automate expense reimbursements from HR and payroll systems
  • Import benefit cost allocations as general ledger (GL) entries in F&O
  • Use SmartConnect to push timesheet approvals into F&O for billing

Popdock Use Cases for HR and Payroll

  • Use Popdock to show & analyze headcount, turnover, and cost per department from F&O
  • Use Popdock for dashboards comparing labor cost to production output
  • Use Popdock to allow HR and finance collaboration over cost distribution

Analytics and Reporting

SmartConnect Use Cases for Analytics and Reporting

  • Use SmartConnect to extract only delta (changed) F&O records for performance
  • Use SmartConnect for scheduled F&O data syncs to reporting cubes

Popdock Use Cases for Analytics and Reporting

  • Use Popdock to view, access, and query F&O data that is archived to Azure Data Lake or SQL DB
  • Use Popdock to query F&O and legacy ERP data together post-migration
  • Build self-service Popdock lists for department heads using F&O OData feeds
  • Use Popdock for cross-company comparisons (sales, profit, AP, etc.)
  • Use Popdock API’s that query F&O data to populate external BI dashboards automatically
  • Use Popdock embedded in Microsoft Teams or portals for F&O data visibility
  • Combine F&O financial data with CRM pipeline metrics in Popdock
  • Use Popdock for “quick query” reporting when Power BI is overkill

Migration and Multi-Company

SmartConnect Use Cases for Migration and Multi-Company

  • Use SmartConnect to synchronize F&O master data with subsidiary ERPs
  • Use SmartConnect to consolidate F&O data from multiple tenants

Popdock Use Cases for Migration and Multi-Company

  • Use Popdock to access legacy AX data without keeping the old system online
  • Use Popdock for combined lists of open orders across multiple F&O companies
  • Use Popdock for side-by-side comparisons of legacy and F&O data
  • Use Popdock for post-migration validation dashboards
  • Use Popdock to build “intercompany matrix” dashboards for shared services

Portals and Collaboration

SmartConnect Use Cases for Portals and Collaboration

  • Use SmartConnect to push order or invoice data into customer self-service sites
  • Trigger SmartConnect automations based on F&O business events (new PO, posted invoice)
  • Use SmartConnect to post Teams messages when critical F&O transactions occur
  • Use SmartConnect to push compliance reports to external auditors

Popdock Use Cases for Portals and Collaboration

  • Use Popdock to allow partners limited real-time access to F&O data
  • Use Popdock to surface KPIs for executives directly in Teams
  • Use SmartConnect to feed F&O data into ServiceNow for operational tracking
  • Use Popdock for quick access lists (e.g., top vendors, customers, items)
  • Use Popdock for embedded data in Power Apps built on top of F&O

eOne iPaaS+ and Dynamics 365 Finance & Operations

With SmartConnect and Popdock, you can transform how your team works with Dynamics 365 Finance & Operations data. If you need to access historical data or integrate F&O with your other platforms, the eOne iPaaS+ has you covered.

When everyone from accountants to warehouse managers can create the custom reports they need without code, your entire organization benefits. Request a demo and take control over your integration and automation needs today.