Connect Microsoft Dynamics 365 Finance and Operations to all your systems, including legacy programs, cloud apps, and AI experiences.
Microsoft Dynamics 365 Finance and Operations Integration: Physical, Virtual, and AI-ready
Utilize Best-in-Class Apps Across Departments
The average enterprise-level company runs over 100 SaaS applications, with each department choosing the best apps for its workflows. Sales works with Salesforce, marketing works in HubSpot, the e-commerce team uses Shopify, and they all use ChatGPT for AI automation. When your data is scattered across dozens of systems, silos form and workflows break down.
eOne’s AI-ready iPaaS eliminates those gaps by unifying your data around Microsoft Dynamics 365 Finance and Operations, giving your organization a connected foundation that’s ready for whatever automation comes next.
Connecting Your Finance Systems—No Code Required
No matter what’s in your tech stack (Salesforce, Shopify, Workday®, ADP®, Procore, Google Sheets, Zoho CRM, Stripe, Concur, or a combination of them all), we make it simple to connect everything to Dynamics 365 F&O. Business users can build and manage integrations in minutes, no developer required.
Instant Data Access with Virtual Integration
Stop copying and pasting data between systems. With virtual integration from eOne Solutions, your data stays in one place while remaining instantly accessible inside Dynamics 365 F&O whenever you need it. This ensures no duplication, no delays, and real-time visibility across your organization.
AI-Ready for Future Connections
As AI tools become a bigger part of how businesses operate, eOne Solutions is ready to keep you connected. From LLMs and analytics engines to automation bots, our platform integrates your AI tools and brings insights directly into Dynamics 365 F&O, without disrupting your workflows or needing a developer.
Scale with Ease as Your Business Evolves
Whether you’re connecting five systems or fifty, the eOne iPaaS is built to grow alongside you. As your business expands, your integrations expand with it without you having to rebuild from scratch. SmartConnect, Popdock, PopdockAI, and DataBlend are all designed with scalability in mind, so you’re never starting over.
The Data Visibility You Deserve
Use Case #1: AI Integration
Integrate Dynamics 365 F&O with your AI Client
Connect Dynamics 365 F&O to any AI client and put your data to work. Using natural language prompts, you can analyze data, generate reports, and automate file updates, saving you time and money without writing a single line of code.
- Generate fully formatted presentations with commentary and analysis in minutes.
- Pull data from multiple systems and let PopdockAI handle the rest.
- Streamline reconciliation by pulling data across systems and using prompts to compare and sync it.
- Query your CRM data and take action through a simple conversational interface.
Use Case #2: Virtual Integration
Real-Time Visibility into External Data
See what’s happening across your business without ever leaving Dynamics 365 F&O. By bringing external app data directly into your workflow, you can streamline operations and make faster, more informed decisions.
Finance teams can view live inventory from your warehouse management system and real-time shipping statuses from your logistics app, all from within Dynamics 365 F&O, giving them the full order context needed to reconcile payments without bouncing between applications.
- Minimize the read-only license costs for other applications.
- Gain in-depth order visibility in one centralized view.
- Search, filter, and act on external data without leaving Dynamics 365 F&O.
- Speed up your quote-to-cash cycles.
Use Case #3: Virtual Integration
Integrate Dynamics 365 F&O with your CRM
Give your sales team the data they need, right where they already work. With eOne’s virtual integration, live Dynamics 365 F&O data, like order status, inventory levels, pricing, and customer history, is embedded directly into your CRM. No batch syncing, duplication, or app switching required.
- Cut down on errors caused by manual data entry or incomplete information.
- Eliminate costly extra licensing for sales and service users.
- Equip reps with complete customer context for more productive conversations.
- Get virtual integrations up and running in minutes, not months.
Dynamics 365 F&O Use Cases
Limitless Integration Opportunities
Connect Dynamics 365 F&O to all your applications to break down communication silos within your team. Empower your team to make better business decisions by creating efficient workflows and automating your processes.
Use Cases by App
Dynamics 365 F&O + Claude
Integrate Claude and Dynamics 365 F&O to enable powerful AI-driven queries and action on your financial data.
Dynamics 365 F&O + OpenAI
Automate data input, schedule transfers, and manage finance tasks with an OpenAI and Dynamics 365 F&O integration.
Dynamics 365 F&O + Gemini
Enable AI-driven automation for your finance team when connecting Dynamics 365 F&O and Gemini.
Dynamics 365 F&O + Salesforce
Sync Dynamics 365 F&O and Salesforce for real-time alignment between your finance and sales teams.
Dynamics 365 F&O + HubSpot
Integrate Dynamics 365 F&O and HubSpot to keep your customer records and qualified leads in sync.
Dynamics 365 F&O + Microsoft Excel
Synchronize bulk changes from Excel into Dynamics 365 F&O, maintaining data consistency across systems.
Dynamics 365 F&O + Adobe Commerce
Automatically push Adobe Commerce order details to Dynamics 365 F&O for streamlined eCommerce fulfillment.
Dynamics 365 F&O + Zendesk
Transfer Zendesk support ticket summaries into Dynamics 365 F&O to provide finance teams with more visibility into customer issues.
Dynamics 365 F&O + Stripe
Link Stripe payment records with Dynamics 365 F&O customer accounts to make subscription billing easier.
Dynamics 365 F&O + SAP Concur
Transfer Concur expense reports into Dynamics 365 F&O automatically to speed up expense reconciliation and improve accuracy.
Dynamics 365 F&O + Docparser
Import extracted vendor invoices from Docparser into Dynamics 365 F&O for quicker and more accurate accounts payable workflows.
Dynamics 365 F&O + Teamwork
Sync Teamwork timesheets into Dynamics 365 F&O automatically to ensure accurate time tracking while enabling quicker billing cycles.
Dynamics 365 F&O + ShipStation
For more accurate and on-time order fulfillment, sync Dynamics 365 F&O to ShipStation.
Dynamics 365 F&O + Dropbox
Save time by reducing app switching and manual file transfers when accessing Dropbox documents directly in Dynamics 365 F&O.
Dynamics 365 F&O + Mailchimp
Sync customer and lead data between Dynamics 365 F&O and Mailchimp to streamline targeted email marketing campaigns.
Dynamics 365 F&O + NetSuite
Transfer financial records from NetSuite into Dynamics 365 F&O automatically for consolidated financials with enterprise-wide visibility.
Dynamics 365 F&O + ConnectWise
Push financial data from ConnectWise into Dynamics 365 F&O for accurate revenue and financial reporting.
Dynamics 365 F&O + LearnWorlds
Sync contact details between Dynamics 365 F&O and LearnWorlds to streamline onboarding efforts.
Dynamics 365 F&O + Workday®
Sync Dynamics 365 F&O transaction records into Workday® Adaptive Planning for more dynamic and accurate financial analysis.
Dynamics 365 F&O + Procore
Transfer project financials from Procore into Dynamics 365 F&O to centralize accounting in your core ERP.
NetSuite + API
Deliver Dynamics 365 F&O data to AI and data engineering teams via secure, quickly provisioned API endpoints.
Use Cases by Business Process
Sales Ops
Send lead data from your web forms, calls, and chats directly into Dynamics 365 F&O and sales platform.
Customer Success
Send customer satisfaction scores from support apps to Dynamics 365 F&O so your team can flag high-risk accounts and expansion opportunities.
AI Context
Provide historic sales data and current Dynamics 365 F&O data to the AI tools of your choice. Utilize analysis and predictions to populate dashboards and power smarter agentic AI.
Inventory Management
Manage stock in real time by connecting Dynamics 365 F&O with your warehouse scanners and shipping software.
Finance + Billing
Surface real-time subscription and usage data from your billing platform directly in Dynamics 365 F&O without custom development.
Virtual Collaboration
Trigger Slack or Teams messages from Dynamics 365 F&O changes or bring in project status data from tools like Asana or Linear.
Turn Microsoft Dynamics 365 Finance & Operations into a
Powerful Data Hub
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Connect Dynamics 365 F&O to any AI Client
Controlled Data Exposure
Share only the data you choose, and nothing more. eOne’s iPaaS lets your teams make business app data available to AI models while keeping governance and compliance fully intact. Fine-grain access controls ensure sensitive data stays protected, no matter which department or platform is involved.
Built for Any LLM
eOne’s platform takes data from any application, like Dynamics 365 F&O, Salesforce, Shopify, and more, and delivers it in a structured, business-ready format to any LLM environment that accepts an MCP. Whether your team is using Claude, OpenAI, Perplexity, or another AI client, your output stays accurate, relevant, and actionable. Your data, ready for the AI you choose.
Real-Time Context
Stale data and batch delays are a thing of the past. eOne’s MCP server creates a live connection between your business apps and any LLM that accepts an MCP connection, so your AI is always working with current information.
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Your Data, on Demand
Virtual Integration
The eOne iPaaS is the leading virtual integration tool built for Dynamics 365 F&O. Your data stays exactly where it is, while being surfaced to users in whatever platform they’re using.
Data Harmony
Let users interact with all company data as if it lives in a single system, without the overhead of moving it. Redundancy is eliminated, and consistency is maintained across every application.
Real-Time Reporting for Dynamics 365 F&O
Outdated data has no place in critical business decisions. Keep decision-makers equipped with the most current information available, and all your systems aligned through real-time reporting.
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Effortless Dynamics 365 F&O Integration
Seamless Financial Data Exchange
eOne’s iPaaS supports flexible integrations across CRM, ERP, eCommerce, databases, marketing automation tools, cloud storage, and more. Whether you’re connecting Salesforce, Shopify, HubSpot, or a custom-built application, eOne ensures smooth, reliable data exchange across your entire tech stack.
Your Financial Data Stays Where It Is
Traditional integration tools often require data duplication or heavy infrastructure changes. The eOne iPaaS takes a different approach: virtual integration. Virtual integration keeps your data in its original location while making it accessible wherever your teams need it, reducing redundancy without sacrificing availability.
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Scales with You
Evolve as you Grow
Whether your organization is just getting started or growing fast, eOne’s iPaaS is built to keep up. As data volumes increase, new integrations are added, and workflows evolve, our platform adapts, ensuring you always have the connectivity your business demands.
Easy Integration Expansion
Adding new systems and data fields is straightforward with eOne’s user-friendly interface. Expand your integrations as your business needs change, with minimal coding and no disruption to existing workflows.
Real-Time, Customized Reporting for Dynamics 365 F&O
eOne’s iPaaS supports deep, flexible reporting that aligns with your unique processes, logic, and data flow requirements. Unlike rigid, pre-built integrations, our solution gives businesses the freedom to configure reporting exactly the way they need it.
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Data Intelligence Without
the Overhead
- All Your Systems in One Unified Platform.
Forget one-off connectors. Build a long-term strategy and connect your ERP, CRM, support, eCommerce, AI, marketing, databases, and more in one central platform.
- Real-Time Reporting
Your dashboards should reflect real-time data. Get live data into Dynamics 365 F&O for dynamic reporting and decision-making with virtual integration from the eOne iPaaS.
- Designed for Real Users
With the eOne iPaaS, your business teams can own integration without waiting on IT, so your team can execute faster with fewer bottlenecks. Drag, drop, done.
- Customized Solutions Tailored to You
With eOne’s iPaaS, you’re never stuck with off-the-shelf workflows that don’t fit your needs. Tailor every integration to fit your business rules, approval chains, and custom fields.
Delivering a Microsoft Dynamics 365 Finance & Operations Growth Strategy
Celigo? Workato? Boomi? They sell tools.
We help you build a connected business strategy.
- End-user freedom, IT-approved structure
- Mid-market cost, enterprise capability
- Real-time, not batch-sync
- Virtual + physical + AI-ready integration
Customized Solutions Without Breaking the Bank
Take advantage of powerful customization capabilities without the expensive price tag with eOne’s Dynamics 365 F&O integration solutions.
More value with less spend
eOne’s iPaaS delivers deep, enterprise-level flexible functionality at 25-50% lower cost than comparable platforms.
Smarter licensing power
Avoid the expensive read-only user licenses for Dynamics 365 F&O or connected apps with our powerful virtual integration.
No developers needed
Enable your team to build, deliver, and maintain custom integrations without the need to hire a developer or rely on expensive outsourced help.
Client Review
Without the SmartConnect integration and automation between systems, we would’ve had to add at least two full-time salaries to our accounting team.
Ready to Make Microsoft Dynamics 365 Finance & Operations the Smartest System in Your Stack?
Let’s build a strategy, not just another connector.