How to Set up an Integration to Dynamics 365 Finance and Operations

Learn how to set up an integration to Dynamics 365 Finance and Operations in this step-by-step tutorial.

In this video, we walk through configuring your target connection, selecting companies, and adding service endpoints—including how to work with child endpoints for header and line-level data. You’ll also learn how to manage key settings like parallel processing, handling blank values, and running integrations to file.

We’ll finish by covering the Integration tab, where you map your source to target data, enable updates or deletes, and finalize your setup with confidence. If you'd like to reach the documentation that goes with this, click here.