Microsoft Dynamics 365 Integration

Ademero for Dynamics 365Intelligent Document Automation

Seamlessly integrate document management with Microsoft Dynamics 365. Automate AP processes, enhance CRM workflows, and streamline business operations with intelligent document processing.

Organizations using Microsoft Dynamics 365 for CRM, ERP, and business operations require seamless document management integration that eliminates manual data entry, ensures document accessibility within Dynamics workflows, and maintains data synchronization between systems without custom development efforts that strain IT resources and create maintenance burdens when Microsoft releases platform updates.

Supported Dynamics 365 Modules

Comprehensive integration across all major Dynamics 365 applications

Dynamics 365 Finance

Financial management and accounting integration

  • • AP/AR automation
  • • Financial reporting
  • • Budget management

Dynamics 365 Supply Chain

Supply chain and operations management

  • • Purchase orders
  • • Inventory docs
  • • Quality management

Dynamics 365 Sales

Sales and customer relationship management

  • • Lead documents
  • • Proposals
  • • Customer portals

Dynamics 365 Customer Service

Customer service and support integration

  • • Case documents
  • • Knowledge base
  • • Service contracts

Powerful Dynamics 365 Integration Features

Transform your business processes with intelligent document automation integrated directly into Dynamics 365.

ERP Integration

Seamlessly connect documents with your Dynamics ERP processes

CRM Document Management

Enhance customer relationships with integrated document workflows

Financial Document Processing

Automate financial document workflows with Dynamics Finance

Supply Chain Documents

Streamline supply chain operations with document automation

ERP Integration

Seamlessly connect documents with your Dynamics ERP processes

Key Capabilities:

Automatic invoice and purchase order processing
Real-time document sync with financial records
Approval workflows connected to ERP approval chains
Document archival with ERP transaction linking
Vendor and customer document management

Simple 4-Step Integration Process

Get your Dynamics 365 integration up and running quickly with our guided setup process.

1

Install Dynamics Connector

Deploy the Ademero connector package to your Dynamics environment

2

Configure Authentication

Set up secure authentication between Dynamics and Ademero

3

Map Data Fields

Configure field mappings between Dynamics entities and documents

4

Test Integration

Validate the integration with test transactions and documents

Real-World Use Cases

See how organizations leverage Dynamics 365 integration to transform their business processes.

Accounts Payable Automation

Automate invoice processing from receipt to payment approval in Dynamics

Key Benefits:

  • Automated invoice data extraction and validation
  • Three-way matching with POs and receipts
  • Approval workflows integrated with Dynamics
  • Exception handling and escalation processes
Customer Document Portal

Provide customers with self-service access to their documents through Dynamics

Key Benefits:

  • Secure customer portal integration
  • Real-time document access and status
  • Customer communication history
  • Service request document tracking
Contract Lifecycle Management

Manage contracts from creation to renewal within Dynamics workflows

Key Benefits:

  • Contract template management
  • Approval workflow automation
  • Renewal notification systems
  • Compliance tracking and reporting
Financial Reporting Automation

Generate and distribute financial reports with supporting documentation

Key Benefits:

  • Automated report generation
  • Supporting document compilation
  • Distribution workflow management
  • Audit trail maintenance

Dynamics 365 Integration Pricing

Choose the integration plan that fits your organization's Dynamics 365 requirements.

Dynamics Starter

Basic integration for small businesses

$25/user/month
  • Basic ERP document integration
  • Standard approval workflows
  • Up to 1,000 documents/month
  • Email support
  • Basic reporting
Most Popular
Dynamics Professional

Advanced features for growing organizations

$50/user/month
  • Full ERP and CRM integration
  • Advanced workflow automation
  • Up to 10,000 documents/month
  • Custom field mapping
  • Priority support
  • Advanced analytics
  • API access
Dynamics Enterprise

Complete solution for large organizations

Custom pricing
  • All Professional features
  • Unlimited document processing
  • Custom connector development
  • Dedicated integration support
  • SLA guarantees
  • Advanced security controls
  • Multi-environment support

What Our Customers Say

See how organizations are transforming their Dynamics 365 workflows with Ademero.

"The Dynamics integration has transformed our AP process. We've reduced invoice processing time by 75% and eliminated manual data entry errors."

Jennifer Rodriguez
Finance Director
Manufacturing Solutions Inc

"Our customer service team now has instant access to all customer documents directly in Dynamics. Resolution times have improved dramatically."

David Kim
Operations Manager
Global Services Corp

Ready to Transform Your Dynamics 365 Workflows?

Download our Dynamics 365 connector today and experience intelligent document processing within your existing ERP and CRM workflows. Full integration in under 30 minutes.