Email:
info@telic.digital
Phone:
0303 666 5438
Email:
info@telic.digital
Phone:
0303 666 5438
Microsoft Dynamics AP Automation involves establishing a consistent connection between your accounts payable automation solution and your enterprise resource planning (ERP) system. This integration ensures smooth data flow, simplified invoice processing, improves financial management, and supports overall business operations.
Microsoft Dynamics AP Automation delivers RESTful APIs, including the Common Data Service (CDS) API, for integrating with external applications such as AP Essentials.
AP Automation has the capability to exchange data with Dynamics 365 through API endpoints, allowing for real-time data transfer.
Integration platforms such as Azure Logic Apps, Power Automate, or third-party tools like Dell Boomi or MuleSoft can be utilised to facilitate the integration process.
These platforms manage data transformations and error handling and ensure effective communication between both systems.
Invoices processed through AP Essentials are automatically synchronised with Dynamics 365’s Accounts Payable module.
This includes data such as the invoice number, date, vendor details, line items, amounts, and payment terms.
Vendor data and purchase orders (POs) can be retrieved from Dynamics 365 to AP Essentials for matching and validation during invoice processing.
The integration should support real-time or near real-time data synchronisation, ensuring that any changes in Dynamics 365, such as vendor updates, are reflected in AP Essentials and vice versa.
OAuth 2.0 is commonly used to authenticate API calls between AP Essentials and Dynamics 365, ensuring secure access to data.
Azure AD can be used to manage user permissions and authentication across both AP Essentials and Dynamics 365.
Data transferred between AP Essentials and Dynamics 365 should be encrypted using HTTPS/TLS to protect sensitive financial information.
Integration should include robust error logging mechanisms to capture and log any issues during data transfer.
Logs can be stored in Azure Log Analytics or a similar platform for further analysis.
Implement a retry mechanism to handle quick errors during API calls or data synchronisation.
You might have to align custom fields from AP Essentials with Dynamics 365 entities based on your business requirements.
Set up workflows in Dynamics 365 to manage data coming in from AP Essentials, including initiating invoice approval processes.
Support for batch processing can be configured to handle large volumes of invoices or vendor data, reducing system load during peak times.
Integrating AP Essentials with Dynamics 365 allows for unified financial reporting. Data from both systems can be combined for comprehensive analytics.
You can import data from AP Essentials and Dynamics 365 into Power BI to create advanced data visualisations and gain insights.
Integration is constructed on a scalable infrastructure, like Azure, to manage growing data volumes as the business expands.
You can consistently monitor API performance, data synchronisation times, and system load to ensure smooth integration performance.
The two systems record all transactions to comply with financial regulations.
AP Essentials Integration adheres to the applicable financial regulations such as GDPR, SOX, and any others that are specific to your region.
Conduct integration testing in a sandbox environment to guarantee that all components collaborate flawlessly before the final launch.
Employ CI/CD practices for managing the deployment of updates and new features for the integration.
Adding automation with Microsoft 365 will enable any business to simplify and automate its Accounts Payable processes. Through this integration, you can carry out effective management with visibility across all financial activities. This means enhanced productivity and increased accuracy while processing accounts payable tasks, such as processing invoices, approving payments, and performing financial reconciliations. The business attains the capability of streamlining AP workflows for better financial management in their Dynamics 365 environment.
