Microsoft Dynamics 365

Connect Microsoft Dynamics 365

For many companies Dynamics 365 Sales runs the whole sales machine: accounts, contacts and opportunities in a tight process. But once an opportunity is won, the customer still has to be entered as a debtor in your books and an invoice has to be raised. Schakel brings your accounts across as relations and won opportunities across as invoices, so the bridge between Dynamics and finance is not rebuilt by hand every time.

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Microsoft Dynamics 365

What travels with Microsoft Dynamics 365

  • Accounts as relations

    Every account behind an opportunity becomes a relation in your accounting, with address and VAT number. Existing relations are matched by name or number.

  • Won opportunities as invoices

    A won opportunity, with its products or lines, can land as an invoice with VAT in your books.

  • Value and ledger

    The opportunity value carries over and lands on the ledger you choose, so revenue per business unit reconciles.

Why connect Microsoft Dynamics 365

  • The Dynamics-to-finance bridge without manual work.
  • Accounts and relations stay clean and free of duplicates.
  • Revenue per business unit reconciles in the ledger.
  • Sales works in Dynamics, finance in the books.

How it works

  1. 01

    Connect Dynamics 365

    Connect Dynamics 365 to Schakel through its API. You build no flows or plug-ins inside Dynamics.

  2. 02

    Decide what books

    Choose which opportunities produce an invoice and on which ledger and VAT rate they land.

  3. 03

    Won deals post through

    As soon as an opportunity is won, the relation and invoice are ready in your books.

Microsoft Dynamics 365, common questions

Can I connect Microsoft Dynamics 365 to my accounting?

Yes. Request this connector and get access; your accounts and won opportunities from Dynamics 365 are then placed in your accounting as relations and invoices.

Does this work with my custom fields in Dynamics?

Yes. You decide which fields flow to the invoice and relation, so your own setup is preserved.

Which accounting can I connect to?

Dynamics 365 can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.

A Microsoft Dynamics 365 connection you do not see here?

Tell us which system Microsoft Dynamics 365 should connect to. Request it and you get access; you hear from us within 24 hours.