Integration · Connector available
Microsoft Dynamics 365 integration
Organisations on Dynamics 365 Business Central or Finance & Operations.
What is exported
Protocol: Microsoft Entra ID OAuth2 client credentials; Business Central API by default, Finance & Operations OData when an environment URL is supplied
Credentials: Tenant ID, client ID and client secret, plus an optional environment URL and company, entered by the buyer. The connection test performs a live read of the Business Central companies API.
Test mode: When no credentials are configured, an export completes in test mode: it returns a placeholder document number and does not contact the ERP. Live exports require the buyer's own credentials.
Field mapping
How Complyra's canonical purchase-order fields map to this system, as implemented in the connector.
| Complyra field | Microsoft Dynamics 365 field |
|---|---|
| vendor | VendorAccountNumber |
| company | dataAreaId (legal entity) |
| line items | PurchaseOrderLinesV2 (F&O) child records |
| currency | CurrencyCode |
Setting it up
- Open ERP Integrations in the buyer dashboard and choose Microsoft Dynamics 365.
- Enter your own connection details. Complyra stores them encrypted and never uses shared credentials.
- Run the connection test. Status reflects a real check, never an assumed success.
- Accept a quotation, create the purchase order and export it. The export status and document number are recorded on the order.
Purchase orders that match the quotation
The order carries the accepted quotation's fields unchanged into your ERP.