Dynamics 365 Finance & Operations

Learn about our Dynamics 365 Finance & Operations integration

Limited release

Codat's Dynamics 365 Finance & Operations integration is currently in limited release. Reach out to your Account Manager or Customer Success Manager to enable it.

Leverage actionable insights of our Spend Insights based on the accounting data from our Dynamics 365 Finance & Operations (F&O) integration.

Dynamics 365 F&O is a cloud-based enterprise resource planning (ERP) solution that covers key supply chain and finance operational processes.

Getting started

No setup is required to start using Dynamics 365 F&O. Reach out to your Account Manager or Customer Success Manager to enable the integration and invite your customers to connect their data.

Enable the Dynamics 365 F&O integration

If you need to manage the integration, navigate to Settings > Integrations > Accounting to view the Accounting integrations page in the Codat Portal.

There, locate Dynamics 365 Finance & Operations and use the toggle to manage the integration. Alternatively, click Manage to view the integration's settings page and use the toggle from there.