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The Board-Dynamics 365 connector connects Microsoft Dynamics 365 directly to the Board platform for planning, forecasting, and analytics. Financial and operational data from Dynamics 365 is automatically made available in Board, allowing you to plan faster and with more reliable figures.
The Dynamics 365 connector is a direct integration that automatically retrieves data from Microsoft Dynamics 365 and makes it available within Board.
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Automatic synchronization of general ledger and transaction data
Support for multiple entities and business units
Direct integration with Board's planning and reporting models
Technology is the foundation; the right experts deliver the real benefits.
A Dynamics 365 specialist thoroughly understands your chart of accounts and entity structure, and configures the integration so that Board reports always align with the source data.
Because the expert knows exactly which data takes priority, the system’s design allows you to switch instantly between current figures and the schedule.
The specialist’s careful testing and configuration of the integration prevents errors from occurring in the first place, so you spend less time validating data.
