Streamlined Workflow
Centralize your project management and accounting information to reduce time spent navigating multiple systems and create a more streamlined workflow.
INGENIOUS.BUILD and Microsoft Dynamics 365 Finance & Operations Integration
Why INGENIOUS.BUILD and Microsoft Dynamics 365 Finance & Operations?
Time and Cost Savings
Automating data transfer saves significant time previously spent on manual data entry and verification, reducing overall administrative costs.
Reduced Errors
Manual data entry often introduces human error. Automating data sync ensures far greater accuracy and reliability across both systems.
Better Vendor Management
Synchronizing vendor data across systems enhances management of vendor relationships—from contract negotiation to payment—boosting overall efficiency in vendor management.
Enhanced Communication
Shared access to information enables real-time communication between teams, fostering a more collaborative and efficient work environment.
Improved Decision- Making
Access to real-time, synchronized information enables more informed and timely decision-making.
How it works?
Once the integration is established and fields are mapped between INGENIOUS and Microsoft Dynamics 365 Finance & Operations, Invoices, Change Orders, Budgets, and Contracts within INGENIOUS can be synced to Finance & Operations. When invoices are paid or rejected in Finance & Operations, their statuses will automatically update in INGENIOUS, keeping your project financials up to date in real-time.
| INGENIOUS.BUILD | Data Flow | Microsoft Dynamics 365 Finance & Operations |
|---|---|---|
| Invoices | syncs to | Vendor Invoices |
| Invoice Status | is synced from | Vendor Payments |
| Accounting Cost Codes | is synced from | Project Categories |
| Projects | is synced from | Projects |
| Companies | is synced from | Vendors |
| General Ledger | is synced from | Main Accounts |
| Change Orders | syncs to | Change Orders |
| Budget | syncs to | Original Budget |
| Budget Changes | syncs to | Budget Revisions |
| Contracts | syncs to | Purchase Orders |
FAQ
Are you adding more functionality to this integration?
We are continuously evaluating and adding new fields to our integrations. If you have a critical field you need added in order to make this integration function, please reach out to our Integrations team at integrations@ingenious.build.
How often does the integration process information?
Information within INGENIOUS.BUILD is updated when the integration is first established, and thereafter, all data is refreshed every 4 hours.
Are there any notable unsupported items with this integration?
Tax Categories, Purchase Orders, and Materials Tracking are not supported by this integration.
Will the integration sync previous project data?
Projects, Companies, and Cost Codes can be linked between INGENIOUS.BUILD and Microsoft Dynamics 365 Finance & Operations regardless of their start date. However, only new invoices, budgets, contracts, and change orders will be synced.