Customising Dynamics 365 for Financials Using Extensions
You can change Financials by installing extensions that add functionality, changes behavior, or gives you access to new online services, for example. When you first launch Financials, some extensions are already installed for you. Over time, more extensions will be made available to you, and you can then choose if you want to use the extension or not.
For example, Microsoft provides an extension that provides integration with PayPal Payments Standard. This extension is installed by default. But if another extension is made available that offers integration with another payment service, you can install the new extension and then choose which of the two services to use.
You manage the extensions in the Extension Management window. You can access this window from Home. Alternatively, choose the Search for Page or Report icon in the top right corner, enter Extension, and then choose the related link.
If you think you should have access to an extension but you cannot find its functionality, check the Extension Management window - if the extension is not listed there, you can install it as described in the following section.
Installing an Extension
You can get new extensions from the marketplace at AppSource.microsoft.com. Here, you can see all available extensions for Financials, and you can get apps, extensions, and content packs for other Microsoft products. Set the relevant filters, take a look at the information for each extension, and get an extension for your Financials.
Sign in to AppSource.microsoft.com using the email account that you use for Financials. Use the same email account for other services and products for a smooth experience.
You can also get to the marketplace from inside Financials. In the Extension Management window, you can see the extensions that are currently installed, and you can open the Extension Marketplace page that shows the Financials extensions that are currently available in AppSource. If you choose the More apps link, you are taken to AppSource.microsoft.com.
When you install an extension, you might have to set it up, such as specifying an account for use with the PayPal Payments Standard for Financials extension. Other extensions simply add fields to an existing page, or they add a new page, for example.
If you uninstall an extension, and you then change your mind, you can install it again. When you uninstall an extension that you have been using, the data is preserved so that if you install the extension again, your data is still available.
Some extensions are provided by Microsoft, and other extensions are provided by other companies. All extensions are tested before they are made available to you, but we recommend that you access the links that are provided with each extension to learn more about the extension before you choose to install it.
Microsoft provides the following extensions:
- Dynamics GP Data Migration
- Envestnet Yodlee Bank Feeds
- Microsoft Pay
- PayPal Payments Standard
- QuickBooks Data Migration
- Sales and Inventory Forecast
- Ceridian Payroll
- Quickbooks Payroll File Import
- WorldPay Payments Standard
- GetAddress.io UK Postcodes
- QuickBooks Online Data Migration
- Accountant Portal
- Image Analyzer
New extensions are not available in AppSource immediately after we announce an update. You can keep an eye out for the extensions at AppSource.microsoft.com.
How to: Set Up the Envestnet Yodlee Bank Feeds Service
How to: Enable Customer Payment Through PayPal
Migrate Business Data from Other Finance Systems
Set up the GetAddress.io UK Postal Code extension
Financials Extensions by Other Providers
Welcome to Dynamics 365 for Financials