Integration with Dynamics 365 for Finance and Operations

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review Summary of what’s new. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy). For detailed information about our products, visit the Customer Engagement documentation.

This integration allows for master data (account, product, and pricelist) and work order data to be pushed to sales orders when work orders are marked as closed. It also offers warehouse, purchase order, and invoice integration.