Unified APIs / Microsoft Dynamics 365 Integration

Unify Your Connected Operations with Microsoft Dynamics 365 API Integration

Connect Microsoft Dynamics 365 with commerce, CRM, finance, supply chain, logistics, compliance, and reporting systems using the Taxilla Microsoft Dynamics 365 Connector with real-time, two-way synchronization and zero custom code in your ERP.

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Explore ERP Data. Discover What You Can Automate.

Select a Microsoft Dynamics 365 ERP module to see the datasets and documents Taxilla can ingest, standardize, and make available to your business applications and solutions.

Accounts Receivable

Customer, invoice and receivable data used to automate revenue and compliance processes.

Datasets / Documents Involved

Customer Master Customer accounts, addresses, tax registrations
AR Invoices Invoices, line items, taxes, payment terms
AR Payments & Applications Receipts, applied amounts, payment status
Credit Memos & Adjustments Credits, returns, adjustments and write-offs
Sales Orders Order headers, lines, quantities and pricing
Tax Details Tax codes, taxable amounts and tax transactions

Business Solutions

Accounts Payable

Supplier, purchasing and payable data used to streamline invoice and payment operations.

Datasets / Documents Involved

Vendor Master Supplier profiles, tax details and payment information
AP Bills Vendor invoices, line items, taxes and due dates
AP Payments Payments, payment references and settlement status
Purchase Orders PO headers, lines, quantities and pricing
Receipts Goods receipts and receipt quantities
Debit / Credit Adjustments Vendor credits, debits and adjustments

Business Solutions

General Ledger & Finance

Core accounting data that feeds close, consolidation, planning and reporting workflows.

Datasets / Documents Involved

General Ledger Transactions Journal entries, account codes, debit and credit amounts
Chart of Accounts Account hierarchy, account types and mappings
Trial Balance Opening, movement and closing balances
Journal Entries Manual, automated and adjustment journals
Financial Periods Fiscal calendars, periods and close status
Cost & Profit Centers Dimensions used for financial analysis

Business Solutions

Intercompany

Cross-entity transaction data used to reconcile, eliminate and consolidate intercompany activity.

Datasets / Documents Involved

Intercompany Invoices Cross-entity billing and invoice transactions
Intercompany AR / AP Due-to / due-from balances and open items
Intercompany GL Entries Cross-entity journal postings
Cost Allocations Shared-service costs, drivers and allocation results
Revenue Allocations Revenue distribution and cross-entity allocations
Elimination Entries Intercompany elimination and consolidation adjustments

Business Solutions

Tax & E-Invoicing

Tax and transaction data required for e-invoicing, indirect tax compliance and regulatory processes.

Datasets / Documents Involved

Tax Transactions Taxable values, tax amounts and tax codes
Tax Codes & Rates Applicable tax categories, rates and mappings
Sales & Purchase Invoices Transaction-level invoice and tax information
Customer / Vendor Tax IDs GST, VAT and other registration details
Credit / Debit Notes Adjustments affecting taxable transactions
Jurisdiction & Entity Data Legal entities, countries and tax jurisdictions

Business Solutions

Budgeting & Planning

Actuals, budgets and operational dimensions used to create a governed planning and forecasting foundation.

Datasets / Documents Involved

Budget Data Budget amounts by account, entity, period and dimension
Actuals Actual financial performance from the GL
Forecasts Forecast values and revisions
Departments & Cost Centers Organizational planning dimensions
Revenue Data Revenue by product, customer, channel or entity
Expense Data Operating expenses by account and dimension

Business Solutions

Assets, Operations & ESG Data

Operational and financial source data that can support sustainability and enterprise reporting requirements.

Datasets / Documents Involved

Fixed Assets Asset master, depreciation and asset classifications
Supplier Spend Vendor spend and procurement-related data
Energy / Utility Data Consumption and operational activity data where available
Expense Transactions Expense categories and supporting financial values
Entity & Location Data Sites, legal entities and geographic dimensions
Supporting Documents Invoices, receipts and source evidence

Business Solutions

Your ERP Is Customized. Your Integration Doesn't Have to Be.

Integrate with any ERP structure without changing your existing system.

Financial Operations

Handle Any ERP Customization

Connect with standard or customized ERP environments.

Financial Close Consolidation & Planning

Load First. Transform Later

Load data as-is and transform it when needed.

Financial Close Consolidation & Planning

Transform to Your Standard

Normalize data across ERP versions and schemas.

Financial Close Consolidation & Planning

Deliver Data Your
Way

Return data in your application's required format.

Try Load & Transform

Connect your ERP data, transform it to your required format, and see the results without changing your source system.

Transforming Operations with Measurable Results

Enterprises achieve significant results with Taxilla's Microsoft Dynamics 365 ERP Integration Platform.

80%

Reduction in Manual Effort

99%+

Data Accuracy Across Systems

70%

Faster Financial Processing & Workflows

50%

Lower Integration Costs

90%

Faster Reconciliation & Financial Close

Real-time

Business Visibility & Insights
Our Partnership
Official Technology Partnership for Connected Enterprise Operations

Connect Microsoft Dynamics 365 with your business ecosystem through one unified integration platform.

Technology-Partnership2

Official Technology Partnership

Official Microsoft Dynamics 365 integration

Pre-Built Connector

Ready-to-use Microsoft Dynamics 365 connector

Unified API Integration

One API for seamless connectivity

Real-Time Synchronization

Keep business data up to date

Secure Data Exchange

Secure, compliant data transfer

Workflow Automation

Automate repetitive business processes

Centralized API Monitoring

Monitor integrations in one place

Start Building with the Taxilla Microsoft Dynamics 365 Connector
API Resources

Access Microsoft Dynamics 365 Data with Taxilla Microsoft Dynamics 365 Connector

Build integrations faster with Taxilla's pre-built Microsoft Dynamics 365 APIs to read, write, and synchronize data in real time.

Finance & Accounting

• General Ledger • Accounts Payable • Accounts Receivable • Journal Entries • Fixed Assets • Budget Management

Customers & CRM

• Customer Accounts • Contacts • Leads • Opportunities • Activities • Customer Cases

Sales & Order Management

• Sales Orders • Quotations • Sales Invoices • Sales Returns • Order Lines

Procurement & Vendor

• Purchase Orders • Vendor Master • Vendor Invoices • Vendor Payments

Product & Inventory

• Product Master • Item Master • Inventory Items • Warehouses • Inventory Transactions • Stock Transfers

Supply Chain & Warehouse

• Shipment Orders • Delivery Orders • Warehouse Operations • Picking Lists • Packing Slips

Projects & Operations

• Projects • Project Tasks • Resource Assignments • Time Entries • Project Expenses

Human Resources

• Employees • Departments • Organizational Units • Leave Records

Commerce

• Product Catalog • Pricing • Customers • Online Orders • Promotions
View all API Endpoints

Connect your Microsoft Dynamics 365 data, explore the APIs, and make your first API call with Taxilla.

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Frequently asked questions
What is the Taxilla Microsoft Dynamics 365 Connector?
A pre-built connector that integrates Microsoft Dynamics 365 with marketplaces, CRM, payment gateways, logistics, finance systems, and custom applications using the Taxilla Microsoft Dynamics 365 Connector.