ERP · Microsoft

Dynamics 365 Finance & Operations integration services

Dynamics 365 Finance and Supply Chain Management (commonly called Finance & Operations or F&O) is Microsoft's enterprise ERP for larger organisations with multi-entity finance, manufacturing, warehousing, and distribution needs. Companies integrate F&O with Dynamics 365 Sales or other CRMs, eCommerce, transport and warehouse systems, and analytics platforms so that master data and transactions do not have to be maintained in several places. AIONDATA builds F&O integrations using OData data entities, the Data Management Framework (DMF) for bulk and recurring imports, custom X++ services, Dual-write where Dataverse is involved, and Azure Logic Apps or Integration Services when an iPaaS is preferred.

California-based leadership · Serving US and international teams

Dynamics 365 F&O
AIONDATAsync · MCP · rules
AI agentsClaude · ChatGPT · yours
CustomersOrdersInvoicesInventoryPaymentsTickets
Illustrative integration flow

Data

What we typically sync

  • 01Customers and Vendors (CustCustomerV3, VendVendorV2 entities)
  • 02Released products and product variants
  • 03Sales Orders and Sales Order Lines
  • 04Purchase Orders and confirmations
  • 05Customer and vendor invoices
  • 06On-hand inventory by site and warehouse
  • 07General journal and ledger transactions

Outcomes

Common Dynamics 365 F&O integration use cases

  • Sync accounts, contacts, and quotes between D365 F&O and Dynamics 365 Sales or Salesforce, going beyond Dual-write when custom logic is needed.
  • Push web and marketplace orders into F&O as Sales Orders and return shipment and invoice status to the storefront.
  • Build an MCP server so an AI agent can query F&O on-hand inventory, order status, and customer balances for sales and support staff.
  • Export ledger, sales, and inventory data entities to Azure Data Lake or a warehouse for consolidated reporting across entities.

AI agent access

Dynamics 365 F&O and AI assistants (MCP)

Official MCP server: available. Microsoft's Dynamics 365 ERP MCP server is generally available (Jan 27, 2026) with data, form and action tools; clients other than Copilot Studio pay 0.1 Copilot Credits per tool call.

Besides syncing Dynamics 365 F&O with your other systems, we can give Claude, ChatGPT or Microsoft Copilot controlled access to it through an MCP server: read-only tools first, write actions with approval steps, and every call logged.

Status checked September 26, 2026.

Dynamics 365 Finance & Operations integration FAQs

Which integration methods do you use for Dynamics 365 Finance & Operations?

For real-time record-level operations we use the OData endpoints on public data entities, authenticated via an Entra ID app registration. For high-volume or scheduled loads we use the Data Management Framework with recurring integrations or the package REST API, and for specialised logic we can write custom services in X++. Where the client also uses Dataverse, Dual-write may be part of the design.

How do you avoid performance problems on F&O?

OData on F&O is not designed for very large batch operations, so we route bulk loads through DMF, use change tracking for incremental extracts, and throttle real-time calls to respect the priority-based throttling that Microsoft applies. This keeps integrations from competing with users and batch jobs for resources.

Can an AI agent access Dynamics 365 F&O?

Yes. AIONDATA can build a custom MCP server that exposes selected F&O data entities and custom services as tools, so an AI agent can look up inventory, orders, and invoices, and create or update records only where your approval policy allows. The agent runs under its own app registration with scoped security roles.

Do you work with existing customisations and ISV solutions in F&O?

Yes. Most F&O environments have custom fields, extended entities, or ISV add-ons, and we map to those rather than only to the standard entities. We build and test in a sandbox environment (Tier-2 or above) before promoting to production through your release process.

Need Dynamics 365 Finance & Operations connected to something?

Tell us the other system and what needs to flow between them. You'll get an honest scope and timeline.

Please share the systems and workflow—not credentials or customer records. We’ll confirm API access, scope and next steps.

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Pravin BansalSravan Modugula

Bay Area roots. Enterprise experience.

Pravin’s experience includes Google and SmartBear. Sravan previously held leadership roles at JPMorgan Chase and First Republic Bank.

Meet the founders

San Francisco Bay Area, California

9110 Alcosta Blvd Ste H345, San Ramon, CA 94583

US-led delivery, with engineering in India. Supporting US and international organizations.
Prefer email? info@aiondata.io

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