Microsoft Dynamics 365 Integration with Documation Solutions
Integrating Documation with Microsoft Dynamics 365 gives you the power to streamline finance operations without changing the systems you rely on. When using Microsoft Dynamics 365, our solution fits seamlessly into your environment helping to automate workflows, reduce manual effort, and keep your data accurate and connected. The result? Faster processing, fewer errors, and full control over your finance function. Ready to see how it works? Book a demo today and experience how effortlessly Documation integrates with Dynamics 365.
Effortless Integration with Microsoft Dynamics 365
Documation is built to work hand-in-hand with Microsoft Dynamics 365, allowing you to automate finance processes without overhauling your systems. Our integration is quick to implement, low-maintenance, and designed to slot neatly into your existing setup so your teams can start benefitting from automation right away.
What gets connected?
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Supplier records and nominal ledger codes directly from Dynamics
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Updates on invoice approvals and statuses
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Authorised transactions back into your Dynamics environment
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Consistent, connected workflow between Documation and Dynamics
We configure the integration to match the way your organisation works, making it easy to deploy with minimal technical effort and maximum peace of mind.
Ready to find out how our finance solutions can help you?
Why Integrate Documation with Microsoft Dynamics 365?
Our Microsoft Dynamics 365 integration brings powerful finance automation using your existing ERP without the disruption, complexity, or steep learning curve.
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Accelerated Approvals
Speed up invoice handling and approval cycles with streamlined digital workflows.
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Less Manual Work
Remove repetitive tasks like data entry, matching, and reconciliation from your day-to-day.
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Live Financial Insight
Gain instant visibility over transactions, approvals, and spend, complete with full audit trails.
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Improved Accuracy
Automated validation ensures consistency, reduces duplication, and improves financial accuracy.
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Compliance Made Easy
Apply approval structures and policy rules consistently across your organisation.
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Flexible & Scalable
Whether you operate from one site or many, our solution grows with you and adapts to your Dynamics environment.
Proven Results: Smarter AP at Scale with Documation + Weetabix
Weetabix partnered with Documation to streamline its invoice management process and gain greater control over AP performance. By implementing our automation solution, the business reduced reliance on paper, improved process visibility, and enabled detailed reporting through Power BI. The result was a more efficient, transparent finance function able to track invoice progress, reduce delays, and make faster, data-driven decisions.
Automate Core Finance Tasks with Confidence
Once integrated with Microsoft Dynamics 365, Documation automates time-consuming, manual finance processes so your team can focus on what matters.
Works Seamlessly with Your Version of Microsoft Dynamics
Our integration supports a wide range of Dynamics 365 editions, including Dynamics 365 Finance, Business Central, Supply Chain Management, and legacy on‑premise modules like AX, GP, NAV and even older setups. We’ll match the connection method to your system, whether API, file‑based or web services, ensuring a smooth, secure link between Documation and your existing finance environment.
Not seeing your version listed? Get in touch! We support most Dynamics 365 environments.
End-to-End Support You Can Rely On
From initial planning through to go-live and beyond, our experienced team is with you every step of the way. We take care of the technical setup, provide comprehensive training and documentation, and offer ongoing support, ensuring your finance team is equipped, confident, and ready to get the most from your automation solution.
Flexible Integration That Fits Around Your Infrastructure
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On-Premise Integrations
Still running Microsoft Dynamics on local servers? No problem. Documation integrates securely with on‑premise Dynamics environments without disrupting your internal network. We work closely with IT teams to deliver secure, compliant integrations that meet strict infrastructure and data governance requirements.
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Customer-Led Integrations
Have your own internal developers or an IT partner? No issue. Our platform is flexible and open, so if you prefer to manage the integration, we’ll supply all the technical documentation, support, and guidance you need to make it a success on your terms.
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No API? No Problem
Using a version of Dynamics 365 or an older on‑premise module without modern API access? We’ve got you covered. Documation supports alternative methods like file‑based exchange, secure flat-file integrations, and custom connector, helping make automation possible even with legacy systems.
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Multiple ERP Instances
Managing Microsoft Dynamics across multiple companies, departments, or regions? Our platform handles multi‑entity and multi‑instance setups with ease, helping ensure clean data separation, role‑based access, and consolidated reporting when you need it.
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Web Services Connector
Our Web Services Connector enables real-time, two-way communication between Documation and Microsoft Dynamics 365. It keeps data flowing smoothly and your finance processes fully in sync without manual intervention.
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Need more information? Get in touch with us.
Get in Touch
Book a Free Demo
Discover how simple and powerful finance automation can be, without changing your ERP. Book a tailored demo with our team and explore how easily Documation integrates with your Microsoft Dynamics platform.
The integration process is designed to be fast, smooth, and low-impact on your internal teams. Timelines vary depending on your Dynamics version and the complexity of your workflows, but most integrations are up and running in a matter of weeks. We take care of the technical setup and support you from planning to go-live, ensuring a smooth rollout with minimal disruption.
Every Documation solution is tailored to your organisation’s needs, so pricing depends on the scale of integration, process complexity, and user requirements. We’ll work with you to scope the best-fit solution and provide a clear, transparent cost with no hidden extras.
No upgrades required. Whether you’re using Dynamics 365 Finance, Business Central, or a legacy on-premise version, our platform integrates with your current setup. We support API-based and non-API environments, so you can automate without changing your ERP.
Our platform can automate a wide range of finance functions, including invoice processing, approvals, purchase-to-pay (P2P), einvoicing, statement reconciliation, remittance delivery, and more. You’ll reduce manual work while improving speed, accuracy, and compliance.
Many clients report significantly faster invoice processing, fewer manual errors, and improved visibility across their finance operations. Some have doubled their document handling capacity without adding staff, helping free up teams to focus on analysis, not admin.