Microsoft Dynamics 365
A cloud-based suite combining ERP and CRM to manage finance, operations, sales, and customer service
- ERP & Financial Management
- CRM & Revenue
A cloud-based suite combining ERP and CRM to manage finance, operations, sales, and customer service
What Adopt agents can do with Microsoft Dynamics 365
- Query the general ledger and financial dimensions
- Post journal entries and accruals
- Read AP and AR aging and open transactions
- Pull management reports for the close
Why finance teams connect Microsoft Dynamics 365
Adopt agents read from and write to Microsoft Dynamics 365 over a governed connection, so close, reconciliation, and reporting work runs across Microsoft Dynamics 365 and the rest of your finance stack without manual exports or swivel-chair data entry.
What you can do
Query the general ledger and financial dimensions
Post journal entries and accruals
Read AP and AR aging and open transactions
Pull management reports for the close
