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How do I connect Microsoft Dynamics 365 Finance & Operations to Peakflo?

🔃 To connect, please get in touch with our customer success and sales team, or email help@peakflo.co

Data flow diagram

NEW_MS DYNAMICS FINOPS  x PEAKFLO_Integration-objects_

Peakflo will securely sync the following data from Microsoft Dynamics 365 Finance & Operations automatically: 

  • Items: You can import the "Inventory Master" from Microsoft Dynamics 365 Finance & Operations to Peakflo's "Items".
  • Vendor Master: You can sync Peakflo's "Vendors" to "Vendor Master" in Microsoft Dynamics 365 Finance & Operations.
  • Vendor Contacts: You can sync Peakflo's "Vendors Contacts" to "Vendor Contacts" in Microsoft Dynamics 365 Finance & Operations.
  • Purchase Orders: You can sync Peakflo's "Purchase Orders" to "Purchase Orders" in Microsoft Dynamics 365 Finance & Operations.
  • Receipt Notes: You can sync Peakflo's "Receipt Notes" to "Product Receipt Journal" in Microsoft Dynamics 365 Finance & Operations.
  • Bills: You can sync Peakflo's "Bills" to "Invoices" in Microsoft Dynamics 365 Finance & Operations.
  • Credit Notes: You can sync Peakflo's "Credit Notes" to "Credit Notes" in Microsoft Dynamics 365 Finance & Operations.
  • Payments: You can import the "Vendor Payments" from Microsoft Dynamics 365 Finance & Operations to Peakflo's "Payments".