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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
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".