About Dynamics 365
Extract data from and load data into Microsoft Dynamics 365 to power your business intelligence, reporting, and automation workflows. Do more with your Dynamics 365 data.
About Bill.com
Bill.com is an automated accounts receivable solution that allows you to send recurring invoices to your customers, deliver automatic overdue notices, track the status of invoice payments, and accept flat-rate ACH payments. The platform integrates seamlessly with other business solutions like Sage Intacct, Quickbooks, Zero, and NetSuite to streamline data entry tasks, boost accounting accuracy, and achieve more efficient account reconciliations.
Popular Use Cases
Bring all your Dynamics 365 data to Amazon Redshift
Load your Dynamics 365 data to Google BigQuery
ETL all your Dynamics 365 data to Snowflake
Move your Dynamics 365 data to MySQL
Bring all your Bill.com data to Amazon Redshift
Load your Bill.com data to Google BigQuery
ETL all your Bill.com data to Snowflake
Move your Bill.com data to MySQL
Dynamics 365's End Points
Table of Contents
- Connect Dynamics 365 for a single source of truth
- Migrate your Dynamics 365 data in minutes
- Integrate.io has the Dynamics 365 integrations you need
- How Integrate.io customers grow faster with Dynamics 365 data connectors
- Get started analyzing your Dynamics 365 data
- Why choose Integrate.io for your Dynamics 365 integration?
Connect Dynamics 365 for a Single Source of Truth
Microsoft Dynamics 365 powers core business operations, such as CRM, finance, operations, etc. However, to get a unified view, your Dynamics 365 data must integrate seamlessly with the rest of your stack.
With Integrate.io's Dynamics 365 connector, you can create a centralized, unified dataset enriched with sales, marketing, service, and operational data from across your platforms.
Integrate.io makes it easy to:
With Integrate.io's Dynamics 365 connector, you can create a centralized, unified dataset enriched with sales, marketing, service, and operational data from across your platforms.
Integrate.io makes it easy to:
- Load data into Dynamics 365 from tools like Salesforce, HubSpot, Shopify, and Zendesk
- Extract data from Dynamics 365 for use in analytics platforms, data lakes, or warehousing
- Build a reliable, automated, bi-directional data pipeline without manual code
Migrate Your Dynamics 365 Data in Minutes
Do you need to populate a new CRM instance or replicate Dynamics 365 data elsewhere? Integrate.io simplifies the process. There are no custom scripts and no integration backlog.
With Integrate.io, you can:
With Integrate.io, you can:
- Set up Dynamics 365 pipelines with a drag-and-drop interface
- Load data from legacy CRMs or spreadsheets directly into Dynamics 365
- Transform Dynamics 365 objects (contacts, opportunities, leads, etc.) into analytics-ready formats
- Push data into Dynamics 365 to enable personalization, scoring, and automated workflows
Integrate.io Has the Dynamics 365 Integrations You Need
You don’t need custom code to connect Dynamics 365 with your ecosystem. Integrate.io provides prebuilt connectors and data flows that work out of the box.
Popular use cases include:
- Syncing e-commerce purchase data with Dynamics 365 for unified customer profiles
- Moving Dynamics 365 activity logs into Snowflake or Redshift for scalable analytics
- Feeding marketing engagement data into Dynamics 365 to enrich lead scoring
- Using Dynamics 365 as a source for revenue reporting dashboards in Looker or Tableau
How Integrate.io Customers Grow Faster with Dynamics 365 Data Connectors
Disconnected data slows operations, causes misaligned teams, and results in missed opportunities. When Dynamics 365 isn't integrated with your ecosystem, your business runs blind.
Integrate.io helps break down these siloes, turning Dynamics 365 into a real-time data hub that syncs with every tool in your stack.
From sales to marketing to customer success, your teams get full access to critical data that is updated in real time, validated, and consistent.
Integrate.io helps break down these siloes, turning Dynamics 365 into a real-time data hub that syncs with every tool in your stack.
From sales to marketing to customer success, your teams get full access to critical data that is updated in real time, validated, and consistent.
Get Started Analyzing Your Dynamics 365 Data
Integrate.io enables advanced CRM analytics by integrating Dynamics 365 with the platforms where your insights matter most.
You can connect Dynamics 365 to:
You can connect Dynamics 365 to:
- Business intelligence platforms for deal and funnel analytics
- Data warehouses for centralized reporting
- Customer support tools for case resolution insights
- AI/ML systems for churn prediction and lead scoring
Why Choose Integrate.io for Your Dynamics 365 Integration?
Integrate.io lets you build and manage robust Dynamics 365 data pipelines without writing code or hiring a dedicated integration team.
Benefits include:
Benefits include:
- A powerful ETL/ELT platform that supports cloud-native and on-prem workflows
- Visual pipeline builder for intuitive setup and fast deployment
- Support for real-time and batch data movement
- Built-in error handling, data validation, and monitoring tools
- Responsive support team and deep documentation
Bill.com's End Points
Bill.com Payment Methods
Bill.com allows you to bill and process payments through the most popular methods. The platform supports ACH (Automated Clearing House), which is an electronic payments network that's particularly useful for processing large volumes of payments, particularly B2B payments. It also supports payments from credit cards, debit cards, PayPal, wire transfer, and old-fashioned paper checks so vendors can choose the payment method they prefer.
Bill.com Invoice Management and Invoice Generation
Bill.com's invoice management features allow you to capture invoices through automatic scanning and other import methods. By automatically scanning and coding invoices, matching invoices with purchase orders in Quickbooks is a snap. The platform also provides an online portal through which your suppliers can submit invoices, and allows for the delivery of a repository of AP documents, like POs and invoices. In addition, Bill.com includes a host of customizable invoice templates, tools to preschedule the automatic generation and sending of invoices, and technology that convert your invoices into different formats like PDF.
Bill.com Remote Mobile Access
Access to Bill.com is available remotely from an iPad, laptop, or smartphone with an internet connection. This eliminates the need to carry physical checks or invoices on the go, and it allows you to pay bills from anywhere with the Bill.com app. Finally, Bill.com gives you the ability to create reminders and alerts at specific intervals regarding bills that need your approval.
Bill.com Quickbook Synchronization
With Bill.com's Quickbook synchronization features, you won't have as many data entry tasks and you'll reduce the chances of human error in bookkeeping. Any invoice payments in the Bill.com system will reconcile automatically with your Quickbooks records.
Bill.com Analytics Features
Bill.com offers a variety of analytics features to provide statistics and metrics on your billing and invoices. The platform tracks your invoices according to the due date to identify any overdue payments. You can also keep track of KPIs like erroneous payments and time to process invoices. Bill.com analytics features let you monitor cashflow by looking at incoming and outgoing cash figures.
Integrate Dynamics 365 With Bill.com Today
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