Microsoft Dynamics 365 F&O Integration
Keep dimensions, jobs, items, assets, POs, receipts and more in native context.
Company, main account, dimensions, vendor defaults, and project context travel with every transaction, so nothing gets flattened when it lands in the approval queue.
PO lines, product receipts, price units, ordered and received quantities, and matching requirements show up in invoice review exactly as D365 recorded them.
Configured charge-allocation and landed-cost workflows connect freight, duty, voyages, and shipping documents to the operational cost they actually describe.
“Our old system wasn’t connected to our ERP (Microsoft) at all. Every day we spent hours extracting data, downloading it, and importing it just to get invoices posted.”
“Stampli was the only platform we found that could directly connect with our ERP, and that alone saved us at least 10 hours a week. As we’ve grown and added more auctions, Stampli has grown with us. The volume increased, but the process didn’t break, and we didn’t have to increase headcount to keep up.”
Yes. Multiple legal entities can be connected through a shared Stampli environment while preserving the correct company context for each transaction.
Yes. Stampli imports supported dimensions and account-structure context so users can select relevant values during invoice processing.
Stampli can bring supported D365 Landed Cost information, including voyages and shipping costs, into invoice review. Exact workflow coverage should be validated for your configuration.
Yes. Stampli connects to project context in D365 F&O so invoices can be reviewed and coded against the right project, with project accounting entries sent back to D365 F&O once approved.
Yes. Stampli brings over PO lines, product receipts, price units, and ordered and received quantities, so invoices can be matched against purchasing activity and reviewed against your matching requirements before they post.
Depending on the configured integration, Stampli can import supported custom fields and synchronize supported payment status with Dynamics 365 Finance. Exact fields, directions, and timing are validated during implementation.
