AP Automation for
Dynamics 365 Finance & Operations
Stampli plugs into F&O’s native tables and dimensions, automates your entire invoice-to-pay cycle, and keeps working through Microsoft’s monthly “One Version” updates without touching code.
How does Dynamics 365 Finance & Operations fall short for accounts payable?
D365 F&O gives mid-market finance teams powerful accounting depth but leaves them wrestling with basic AP tasks. Common challenges include:
Limited out-of-the-box invoice automation
Teams resort to PDF uploads and manual coding for high-volume AP needs
Complex workflow configuration
Multi-tier approval setup requires advanced AX/Power Platform expertise
Cumbersome 3-way matching setup
Exception handling bogs down AP when quantities or pricing don’t align
Frequent system updates affect customizations
Monthly Microsoft releases break workflows and require expensive regression testing
Layering procure-to-pay seamlessly on Dynamics 365 F&O
Update-proof zero-code integration
Managed connector survives monthly F&O releases without regression testing fire drills.
Complete field and dimension support
Every custom field and financial dimension flows bi-directionally with no remapping required.
AI-driven automation and matching
Auto-capture, coding, and 2/3-way matching eliminate batch posting bottlenecks and exception queues.
Intuitive interface for all users
Role-focused workspace gives stakeholders invoice visibility without F&O licenses or training.
Automatic Sync between
Microsoft Dynamics 365 Finance and Stampli
Sync Lists
Vendor list
Vendor List
GL accounts
GL Accounts
Open PO’s, Line Items, Receipts
Open PO’s, Line Items, Receipts
Fields, Custom Fields e.g., Project, Dept, Allocation, etc.
Fields, Custom Fields e.g., Project, Dept, Allocation, etc.
Invoices + Payments
Dynamics 365 Invoice
Invoice Authorized for Payment
Link to Stampli Invoice
Link to Dynamics 365 Invoice
Payment info
Payment Info
Our Dynamics 365 F&O integration is built in advance, built in-house, and built to completion.
Stampli’s native connector mirrors F&O’s exact configuration – custom fields, dimensions, tax rules, and vendor setups – ensuring seamless data flow without modifying your ERP or requiring ongoing maintenance.
User adoption & ease of use
Stampli eliminates the typical ERP learning curve by giving every stakeholder – from AP clerks to occasional approvers – a role-focused workspace that only shows what they need. As a result, companies can roll the system out faster and avoid the hidden costs of training and re-training non-finance users.
- Streamlined, role-specific screens mean most collaborators require little or no training
- Purpose-built AP interface that’s intuitive even for occasional users who avoid F&O’s complex UI
Tax compliance & global calculations
Stampli mirrors the indirect-tax setup you already maintain in D365 F&O – every sales-tax code, item sales-tax group, and effective-dated VAT/GST rate – and applies the same percentages on each invoice line.
- International VAT/GST ready with multi-rate codes calculated exactly as F&O defines them
- No extra tax engine to maintain as Stampli reads F&O’s rules in real time
- Vendor-specific defaults remain in F&O keeping the ERP as single source of truth
Dimensional accounting & allocation flexibility
Stampli keeps the rich dimensional structure that D365 F&O users rely on for reporting and makes it even more useful: dimensions travel with every invoice and payment export, and AP can split charges across any combination of accounts, departments, projects, or other dimensions before posting.
- Dimensions supported in all exported objects preserving reporting integrity
- Allocate invoice charges across accounts, departments, or projects using presets or manual percentages without post-entry fixes
End-to-end custom field support & mapping
Stampli mirrors any header- or line-level custom field that already exists in D365 F&O, automatically maps new ones, and filters out fields that shouldn’t post back. Customers never have to rename, rebuild, or drop the data constructs they rely on.
- Custom fields supported at header and line levels with bi-directional sync and no data loss
- Auto-map existing or newly created custom fields returning only the ones required by the ERP
ERP Resources
We're concerned about data synchronization issues and maintaining data integrity between Stampli and D365 F&O.
Stampli’s integration with D365 F&O is designed for reliable and accurate data synchronization. Our managed connector ensures that data flows correctly between both systems, maintaining data integrity and providing a single source of truth for your AP processes within D365 F&O. Unlike solutions that require middleware or custom code, our direct integration eliminates common sync issues and keeps your data consistent.
How do we know Stampli will work with our specific D365 F&O configuration and customizations?
Stampli automatically mirrors your existing D365 F&O setup – including all custom fields, financial dimensions, tax codes, and vendor configurations – without requiring any modifications to your ERP. Our connector reads your F&O configuration in real time and adapts automatically when you add new fields or dimensions. This means you can implement Stampli without changing any of the data structures or processes you currently rely on in D365 F&O.
Will the integration with Stampli be compatible with future updates and versions of D365 F&O?
Yes, Stampli’s managed connector is specifically designed to survive Microsoft’s monthly “One Version” updates without breaking. Unlike X++ customizations or embedded services that require regression testing after each F&O release, our external integration approach ensures continuous operation through all Microsoft updates. This eliminates the costly fire drills and downtime that typically follow major ERP updates.
We have complex tax rules and international calculations set up in D365 F&O. Will Stampli handle these accurately?
Stampli imports every tax definition you’ve already created in D365 F&O – including multi-rate VAT/GST schedules, sales-tax codes, and item sales-tax groups – then applies the correct percentage on each invoice line automatically. PO invoices inherit these details automatically, and users simply pick the right code on ad-hoc invoices. Your vendor-specific tax overrides continue to live in F&O, maintaining compliance without parallel tax tables or custom development.
Our approval workflows in D365 F&O are complex with multiple entities and delegation rules. Can Stampli accommodate these?
Stampli can be configured to align with your existing approval hierarchies and workflows in D365 F&O, including multi-entity scenarios and delegation-of-authority rules. Our flexible workflow engine maps your approval routes and logic within Stampli’s intuitive interface, ensuring consistent processes while giving approvers a much simpler experience than navigating F&O’s complex UI. Non-finance approvers can act quickly without needing F&O licenses or training.
We heavily utilize financial dimensions for reporting and cost allocation. Will these be preserved during integration?
Dimensions are fully supported in all objects exported from Stampli – both invoices and payments retain all dimensional tags without limitation. Unlike competitors who cap dimensions or force remapping, Stampli carries over unlimited dimensions and enables AP to split charges across any combination of entities, projects, and cost centers before posting. This preserves your reporting integrity and eliminates the need for post-entry adjustments in D365 F&O.
AP Automation Blog
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