Automated Microsoft D365 Finance Integrations with AMCS

Introduction

Achieving seamless automated Microsoft D365 Finance integrations between external systems is critical for enterprise organizations. Businesses using Microsoft Dynamics 365 Finance and Supply Chain or other ERP systems often need to periodically import Excel files from external systems, which is time-consuming and error-prone. By automating import processes, companies can improve efficiency and focus on strategic tasks, ultimately reducing costs. These integrated external systems might include the following:

Payroll systems
Expense management tools
Point-of-sale (POS) solutions
E-commerce platforms
Other third-party applications

Typically, you format and prepare this data in Excel before uploading it. From there, you may also need to split and distribute the data across multiple legal entities within your organization. The Advanced Multi-Company Solution by Avantiico is embedded in Microsoft Dynamics 365 Finance and Supply Chain Management and automates data integration to solve this long-standing pain point.

Automate Data Integration with AMCS

The Advanced Multi-Company Solution (AMCS) by Avantiico is fully embedded in Microsoft Dynamics 365 F&SCM and automates your D365 Finance integration work. Automatically pushing data to Microsoft Dynamics 365 Finance and Supply Chain as soon as it’s available—no manual intervention required.

Benefits of Using AMCS for Automated D365 Integration:

Eliminate Manual Processes: Reduce the time and effort spent on manual data preparation and uploads, leading to improved efficiency
Reduce Delays: Accelerate data availability within your system for faster decision-making
Minimize Human Error: Improve data accuracy by removing the risks associated with manual handling, ensuring seamless integration
Streamline Multi-Entity Operations: Efficiently manage data integration across multiple legal entities for a seamless experience
Reduce Operational Costs: By automating processes and improving efficiency, you can significantly reduce costs

With AMCS by Avantiico, you can eliminate error-prone manual D365 Finance integration processes and embrace a more efficient, automated approach. Transform your Dynamics 365 F&SCM data integration workflows and focus on growing your business with strategic value-added work.

Definition of Terms

AMCS offers exceptional flexibility for importing data. To fully understand its capabilities, you should familiarize yourself with some key terms:

AMCS (Avantiico’s Advanced Multi-Company Solution): An embedded app within Microsoft Dynamics 365 Finance and Supply Chain that enhances standard global management capabilities. Streamlining processes across multiple legal entities reduces the effort needed to manage your organization.
DMF (Data Management Framework): An import framework native to Dynamics 365 Finance and Supply Chain. DMF facilitates data migration and integration but has limitations in handling complex, multi-entity imports.
Microsoft Fabric: A powerful reporting engine from Microsoft that enables advanced data analytics and reporting within the Microsoft ecosystem.
File-Based Integration: This process involves downloading a file or data from another system and loading it into Dynamics 365 Finance and Supply Chain. This method is useful when you need to import data manually or regularly. We will cover API-based integrations in another section about the AMCS Databridge.
Azure File or Blob Storage: An extremely low-cost cloud storage solution in Microsoft Azure that is used for storing and accessing large amounts of unstructured data like text or binary files.

Standard Microsoft D365 Integrations

You can, of course, import files into Microsoft D365F&SCM in many ways. The most common method for setting up a recurring integration is through Microsoft Data Management Framework (DMF). Data Management can Import a file effectively, but It does have some limitations:

Single Legal Entity Loading: You can only load data into one legal entity at a time.
Complex Import Setup: To perform imports, you must use data entities in Dynamics 365 Finance and Supply Chain. These data entities need to exist and be configured correctly to enable imports.
Challenging Error Handling: Error handling can be difficult and not readily visible, making troubleshooting a complex task.
Lack of Contextual File Placement: Microsoft DMF cannot determine where to place a file based on its context.
Inflexible Recurring File Fetching: Microsoft DMF lacks flexibility in fetching recurring files, limiting automation capabilities.
Static Data Mapping: Microsoft DMF cannot dynamically and repeatedly map data from a source file to its destination, reducing efficiency in data integration tasks.

The Data Management Framework (DMF) is useful for manual imports into a single legal entity. However, it requires repetitive effort when dealing with multiple entities. Additionally, DMF has limitations in its ability to map source data dynamically.

Microsoft D365 Integrations with AMCS

AMCS effectively overcomes the limitations of traditional data import methods like the Data Management Framework (DMF). Companies that gain the most value from AMCS typically share some of the following characteristics:

Common Challenges Faced by Organizations:

Recurring File-Based Integrations: One or many recurring file-based Integrations. A source system provides a file for Import, and they need AMCS to read, Import, and post that file Into journals or Invoices automatically
Multiple Legal Entities: Businesses operate across many legal entities that all require streamlined import processes.
Manual Excel Work: Users are overwhelmed with manual Excel tasks to support these imports.
Complex DMF Errors: Users are frustrated with the extra effort needed to resolve obscure errors in the Data Management Framework.

AMCS: Addressing Standard D365 Integration Issues

Automated File Retrieval: Utilize tools like Microsoft Fabric, Power Automate, or Logic Apps to automatically pull files for processing, ensuring seamless D365 Finance integrations
Robust Error Handling: Archive imports or flag errors based on results, enhancing transparency and simplifying troubleshooting
Dynamic Data Mapping: Map source data formats to Dynamics 365 formats dynamically, respecting business logic, which improves efficiency
Flexible Workflow Management: Bypass workflow approvals, automate processing across legal entities, or manage approvals globally as needed
Multi-Entity Imports: Import data into multiple legal entities simultaneously, significantly reducing processing time and costs
Rapid Implementation: Deploy AMCS in three weeks or less, ensuring a quick return on investment (ROI)

See AMCS in Action

Schedule a live demo of AMCS for your team today!

Request A Demo

Recap: How AMCS Enhances Microsoft Dynamics 365 Integrations

By leveraging Avantiico’s Advanced Multi-Company Solution (AMCS), you can achieve seamless integrations with Dynamics 365 Finance and Supply Chain, improve efficiency in your operations, and ultimately reduce costs associated with manual data handling and errors.

AMCS is designed to help you achieve success in your business with fewer clicks. Benefits of AMCS include:

Automated Imports into Dynamics 365 Finance and Supply Chain: Streamline your data integration processes without manual effort
Defined Logic for Recurring File Imports: Set up rules and logic to handle recurring files automatically, saving time and reducing the risk of errors

AMCS can fully automate your file-based Imports based on your requirements. Ultimately, the goal is to help you succeed in your business with fewer clicks (less manual intervention) – by enabling you to automate D365F&SC data imports and set defined logic to import recurring files.

Download the AMCS One-Pager

Learn more about how AMCS can automate your recurring integrations, improve efficiency, and reduce costs, making operating multiple legal entities in Dynamics 365 Finance and Supply Chain more manageable:

Conclusion

If your team spends significant time and effort on recurring imports and data manipulation, AMCS can fully automate these processes, providing a seamless integration solution. This improves efficiency and reduces costs, allowing you to allocate resources to more critical tasks.

By leveraging tools like Microsoft Fabric, Power Automate, or Logic Apps, we can stage data for import through AMCS into Dynamics 365 Finance and Supply Chain.

The AMCS module is fully integrated within Dynamics 365 Finance and Supply Chain, making it intuitive for your Microsoft Dynamics users. Accelerate your financial close, reduce your invoicing cycle, and free up resources for value-added tasks with AMCS today!

See AMCS in Action

Schedule a live demo of AMCS for your team today!

Request A Demo

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