API Integration with Dynamics 365 Finance and Operations
Budget: £10 – £15 GBP
New Dynamics 365 Finance project. Bundle Connect APIs x 3, plus automated bank feeds APIs x 3
Will require 3 x separate API interfaces established firstly in Sandpit environment, then in production once production instance has been deployed.
The product integration is from BundleConnect, for 3 separate bank accounts into the finance ledger for 3 separate company accounts in D365 Finance. 3 APIs in total.
Bundle Connect is used for managing orders and invoices which need to feed into D365 Finance.
Refer to document attached.
The API data will also need to contain each order reference number with the transaction details passed to D365 Finance into each company ledger.
D365 API references:
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/services-home-page
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/data-management-api?toc=%2Ffin-and-ops%2Ftoc.json
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-ref/api-reference
Project will also need to include automated bank feeds from 3 accounts from a major Australian bank such as Westpac, NAB or other, using Open Banking Product API, for 3 bank accounts into D365 Finance also. See below for examples.
https://www.westpac.com.au/about-westpac/innovation/open-banking/product-api/
https://developer.nab.com.au/docs/open-banking
Bank feed will need to be setup in sandpit environment prior to deployment to production
Will require 3 x separate API interfaces established firstly in Sandpit environment, then in production once production instance has been deployed.
The product integration is from BundleConnect, for 3 separate bank accounts into the finance ledger for 3 separate company accounts in D365 Finance. 3 APIs in total.
Bundle Connect is used for managing orders and invoices which need to feed into D365 Finance.
Refer to document attached.
The API data will also need to contain each order reference number with the transaction details passed to D365 Finance into each company ledger.
D365 API references:
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/services-home-page
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/data-management-api?toc=%2Ffin-and-ops%2Ftoc.json
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-ref/api-reference
Project will also need to include automated bank feeds from 3 accounts from a major Australian bank such as Westpac, NAB or other, using Open Banking Product API, for 3 bank accounts into D365 Finance also. See below for examples.
https://www.westpac.com.au/about-westpac/innovation/open-banking/product-api/
https://developer.nab.com.au/docs/open-banking
Bank feed will need to be setup in sandpit environment prior to deployment to production