Build dashboards with Microsoft Dynamics 365
Microsoft Dynamics 365 is a comprehensive suite of business applications, including tools for accounting, invoicing, expense tracking, and financial management. It provides a user-friendly platform to streamline bookkeeping tasks and facilitate efficient financial operations.
How do I activate this integration?
First Step
Log in to your Onvo account, navigate to the Integrations page, and click on
Connect next to the Microsoft Dynamics 365 card.
Second Step
You will be shown a modal by Rootfi that shows you a list of permissions. Clicking accept redirects you to a page where you can authenticate Microsoft Dynamics 365 with Onvo AI.
Third Step
After authentication, return to Onvo's Data sources page and click on New data source.
Fourth Step
Provide a name for the data source, an optional description, and select
Microsoft Dynamics 365 as the type. Then click on Connect.
Fifth Step
On the appearing page, specify the resource and click on Save changes to
see your data descriptions and sample data.
What can I do with this integration?
You can import accounts data from Microsoft Dynamics 365 as data sources on Onvo. The integration ensures that any updates in your Microsoft Dynamics 365 module are reflected in real-time on your dashboards.
Build interactive dashboards using your accounts data, effortlessly creating widgets based on your visualization preferences. Ask questions in natural language to explore your accounts data, and perform data pre-processing before visualization. Integrating dashboards into your products with the SDK is also supported.
Config parameters
The company id from Rootfi
This would be the resource you want to fetch. It can be one of the following:
accounts, balance_sheet, bank_accounts, bank_transactions,
bill_credit_notes, bill_payments, bills, cash_flow_statement,
contacts, currencies, documents, expenses, income_statement,
invoice_credit_notes, invoice_payments, invoices, items,
journal_entries, journal_lines, line_items, purchase_orders,
sales_orders, tax_rates