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Microsoft Dynamics 365 Business Central direct integration

Learn how to connect ExpenseIn directly to your Microsoft Dynamics 365 Business Central accounting package.

J
Written by Jack
Updated over 3 weeks ago

The Integration feature is only available for ExpenseIn customers with a Business or Enterprise subscription. Please contact our Account Management team if you'd like to discuss the direct integration feature or upgrade your account accountmanagement@expensein.com.

To enable ExpenseIn to post expense and invoice data directly to Microsoft Dynamics 365 Business Central, there are three steps that must be completed. Follow each step below to set up and use the Microsoft Dynamics 365 Business Central integration:

Once the above steps have been completed, ExpenseIn will be connected to your Microsoft Dynamics 365 Business Central account, allowing data to flow from ExpenseIn to Microsoft Dynamics 365 Business Central successfully.

Note:

  • The standard CSV export option will remain available after enabling the direct integration with Microsoft Dynamics 365 Business Central.

  • You can disconnect ExpenseIn from Microsoft Dynamics 365 Business Central at any time and your business will always remain in control of the integration.

If you have any further questions on setting up and testing the Microsoft Dynamics 365 Business Central integration, contact our Support team via Live Chat or by emailing support@expensein.com.

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