AccountingMiddleware & DevelopersAutotask Professional Services Automation (PSA)

Dynamics 365 by AxeRoy

Dynamics 365 Connector

AxeRoy is a Global Leader in Managed Enterprise Integrations. From pre-built solutions to international scopes, we provide all the required services including setup, configuration, customization, and support to get your integrations running for maximum value.

The bi-directional Autotask+Dynamics 365 Connector facilitates the automated process to query, format, and post your Autotask PSA Billing Items and their dependencies in Microsoft Dynamics 365 as Invoice records, as well as update the Payment Status back in Autotask. It provides an automated and reliable solution to update your financial data when you need it, and where you need it. This Connector can be combined with other AxeRoy Connectors to also sync Accounts, Contacts, Products, Projects, and other objects.

  • Bi-directional,
  • Scalable Data Mapping between Autotask entities (Invoice, Account, Contract, Billing Item, and others) and Dynamics 365.
  • Portal to access some of the integration parameters,
  • Data Transformations,
  • Concatenations,
  • Correlations (GL Codes. Currencies, Territories, etc.)
  • Exclusions,
  • Overrides,
  • Conditions,
  • Filters,
  • Workflows,
  • Notifications,
  • Schedule On-demand,
  • Scalable to also sync Accounts, Contacts, Products, Projects, and other objects.

Additional Features

  • Supported Protocols: Web Services/API and Flat-files,
  • Fully customizable,
  • Scalable for multi-object and multi-point integrations,
  • Extreme Security (transport and rest),
  • Compliant with National and International standards,
  • Fully Managed Services: Reduce your current costs and prevent new ones,
  • Works with all Autotask and Microsoft Dynamics 365 editions.

Available worldwide in English and French.

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