Skip to content

NEWUnify Agents (MCP): governed AI access to finance data. Early access.See Unify Agents

DF

ERP INTEGRATION

Dynamics 365 Finance integration with the Unify ERP API

Planned: Dynamics 365 Finance legal entities, main accounts and vendors, plus 7 more objects, on one data model.

RoadmapOAuth 2.0 · Sandbox yes

GET /v1/finance/legal-entities?platform=microsoft-dynamics-365-finance&limit=1

API design preview

Request

curl "https://api.unifyint.com/v1/finance/legal-entities?platform=microsoft-dynamics-365-finance&limit=1" \
  -H "Authorization: Bearer $UNIFY_API_KEY"

200 OK · API design preview

{
  "data": [
    {
      "id": "leg_01EXAMPLE",
      "object": "legal_entity",
      "remote_id": "example-1001",
      "name": "Example record",
      "updated_at": "2026-10-28T14:02:11Z",
      "raw": { "...": "original Dynamics 365 Finance record, unchanged" }
    }
  ],
  "next_cursor": null
}

API design preview. Field names may change before general availability.

On our roadmap. Request it to move it up.

Request Dynamics 365 Finance

About the Dynamics 365 Finance integration

Microsoft Dynamics 365 Finance is Microsoft's enterprise ERP for large and multinational organisations. The Unify ERP API covers its legal entities, main accounts, vendors, customers, invoices and journals.

Dynamics 365 Finance exposes data entities over OData with Microsoft Entra ID OAuth 2.0, plus business events for change notifications. The Unify ERP API maps legal entities, financial dimensions, vendors, customers, vendor invoices, free text invoices and general journals to the Unify Graph.

Status
Roadmap
Category
ERP
Auth
OAuth 2.0
Sandbox
Available
Webhooks
Yes
Bank feeds
No
Regions
US, UK, DE, FR, NL

Supported objects

Read and write status for each Dynamics 365 Finance object in the Unify ERP API. Write appears only where write-back is confirmed.

  • Legal Entities

    Read on roadmap
  • Main Accounts

    Read on roadmap
  • Vendors

    Read on roadmapWrite on roadmap
  • Customers

    Read on roadmapWrite on roadmap
  • Vendor Invoices

    Read on roadmapWrite on roadmap
  • Free Text Invoices

    Read on roadmapWrite on roadmap
  • Purchase Orders

    Read on roadmapWrite on roadmap
  • Sales Orders

    Read on roadmapWrite on roadmap
  • Journal Entries

    Read on roadmapWrite on roadmap
  • Items

    Read on roadmapWrite on roadmap

Why build Dynamics 365 Finance on Unify Int

  • One data model

    Dynamics 365 Finance records arrive in the same Unify Graph shape as every other platform in the category, with the original record kept in raw.

  • Unify Connect

    A white-label flow for your customers to authorize Dynamics 365 Finance. Tokens are stored and refreshed for you.

  • Custom fields and passthrough

    Map Dynamics 365 Finance custom fields per connection, and call any endpoint the model does not cover through passthrough requests.

  • Unify Monitor

    Request logs, sync health and alerts for every Dynamics 365 Finance connection, so support can see what happened.

Dynamics 365 Finance integration questions

Does Unify Int support Dynamics 365 Finance vendor invoices and free text invoices?
Dynamics 365 Finance is on the Unify Int roadmap. The planned scope covers reading legal entities, main accounts, vendors, customers, vendor invoices, free text invoices, purchase orders, sales orders, journal entries and items, with write-back for vendors, customers and vendor invoices to follow. Request it to move it up, or ask the Technology Center about a custom build.
How do customers connect their Dynamics 365 Finance account?
Your customer registers Unify Int as an Entra ID application in their tenant (or consents through Unify Connect) and grants access to the Finance environment.
Is there a Dynamics 365 Finance sandbox for testing?
Yes. Dynamics 365 Finance customers have sandbox (tier 2 and above) environments that can be connected for testing.
How often does Dynamics 365 Finance data sync?
Unify Sync combines Dynamics 365 Finance change notifications where the platform emits them with incremental polling elsewhere. You set the frequency per object, from a few minutes for transactional records to daily for reference data.
Can I access Dynamics 365 Finance custom fields?
Financial dimensions map into the model as fields; custom data entities and extensions are available through passthrough.

Get started

Connect once. Build everything else on top.

Request sandbox access, or book 30 minutes with an engineer to map your integrations.

Free sandbox access. No credit card. Reply within one business day.