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ERP · Integration

Microsoft Dynamics 365 Finance

Sourcing.sh, the AI agent data index, feeds Dynamics 365 Finance with fresh, verified third-party data. Your customer and supplier standards remain aligned with reality. Your finance teams become more reliable.

Study the connection to Microsoft Dynamics 365 FinanceSee Microsoft Dynamics 365 Finance ↗

What Sourcing.sh communicates with Microsoft Dynamics 365 Finance

Send the data

sourcing.sh pushes companies, profiles and fresh offers into your tool.

Refresh the data

Your records are re-crawled and updated continuously — the data no longer dies.

Integrated with Dynamics 365 Finance, the index automatically completes and refreshes your customer and supplier accounts: entity bank details, addresses, identifiers and contacts. Outdated data is corrected before it causes payment rejections or billing errors.

This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.

Your workflow

The right data. The right action.

New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.

Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.

Define my workflow

How it works

  1. 01

    Frame the connection to Microsoft Dynamics 365 Finance

    Confirm compatible objects and necessary rights: OAuth, API key or export.

  2. 02

    Define exchanges

    Choose the fields to complete and the update rules in Microsoft Dynamics 365 Finance.

  3. 03

    Plan the checks

    Choose the cadences and actions to trigger when a change is detected.

Discover the API

Your next step

Turn data into action.

Find the right contacts, keep your data up to date and connect your tools.

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