Xero
ERP & accounting
Sync Xero invoices and contacts, and post matched payments straight back.
ERP & accountingMicrosoft Dynamics 365 + Modern
Modern connects to Dynamics 365 Business Central and Finance to read open invoices and customers, and writes payments and collection activity back, so every reminder matches the ledger.
Capabilities
What Modern does with Microsoft Dynamics 365
Read open invoices, aging and payment terms from Business Central or Finance.- Post applied payments back to Dynamics 365 once matches are approved.
- Sync customers and billing contacts, so reminders reach the right person.
- Write notes and collection activity back against the customer record.
Setup guide
How setup works
- 1
Connect Microsoft Dynamics 365
Your admin authorizes Modern through Microsoft Dynamics 365's API with OAuth or scoped API credentials. Where API access isn't available, Modern works from scheduled SFTP or flat-file exports instead.
- 2
Map your receivables
Modern maps your customers, open invoices, credits and payment terms. You review the mapping and the rules Modern will follow before anything runs.
- 3
Go live in days
Modern starts working under the rules and approvals you set, with every action logged in the audit trail, and cash starts flowing soon after.
Security
Only the access it needs
Modern connects to Microsoft Dynamics 365 with scoped credentials, encrypts and tokenizes sensitive data, asks before doing anything new, and logs every action it takes in the audit trail.
FAQs
Microsoft Dynamics 365 integration FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Through Microsoft Dynamics 365's API, using credentials your admin authorizes and scopes to receivables data. Where API access isn't available, Modern can work from scheduled SFTP or flat-file exports instead. There is nothing to replace and no IT project.
Applied cash, payment matches, notes and collection activity, under the rules and approvals you set. Modern asks before doing anything new, and every write-back is logged in the audit trail.
Modern is live in days: connect Microsoft Dynamics 365, review how Modern maps your customers, invoices and terms, then switch on the work you want Modern to do. Cash starts flowing soon after.
ERP & accounting
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YOUR NEXT STEP
See Modern work with Microsoft Dynamics 365
Walk through your receivables with our team and see how Modern would work with your Microsoft Dynamics 365 setup.
- Connects to Microsoft Dynamics 365, nothing replaced
- Checks in before new steps
- Live in days, with cash flowing