The ConnectWise Manage integration with Microsoft Dynamics 365 Business Central allows you to export invoice, expense, and inventory transactions as well as customer and vendor information from ConnectWise Manage and import that information into the Dynamics 365 accounting software. The Payment Sync feature allows payment information to be updated in ConnectWise Manage once a payment has been posted in Dynamics 365.
Currently, this integration is only available in the US and Canada.
Supported versions: This integration supports the current major version and one prior. Currently, this integration is only available in the US and Canada.
The ConnectWise Manage integration to Microsoft Dynamics 365 Business Central allows the partner to directly transfer the following information from ConnectWise Manage into Dynamics 365:
Receivables Management invoices and credit memos
Payables Management for expenses
Sales tax information
General ledger transactions
Customer and vendor accounts
Payments will sync from Dynamics 365 back into ConnectWise Manage
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The Mobius Connect for Dynamics 365 Software is very effective, once it is set up correctly. There was no single document that could be followed so I ended up printing a series of web site screens and making my own document. The document (at the time) was written for integration with Dynamics NAV, but D365 BC was admittedly new when we integrated. There were a number of settings that needed to be changed in D365 to make everything work. I am pleased with the results of the integration.
Date: 4/17/2020 10:12 AM
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