How to Integrate Dynamics 365 with Finance

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Here’s how to do it:

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1. Jump into Dynamics 365 and hit the 'Sales' menu to get started.
2. Head over to 'App Settings'.
3. Click into 'App Extensions'.
4. Use the search bar and type 'Finance' to find what you need.
5. Pick 'Gravity' from the search results.
6. Click 'Get It Now' to kick off the integration.
7. Confirm by clicking 'Get it now' once more, then authorize Microsoft to connect your account.