How to Integrate Dynamics 365 with Finance

Updated on:

June 5, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to integrate Dynamics 365 with Finance.

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Here’s how to do it:

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

📌 Why this matters

Connecting Dynamics 365 with your finance systems eliminates the tedious manual data entry between sales and accounting teams. You'll automatically sync customer information, deal values, and transaction details, reducing errors and saving hours each week.

Beyond the obvious efficiency gains, this integration creates a unified view of your customer lifecycle that reveals patterns in payment behavior and deal profitability. When your sales team can see real-time financial health of prospects, they make smarter qualification decisions and prioritize accounts that actually convert to profitable, long-term relationships.

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