Microsoft Dynamics 365 Connector

Have complete confidence that your data in BlackLine’s cloud platform is complete and accurate without extra verification or manual steps. With BlackLine’s Microsoft Dynamics 365 Connector, accounting and finance teams can gain control and visibility into the movement of data from Microsoft Dynamics 365 to BlackLine, resulting in true data compatibility and greater accuracy. The connector securely transmits the most up-to-date information, automatically retrieving GL account balances and transactions, and formatting the data into BlackLine’s specifications to be imported.

Streamline and accelerate your close operations for Dynamics 365 Finance and Operations

Companies come to BlackLine because their traditional manual accounting processes are not sustainable. BlackLine’s cloud-based solutions and market-leading customer service help companies move to modern accounting by unifying their data and processes, automating repetitive work, and driving accountability through visibility. BlackLine provides solutions to manage and automate financial close, accounts receivable and intercompany accounting processes, helping large enterprises and midsize companies across all industries do accounting work better, faster, and with more control.

BlackLine's automated solutions consist of:

Account Reconciliations

Standardize the reconciliation process and enable consistent verification of the correctness and appropriateness of balance sheets. Quickly compare GL, bank, and other data, investigate discrepancies, and attach supporting documents to substantiate account balances.

Task Management

Manage accounting tasks across the organization including reporting and reconciliation approval. Automatically certify tasks in a hierarchy when child tasks are complete. Control and track a variety of task types including close checklists, PBC lists, tax filings, and more.

Enhanced Reporting

Analyze accounting data when and how you want to with reporting functionality that enables users to build custom views, adjust filters, add/ remove fields, and even pivot results. Save custom reports and surface new intelligence to provide strategic guidance to your business.

Transaction Matching

High-volume reconciliations can be some of the most time-consuming and painful components of the period-end close process. BlackLine Transaction Matching streamlines and automates detail-heavy reconciliations, such as bank reconciliations, credit card matching, intercompany reconciliations, and invoice-to-PO matching—all in one centralized workspace.

Intercompany Automation

Eliminate the biggest bottleneck and risk to a fast, accurate global financial close with an integrated intercompany accounting process. The BlackLine Intercompany Hub empowers organizational entities and business units to approve, review, and reconcile intercompany transactions and balances across currencies and geographies in real time. Centralize end-to-end intercompany accounting management and streamline process, reduce risk, and realize global visibility.

BlackLine Connector for Dynamics 365 Finance and Operations

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