Receipt sync back to Stream
Product receipts recorded in D365 flow into Stream automatically, so invoices match as soon as goods are received.
Microsoft Dynamics 365
Built by a Dynamics 365 Finance & Operations implementation team.
Stream connects invoice, expense and purchasing workflows to the legal entities, vendors, purchase orders, product receipts, financial dimensions and posting controls configured in D365 Finance & Operations. Skalable implements and supports D365 F&O itself, so the integration is designed around your configuration rather than a generic connector.
AP, Expense and ProcurementMaster-data validationVisible error resolution
What synchronizes
How Stream and D365 Finance & Operations exchange data
Master data flows in so every invoice, expense and purchase order is validated before it posts. Approved transactions flow out with attachments, approval status and posting results.
Inbound from D365 Finance & Operations
- Legal entities
- Each Stream entity maps to a D365 legal entity with its own currency, mailboxes and approval rules.
- Vendors
- Active vendor accounts, addresses, payment terms and tax settings, refreshed on a schedule you set.
- Financial dimensions
- Departments, cost centers, projects, business units and custom dimensions, validated as combinations.
- Main accounts and posting profiles
- The chart of accounts Stream predicts against, with account rules honored.
- Purchase orders and product receipts
- Open POs, PO lines, confirmations and product receipts, so Stream can run 2-way and 3-way matching and show receipt status.
- Fiscal periods and workflow users
- Period status and approver identities, so postings never target a closed period.
Outbound to D365 Finance & Operations
- Vendor invoices
- Approved invoices are created as vendor invoice journals or pending vendor invoices (header and lines) according to your posting policy.
- Attachments
- The invoice PDF and supporting documents attach to the D365 record.
- Approval status and approvers
- Each step, approver and timestamp is written back for audit.
- Posting
- Post automatically after final approval or hand to your AP team, per entity.
- Vouchers and payment state
- Voucher numbers and payment status flow back to Stream so users can answer “is it paid?” without opening D365.
Capabilities
What the D365 Finance & Operations integration handles
Sync direction, frequency and posting policy are agreed during discovery and can differ by entity.
Integration error handling
If D365 rejects a posting, the error is shown in Stream with the reason, assigned to an owner, fixed in Stream and retried. Nothing is re-keyed in the ERP.
Multi-entity and multi-currency
Process invoices across legal entities and currencies with entity-specific rules and D365 exchange rates.
Purchase requisitions and POs
Stream purchase requests can create approved purchase orders in D365 and track confirmation, amendment and receipt.
Expense posting
Approved expense reports post with category-to-account mapping and dimension defaults.
Custom fields and business rules
Custom D365 fields and validation rules are carried into capture and coding.
Error handling
When the ERP says no, AP fixes it in Stream
Every posting attempt is logged. A rejected posting shows the ERP's own message, is assigned to an owner, corrected in Stream and retried. Nothing is re-keyed in the ERP and the trail is preserved.
Integration retries and visible resolution
- Automatic retries for transient conditions such as a period that has just closed
- Business errors (blocked dimension, missing vendor, invalid combination) assigned to a named owner
- Fix in Stream, retry, and see the ERP document number come back
- Integration status on every invoice and on the dashboard
Implementation
Implementing Stream with D365 Finance & Operations
Discovery confirms records, fields, direction of sync, validation, posting policy and exception ownership before configuration begins. The 45-day go-live guarantee applies to a scoped implementation.
1Discover records
2Map fields & dimensions
3Define controls
4Build & secure
5Validate scenarios
6Go live & monitor
Questions
D365 Finance & Operations integration FAQs
Do you support both Finance and Supply Chain Management?
Yes. Purchasing, product receipts and vendor invoices span both, and Stream works with the combined configuration.
Which integration method is used?
Standard D365 OData/Data entities and, where required, custom services, chosen during discovery based on your version, customizations and security model.
Can Stream post to multiple legal entities from one instance?
Yes. Each Stream entity maps to a legal entity with its own rules, mailboxes and approval paths.
Next step
Evaluate Stream with D365 Finance & Operations
Bring your entity structure, dimension model, PO mix and posting policy. We will walk through the integration design and show it on a representative invoice.