Microsoft Dynamics 365 Finance & Operations

Microsoft Dynamics 365 Finance & Operations integration in Lleverage connects your workflows and agents to your ERP, so they can work with customers, vendors, products and sales and purchase documents without leaving your automated processes.

How to Connect

Finance & Operations is an ERP connection, and ERP connections are set up together with the Lleverage team because they need configuration specific to your environment.

1. Contact the Lleverage team via support or your account manager to start the managed setup

2. Sign in with Microsoft using an account that has access to your Finance & Operations environment when asked

3. Confirm the connection appears in Settings > Connections, ready for use in workflows and by agents

💡 Once connected, you can control which actions the connection allows and which need approval before running, just like any other connection.

What Finance & Operations Can Do

• Customers - create, find and list customers and retrieve their details

• Vendors - find and list vendors and retrieve their details

• Released products - find and list released products and retrieve product details

• Sales orders - create sales orders, add order lines, update and look up existing orders

• Sales quotations - create and look up sales quotations

• Sales invoices - find and list invoices and retrieve invoice details

• Purchase orders - create and look up purchase orders

• Companies and batches - list the companies in your environment and batch several requests together

💡 Use case: Create sales orders automatically from incoming documents, or let an agent check product availability and existing orders before confirming with a customer.

Important Considerations

• The connected account's permissions in Finance & Operations determine what the integration can see and change

• Most actions ask you to pick the company first, since environments often contain several legal entities