Open for Dynamics 365 Finance & Operations
Add-in for Dynamics 365 Finance & Operations. Brings bank balances and statement lines into Dynamics 365 Finance & Operations, sends approved payments through Open and posts settled payments back.
- Built by
- Open
- Vendor
- Microsoft Dynamics 365
- Category
- ERP
- Type
- Add-in
Setup guide
Setting up Open in Dynamics 365 Finance & Operations
How it works
Banking, inside Dynamics 365 Finance & Operations
- 1
Statements and balances
Balances and statement lines from your connected bank accounts arrive in Dynamics 365 Finance & Operations, ready for your team to reconcile.
- 2
Pay and reconcile
Payments approved in Dynamics 365 Finance & Operations are sent through Open. Settled payments post back with their bank reference.
- 3
Monitor every sync
See the status of each sync, find what failed and retry it from the same place.
Bring your banks together. Get more done.
Connect your current accounts and start using Open through your dashboard, ERP or internal systems.