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# Setting Up and Using the Microsoft Dynamics Integration

The **Microsoft Dynamics Integration** allows you to export approved invoices from DPO directly to **Microsoft Dynamics 365 Business Central**.
Before invoices can be exported, the Dynamics connection must first be configured in DPO. This requires information from both **Microsoft Entra ID (Azure AD)** and **Dynamics 365 Business Central**.

|| Note: Administrator access may be required to configure the integration and obtain the necessary Microsoft credentials.

### Connect DPO with Microsoft Dynamics

To set up the integration, go to:

**Settings → Dynamics**
The setup page guides you through the connection process.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1uf7hph.png =997xauto)

**Step 1: Enter the Microsoft Tenant ID**

Enter your **Microsoft Tenant ID**.
You can find the Tenant ID in: **Azure Portal → Microsoft Entra ID → Overview → Tenant ID**

**Step 2: Enter the Dynamics Company ID**

Enter the **Dynamics Company ID** of the company you want to connect with DPO.
You can find the Company ID in: **Dynamics 365 Business Central → Companies → Company ID**

**Step 3: Enter the Application (Client) ID**

Enter the **Application (Client) ID** of the registered application used for the DPO connection.
You can find it in: **Azure Portal → Microsoft Entra ID → App Registrations → Your App → Application (Client) ID**

**Step 4: Enter the Client Secret**

Enter the **Client Secret** associated with the registered application.
You can find it in:**Azure Portal → Microsoft Entra ID → App Registrations → Your App → Certificates & Secrets → Client Secret**

**Step 5: Connect to Dynamics**

Once all required information has been entered, click **Connect to Dynamics**.
After a successful connection, DPO displays the **User Connection Status** as **Connected** together with the configured connection information.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-10-21-at-12015_ejlxid.png)


### Export Invoices to Dynamics


Once the connection has been established, invoices can be exported from DPO to Dynamics.

###### Step 1: Create a New Export

1. Click "**+Create Export Batch**".
2. DPO will open the **Select Batch for Dynamics Export** window.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1mt4h7s.png =1014xauto)


**Step 2: Select Invoices**

The export window displays the invoices currently available for export.
You can:
* Use **Filter invoices** to find a specific invoice.
* Review the **Supplier**.
* Review the **Invoice Number**.
* Check the **Invoice Date**.
* Review the **Total Gross** amount.
* Select one or multiple invoices for export.

**Step 3: Export the Batch**
Select the invoices you want to transfer and click **Export Batch**.

DPO will then process the selected invoices and transfer the applicable invoice data to Dynamics.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1aay6el.png =901xauto)


###### Export History

Previous Dynamics exports are displayed under **Exports History**.

For each export session, DPO shows information such as:
* **Session number**
* **Export date and time**
* **Transfer status**
* Number of successfully processed invoices

For example:
**Transfer Status: Success (1/1)** indicates that one out of one invoice in the export session was successfully processed.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-09-01-at-12473_m4t6gw.png =949xauto)



###### View Export Details
Click **Details** next to an export session to review more information about the export.
I would add a screenshot of the **Details** view here if you have one. This would be particularly useful if it shows the status/error for each invoice.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/screenshot-2026-09-01-at-12465_nlt6m1.png =1050xauto)

###### Receive Invoice PDFs by Email (Batch Print)

*With Batch Print, you can receive all invoice PDFs from an export session together via email.*

1. Select “Batch Print”.
The invoice PDFs will then be automatically sent to your email address.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1n4fz7i.png)


###### Revoke an Export

If an invoice needs to be exported again, the previous export can be revoked.

1. Locate the relevant session under **Exports History**.
2. Click **Revoke**.
3. Confirm the action if prompted.

After the export has been revoked, the invoice can be included in a new export batch when applicable.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1u3kkpg.png =875xauto)


###### Disconnect Dynamics


If the existing Dynamics connection is no longer required, it can be disconnected from DPO.

1. Go to **Settings → Dynamics**.
2. Review the current **User Connection Status**.
3. Click **Disconnect**.

||| Only disconnect the integration if the existing Dynamics connection should no longer be used for invoice exports.


![](https://storage.crisp.chat/users/helpdesk/website/-/7/e/f/8/7ef8b3dbb012a000/image_1w0nopf.png =1036xauto)

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