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Integrating Expensify with Dynamics 365 and Stoneridge Software
If you’re running Microsoft Dynamics and you’ve been looking for more automation with Expensify than our custom indirect integration templates, you’ll be pleased to hear that we’ve partnered with Stoneridge Software to automate the workflow between Expensify and Dynamics 365, NAV, and AX.
At its simplest, the connector automatically pulls Approved expense reports into Dynamics 365 for reporting and reconciliation and Admins can also import their accounts from Dynamics 365 so employees can record expenses appropriately.
If you’re new to Expensify, the first step to use the connector is to make sure you’ve successfully set up your company policy in Expensify. Then, instead of connecting with our custom indirect integration template for Dynamics from the Policy > Connections view, head over to the Microsoft AppSource Marketplace and get the Expensify for Dynamics 365 app. Once you’ve got this, it’s a small run through Stoneridge Software’s great how-to and you’re good to go!
For more on Stoneridge Software’s Connector, check out our help guide here and for more Third Party built connectors for Expensify, check out the list here!
Does your company use Dynamics NAV or NAV 2012 R3?
If so, Stoneridge Software can help automate workflows between Expensify and these systems with their connectors. Fill out the contact form on the Stoneridge website to learn more.
Re: is there a way to email forward receipts and specify the expense comment right from the email?
FYI: I added this 'idea' which is similar to this thread
Re: Expensify auto adding users to policies
Hey @jessica_k! Welcome to the Expensify Community! 
I can explain what's happening here! Within your QuickBooks Online connection settings, you have enabled the option to Invite Employees. This 'invitation' occurs every day when Expensify is synced with QuickBooks Online, which brings those two employees into every policy.
You can disable this option under Admin > Policy Name > Connections > QuickBooks Online > Configure > Advanced.
Let me know if you have any questions!
When will you add integration for MileIQ?
They will allow me to do a .CSV export, but I cannot get it to import
Congratulations to our 2018 Expensify Champion!
Congratulations to Tyler Zollinger (@tylerzoll) of the Idaho Farm Bureau Federation for being named the 2018 Expensify Champion at ExpensiCon! His countless contributions to the Expensify Community and dedication to spreading the goodness of automated expense reporting are truly inspiring!
David Barrett and Tyler Zollinger soaking up the sun in beautiful Bora Bora
We'd also love to give a shout out to @Daveweez and @Aussiebandit, two fantastic Community members who, along with @tylerzoll, make our Community a helpful, kind and generous place.
Three Expensify Community greats, enjoying their trip to Expensicon II!
Thanks again you three!
