Integrating Expensify with Dynamics 365 and Stoneridge Software

Ted PeetersTed Peeters Posts: 203 Expensify Success Coach

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.

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