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Microsoft Dynamics 365 Integration

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Using Microsoft Dynamics 365?

Microsoft Dynamics 365. Invoices without retyping.

Connect Microsoft Dynamics 365 to ZIL MONEY, then import your invoices from the Invoice List page. Pick the bank account to match, and you are set.

  • Connect with your Dynamics 365 login
  • Import invoices from the Invoice List page
  • Align the bank account once
Get startedBook a demo
AICPA SOC 1AICPA SOC 2PCI DSS CertifiedISO 27001 CertifiedISO 9001 CertifiedISO 20000 CertifiedNIST SP 800-53A Revision 5HIPAA CompliantCCPAGDPR

Connect, then import.

Both parts take place inside ZIL MONEY.

ConnectPick Microsoft Dynamics 365 from the Third Party Integration menu.
ImportUse Import Invoice on the Invoice List page.

Dynamics 365 invoices in ZIL MONEY.

Connect. Import. Pick the bank account.

Add the bill

Each imported invoice shows its vendor, due date, and amount.

Track it

Bills move from unpaid to paid in one list.

Pick the account

Align the bank account from the Action column.

Invoice managementAccounts payable

Add the details

Keep a memo on each bill for later.

MemoDue dateVendor

Keep your books in sync

Works with QuickBooks, Xero, Zoho, and other accounting tools.

See all integrations

Works with the tools you already use.

Connect your accounting tools and more. See all integrations

QuickBooks OnlineQuickBooks DesktopXeroZoho BooksFreshBooksSage Business Cloud AccountingOracle NetSuiteMicrosoft Dynamics 365WaveBill.comOdooSalesforceHubSpotZapierSlack

Your ERP data should travel with you.

Here is what slows most small businesses down, and how ZIL MONEY fixes it.

I copy invoices out of Dynamics by hand.

Import them. Choose Microsoft Dynamics 365 and select Start Importing.

Ledger upkeep eats my week.

Cut the retyping. Imported invoices arrive ready to review.

I am unsure which bank account pays.

Align it once. Pick the bank account in the Action column and press Update.

I cannot see what is still unpaid.

Use the Bills list. Each bill shows as unpaid, then paid.

Connecting sounds hard.

Use your own login. Authorize with your existing Dynamics 365 credentials.

I am not always at my desk.

Use your phone or tablet. Do it from anywhere.

Four steps from Dynamics 365 to ZIL MONEY.

Connect once. Import when you need to.

1

Start the connection

Open the Third Party Integration menu, pick Microsoft Dynamics 365, and press Connect.

2

Authorize

Use your Dynamics 365 login to give ZIL MONEY access.

3

Import invoices

On the Invoice List page, tap Import Invoice, choose Dynamics 365, and select Start Importing.

4

Align the bank account

Pick your bank account in the Action column and press Update.

Easy to learn. Quick to help.

In their own words, from businesses that use ZIL MONEY.

Rachel Ruiz, Business Strategy Manager at Lennar Title

“Working with ZIL MONEY has been such a great experience.”

We use their platform to create and send eChecks to multiple parties, and it’s been incredibly smooth and efficient. Anytime we have a question or run into an issue, their team is quick to respond and always helpful.

Rachel RuizBusiness Strategy Manager, Lennar Title
Mike S. of Experity

“ZIL MONEY has been a game-changer for our business!”

Their payment support is top-notch, quick, reliable, and always ready to assist with any questions we have.

Mike S.Experity
Cory Edwards, Owner of Edwards Holdings Realty

“The most helpful part is that ZIL MONEY can be used by everyone.”

It’s very easy to navigate. The user interface is very easy to learn. It solves the problem of having various accounting software separately and unable to integrate.

Cory EdwardsOwner, Edwards Holdings Realty

Common questions

What is Microsoft Dynamics 365?
It is a suite of business applications that combines customer management and operations. You can connect it to ZIL MONEY.
How do I connect Microsoft Dynamics 365 to ZIL MONEY?
Open the Third Party Integration menu, choose Microsoft Dynamics 365, and press Connect. Then sign in with your Dynamics 365 login.
How do I import my Dynamics 365 invoices?
Open the Invoice List page, tap Import Invoice, choose Microsoft Dynamics 365, and select Start Importing.
What does aligning the bank account do?
You pick the bank account in the Action column and press Update, so your imported invoices point to the right account.
Is ZIL MONEY affiliated with Microsoft?
No. ZIL MONEY offers a connection to Microsoft Dynamics 365 and is not affiliated with, endorsed by, or sponsored by Microsoft.
Can I see the payments I already sent?
Yes. Every payment appears in Payments Out, so you can look back at what you sent.
Is it safe to use?
ZIL MONEY holds SOC 1, SOC 2, PCI DSS, ISO 27001, and other certifications. You can see the full list on the Certifications page.
Can I send payments from my phone?
Yes. You can use ZIL MONEY on your phone or tablet, so you can take care of it away from your desk.

Import your first Dynamics 365 invoice.

Open an account, or book a short demo and we will show you around.

Get startedBook a demo

Have a question? Talk to our team