Microsoft Dynamics 365 Finance & Operations on Make Enterprise
Microsoft Dynamics 365 Finance & Operations is an ERP or finance system. Orders, purchasing, invoices, ledgers and payments. The systems of record where a wrong write costs money. Here is what Make lists for it, what we build around it, and what to settle before you automate it.
What does Make list for Microsoft Dynamics 365 Finance & Operations?
Make's page lists 5 actions, 1 search by name.
Actions
- Create a Record
- Delete a Record
- Get a Record
- Make an API Call
- Update a Record
Searches
- Search Records
Module lists change as Make updates the app. Treat this as a snapshot and confirm on Make's page before you scope work.
What do we build around Microsoft Dynamics 365 Finance & Operations?
These are the kinds of scenarios we build for erp and finance systems. They describe our work, not features of Microsoft Dynamics 365 Finance & Operations.
- Order, purchase and invoice hand-offs between the ERP and the tools around it
- Approval steps ahead of any scenario that creates or changes a financial record
- Exception queues for records that fail validation, with a named owner
- Reconciliation and month-end reporting feeds
Example flows
- A new supplier invoice triggers a check against the purchase order and routes mismatches to a person
- A won deal in the CRM creates the customer and sales order, then writes the order number back
- A nightly job moves approved payments to the reporting store and flags gaps
What should you settle before automating Microsoft Dynamics 365 Finance & Operations?
Settle these before the first production scenario so builders can start without waiting on a later security review.
- Which scenarios may write, and which only read
- A service account with the narrowest role the ERP allows, never a person's login
- Who approves a change to a mapped field, and how it is tested before it goes live
- How long run logs must be kept for audit
Platform-level controls such as SSO, roles, encryption and log retention are Make's own published terms; see make.com/security and our Make Enterprise page for how we scope against them. Make describes the Enterprise plan itself at make.com/enterprise.
Frequently asked questions
Can Make connect to Microsoft Dynamics 365 Finance & Operations?
Yes. Make has a Microsoft Dynamics 365 Finance & Operations app, and its page states that it is supported and maintained by Make. It is listed in Make's Enterprise integrations category. The modules and names on this page are what Make shows on its own Microsoft Dynamics 365 Finance & Operations page as of November 5, 2026, so check Make's page for the current list.
What do you build around Microsoft Dynamics 365 Finance & Operations?
We build the scenarios around it: order, purchase and invoice hand-offs between the ERP and the tools around it; approval steps ahead of any scenario that creates or changes a financial record; exception queues for records that fail validation, with a named owner. Scope is set on a call, and each scenario is documented in plain language before hand-over.
What should we decide before automating Microsoft Dynamics 365 Finance & Operations?
Start with the guardrails: which scenarios may write, and which only read; a service account with the narrowest role the ERP allows, never a person's login; who approves a change to a mapped field, and how it is tested before it goes live. Settling these first lets builders start without waiting on a security review later.
Does the connection need Microsoft Dynamics 365 Finance & Operations admin access?
That depends on what the scenarios do and on Microsoft Dynamics 365 Finance & Operations's own permission model. We aim for a dedicated service account with the narrowest role that works, and we record which scenarios write and which only read. Your Microsoft Dynamics 365 Finance & Operations administrator decides what that account may reach.
Consultants in a Box is a Make partner. This page is written by us and is not published by Make or by Microsoft Dynamics 365 Finance & Operations's vendor. Microsoft Dynamics 365 Finance & Operations, Make and related names are trademarks of their owners. Statements about Make's platform are the ones Make publishes.
Planning to automate Microsoft Dynamics 365 Finance & Operations?
Book a call. We map your systems to the pages here, agree the guardrails and give you a written scope and price afterwards.