Cost Control & Spend Management
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- Set up and populate your SaaS stack
- How Sastrify provides 24/7 coverage of your stack
- Integrate your ERP & Accounting software with Sastrify
- Tool Discovery via SSO (Single Sign-On) integrations
- Defining Renewal Dates & Setting Renewal Reminders
- Assign and modify Tool Owners
- Upload your SaaS documents into Sastrify
- Sastrify App Support: Assistance at your Fingertip
- Roll out Sastrify across your organization
- Sastrify's Commitment to Security and Privacy Standards
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- Using Google Workspace SSO for Tool Discovery
- Use Discovered Page to detect active subscriptions
- Tools and Spend Importer: Easily Upload and Visualize Data in Sastrify
- Add Sastrify App to your Slack workspace
- Manually add a new tool subscription
- Bulk upload of SaaS invoices
- Forward your SaaS documents via email
- Change notification preferences
- Maximizing the benefits of the Overview page
- Manage activities and collaborate using custom tasks
- Task Automation: Streamline the creation of routine tasks
- Archive or delete inactive subscriptions
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- Understanding Renewal Statuses & Actions
- Using Procurement Initiatives for Organizing New Purchases & Renewals
- Get Pricing Benchmarks through Sastrify
- Workflows: Automate procurement processes with consistency
- Form Component Guide for Sastrify Form Builder
- Vendor Insights: Tool-specific information at your fingertips
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- Utilize Usage Analytics for full usage visibility
- Integrate Pleo with Sastrify
- Validate and fine-tune spend data with the Spend feature
- How to connect Microsoft Dynamics
- How to connect Netsuite
- How to connect Quickbooks
- Import spend data from Candis to Sastrify
- Import spend data from Spendesk to Sastrify
- Import spend data from Pleo to Sastrify
- Import spend data from Moss to Sastrify
- Import spend data from DATEV to Sastrify
- Zoom Usage Analytics Integration Guide
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- Get Expert Procurement Support for New Purchases and Renewals
- Scope of Service: Custom Benchmarking & Contract Review
- Scope of Service: Negotiation & Renewal Support
- Scope of Service: Custom SaaS Optimization Advisory
- Purchase your SaaS through the SastriMarket
- Control your cloud costs with SastriCloud
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- ERP & Accounting Integration FAQs
- Discovery via SSO Integration FAQs
- Usage Analytics FAQs
- Tools and Spend Importer FAQs
- Invoices FAQs
- Achieved & Potential Savings FAQs
- What is SaaS and Sastrify's scope of work?
- Who can invite a new user?
- Who receives the renewal alerts or reminders?
- How does Sastrify work with currencies?
- Is the spend data from accounting export always up-to-date?
- How to work with benchmark prices
- When and how to involve Sastrify in a contract evaluation or negotiation?
- How does Sastrify interact with SaaS vendors?
- How do you handle confidentiality clauses in vendor contracts?
- Does Sastrify handle SaaS contract termination?
- Why is contract data essential for benchmarking and negotiation support?
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- Connecting your accounting software with Sastrify
- How to assign Tool Owners
- What Sastrify can do for Tool Owners
- How to set renewal dates
- How to set up a company-wide renewal reminder
- How to keep your tool stack updated
- How to set up, activate, and use a Workflow
- How to invite new users to Sastrify
- How to use Procurement Initiatives for new purchase & renewal
- How to collaborate using custom tasks
- Report issues and track procurement involvements
- Best Practices on how to work with Procurement Initiatives
- Get Pricing Benchmarks through Sastrify
- How to set up direct usage analytics integration
- How to set up SSO usage analytics integrations
- How to work with the Discovered tab
- How to use subscription tags
- How to perform budgeting using Sastrify
- Walk-through of the subscription detail page
How to connect Microsoft Dynamics Print
Modified on: Mon, 8 Apr, 2024 at 12:34 PM
Applicable to the following Sastrify plans:
Legacy | Essentials | Pro | Platinum |
|---|---|---|---|
✔* | ✔ | ✔ | ✔ |
* Legacy includes all plans signed before February 29, 2024.
This article is specifically prepared for the integration Microsoft Dynamics with Sastrify, taking into account its particular steps involved in setting up the connection.
For the main knowledge base articles on ERP & Accounting integration, please refer to the following links:
To connect Microsoft Dynamics to your Sastrify account, please follow these steps:
1. Go to Settings > Discovery.
2. Find the Microsoft Dynamics integration card, and click the "Manage" button to open the setup page.
3. Click the "+ Add New" button located in the lower right corner of the page to create a new integration.
4. Enter the name of the integration (for example "Microsoft Dynamics 1") and click the check mark to confirm.
5. Click the "Connect" button to continue.
6. You will be prompted to install an extension. Click "Accept".
To install or uninstall apps from AppSource or add per-tenant apps, you must have the right permission set:
You must either be a member of the D365 Extension MGT user group or you must have the EXTEND. MGT. - ADMIN permission set.7. You will then be asked to log into your Microsoft account
8. You will be redirected back to Sastrify's Discover page where you can see that the Microsoft Dynamics integration card now has an active connection. If you click on the "Manage" button, you will see that the integration is now displayed as Connected, indicating that the connection is now active.
What to do if the connection is not successful
If the connection is not successfully established after following the steps above, you need to check the extension in your Microsoft Dynamics environment to verify its deployment status.
Follow the steps below:
1. In Microsoft Dynamics, go to "Extension Management".
2. Open the Deployment status.
3. Find the entry for the Codat App Link Extension.
4. Click into the extension and view the details of the error message, if there is one.
5. Deploy the extension again.
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