Unlock the full power of Dynamics 365 with spend integration

Let's say your finance team has used Microsoft Dynamics 365 Finance and Operations (Dynamics 365 Finance or D365F&O) for years. You're getting by, but not without constantly putting out fires, and the cracks are showing. Why?

The problem is likely down to this: You're using a card and expense solution that doesn't integrate, leading to messy reconciliations, missing data, blown budgets, and late nights. Worse case? Your approvals lag, your output slows, and closing your books turns into chaos.

But what if there was a way to bridge the gap between what your finance team needs to thrive? No workarounds. Good news, there is: Introducing Payhawk.

The complexities of Microsoft Dynamics 365 Finance

First, the problems.

While Dynamics 365 Finance offers sleek dashboards and powerful features, integration gaps can still cause friction for finance teams. These issues often fly under the radar, especially for non-users, yet they can slow down reporting and reconciliation.

Here are four of the biggest challenges:

1. Unique setups that stifle data democratisation and analysis

Dynamics 365 Finance offers robust features for finance teams, but like many powerful platforms, it can be tricky to align across multiple entities. Custom setups and varied configurations often mean that reporting and spend tracking requires extra effort, especially when data needs to sync across systems.

The real challenge? Getting a unified, real-time view of company-wide spend. And this is a big deal. Without it, you'll face delays with forecasting and vital decision-making. That's why many finance teams now look to layer in complementary tools that boost visibility and unlock the full value of their tech stack.

2. ERP-first workflows don't always match finance team needs

Dynamics 365 Finance is a powerful ERP solution, but you can't always tailor its workflows to your day-to-day reality as a finance team (especially if you're in the throes of growth).

Tasks like expense categorisation, reconciliations, and GL coding might require workarounds or extra steps, resulting in slower processes and more time spent on manual work (that you could automate with the right tools).

3. Gaps in native automation add pressure to AP teams

While Dynamics 365 Finance offers a solid foundation, automation for accounts payable, expense management is far more powerful when you pair it with integrated tools.

By layering in solutions that work natively with your ERP, like Payhawk, you and your finance team can streamline approvals, enforce policy checks in real time, and eliminate manual steps — speeding up the close and reducing costly errors.

4. When agility matters, finance teams need more autonomy

Dynamics 365 Finance is built for scale, but making changes like adding approvals or budget codes can sometimes require IT support, which can slow things down.

Tools like Power BI and Excel are great for reporting but require data modelling skills. That's why finance teams are turning to user-friendly solutions that speed up decisions, cut admin, and surface insights — no coding needed.

Payhawk as a native integration

Now you know where your Dynamics 365 Finance ERP might need additional support to boost agility, visibility, and speed, the next step is learning how to implement said support.

And that’s where a smart and natively integrated solution like ours comes in.

At Payhawk, we integrate seamlessly with D365F&O to help finance teams unlock greater alignment, visibility, and efficiency. Here’s how:

Microsoft-certified integration

Our expense management solution is a Microsoft partner. It complements Dynamics 365 Finance, making financial management easier for everyone. Our solution meets the highest security, compatibility, and performance standards.

We also don't use fragile workarounds or break-prone connectors. Our seamless, native integration ensures stability, adaptability, and scalability without risking compliance or audit issues.

Real-time, bi-directional data sync

No more chasing invoices or reconciliation tasks that drain hours weekly. Share data like expenses, journals, supplier updates, coding structures, cost centres, and GL codes to Dynamics 365 Finance using our two-way sync.

This live and direct data transfer eliminates siloes and improves reporting accuracy. It also reduces reliance on IT for a faster financial close. Using this feature is an easy way to balance Dynamics 365 Finance's pros and cons.

Native, no-touch setup that fits your company like a glove

If you’ve struggled through patching code or had to retire critical systems to launch a new finance tool in the past, don’t worry that’s really in the past.

At Payhawk, we send your Azure admin a deployable package that installs directly in your Dynamics 365 Finance instance, no external consultants needed. You can quickly map your existing setup to journals, tax rates, cost centres, vendors, and tracking categories. That means faster deployment, better data, and minimal disruption — so you can go live in days, not months.

See some of our time-saving automation in action in the short video below.

Customisable supplier management

You can also say goodbye to manual updates to Dynamics 365 Finance every time there's a business change.

Our supplier management solution lets you onboard and retire suppliers automatically. You can also update vendor records and maintain full audit logs. For example, if a supplier changes their bank account or tax ID, our solution passes the update to Dynamics 365 Finance.

These characteristics reduce data entry errors, prevent duplication, and increase compliance. Audit logs also help streamline internal audits and external compliance checks.

Multi-entity spend management

Managing finances across different entities with fragmented tools? With us (and our integration), you get a centralised spending view across your businesses with our multi-entity management solution. You can control subsidiaries' budgets, expenses, and corporate card usage in one simple interface.

And you can map transactions into each entity's ledger within Dynamics 365 Finance on autopilot. You can even automate intercompany coding, FX tracking, and local compliance handling.

Advanced controls and policy enforcement

Precision matters when it comes to spend control, and our solution makes it effortless. Use advanced controls that enforce granular spending rules and approval flow automatically. And put rules in place for a team, department, entity, or region without needing Dynamics 365 Finance customisation.

For example, per diem rules, spending caps, ATM blocks, and transaction blocks for a sales team travelling for exhibitions. This approach creates stronger governance and reduces the risk of overspending. It also provides complete control without complexity.

Scalable global spend management

Whether it’s a manager needing a secure payment method for staff or a team needing to fund their next project, you can use our spend management tools to issue secure payments, fund projects fast, help track ROI, and stay in control with physical and virtual corporate cards. connected directly to your workflows.

These cards work in 32+ countries and seven currencies. Plus, you get custom spend limits, real-time transaction data, and built-in reimbursement workflows.

And the best part? Everything syncs automatically with Dynamics 365 Finance — no manual work required.

Built-in accounts payable, data capture, and document matching

Keep your expenses and accounts in order with our solution, which makes documentation and reconciliation seamless from the moment someone makes a transaction.

Use tools like three-way matching across purchases, invoices, receipt notes, data auto-categorisation, and real-time reconciliations via our accounts payable solution, then see the data sync to Dynamics Finance 365 in seconds.

Your employees can also capture and extract key receipt and invoice data using our AI camera and OCR technology, saving time and empowering secure, compliant spend.

Compliance-ready audit trails

Maintain visibility on data changes with our detailed audit trails. These records include expense creation, authorship, approval history, and policy enforcement details.

Your file will be audit-ready without all the chasing and explaining typically associated with financial close. These features also remove Dynamics 365 Finance limitations like manual data entry reliance and human error. The result is clean, structured, and reliable data.

The transformative benefits of using Payhawk for finance management

To close the gaps in Dynamics 365 Finance & Operations, you need a solution built for finance teams. Ours streamlines tasks, speeds up processes, and helps you shift from firefighting to driving real impact.

Here’s what you can unlock when finance gets the right tools:

• Close faster with connected finance and expense management. Stop chasing paper receipts and fixing broken workflows. With Payhawk, you can extract, track, and analyse real-time spend data in just a few clicks — no code required. Say goodbye to mismatched transactions and clunky month-end processes. Free up time for more valuable work like financial planning and analysis.
• See everything. Trust your data. Act faster. Get reliable insights with automatic updates and two-way sync. Our platform connects seamlessly with your finance, HR, ERP, and BI systems, giving you full visibility into company-wide spend. With clean, consistent data at your fingertips, you can make better decisions — faster.
• Spend less time on IT. Get more done. Dynamics 365 Finance is powerful — but managing expenses shouldn’t require a consultant. Payhawk cuts the complexity, so your team can handle expenses without deep D365F&O knowledge or IT support. That means fewer tickets, less time fixing issues, and lower costs across the board.

To put our solution's transformative power into perspective, see how omnichannel retail company, Astrid & Miyu scaled smarter with Payhawk.

When Astrid & Miyu started to grow fast across Europe, their old manual finance processes and disconnected tools started to hold them back. Tracking spend across countries was messy, and the month-end close became a dreaded chore.

That changed when they switched to us.

At Payhawk, we quickly helped them move faster, with secure instant card issuance, automated invoice capture, and smart two-way ERP syncing. The finance team now runs at the same pace as the brand — agile, data-driven, and future-ready. And the results speak for themselves:

• 66% faster processing time, saving over 40 hours every week
• 15,000+ expenses processed in one year — all tracked in Payhawk
• Accounts payable closed two days faster
• 137 active cardholders, 224 users across four countries — managing multi-currency spend with ease

Lucy Payne, Head of Finance and Operations, says:

Since introducing Payhawk, expenses are no longer seen as a burden. It’s really boosted morale in the finance team — and the rest of the business — and we no longer dread the end of the month!

Go beyond the limits of D365 Finance

While Dynamics 365 Finance offers impressive flexibility, it becomes more powerful when you layer Payhawk on top.

As in really powerful: You get time-saving automation & AI, real-time data, and intuitive tools to free finance teams from operational bottlenecks.

If you’re stuck managing complexity, we can help you move faster, cleaner, and smarter. Find out more (and see the integration in action) in a personalised expert demo.