Does it use Azure AD for authentication?

Yes. The integration uses Azure AD / Microsoft Entra ID for secure, SSO-compatible authentication.

Can I sync existing Dynamics budgets?

Yes. Existing budget registers in Dynamics can be imported into Grove FP as a baseline for your plans.

How are Dynamics dimensions handled?

All global and shortcut dimensions in Dynamics map to Grove FP custom dimensions. You control the mapping.

Is real-time sync available?

Hourly sync is the default. Real-time webhook sync is available for Dynamics 365 Finance via Dataverse change tracking.

IntegrationAccounting

Dynamics 365 Integration

Microsoft Dynamics 365 Business Central and Dynamics 365 Finance are widely used by organisations embedded in the Microsoft ecosystem. The Grove FP integration connects your Dynamics data for seamless financial planning.

Setup time

10 minutes

Sync frequency

Hourly automatic sync

Data flow

Dynamics 365 → Grove FP: Chart of accounts, GL entries, dimensions, budgets

Overview

What it does

Sync your Dynamics 365 chart of accounts, dimensions, GL entries, and budget data into Grove FP. Works with both Business Central (SMB) and Dynamics 365 Finance (enterprise), leveraging the Microsoft Dataverse and APIs.

Benefits

Why connect Dynamics 365

Native Microsoft ecosystem integration using Azure AD authentication

Dynamics 365 dimensions map directly to Grove FP planning dimensions

Sync existing Dynamics budgets into Grove FP for enhanced planning capabilities

Works with both Business Central and Dynamics 365 Finance

Setup

How to connect Dynamics 365

Authenticate via Azure AD

Select your environment

Choose your Dynamics 365 Business Central company or Finance legal entity to connect.

Map dimensions

Map your Dynamics dimensions (departments, cost centres, projects) to Grove FP planning dimensions.

Import data

Pull GL entries, chart of accounts, and existing budget data into Grove FP.

Configure sync schedule

Set hourly sync for ongoing data freshness. Optionally enable real-time webhook notifications.

Use cases

How finance teams use this integration

Microsoft-first organisations

If your organisation runs on Microsoft 365, Teams, and Dynamics, Grove FP slots in as your planning layer without leaving the ecosystem.

Budget enhancement

Take basic Dynamics budgets and enhance them with driver-based modelling, scenarios, and rolling forecasts in Grove FP.

Dimension-based planning

Leverage your existing Dynamics dimension structure for department-level and project-level planning in Grove FP.

Works well with

Related integrations

Collaboration

Microsoft Teams

Microsoft Teams is the communication hub for Microsoft-first organisations. The Grove FP Teams integration brings budget notifications, approval workflows, and embedded planning tabs into your Teams experience.

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Data & BI

Power BI

Microsoft Power BI is the industry-leading business intelligence platform. The Grove FP integration lets you push your planning data into Power BI for advanced visualisations, dashboards, and embedded analytics.

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Spreadsheets

Excel

Microsoft Excel is the universal language of finance. Grove FP is built to work seamlessly with Excel — import your existing spreadsheets, paste data directly, and export to XLSX format at any time.

View integration

FAQ

Frequently asked questions

We support Dynamics 365 Business Central and Dynamics 365 Finance. Dynamics GP support is on our roadmap.

Connect Dynamics 365 to Grove FP today

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