MICROSOFT INTEGRATION · BUILT FOR EVERYTHING ELSE

Microsoft integration that reaches the systems other tools can't.

Q: How is this different from Rayven's Dynamics 365 accounting integration?

The [D365 Business Central integration](/solutions/data-integration-platform/accounting-software-integration/dynamics-365-business-central-integration) handles the GL, transactions and close. This page is about the planning model: budget planning workspaces, driver-based budgets and Copilot-assisted forecasting in D365 Finance, fed by actuals from Microsoft and every other ledger. See [how Rayven works](/platform).

Connect Microsoft Dynamics 365 Finance Planning to every system and workflow your business runs on. Turn your Microsoft data into real-time operational intelligence + AI-ready insight.

Get my Microsoft integration plan → Talk to us

★★★★★5/5 · 140+ reviews Australian-built 99.9% platform uptime

Live demo · Claude querying Microsoft + ops via Rayven MCP

What's the status of the D365 Finance + other ERP → Dynamics 365 Finance Planning flow today?

All flowing. Actuals load beyond the Microsoft ledger is live. No blockers flagged.

D365 Finance + other ERPDynamics 365 Finance Planning

Trusted by 240+ teams across Australia + globally

THE REALITY

Microsoft is brilliant at what it does. Useless at everything else your data + AI needs to touch.

Budget planning workspaces read D365 Finance, but actuals from other ledgers arrive by import. Excel plan templates refresh on a cycle, Copilot works from stale numbers, and scenario work stalls when the driver data sits outside the Microsoft estate.

The integration tool you've already tried probably can't fix it.

What Zapier + iPaaS reach

SaaS-to-SaaS. Useful, until it isn't.

Connectors for Microsoft, Slack + a thousand other SaaS apps. Cheap + fast for the easy half of integration. Where they hit a wall:

Non-Microsoft ERP and accounting ledgers that hold actuals the workspace does not reach
CRM pipeline that should drive the budget and revenue plan
Data warehouse and BI beyond Synapse and Power BI that need the plan
HRIS that feeds headcount into workforce and cost-centre budgeting
Ops systems holding the volumes and drivers behind the operating budget

What Rayven reaches

ERP, accounting, ops, BI + AI. One platform.

The integration platform built for what other tools can't (or won't) reach - plus an AI data fabric, MCP server + app builder layered on top.

Microsoft + every ERP, accounting and data warehouse system
ERP, accounting, data warehouses, CRM, HRIS + custom-built connectors.
Files, legacy SQL, FTP + custom-built connectors
Real-time bidirectional sync, tier-aware + rate-limit-safe
AI Data Fabric, MCP, automation + custom apps included

WHAT YOU CAN BUILD

Microsoft + Rayven: AI, automation + tools that reach every system you run.

5 examples of what Rayven customers run on Microsoft + integrated systems. Built in weeks, not months.

D365 Finance + other ERP → Dynamics 365 Finance Planning

Actuals load beyond the Microsoft ledger

Actuals from D365 Business Central and non-Microsoft ledgers load into budget planning workspaces by entity and dimension as they post. Budget vs actual stays live across the group.

Booked revenue vs Microsoft closed-won this month?

$2.41M booked, $2.39M closed-won. Two deals awaiting invoice - flagged.

MicrosoftD365 FinanceDynamics 365 Finance P

CRM (pipeline) → Dynamics 365 Finance Planning

Pipeline drives the revenue budget

Live opportunities from Salesforce or HubSpot CRM flow into the revenue plan. Driver-based budgets rebuild on real pipeline, not a typed-in assumption.

Which won deals are stuck pre-invoice?

3 stuck. 2 drafts in accounting, 1 awaiting PO. Auto-finalise?

MicrosoftCRM (pipeline)Dynamics 365 Finance P

Dynamics 365 Finance Planning → Data warehouse + BI

Plan pushes past Synapse and Power BI

Approved budgets and forecasts push from the planning workspaces to the data warehouse and BI beyond the Microsoft stack. Reporting reads the same numbers finance approved.

Reconcile this month's pipeline + finance.

$1.82M aligned, $48k variance flagged. Owners notified.

MicrosoftDynamics 365 Finance PData warehouse + BI

Dynamics 365 Finance Planning → AI agents

AI-led scenario modelling with Copilot

Every workspace, dimension and version streams into Rayven's data fabric. AI runs scenarios alongside Copilot for FP&A, drafts variance commentary and flags budget risk in real-time.

Booked revenue vs Microsoft closed-won this month?

$2.41M booked, $2.39M closed-won. Two deals awaiting invoice - flagged.

MicrosoftDynamics 365 Finance PAI agents

HRIS → Dynamics 365 Finance Planning

Headcount feeds cost-centre budgeting

Live headcount and role data feed workforce and cost-centre budgeting. People costs in the budget track the real org, not a period-old census.

Which won deals are stuck pre-invoice?

3 stuck. 2 drafts in accounting, 1 awaiting PO. Auto-finalise?

MicrosoftHRISDynamics 365 Finance P

BEYOND INTEGRATION

Integration is the start with Rayven.
Here's what comes with it.

Rayven isn't just a Microsoft connector. It's the operational software platform underneath - so once Microsoft is connected, four more capabilities come online by default.

AI-ready data layer (AI Data Fabric)

Microsoft data joined with ERP, IoT + legacy - contextualised, unified and structured so AI models, agents and tools can use it without ETL prep work.
Learn more →

Live AI access (Rayven MCP)

Claude, ChatGPT + Gemini get live, governed access to Microsoft and every other connected system. Your AI stops guessing - cites real Microsoft records + numbers.
Learn more →

Automation + AI agents

Workflows + AI agents act on Microsoft data without human intervention - escalate at-risk accounts, trigger operational work, auto-update forecasts, draft customer comms.
Learn more →

Custom apps + portals

Unified customer portals, ops dashboards, mobile field apps, partner portals - built on top of integrated Microsoft data. No separate BI tool, no separate dev stack.
Learn more →

All on top of your existing stack. No rip + replace. Microsoft stays Microsoft. Rayven works on what you've already built. Specifically tuned for D365 budget-workspace mapping + non-Microsoft actuals feeds.

The Rayven

AI Data Fabric

MULTIMODAL DATA IN

THE RAYVEN PLATFORM

AI CAPABILITIES OUT

SCADA + OT

Databases

Streaming Feeds

IoT + Sensors

Documents + PDFs

Video + Images

Audio + Voice

Manual + Forms

APIs + Webhooks

AI Agents

Predictive AI + ML

Conversational AI

Real-time Training

AI-led Execution

Multimodal AI

Anomaly Detection

Forecasting

Vision + Edge

Gen AI Summaries

MICROSOFT INTEGRATION · WHICH PATH

Pick the right tool for your stack.

Microsoft integration looks different at every scale. Honest comparison of the four common paths - Rayven only wins on some of them.

Capability

Rayven

Zapier · Workato

MuleSoft · Boomi

Build it yourself

Microsoft to other SaaS

Yes

Best in class

Yes

DIY effort

Microsoft to legacy DB / files / FTP

Yes

Partial

Yes

DIY effort

Real-time, tier-aware + rate-limit-safe

Yes

Throttled / paid

Yes

Hard to get right

D365 budget workspaces + Dataverse sync

Built in

Microsoft only, no plan sync

Custom build

Hard to get right

AI-ready data layer + MCP for AI

Built in

Custom apps + portals on connected data

Built in

Not included

Separate product

Build it

Australian-built · sovereign deploy

Available

US-hosted

Configurable

You decide

Cost vs enterprise iPaaS

Significantly lower

Cheap at low volume

Premium pricing

Internal cost

Time to live

2-12 weeks

Days · per Zap

3-9 months

6-18 months

WHY RAYVEN · NOT JUST ANY CONNECTOR

The integration is the easy bit.
The platform + team behind it is the difference.

99.9% platform uptime

Platform + team. One commercial.

Not five vendors stitched together. Rayven is the platform AND the Australia-based expert team that scopes, builds + supports it. One commercial. No licence stacking, no finger-pointing.

DATAVERSE + POWER BI NATIVE

Built for D365 budget workspaces.

Rayven drives D365 Finance through Dataverse, OData and the Azure Synapse Link, mapping budget planning workspaces, dimensions and financial dimensions natively. Real-time sync loads actuals from any ledger and pushes approved budgets back to the D365 ledger and Power BI.

5/5 · 140+ REVIEWS

We stay after go-live.

No handoff. No disappearing. Rayven is a long-term partner when your Microsoft evolves, your stack changes, or you push further. 24/7 support. Same team, same platform, same commercial.

DEPLOY HOW YOU WANT

Hosted your way, where you need.

Deploy as cloud, private cloud + on-premise - in Australia, the US, the UK, or anywhere else your Microsoft data needs to live. Your residency, your rules, your local compliance environment.

FAQS

The questions Microsoft admins, RevOps + IT ask first.

If you're evaluating Rayven for Microsoft integration, these are the things worth knowing before booking a call.

The 30-minute call covers

Your Microsoft + connected stack today
What's reachable + which systems to bring in first
Live walkthrough of Rayven against your scenario
Time, scope + delivery estimate
Honest read on whether Rayven's the right fit

What is Dynamics 365 Finance Planning integration?

Dynamics 365 Finance Planning integration connects the D365 Finance budget planning workspaces to the systems that hold your actuals and drivers - ERP, accounting and the data warehouse - so budgeting runs on live data. Rayven delivers it as part of an AI data fabric, not a single-purpose connector.

How is this different from Rayven's Dynamics 365 accounting integration?

The D365 Business Central integration handles the GL, transactions and close. This page is about the planning model: budget planning workspaces, driver-based budgets and Copilot-assisted forecasting in D365 Finance, fed by actuals from Microsoft and every other ledger. See how Rayven works.

What systems can Rayven connect Dynamics 365 Finance Planning to?

Rayven connects D365 Finance Planning to 1,228+ systems including D365 Business Central, Azure Synapse, Salesforce, and sibling planning tools like Workday Adaptive Planning and Sage Intacct Planning. Custom integrations are part of done-for-you delivery.

How long does Dynamics 365 Finance Planning integration take with Rayven?

Most D365 Finance Planning integrations go live in 2-12 weeks. A single actuals-to-workspace or budget-to-warehouse feed runs in 2-3 weeks; a full planning fabric with AI-led scenario modelling runs 6-12 weeks. Choose DIY, done-for-you or hybrid delivery.

D365 already has Dataverse + Synapse Link. Why does Rayven add value on top?

Dataverse, the Azure Synapse Link and the Excel add-in cover the Microsoft path well. Rayven adds value where they stop: actuals from non-Microsoft ledgers, real-time rather than scheduled loads, pushing budgets to non-Microsoft BI, and the AI scenario and agent layers on top. Rayven complements D365 Finance Planning. See the Rayven Platform.

What are the technical specifics of Microsoft Dynamics 365 Finance Planning integration with Rayven?

Rayven connects to Dynamics 365 Finance through Dataverse, OData and the REST API, with the Azure Synapse Link and Excel add-in preserved, using OAuth and Azure AD authentication for real-time bidirectional sync. Budget planning workspaces, financial dimensions, accounts and versions are mapped natively, and actuals from non-Microsoft ledgers load with the same field-level mapping. Actuals post into the workspaces by entity and dimension as they land, rather than on a scheduled import, so budget vs actual stays current. Copilot for FP&A works from live inputs, and Rayven's own AI scenario layer runs alongside it. Approved budgets and forecasts push back to ERP, the data warehouse and non-Microsoft BI with dimensions intact. Rate limits are managed through batching and back-pressure so plan loads never throttle out. This planning integration is distinct from the D365 Business Central accounting integration. Validated against Dynamics 365 Finance with budget planning workspaces and non-Microsoft ledgers connected.

Sectors

Job Roles

Overview

Set Engagements

Overview

We Partner With

Library

Our Company

Microsoft integration that reaches the systems other tools can't.

Microsoft is brilliant at what it does. Useless at everything else your data + AI needs to touch.

SaaS-to-SaaS. Useful, until it isn't.

ERP, accounting, ops, BI + AI. One platform.

Microsoft + Rayven: AI, automation + tools that reach every system you run.

Actuals load beyond the Microsoft ledger

Pipeline drives the revenue budget

Plan pushes past Synapse and Power BI

AI-led scenario modelling with Copilot

Headcount feeds cost-centre budgeting

Integration is the start with Rayven.
Here's what comes with it.

AI-ready data layer (AI Data Fabric)

Live AI access (Rayven MCP)

Automation + AI agents

Custom apps + portals

Rayven is a five-layer platform ALL your integrations + much more
can run on.

Pick the right tool for your stack.

The integration is the easy bit.
The platform + team behind it is the difference.

Platform + team. One commercial.

Built for D365 budget workspaces.

We stay after go-live.

Hosted your way, where you need.

The questions Microsoft admins, RevOps + IT ask first.

The 30-minute call covers

What is Dynamics 365 Finance Planning integration?

How is this different from Rayven's Dynamics 365 accounting integration?

What systems can Rayven connect Dynamics 365 Finance Planning to?

How long does Dynamics 365 Finance Planning integration take with Rayven?

D365 already has Dataverse + Synapse Link. Why does Rayven add value on top?

What are the technical specifics of Microsoft Dynamics 365 Finance Planning integration with Rayven?

Microsoft + AI integration.
In weeks, not months.

Sectors

Job Roles

Overview

Set Engagements

Overview

We Partner With

Library

Our Company

Microsoft integration that reaches the systems other tools can't.

Microsoft is brilliant at what it does. Useless at everything else your data + AI needs to touch.

SaaS-to-SaaS. Useful, until it isn't.

ERP, accounting, ops, BI + AI. One platform.

Microsoft + Rayven: AI, automation + tools that reach every system you run.

Actuals load beyond the Microsoft ledger

Pipeline drives the revenue budget

Plan pushes past Synapse and Power BI

AI-led scenario modelling with Copilot

Headcount feeds cost-centre budgeting

Integration is the start with Rayven.Here's what comes with it.

AI-ready data layer (AI Data Fabric)

Live AI access (Rayven MCP)

Automation + AI agents

Custom apps + portals

Rayven is a five-layer platform ALL your integrations + much morecan run on.

Pick the right tool for your stack.

The integration is the easy bit.The platform + team behind it is the difference.

Platform + team. One commercial.

Built for D365 budget workspaces.

We stay after go-live.

Hosted your way, where you need.

The questions Microsoft admins, RevOps + IT ask first.

The 30-minute call covers

What is Dynamics 365 Finance Planning integration?

How is this different from Rayven's Dynamics 365 accounting integration?

What systems can Rayven connect Dynamics 365 Finance Planning to?

How long does Dynamics 365 Finance Planning integration take with Rayven?

D365 already has Dataverse + Synapse Link. Why does Rayven add value on top?

What are the technical specifics of Microsoft Dynamics 365 Finance Planning integration with Rayven?

Microsoft + AI integration.In weeks, not months.

Integration is the start with Rayven.
Here's what comes with it.

Rayven is a five-layer platform ALL your integrations + much more
can run on.

The integration is the easy bit.
The platform + team behind it is the difference.

Microsoft + AI integration.
In weeks, not months.