Finance & revenue
Real-time revenue, outstanding invoices and liquidity directly from Dynamics Finance.
Microsoft Dynamics 365 Integration
Microsoft Dynamics 365 Dashboard
ERP and CRM data from Dynamics 365 visible in real-time on your dashboard or office screen.
Microsoft Dynamics 365 has it all: sales, finance, operations and service, including its own dashboards via Power BI or built-in reports. But the strength of Ralect is a fully custom-built dashboard that's visible to everyone on office screens, without logging in. Ralect picks the KPIs that matter to your team and shows them on one clear screen.
How does the integration work?
Via the Dynamics 365 REST API and OData endpoints we connect with your environment. We configure the integration based on the modules you use: Finance, Sales, Operations or Service.
Examples of what's possible
Sales pipeline
Opportunities, deals and pipeline value from Dynamics Sales always visible.
Operations & production
Order progress, production capacity and inventory management from Dynamics Operations. Project overviews and task progress per employee or team are also possible.
Customer Service
Open cases, response times and customer satisfaction scores visible in real-time.
Frequently asked questions
Which Dynamics 365 modules can you connect?
We support Finance, Sales, Operations (Business Central), Customer Service and more. We always discuss which modules are relevant for you.
Does the integration also work with Business Central?
Yes. Microsoft Dynamics 365 Business Central is fully supported via the standard REST API.
How long until my Dynamics 365 dashboard is live?
Most clients are fully live within 4 to 5 weeks. We build the integration and dashboard custom, tailored to the Dynamics modules you use.
Is the integration secure?
Yes. We authenticate via Azure AD OAuth 2.0 and only read the data needed for the dashboard.
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