Connect Younium with Dynamics 365
Seamless Integration Between Younium and Microsoft Dynamics 365 – Connect Business Central & Finance & Operations for Smarter Subscription Management”
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Finance & Operations
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Business Central
Microsoft Dynamics 365 Finance & Operations
The Younium–Microsoft Dynamics 365 Finance & Operations (FO) connector aligns subscription billing with enterprise ERP processes.
It automates invoice handling, billing schedules, and account synchronization to reduce manual effort and ensure accurate financial data in Dynamics FO.
Key Capabilities
- Invoice → Sales Orders: Posted invoices in Younium generate FO Sales Orders with mapped header and line details (accounts, terms, references, addresses, order lines).
- Invoice → Billing Schedules: Build FO billing schedules from Younium invoices, with terms, groups, start/end dates, and detailed items for precise revenue scheduling.
- Account Export: Sync customer accounts from Younium to FO, including name, group, terms, tax data, addresses, and invoice contacts.
- Advanced Field Mapping: Map header and line-level fields to ensure consistency across accounts, invoices, orders, and schedules.
Microsoft Dynamics 365 Business Central
The Younium–Microsoft Dynamics 365 Business Central (BC) integration streamlines subscription management and core financials.
By syncing master data and automating invoice postings, it reduces manual work, improves accuracy, and ensures a smooth flow of information between Younium and Dynamics BC.
Key Capabilities
- Master Data Synchronization: Sync customers, currencies, payment terms, chart of accounts, dimensions, and items from BC to Younium.
- Automated Invoice Posting: Posted invoices in Younium create sales invoices or credit memos in BC automatically, minimizing duplication and errors.
- Flexible Mappings: Map standard and custom fields to align with your company’s invoicing rules.
- Support for Deferral Codes: Map to BC deferral codes and dates for advanced revenue recognition (requires BC customization).