Savant With Microsoft Dynamics 365 Finance & Operations

Finance & Accounting / Operations & Supply Chain

Overview

Microsoft Dynamics 365 Finance & Operations (D365 F&O) is a core ERP application for managing financials, supply chain, procurement, and operations at enterprise scale. Savant’s connector makes it easier for finance and analytics teams to extract governed ERP data without relying on manual exports or IT tickets. You can pull transactional data such as general ledger entries, accounts receivable, accounts payable, invoices, and purchase orders directly into workflows. Automated scheduling and schema discovery ensure reports stay accurate as structures evolve, while throttling and pagination handle large datasets reliably. With Savant, finance teams can unify D365 F&O data with CRM, payroll, or warehouse systems to power consolidated reporting, planning, and compliance workflows. Encryption, audit logs, and role-based permissions are applied by default, making integrations secure and enterprise-ready.

This connector is available on request for integration into your environment.

Unlock these capabilities with Savant’s Dynamics 365 Finance & Operations connector

Extract financial and operational objects such as GL, AR, AP, invoices, and POs
Automate reporting workflows for financial close, compliance, and audit
Blend ERP data with CRM, HR, and warehouse systems for unified analysis
Schedule recurring extracts or trigger updates based on business events
Handle schema changes and large result sets with built-in discovery and pagination
Apply enterprise governance with role-based access, encryption, and audit logging
Deliver near real-time insights into finance and operations without manual exports

Why Fortune 500 Companies Choose Savant

Easy for Every Analyst

Drag-and-drop canvas lets any analyst load, cleanse, blend, and analyze data in minutes without coding or support tickets.

Cost-Efficient Scalability

Elastic architecture grows from pilot projects to global workloads, adding capacity on demand without extra costs or overhead.

Simple to Govern Centrally

Unified governance grants granular permissions, lineage, and audit trails, ensuring compliant, trusted pipelines across teams, regions, and clouds.

Agentic AI Automation

Pre-built AI agents handle data prep, matching, enhancement, and reporting tasks, learning from your rules and automating workflows without coding.

Accelerates Complex Workflows

High-performance in-memory engine speeds up joins, transformations, and rule-based logic across large datasets and multi-step workflows in seconds.

Optimizes Existing Ecosystem

Over 300 connectors instantly link Tableau, CRMs, ERPs, lakes, and databases, moving data freely without engineering roadblocks.

The Savant Advantage

Savant brings the power of agentic AI and automation to every analyst’s workflow. The platform is designed specifically for analysts and those who regularly work with data, spreadsheets, and workflows. With Savant, teams build powerful workflows with drag-and-drop ease, remove manual steps from data prep, reporting, and analysis, and put generative AI to work on complex data tasks.

Savant’s integration engine connects to APIs, ERPs, CRMs, apps, data warehouses, and SaaS tools in both directions. Pull in raw records, clean and combine them, and then feed results directly into dashboards, business apps, or back to the source. Every step is automated, governed, and built for scale — helping your teams move faster, with more reliable data and zero handoffs.

Savant With Microsoft Dynamics 365 Finance & Operations

Overview

Unlock these capabilities with Savant’s Dynamics 365 Finance & Operations connector