ERP System
Microsoft Dynamics
Payment Layer
PaymentHub
PaymentHub + Microsoft Dynamics: PaymentHub connects payments directly to Microsoft Dynamics 365 Finance & Operations, Business Central, GP, and NAV with automated AR posting, AP workflows, and Azure-native security.
PaymentHub's Microsoft Dynamics integration delivers native payment posting across the full Dynamics family — Dynamics 365 Finance & Operations (F&O), Business Central, GP (Great Plains), and NAV.
Posting Capabilities
ERP System
Microsoft Dynamics
Live Payment Posting
Payment Layer
PaymentHub
AR Cash Receipts
Payments post as cash receipt journals in Dynamics with invoice settlement, financial dimension assignment, and payment method tracking across legal entities
AP Payment Journals
Approved vendor payments process through PaymentHub and post to Dynamics AP as payment journal entries with voucher matching, discount capture, and bank reconciliation data
GL Journal Entries
Fee accruals, surcharge collections, currency gain/loss, and reconciliation adjustments post as general journal entries with full financial dimension coding
Bank Reconciliation
Gateway settlement data feeds into Dynamics bank reconciliation module for automated matching of deposits to posted cash receipts
Customer Invoices
Open invoices, aging snapshots, credit limits, and payment terms sync from Dynamics to the customer portal and AR workflow engine in real time
Common Edge Cases & Special Handling
Customization Points
Financial Dimension Policy Override
Override default financial dimension assignments based on payment attributes — customer segment, payment method, entity, or amount threshold. Dimension rules execute as upgrade-safe policies that do not modify the base Dynamics posting configuration.
AL Extension Hook for Business Central
For Business Central deployments, PaymentHub exposes integration events that AL extensions can subscribe to for custom pre-posting validation, dimension enrichment, or workflow triggers. AL extensions are version-controlled and survive Business Central updates.
Data Management Framework Mapping for F&O
Extend the standard F&O Data Management Framework entity mappings with custom fields, computed values, or conditional logic. Custom mappings are maintained in the PaymentHub extension layer and applied during data transformation before posting.
Bank Reconciliation Rule Engine
Configure custom matching rules for the Dynamics bank reconciliation module — matching tolerance thresholds, multi-transaction grouping logic, and fee netting rules for consolidated gateway settlements.
AI Copilot for Microsoft Dynamics Integration
PaymentHub's AI Copilot automates GL mapping, test transactions, and fee analysis for your Microsoft Dynamics integration.
Financial Dimension Mapper
Analyzes your Dynamics 365 financial dimension configuration — dimension sets, default templates, account structures, and advanced rules — and generates posting rules that ensure every payment entry carries valid dimension combinations. Tests mappings against F&O validation rules before deployment.
Migration Assistant (GP/NAV to D365)
For organizations migrating from GP or NAV to Dynamics 365, the copilot maps existing payment posting configurations to the D365 data model, identifies gaps in financial dimension coverage, and generates a migration plan that preserves payment workflows through the transition.
Bank Reconciliation Optimizer
Analyzes historical bank reconciliation data to identify matching patterns, common exceptions, and opportunities to improve auto-reconciliation rates. Generates optimized matching rules that reduce manual bank reconciliation effort.
Security & Compliance
Azure Active Directory (Entra ID) authentication with service principal credentials for D365 F&O and Business Central
Dynamics GP eConnect security with Windows-authenticated service account and SQL role-based access
TLS 1.2+ encryption for all API communication; Microsoft-managed encryption at rest for cloud deployments
Dynamics security role integration — PaymentHub posting respects D365 security roles and duty assignments
Integration Setup
Register PaymentHub application in Azure Active Directory and configure service principal with appropriate Dynamics API permissions
Run AI copilot analysis to map your Dynamics GL structure, financial dimensions, and account rules to PaymentHub posting templates
Review and approve financial dimension mappings, payment application rules, and legal entity routing configuration
Configure bank reconciliation integration with matching rules and settlement mapping
Execute test transaction suite across all legal entities, payment methods, and dimension combinations
Configure customer portal with Dynamics invoice sync and branding, then promote to production
AI Copilot accelerates this setup
With AI Copilot enabled, GL mapping and test transactions are handled automatically using your Microsoft Dynamics schema. Most teams complete the full setup without writing any configuration code.
Ready to connect Microsoft Dynamics to PaymentHub?
Get a personalized assessment that maps your ERP posting model to PaymentHub's payment layer -- before you commit to anything.
Other ERP Integrations
Sage
PaymentHub delivers native payment posting to Sage 100, Sage 300, Sage Intacct, and Sage X3 with automated cash receipt creation, multi-entity consolidation, and dimensional GL mapping.
QuickBooks
PaymentHub connects directly to QuickBooks Online and QuickBooks Desktop for automated payment posting, invoice matching, bank deposit reconciliation, and self-service customer portal — without locking you into Intuit's payment gateway.
SAP
PaymentHub delivers native payment posting to SAP S/4HANA, SAP Business One, and SAP Business ByDesign with automated clearing, cost center mapping, and compliance-grade audit trails.
Frequently Asked Questions -- Microsoft Dynamics Integration
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