Dynamics 365 to Finance System Integration
We connect Dynamics 365 CRM to finance and ERP systems such as NetSuite, so billing and invoice data flows automatically from sales to finance without manual re-entry or duplicate data.
Who We Serve — Finance Leaders
Finance leaders spend hours every month chasing data across disconnected systems. We build the connections that close that gap — and keep them running for the long haul.
Finance teams are expected to be strategic, and too often stuck doing manual reconciliation instead. Inner Join Technologies builds Dynamics 365, NetSuite, and Power BI integrations that connect sales and finance data automatically, reducing the manual work that drags your team down while keeping the accuracy and audit trail your role depends on.
Finance teams today are managing more systems and more data than ever, and most of it doesn’t talk to itself. Finance leaders report using more than 10 different systems just to get a unified view of their own financials, and spending 10 or more hours every month manually reconciling data and fixing errors across those systems. It is no surprise that a meaningful share of organizations end up reopening their books or restating earnings because something slipped through.
A common version of this problem: sales runs on a CRM, finance runs on a completely separate system, and someone in the middle is manually re-entering deal and billing information, or spending hours every month making sure the two systems still agree with each other. None of this reflects your team’s ability. It reflects systems that were never designed to talk to each other. The fix is removing that manual bridge — without giving up the control and audit trail your role depends on.
What the 2026 data shows
Inner Join Technologies builds integrations that let your sales and finance systems share data automatically, so information gets entered once, by the team closest to it, and flows everywhere else it needs to go.
We connect Dynamics 365 CRM to finance and ERP systems such as NetSuite, so billing and invoice data flows automatically from sales to finance without manual re-entry or duplicate data.
We build commission and revenue reports directly from your CRM’s source data, so finance can calculate and pay commissions accurately without reconstructing deal details from a separate system.
We build Power BI dashboards that audit records between your CRM and finance system, flagging discrepancies for review before they become a problem, and giving your team self-service access to budget and performance reporting whenever they need it.
The Cincinnati Reds’ Corporate Partnerships team manages sponsorship deals in Dynamics 365. Their finance team runs on NetSuite. For ten years, Inner Join Technologies has kept those two systems connected, so billing details flow automatically from sales to finance, commissions get calculated and paid accurately from CRM source data, and a Power BI audit process catches any discrepancy between the two systems before it becomes a problem, flagging it for joint review by both teams.
The Reds’ team can also pull budget and performance reports on demand, without waiting on a manual report-building process.
Less time spent on manual reconciliation and data gathering across disconnected systems.
Billing and revenue data entered once and trusted everywhere it flows.
Commission reporting built from authoritative source data, supporting accurate and timely payments.
A built-in process for catching discrepancies between systems before they surface at period close.
A technology partner that builds integrations meant to last years, not just through the next system upgrade.
Let’s talk about where manual work is slowing your finance team down, and what a more connected environment could look like.
Manual reconciliation can be reduced by building an automated integration between your CRM and finance system, so data flows directly between them, combined with a reporting layer such as Power BI that flags discrepancies automatically rather than requiring manual comparison.
CRM and ERP systems, such as Dynamics 365 and NetSuite, can be connected through a custom integration that flows specific data, such as billing and invoice details, from one system to the other automatically, eliminating manual re-entry.
Commission reports can be built directly from CRM data, since the CRM typically holds the authoritative record of each deal, allowing finance teams to calculate and pay commissions accurately without manually reconstructing deal information.
A reporting tool such as Power BI can be used to regularly compare records between a CRM and a finance system, automatically flagging any discrepancies for review rather than relying on manual, periodic checks.
A finance leader should look for a partner with a track record of building integrations that remain reliable over time, not just at initial launch, along with experience connecting CRM and finance systems specifically and building in reconciliation and audit safeguards.
