Microsoft Dynamics 365 Finance
The Microsoft Dynamics 365 Finance integration is available today.
Microsoft Dynamics 365 Finance holds the financial system of record for many commercial borrowers. The LORIQ integration brings those financials into your credit workspace automatically, so covenant tracking, credit analysis, and lender reporting always work from current statements instead of emailed spreadsheets.
Synced statements arrive as drafts with a mapping review step, so your team confirms how accounts map to LORIQ's financial model before anything affects covenant calculations or portfolio analytics.
Supported data
Core financial reporting data, imported on your schedule.
Every sync lands as a reviewable draft with account-mapping controls — nothing posts to your credit metrics without confirmation.
Statements are aligned to your fiscal calendar so period-over-period trends and covenant tests stay accurate.
Security
Every LORIQ integration — including Microsoft Dynamics 365 Finance — runs on one shared, hardened connectivity framework rather than per-integration plumbing:
- Credentials are stored in an encrypted, per-connection vault and are never exposed to browser sessions or logs.
- Every synced record is scoped to your organization — tenant isolation is enforced at the query layer and verified by automated guard tests.
- All incoming files pass malware scanning before storage; unscanned bytes are never persisted (fail-closed by design).
- Imports land as drafts for review — synced data never silently overwrites your records.
- Every sync, import, and connection change is captured in the platform audit trail.
Authentication
LORIQ connects to Microsoft Dynamics 365 Finance through Microsoft Entra ID (Native API (Microsoft Entra ID)). Your Microsoft administrator consents to a scoped set of permissions; LORIQ never handles user passwords.
Connections support both delegated (signed-in user) and application (app-only) authentication, so syncs keep running even when the connecting employee leaves. Disconnecting purges the stored credentials from the vault.
Setup guide
- 1Connect
From Settings → Integrations, choose Microsoft Dynamics 365 Finance and authorize the connection using your Microsoft Dynamics 365 Finance administrator credentials.
- 2Choose scope
Select the company, entity, or subsidiary whose financials LORIQ should sync.
- 3Preview & map
Run a preview to see exactly what will be imported, and review how accounts map to LORIQ's statement model. Previews never write data.
- 4Schedule
Enable the sync schedule. Each subsequent import arrives as a draft for review, and sync health is monitored with alerts if anything stalls.
Frequently asked questions
Will syncing overwrite the financials already in LORIQ?
No. All imports are draft-only. Your team reviews and accepts each import before it becomes part of your financial record.
Can LORIQ write data back to Microsoft Dynamics 365 Finance?
No. The integration is read-only — LORIQ pulls reporting data from Microsoft Dynamics 365 Finance and never modifies your books.
What happens if the connection breaks?
Syncs retry automatically with backoff. If a sync stalls, administrators are alerted so the connection can be repaired before reporting deadlines.
What if we use a system other than Microsoft Dynamics 365 Finance for part of the business?
Connectivity spans ERP platforms plus CSV and Excel import paths, and the platform's REST API — talk to our team about the best route for a mixed-system portfolio.
Expanding capabilities
- Broader statement coverage (for example AR/AP aging detail) as the canonical financial model expands.
- Deeper entity and dimension support for multi-entity organizations.
See Microsoft Dynamics 365 Finance + LORIQ in action
Walk through the integration with our team and see how your data flows into a single commercial credit workspace.
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