Dynamics 365 Finance and Operations and FTP SFTP Integration
Connect Dynamics 365 Finance and Operations with FTP SFTP using appse ai to automate workflows, sync data, and eliminate manual tasks between both platforms.
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Dynamics 365 Finance and Operations and FTP SFTP Workflow
Explore triggers and actions available for both apps. Switch between apps to see what each one can do.
Showing triggers & actions for Dynamics 365 Finance and Operations
| Modules | Trigger |
|---|---|
| Sales invoices created by date range | Retrieves posted sales invoices from Dynamics 365 Finance and Operations filtered by invoice created date range. |
| New Sales Invoice Created | Triggers when a new sales invoice is posted in Dynamics 365 Finance and Operations. Returns invoice records including invoice number, customer account, sales order reference, invoice amount, currency, tax, and address details. |
| New contacts created | Triggers when new contact persons are created in Dynamics 365 Finance and Operations. Returns contact records including contact person ID, first name, last name, and primary email address. |
| New customers created | On new customers created in Finance and Operations. Using V2 of AEC_CustomServices |
| New packing slip created | Triggers when a new sales packing slip is created in Dynamics 365 Finance and Operations. Returns packing slip records including packing slip ID, sales order reference, delivery date, shipped quantity, and item details. |
| New Orders created | On new Orders created in Finance and Operations. |
| New products created | On new products created in Finance and Operations. Using V2 of AEC_CustomServices |
Dynamics 365 Finance and Operations and FTP SFTP Templates
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