RackNap’s Integration with Dynamics 365 Finance

Experience the seamless synergy between RackNap and Dynamics 365 Finance, streamlining your customers' operations for increased efficiency and productivity.

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Help your customers do more with Dynamics 365 Finance Integration

Supercharge your customers' business with Dynamics 365 Finance. Optimize business models for growth, automate financial operations, ensure profitability, and empower workforce productivity.

Dynamics 365 Finance Overview

Dynamics 365, Microsoft's cutting-edge suite of business applications, is a game-changer for organizations of all sizes. Dynamics 365 Finance makes your finance and business operations agile. With it, you can proactively prepare and avoid disruptions; improve your performance by connecting data and automating operations; and work smartly with embedded analytics and insights by AI.
Core Functionalities of Dynamics 365 Finance
  • Optimize Business Models

    Decrease global complexity and risk and quickly get access to financial insights. Dynamics 365 supports sustainability and ESG.

  • Automate Financial Operations

    Control expenses and cash flow; Simplify subscription billing, collections and AR; Expedite financial close and reporting; and innovate rapidly.

  • Ensure Profitability

    Better manage your expenses and time; Win more bookings and customers; Deliver on time and within budget; and enhance profitability and visibility of the project.

  • Increase Workforce Productivity

    Increase agility across organizations; Transform the way people work; Balance utilization of resources; and optimize benefits and compensation.

Advantages of RackNap’s Integration with Dynamics 365

RackNap’s Integration with Dynamics 365 (D365) Finance and Operations will enable you to expand your portfolio by including a powerful business application suite that empowers your customers to drive efficiency, streamline operations, and foster hyperconnectivity. Here’s what you can get:

  • Efficient Inventory Management

    RackNap utilizes D365 APIs to verify the existence of SKUs or Part Numbers, retrieving the data as needed. If data is not found, it creates the necessary Part Number with description, including all required details.

  • Seamless Partner Onboarding

    Whether you're expanding your network of resellers or affiliates, RackNap helps you streamline partner onboarding and ensures they get started quickly. Data flows seamlessly between RackNap and D365 – when a partner is onboarded in RackNap, the data is pushed into D365 and vice versa.

  • Simplified Credit Management

    RackNap integrates with D365 to assess partner credit limits and terms. It then generates sales invoices with specified terms and payment methods in D365, while retaining invoice records in RackNap. This integration enables seamless credit settlement within D365. Credit invoices are settled against related invoices in partner accounts within RackNap and D365. Notifications are disseminated to all relevant internal parties to ensure transparency.

  • Streamlined Order Management

    Whether it's provisioning new services, managing upgrades, or handling cancellations, this feature simplifies the entire order lifecycle. You can track orders in real-time, ensure swift fulfilment, and maintain a complete order history for better customer service.

  • Automated Invoice Management

    As soon as a customer place an order via the marketplace, the integration triggers the creation of a purchase invoice in D365. This invoice includes all vital details like part number, quantity, cost, vendor code, currency, date etc. This helps in comprehensive financial tracking.

  • Centralized Payment Processing

    Upon receiving payments, the integration facilitates the creation of payment journals in D365 to update partner accounts with the paid amount. Default dimensions are applied, and payments are matched with relevant sales invoices. For credit transactions, no payment journal is generated.

Why Choose RackNap?

Choose RackNap as your automation partner and elevate your Dynamics 365 offerings. Our platform empowers service providers like you to streamline operations, offer tailored solutions, expand globally, and ensure security and compliance.

  • Operational Streamlining

    RackNap streamlines your operations, automating tasks such as billing, provisioning, and management, ensuring you operate efficiently.

  • Tailored Solutions

    With RackNap, you can offer tailored solutions with Dynamics 365, meeting the unique needs of your customers and staying ahead in a dynamic market.

  • Global Expansion

    With RackNap, you can offer tailored solutions with Dynamics 365, meeting the unique needs of your customers and staying ahead in a dynamic market.

  • Global Expansion

    Expand your reach globally with RackNap's capabilities, accessing new markets and customer bases while ensuring consistent service excellence.

  • Security and Compliance

    RackNap prioritizes data security and compliance, safeguarding your critical data and ensuring adherence to industry regulations, giving you peace of mind as you grow.

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35% *

Revenue Growth (Average Revenue per partners)

Automated orders with cross-selling and up-selling capability.

40%*

Operational Cost Reduction

Reduced manual processes and manpower saving.

60%*

Increased Customer Satisfaction

Strong support capabilities with control in customers’ hands.

50K+*

Global End Users

Users across 6 continents trust us as we have everything ready.

*Source: Case studies of Technova, Reliance Infosystems, STS