Solver Data Source Connector: Microsoft Dynamics 365 Finance
Integration Platform – General Information
Solver offers a robust platform to streamline the movement of data both into Solver as well as out of Solver to your other applications.
Loading data into Solver:
Solver’s cloud platform includes of an integration interface with scheduling of automated data loads and a number of generic as well as specific data source connectors.
For certain data sources, Solver also offers QuickStart*, which consists of an out-of-the-box integration does not require any configuration as well as pre-defined financial reports, budget templates and dashboards.
Exporting data out of Solver to other applications:
Most of the time, customers don’t have a need to export data OUT of Solver. However, in some cases, it may be desirable to export completed budgets back to the ERP system. In other cases, a company is using BI tools like Microsoft Power BI or Tableau and want to connect these to Solver to export data to their dashboards. There are two ways of exporting data out from Solver:
Solver API – Using this secure API as well as a connector, data can be delivered to a third-party solution.
Excel export – Solver can deliver data to Excel files in virtually any format that matches the required import format of third-party solutions. These Excel exports can also be scheduled using Solver’s Publisher.
Dynamics 365 Finance Connectors
Solver offers several different connectors for Microsoft Dynamics 365 Finance:
OData Connector – Use Solver’s OData connector to integrate to Dynamics 365’s OData API. Typically used for smaller data loads.
QuickStart Connector*– Use Solver’s pre-built OData connector which is already mapped to specific fields in Dynamics 365. In this case, Solver’s scripts automatically create the endpoints in Dynamics 365.
SQL Connector – This integration method relies on first transferring the chosen data and dimensions from Dynamics 365 to Microsoft’s “Bring Your Own Database” (BYOD) and then use Solver’s SQL connector to load the data from BYOD and into Solver. Typically used for larger data loads or complex transformations.
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