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Microsoft Dynamics 365 Integration

Microsoft Dynamics 365 Business Central is the comprehensive ERP platform that gives nonprofits enterprise-grade financial management, grant tracking, and operational visibility at nonprofit-friendly pricing, fully integrated with the Microsoft 365 tools your team already uses every day. Omatic Cloud connects your CRM and fundraising systems to Microsoft 365, so every gift and transaction posts accurately, batched and structured for your team to close the books.
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Workflow

Financial Posting

Sound familiar?

Every transaction gets recorded somewhere. Finance still has to get it into the books.

Batch Mismatches Create Audit Exposure

Transactions grouped and reconciled in your CRM don’t always arrive the same way in Dynamics 365. When a batch gets split or reorganized on the way in, your organization is left reconciling a general ledger that doesn’t match your own records, exactly the kind of discrepancy an auditor is trained to flag.

Misclassified Revenue Puts Intent at Risk

Every transaction carries meaning in your CRM. But when coding doesn’t match Dynamics 365’s dimension structure, gifts, grants, tuition payments, and program revenue can land in the wrong fund, cost center, or grant. Without that translation, restricted funds get misclassified and the intent behind them doesn’t make it to the ledger the way it should.

Development and Finance Work From Different Numbers

Your development team reports one number. Your finance team closes with another. When gift data moves manually between your CRM and Dynamics 365, small discrepancies compound over time until month-end reconciliation becomes a trust problem.

Manual Posting Increases the Risk of a Compliance Gap

Without a documented, automated record of how data moved between systems, your team can’t easily answer the questions auditors ask. Every spreadsheet step between your CRM and Dynamics 365 is a gap in your audit trail, not just a workflow risk.

Adjustments and Reversals
Cost Center
Departments
Designations
Fees
Funds
Gifts & Donations
GL Code
Grants
Locations
Payments
Program
Project
Restrictions
Revenue Type
Omatic Cloud
Raiser’s Edge NXT
Salesforce
Virtuous

Integration

Already using Microsoft Dynamics 365?

Omatic Cloud connects Microsoft Dynamics 365 to your CRM so all of your data reaches the right place and is ready to use.

Helping You Make the Most of Your Microsoft Dynamics 365 Data

Close the Gap That Creates Audit Exposure

When revenue data flows from your CRM to Microsoft Dynamics 365 automatically, your general ledger reflects exactly what development recorded. Instead of creating a discrepancy, your team has a clean, consistent record from data entry to posted transaction.

Protect Donor Intent With Every Posted Gift

When designations and campaigns map accurately to your accounting system’s fund structure, restricted gifts land in the right account instead of putting donor intent at risk. That means honoring the right restriction instead of putting compliance in jeopardy.

Turn Month-End Close Into a Faster, Cleaner Process

When transactional data from your CRM posts to Microsoft Dynamics 365 accurately and on schedule, your finance team isn’t untangling discrepancies before they can close. That means less time spent on reconciliation and more confidence in the numbers when it matters most.

Everything Arrives Coded and Complete

Every transaction that reaches your accounting system needs the right restriction and general ledger coding attached to it. When that coding travels automatically from your CRM, your finance team doesn’t spend time chasing down missing information or correcting entries after the fact.

Walk Into Every Audit With a Clean Baseline

When financial data is accurate from the moment it posts, your organization reduces the risk of restatements, corrections, or findings tied to reconciliation errors. That means less time explaining discrepancies and more time demonstrating good stewardship.

Give Every Stakeholder One Trustworthy Set of Numbers

Revenue data should tell the same story in your CRM and Dynamics 365. When your CRM and finance systems consistently reflect the same numbers, board members, funders, and donors can trust what they’re seeing is what’s actually happening.

Trusted by 3,000+ organizations. 20+ years. Built exclusively for nonprofits.

Capabilities

Flexible Field Mapping

Designations, campaigns, and fund codes all need to map accurately to Dynamics 365’s dimension structure. Omatic Cloud applies that mapping automatically, so every transaction carries the right fund, program, grant, and location dimensions and your reporting stays reliable.

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Data Transformation

Gift and batch data doesn’t always arrive in the format Dynamics 365 expects. Omatic Cloud standardizes values, applies your organization’s dimension logic, and formats data for Dynamics 365 so it lands ready to use.

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Routing & Data Validation

Gift and batch data doesn’t always arrive in Dynamics 365 ready to post. Omatic Cloud validates incoming records, flags exceptions, and routes clean data automatically so your general ledger stays accurate and reconciliation stays straightforward.

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Compliance Attestations

Financial data moving between systems needs to meet the same standard of scrutiny your organization holds itself to. Omatic Cloud’s security and compliance certifications mean your finance team and auditors can trust the integration as much as the data it moves.

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Ensure Your Data Gets Where It Needs to Go. The Right Way. Every Time.

In 30 minutes, we will show you exactly how Omatic Cloud adapts to your workflows.

FAQs

How does Omatic Cloud integrate my CRM with Microsoft Dynamics 365?

Omatic Cloud connects your CRM, Raiser’s Edge NXT, Salesforce, Virtuous, and others, to Dynamics 365 Business Central automatically, mapping gift and transaction data to the right accounts, dimensions, and fund designations in your Dynamics 365 environment. No manual file exports or spreadsheet manipulation required.

Can Omatic Cloud map gift data to Dynamics 365 dimensions?

Yes. Omatic Cloud lets you define exactly how designations, campaigns, and fund codes from your CRM map to Dynamics 365 dimensions, including fund, program, grant, location, and service line. Every transaction carries the right dimensional tags so your fund accounting and reporting stay accurate.

Can Omatic help my organization stay audit-ready in Dynamics 365?

Yes. Every transaction Omatic Cloud processes is logged with a complete record of its journey from source record to posted entry. That documentation gives your finance team clear, traceable answers when auditors ask how numbers moved between systems.