Partner with UniFi for Microsoft Dynamics 365

Staff across any department can raise, track, and approve purchase requisitions from UniFi’s web/mobile portal—without requiring a Dynamics 365 licence. Approved POs are automatically posted to Dynamics 365 Purchasing, with full retention of user identities and audit history. This greatly reduces licence costs while rapidly scaling P2P automation.

UniFi’s no-code workflow builder supports multi-stage, multi-role approval flows far beyond standard Dynamics configurations (e.g., multi-level PO approval with project or capex checks). Approvers receive digest emails, mobile notifications, and can approve/reject directly from their device—actions which are tied back to originating Dynamics transactions for audit.

HR data managed in external platforms (e.g., Workday, BambooHR) is synchronised by UniFi, automatically creating or updating employee records, cost centres, and approval delegations in Dynamics 365. Staff can submit expenses or timesheets in UniFi (inclusive of dynamic policies and multi-currency support), with approved transactions posted as journals or vendor invoices into Dynamics, mapped to the correct accounts and budget lines.

UniFi’s budget checking engine calls and validates real-time budget consumption from Dynamics 365 before any external purchase, expense or project-related commitment is authorised. UniFi locks requests that would breach the budget and escalates exceptions, ensuring Dynamics remains the single point of fiscal control even if most approvals originate in UniFi.

New suppliers, GL accounts, or project/job codes set up in Dynamics 365 are automatically reflected in UniFi, and vice versa—removing the risk of outdated dropdowns, duplicated names, or mapping errors in workflow records. UniFi can also standardise master data flows between multiple Dynamics environments or group companies (useful for enterprise groups or those with multiple Dynamics instances globally).

Approved but unposted commitments in UniFi feed forecast and accrual models, letting finance teams in Dynamics see a full AP/AR picture (including non-booked transactions) for period-end reporting, cash management, and compliance. UniFi’s reporting/dashboard tools can extend native Dynamics 365 finance insights without additional Power BI dashboards.

Auditors, budget holders, or external project partners can securely interact with only their relevant workflows/documents in UniFi—with changes, comments, and approvals integrated back into Dynamics for full compliance audit trails.