Microsoft Dynamics Bots

Automate Microsoft Dynamics to fit your process the way you want it. Microsoft Dynamics has six separate products that make up the Microsoft Dynamics family:

Microsoft Dynamics family of Products

1. Microsoft Dynamics AX – Manufacturing ERP for large orgs
2. Microsoft Dynamics GP – Financial packages and also for small organizations
3. Microsoft Dynamics NAV – Distribution and Manufacturing for mid-size firms
4. Microsoft Dynamics SL – Project based companies ERP
5. Microsoft Dynamics CRM is Microsoft’s customer relationship management offering
6. Microsoft Dynamics RMS – short for retail management system

It’s highly likely for one organization to have licenses for many of these modules at your organization. It is in this scenario that RPA bots can help you integrate and automate your workflows

We specialize in automating accounting tasks for MS Dynamics. Some of the tasks that we can automate are

• Daily transaction entries and classification
• Reconcile bank account
• Inter company transfers
• Bookkeeping
• General ledger
• Payroll
• Accounts payable
• Accounts receivable
• Travel expense
• Fixed asset
• PO entries
• Two way and three way matches
• Credit note processing
• Supplier onboarding

Example of a typical microsoft dynamics automatable task

1. Log-into into Microsoft Dynamics application
2. Search our vendor database
3. Check if we have any outstanding balances with vendors
4. If So, see what the value was for each vendor
5. How many days are left before payment is due?
6. For overdue invoices email customers requesting them to make payments

In traditional software development, the above tasks would not be programmable as there are no bots in traditional development that can log in to GUI. This workflow could be automated in RPA as a PoC in just a few days and can be expanded and deployed in weeks.

Do you have such a system? If so, can you spare a moment and think of how many processes have a similar pattern and which waste your resources time? All of these could use the help of RPA.

Why choose Integra Balance to build your microsoft dynamics bot?

• As a pioneer in accountancy practice (since 2004), serving CPA’s, accounting firms and businesses of all sizes, we understand industry language well
• Our hands-on experience in accounting industry combined with our intelligent automation skills make us your ideal partner
• We are efficient enough to easily develop and deploy your MS Dynamics solution much quicker when compared to other companies (as we have vast prior working experience with all major and popular commercial accounting software)
• We deliver a complete end to end solution that includes process assessment and strategy planning, then enable RPA design, implementation and support
• We are committed to “Intelligent automation” with knowledge in accounting, finance and payroll RPA design/implementation
• We analyze your business and quickly develop a proof of concept so that you can understand the value and potential of RPA solution (even before it is implemented)
• We help you improve speed to market and stay ahead of your competitors