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Dynamics 365 ERP-Adaptive Insights Integration Pack

Seamlessly migrate key data between Dynamics 365 ERP and Adaptive Insights.

Armanino Marketplace > Dynamics 365 ERP-Adaptive Insights Integration Pack

The Dynamics 365 ERP-Adaptive Insights Integration Pack automates the migration of actuals, transactions and deferred revenue from Dynamics 365 for Finance & Operations (Dynamics 365 ERP) to Adaptive Insights, then migrates budgets from Adaptive Insights to 365 ERP. This gives you total confidence in your budgeting process, because budget and forecasting data always reconciles and balances to 365 ERP. With organizations using best-of-breed technology for various business functions, having a tight integration to your financial tool has never been more important.

Microsoft Dynamics AX to Adaptive Insights Integration Infographic


Dynamics 365 ERP – Adaptive Insights Features and Benefits: Business Value:
  • Migration of actuals, transactions and deferred revenue keeps your budgets/forecasts current.
  • Dynamics 365 ERP users can see actuals and budgets side-by-side, for a complete insight into the business.
  • The integration pack can be run on demand or set to run on a schedule.
  • Eliminates the error-prone, time-consuming task of rekeying data or manually extracting and importing Excel files.
  • Can be implemented in a quarter of the time and cost it would take to develop the integration.
  • Comes with free year-round support, hosting, monitoring and upgrades, so there is no burden on your IT team.


Why Armanino? Choosing the right implementation partner is even more important than choosing the right software. Armanino is a Gold Certified Microsoft Dynamics ERP Partner and the Adaptive Insights 2016 Partner of the Region: Americas. Our dedicated team of integration consultants have completed more than 400 projects.


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