WARECONNECT FOR MICROSOFT DYNAMICS 365
Give employees a focused way to create purchasing requests, manage purchase orders and complete approvals without opening Dynamics 365. Approved purchase orders are then automatically created or synchronised in the connected Dynamics 365 Finance or Business Central environment. WareConnect also helps finance teams organise supplier invoice review, supporting documents and exceptions while Dynamics remains the financial system of record.
Illustrative workflow — not a product screenshot
An invoice can be technically ready to enter an ERP but still be waiting on a purchase-order reference, a receipt confirmation, an approver or a supplier credit. Across procurement, operations and finance, those small gaps create avoidable follow-up and uncertainty.
WareConnect gives these activities a structured place to progress, so your team can focus on the exceptions rather than managing the process through scattered emails and spreadsheets.
Microsoft Dynamics 365 provides powerful finance and business management capabilities. But your employees should not need to navigate the wider ERP every time they request a purchase, approve a purchase order or review a supplier invoice.
WareConnect gives purchasing teams, managers and Accounts Payable staff a dedicated environment for everyday workflows, while Dynamics 365 remains your financial system of record.
Create purchase requests, manage purchase orders, track their progress and complete approvals directly in WareConnect. Give employees a focused, role-relevant experience without requiring them to navigate the wider Dynamics 365 application for everyday purchasing tasks.
Once approved in WareConnect, purchase orders are automatically created or synchronised with your connected Dynamics 365 Finance or Business Central environment. Keep purchasing and finance connected while reducing repetitive data entry and maintaining Dynamics 365 as the ERP system of record.
Give employees and occasional approvers straightforward screens showing the tasks and decisions relevant to their roles. Mobile-friendly browser access and notifications help managers review purchasing requests and supplier invoices wherever they work.
Apply configurable approval rules, budget checks and purchasing controls before orders progress. Where the relevant modules are configured, finance and procurement teams can review requests against budgets, departments, cost centres and organisational approval requirements.
Capture supplier invoice information using intelligent document processing and validate it against configured business rules. Where the required purchase order and goods receipt data is available, automated two-way or three-way matching helps routine invoices progress while highlighting discrepancies that require review.
Keep invoices with missing references, unmatched amounts, supplier credits or other discrepancies in a controlled review workflow. Hold statuses, approval comments, supporting documents and audit histories help Accounts Payable understand what needs attention and coordinate the next action.
WareConnect stores processed invoices and associated documents in a central, searchable repository. Authorised users can retrieve, open and revisit retained records as often as needed, with relevant approval history and supporting information available for supplier enquiries and audits.
Use WareConnect operational reports to review purchasing activity, approval status, outstanding transactions and processing exceptions. Identify work requiring attention, investigate delays and use available reporting information to improve workflow control alongside Dynamics 365 financial reporting.
WareConnect is a cloud-based solution designed to complement Dynamics 365. DataDevice works with your team to configure selected workflows, establish the agreed integration and provide the support arrangements appropriate to your solution.
Simplify purchasing for employees, make approvals more accessible and give finance teams greater visibility - while keeping approved purchasing transactions connected to Dynamics 365.
See WareConnect and Dynamics 365 working together.
Available modules and integration processes depend on your selected WareConnect solution and Dynamics 365 environment.
Supplier invoices and credit notes enter a managed document workflow.
Key invoice information is extracted and checked against the agreed business rules, including duplicate and required-field checks.
Where the required records are available, invoice details are compared with purchase orders and, for three-way processes, goods or product receipts.
The right team member sees the document, relevant details and a clear action: approve, reject, hold or request clarification.
Differences, missing references and expected credits can be investigated, corrected or escalated with decisions recorded.
Approved information and documents follow the agreed Business Central or Finance integration and posting process.
Where selected, supplier statement matching and payment-summary review can extend oversight beyond the individual invoice.
The exact approval ownership and final ERP transaction stage depend on the Dynamics application, connected data and selected WareConnect modules.
DataDevice offers WareConnect purchase-to-pay workflows for organisations using Dynamics 365 Finance. Your staff can create purchase requests, prepare and approve purchase orders inside WareConnect without opening Finance for those activities. Once approved, the PO is automatically created or synchronised to the connected Dynamics 365 environment. WareConnect can also complement invoice intake, review, approvals and exception follow-up alongside your existing Finance processes.
We assess how the proposed workflow aligns with your existing Finance configuration, legal entities, approval responsibilities and purchasing information. Available interfaces, transaction stages and financial posting responsibilities are confirmed for your specific environment.
Discuss a Dynamics 365 Finance workflowWareConnect allows your staff to raise purchasing requests, manage purchase orders and approve them in WareConnect, with approved POs automatically created or synchronised in your connected Business Central environment. The published Microsoft Marketplace offering also describes API-based supplier and reference-data lookup, including account, tax, job and item codes, together with invoice information and supporting PDF integration. The precise Business Central transaction state and posting process are defined separately.
The applicable Business Central companies, document state, approval ownership, posting responsibilities and integration sequence are confirmed during solution design.
See the Business Central invoice workflow
Bring invoices into a consistent review process. Check extracted information, duplicate submissions and the business fields needed before the invoice moves forward.
Compare supplier invoice details with purchasing records and identify mismatches for review. Two-way or three-way matching can be used where the relevant PO and receipt information is available.
Route work according to defined rules, notify approvers and keep comments and decisions alongside the invoice. Approvers can review work remotely, including on a mobile device.
Keep disputed, incomplete or credit-related invoices visible until they are ready to progress. Record whether an item is on hold, needs clarification or can proceed.
Use configured notification and supplier-email options to request missing information or clarification. Keep the related invoice status and review decisions visible to your finance team.
Coordinate approval responsibilities across entities with appropriate data separation. The link between WareConnect entities and the relevant Dynamics 365 company or legal entity is established during integration setup.
Find invoices, supporting documents and recorded approval history when answering supplier enquiries, reviewing workload or preparing for audit.
Beyond invoice approval, WareConnect supports purchasing workflows in which users create requests and purchase orders within WareConnect and approve them there, with approved POs then automatically created or synchronised in the connected Dynamics 365 environment. Other purchase-to-pay stages are selected to complement your purchasing policies and the Dynamics application you use.
Link spending requests to approval decisions and budget context before commitments are made.
Create, manage and approve purchase orders in WareConnect, with approved POs automatically created or synchronised in Dynamics 365 Finance or Business Central. Goods receipt processing and matching provide additional purchasing context where selected.
Compare supplier statements with invoice records to identify missing documents, amount differences and items requiring follow-up before payment review. Availability and data sources are established for the selected solution.
Provide an organised summary and approval process for payment-related information where that module is implemented. Payment execution remains within the agreed ERP and banking workflow.
Extend documented approvals to relevant employee expenses and credit-card expense processes where required.
Your WareConnect solution is scoped to the modules and integration points appropriate for your Dynamics environment.
Surface the difference for review instead of relying on a disconnected email trail.
Keep the invoice with a visible action owner while procurement confirms the supporting record.
Hold the invoice or route the issue for review, preserving comments and the decision history.
Notify the responsible person and make the invoice and context available for remote review.
Where statement matching is included, compare the statement with invoice records and investigate missing or differing items.
Use configured supplier messaging and internal notifications to request a missing reference or explain a disputed amount.
Apply defined routing and data separation while establishing the correct Dynamics legal-entity or company mapping.
The value comes from a workflow that fits your operations. During a demonstration, we focus on the delays and controls that matter in your current Dynamics environment.
WareConnect combines document capture, rules and matching to reduce repetitive processing. When an invoice is incomplete, unclear or inconsistent with the expected purchasing information, the workflow can direct it to an authorised reviewer for a decision.
Your team can review and resolve flagged documents under the agreed business process. Where separately contracted, DataDevice may support selected verification activities. The aim is clearer decisions, visible accountability and fewer unresolved items downstream.
Your existing Dynamics 365 configuration is the starting point. In a WareConnect demonstration, see a user create a purchase request, prepare and approve a PO entirely in WareConnect, and review the resulting PO in the connected Dynamics environment. We can also demonstrate invoice intake, exception handling, searchable documents and reporting. If your native process already handles a step well, the design should complement rather than duplicate it.
WareConnect has a product listing on Microsoft Marketplace describing its published Business Central offering, including API-based reference-data access and invoice/PDF integration. Listing availability does not by itself establish deployment or Microsoft certification of every capability.
View WareConnect on Microsoft MarketplaceNo. Dynamics 365 remains your ERP and financial system of record. WareConnect supports selected document, purchasing, review, approval and reconciliation workflows around it.
Yes. DataDevice offers WareConnect workflows for both Dynamics 365 Finance and Business Central. The purchasing experience - including request creation, PO management and approval in WareConnect, with approved POs created or synchronised to the ERP - is confirmed for both. Their ERP interfaces, legal-entity/company mappings and invoice posting processes are scoped and technically validated separately.
No identical connector should be assumed. The published Business Central offering describes API-based reference-data access and invoice/PDF integration. The Finance integration method and supported transaction types are confirmed for the customer environment.
Yes. Users can raise purchase requests, prepare and manage POs, track their progress and complete approvals directly in WareConnect, subject to their WareConnect roles and selected purchasing modules.
Once approved in WareConnect, the purchase order is automatically created or synchronised in the connected Dynamics 365 Finance or Business Central environment. The receiving company or legal entity, document state, duplicate safeguards and integration error handling are confirmed during implementation.
Dynamics 365 already provides powerful purchasing and invoice functions. WareConnect gives everyday users a focused way to create requests, manage and approve POs without opening Dynamics 365, and synchronises approved POs back to the connected ERP. It also brings invoice review, exceptions, supporting evidence, searchable documents and operational reporting into a dedicated workflow. We assess the existing Dynamics process to avoid unnecessary duplication.
WareConnect offers PO matching and two- or three-way comparisons when the required order and receipt records are available. We confirm the rules, data source and ERP edition before implementation. Dynamics also offers native matching, so the workflows should complement rather than duplicate each other.
WareConnect can support review and exception workflows when no usable purchase-order reference exists. Required coding, approval rules and ERP handoff steps must be agreed for the selected Dynamics application.
The document can be held or directed for clarification under the agreed rules, with review status and decisions kept visible. Credit-note accounting and ERP posting depend on the selected integration scope.
WareConnect advertises remote and mobile-friendly approval access and email notifications. The available actions and user permissions can be shown during a tailored demonstration.
DataDevice advertises supplier-email and notification features. Configured communication options can help request missing information; the exact templates, sender permissions and records retained are confirmed during implementation.
WareConnect offers multi-entity workflow support and data separation. Mapping to Finance legal entities or Business Central companies, including authorisation controls, is confirmed for each deployment.
Supplier Statement Matching is available as a WareConnect capability. Where included, it compares statements with invoice records and helps identify missing documents, differences and items requiring follow-up. The underlying data sources and Dynamics touchpoints are confirmed during scoping.
The published Business Central offering describes invoice information and PDF integration. Whether this creates an unposted document, enters native approval or leads to final posting must be demonstrated for the configured solution. Finance posting interfaces and states are confirmed separately.
WareConnect offers EFT Bank Summary and payment-stage workflows within its broader suite, and its Marketplace listing mentions Business Central cheque/remittance functions. Bank-file generation, payment execution and the availability of those processes must be confirmed for each Dynamics application and implementation.
The integration design establishes which system owns each approval decision and which financial controls remain in Dynamics. The goal is a clear audit trail and no unnecessary duplicate approval steps.
Integration error handling, retry rules, duplicate prevention and status reconciliation are assessed and tested for your specific Dynamics integration. Ask to review the relevant scenario in a demonstration or technical workshop.
We start by identifying your Dynamics edition, purchasing and invoice workflows, reference information, user roles and objectives. Integration, module scope, testing and support responsibilities are then confirmed in the agreed implementation plan.
Book a workflow-focused demonstration. We can discuss an example such as a PO discrepancy, supplier credit, cross-entity approval or statement mismatch and determine where WareConnect would add value alongside your existing ERP.
Whether you use Dynamics 365 Finance or Business Central, tell us where purchasing, supplier invoices, approvals or reconciliation need attention. We will walk through a relevant workflow, including an exception and the agreed ERP handoff, rather than a generic feature tour.
