---
title: 'Microsoft Dynamics 365 for Finance and Operations + Advyzon'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-365-for-finance-and-operations-advyzon/'
date: '2026-06-19T10:09:22-04:00'
modified: '2026-06-19T10:09:22-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Microsoft Dynamics 365 for Finance and Operations to Advyzon, giving your team access to Microsoft Dynamics 365 for Finance and Operations data directly within Advyzon. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Microsoft Dynamics 365 for Finance and Operations and Advyzon, syncing customer, order and operational data between the ERP and Advyzon. The integration is scoped per project to cover the objects and directions that match each customer’s specific workflow.

## What syncs

- Import Advyzon Records into Microsoft Dynamics 365 for Finance and Operations as New Entries
- Sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Advyzon Account Records
- Export Microsoft Dynamics 365 for Finance and Operations Sales Orders and Customer Invoices to Advyzon
- Update Advyzon with Microsoft Dynamics 365 for Finance and Operations Released Products and On-hand Inventory Data
- Sync Microsoft Dynamics 365 for Finance and Operations On-hand Inventory to Advyzon
- Import Advyzon Data into Microsoft Dynamics 365 for Finance and Operations Records

## Why Commercient

### Quote and estimate management

Connect Microsoft Dynamics 365 for Finance and Operations Sales Quotations to Advyzon so quoting activity is visible and consistent across both systems for sales and operations.

### Customer data alignment

Sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Advyzon so both platforms share accurate and up-to-date customer information for operations and account management.

### Order and transaction sync

Export Microsoft Dynamics 365 for Finance and Operations Sales Orders and transactions to Advyzon to keep operational data aligned and support accurate workflow management across both systems.

### Product and inventory management

Update Microsoft Dynamics 365 for Finance and Operations Released Products and On-hand Inventory data in Advyzon so teams have current product information available in both platforms.

## About Microsoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 Finance and Operations is a cloud ERP for mid-size and enterprise businesses, managing global financials, supply chain, manufacturing, HR and operations.

## About Advyzon

Advyzon is a portfolio management and CRM platform for financial advisors, managing client portfolios, performance reporting, billing and advisor-client relationships.

## Frequently asked questions

### What support does Commercient provide after go-live?

Commercient provides ongoing support for the Microsoft Dynamics 365 for Finance and Operations and Advyzon integration after go-live. Support coverage and response times depend on the customer's support plan and service level agreement.

### What data can Commercient connect between Microsoft Dynamics 365 for Finance and Operations and Advyzon?

Commercient can connect Microsoft Dynamics 365 for Finance and Operations and Advyzon to sync data such as Customer Accounts, Released Products, On-hand Inventory, Sales Orders and Customer Invoices. Supported objects and sync direction depend on the customer's system setup and project scope.

### Can Microsoft Dynamics 365 for Finance and Operations Customer Accounts sync to Advyzon automatically?

Yes, Commercient can sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Advyzon so both platforms share consistent account data. Exact field mapping and sync frequency are configured per project.

### Can data from Advyzon flow back into Microsoft Dynamics 365 for Finance and Operations?

Commercient can support data flowing from Advyzon back into Microsoft Dynamics 365 for Finance and Operations when included in the integration scope. Direction and object coverage depend on project configuration.

### How often does the Microsoft Dynamics 365 for Finance and Operations and Advyzon integration sync?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time options depend on system capabilities and project scope.