---
title: 'Microsoft Dynamics 365 for Finance and Operations + Cotality DASH'
url: 'https://www.staging38.commercient.com/product/microsoft-dynamics-365-for-finance-and-operations-cotality-dash/'
date: '2026-06-19T10:09:05-04:00'
modified: '2026-06-19T10:09:05-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Microsoft Dynamics 365 for Finance and Operations to Cotality DASH, giving your team access to Microsoft Dynamics 365 for Finance and Operations data directly within Cotality DASH. 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 Cotality DASH, syncing customer, order and operational data between the ERP and Cotality DASH. This keeps Microsoft Dynamics 365 for Finance and Operations and Cotality DASH in sync so operational decisions are made from current data regardless of which system is used.

## What syncs

- Update Microsoft Dynamics 365 for Finance and Operations Customer Accounts from Cotality DASH Data
- Import Cotality DASH Records into Microsoft Dynamics 365 for Finance and Operations as New Entries
- Sync Microsoft Dynamics 365 for Finance and Operations Customer Accounts to Cotality DASH Account Records
- Export Microsoft Dynamics 365 for Finance and Operations Sales Orders and Customer Invoices to Cotality DASH
- Update Cotality DASH 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 Cotality DASH

## Why Commercient

### Payment and cash management

Sync Microsoft Dynamics 365 for Finance and Operations Customer Payments and receipt data to Cotality DASH so financial records and customer payment status are current in both platforms.

### Quote and estimate management

Connect Microsoft Dynamics 365 for Finance and Operations Sales Quotations to Cotality DASH 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 Cotality DASH 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 Cotality DASH to keep operational data aligned and support accurate workflow management across both systems.

## 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 Cotality DASH

Cotality DASH is a real estate data and analytics platform for mortgage professionals and property services companies, providing property data, market analytics and workflow tools.

## Frequently asked questions

### Can new records created in Cotality DASH be imported into Microsoft Dynamics 365 for Finance and Operations?

Commercient can support importing new records created in Cotality DASH into Microsoft Dynamics 365 for Finance and Operations when included in the integration scope. Direction and object coverage depend on project configuration.

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

Commercient provides ongoing support for the Microsoft Dynamics 365 for Finance and Operations and Cotality DASH 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 Cotality DASH?

Commercient can connect Microsoft Dynamics 365 for Finance and Operations and Cotality DASH 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 Cotality DASH automatically?

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

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

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