Integrating Dynamics 365 with Financials can be achieved through using the ‘Gravity’ application. Here’s how to do it:
- Access your Dynamics 365 and click the 'Sales' menu.
- Select 'App Settings' from the options.
- Go to the 'App Extensions'.
- Navigate to the search bar and type 'Financials'.
- Now, select 'Gravity' from the results.
- Click Get It Now' to begin the integration process.
- To confirm the action, click 'Get it now' again and give Microsoft permission to use your account.
