Microsoft Dynamics Construction Integration

Your Dynamics environment, connected to the projects it pays for.

Archdesk integrates with Microsoft Dynamics, set up with our team and mapped to your environment. Financial documents move between projects and the ERP project-coded, so the commercial picture and the company books stop drifting apart.

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Mapped to your environment, because there is no generic Dynamics

Microsoft Dynamics is not one system: editions, modules and years of customization make every deployment its own landscape. That is why the Archdesk integration is set up with our team and mapped to your Dynamics environment, entity by entity, rather than sold as a switch you flip. The result is the same as with any Archdesk accounting integration: financial documents entered once, landing project-coded on both sides.

Configured with our team

Scoped in discovery, mapped to your entities and account structure, tested with your ERP owners before anyone relies on it.

The ERP stays authoritative

Dynamics remains the company system of record. Archdesk adds the construction layer: estimates, valuations, variations and subcontractor accounts, connected instead of parallel.

Project-coded transactions

Invoices, credit notes and expenses carry project and cost coding, so the ERP reads by job and the project team sees costs finance recognizes.

Cashflow and CVR from live figures

Payments on sales and purchase invoices stay visible against projects, feeding cashflow reporting and the CVR (cost value reconciliation) position.

Enterprise reality, stated plainly

We will not call an ERP integration one-click, and you should distrust anyone who does. What we bring is a repeatable method: agreed scope, environment mapping, tested flows, then go-live.

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What the Dynamics integration covers

The standard scope below is the starting point; the final mapping follows your environment. Projects and purchase orders can be included depending on the system and setup.

Entities covered by the Archdesk and Microsoft Dynamics integration
Entity	Direction	Notes
General ledger / nominal codes	One-off sync (typical)	The ledger's nominal code structure is typically synced once at setup, so cost coding in Archdesk maps to the chart of accounts and every document posts against the right codes.
Vendors / suppliers	Two-way	Supplier records stay consistent between Archdesk and the ledger, so purchase transactions land against the right account.
Clients / customers	Two-way	Client records match on both sides, so sales invoices post without re-keying account details.
Sales invoices	Two-way	Invoices raised against clients in Archdesk reach the ledger project-coded, without being typed twice.
Purchase invoices	Two-way	Costs captured against projects land in the ledger coded to the job they belong to.
Credit notes	Two-way	Corrections travel with the invoices they adjust, on both the sales and the purchase side.
Expenses	Two-way	Project expenses reach the ledger against the right job, so the cost position stays complete.
Payments	Two-way	Payment status stays visible against sales and purchase invoices, feeding cashflow visibility and the CVR (cost value reconciliation) position.
Projects	Configurable	Can be included depending on the system and setup, so ledger transactions read by project on the accounting side too.
Purchase orders	Configurable	Can be included depending on the system and setup, extending commitment visibility into the ledger.

Set up with our team, owned with yours

Discovery establishes which Dynamics edition and modules you run, which entities are in scope, and how your chart of accounts and project coding should map. The Archdesk team configures the integration during implementation and tests it with your ERP owners against real transactions. Your finance and IT teams keep control of the ERP side throughout.

For the wider picture, see accounting and ERP integration and construction ERP.

Frequently Asked Questions: Microsoft Dynamics Integration

Does Archdesk integrate with Microsoft Dynamics?

Yes. Archdesk integrates with Microsoft Dynamics. The connection is set up with our team and mapped to your Dynamics environment, because no two Dynamics deployments have the same entities, customizations or account structure.

What data does the Dynamics integration cover?

The standard scope is vendors, clients, sales and purchase invoices, credit notes, expenses and payments, with projects and purchase orders included depending on the system and setup. Transactions land coded to the project they belong to.

Why is the integration configured rather than switched on?

Dynamics environments differ in modules, customizations and chart-of-accounts design. Mapping the integration to your specific environment during implementation is what makes it reliable in month three, not just impressive in a demo.

What does the project team get out of it?

A cost position in Archdesk that agrees with the ERP: payments and invoices on both the sales and purchase side stay visible against projects, feeding cashflow reporting and the CVR (cost value reconciliation) position.

Our ERP team is protective of Dynamics. How does that conversation go?

As a scoping conversation, not a surprise. The entity scope, the mapping and the direction of each flow are agreed with your ERP owners in discovery, and the integration is tested with them before go-live.

More Archdesk integrations

Every integration connects to the same project data model, so whichever systems your business runs on, the numbers agree. These pages cover the most requested systems, not the full list: Archdesk regularly builds integrations with customers' own ERP and accounting platforms during implementation.