D365 Finance Interface
Seamless Integration of DBS/DBSi with Microsoft Dynamics 365 Finance
Is your company ready to deploy Microsoft Dynamics 365 Finance?
FDC Solutions provides a powerful, pre-built interface designed specifically for Caterpillar dealers to achieve true, real-time synchronization between DBS/DBSi and Microsoft Dynamics 365 Finance (F&SC). This interface ensures financial data integrity, accelerates your closing process, and empowers executive decision-making, guaranteeing your financial system reflects the operational reality of your dealership.
Core Deliverables and Pre-Built Financial APIs
Our comprehensive framework includes a suite of robust APIs that automate critical data flows, ensuring financial and operational consistency.
Batch GL Transactions
Automate the transfer of General Ledger transactions, drastically reducing manual entry and speeding up your monthly close cycle.
Customer Interface
Ensure continuous synchronization of customer master data, maintaining financial accuracy for billing and credit management.
Account & Company Validation
Guarantee that all transactions utilize valid codes and entities within both systems, eliminating posting errors and ensuring compliance.
Currency Exchange Rates
Automate the flow of up-to-date currency rates, essential for international operations and accurate multi-currency reporting.
Credit Check
Provide real-time credit validation for transactions, reducing financial risk and improving sales efficiency.
EMS Cost & Invoice Payments
Seamlessly integrate EMS costs and invoice payment details, ensuring accurate asset valuation and P&L statements.
EMS/Accounting Balance
Synchronize balances between operational and financial ledgers, providing a consistent, auditable view of your equipment assets.
Directed Periods & Posting Periods
Maintain control over financial timelines by ensuring consistency in posting periods and document type validation across both DBS/DBSi and F&SC.
Complete Project Success, Guaranteed
Our service includes all the expertise and support needed to ensure a flawless implementation and sustained success.
Expert Consultation
Dedicated DBS/DBSi to MSFT Design, PM, and Consulting services, including comprehensive initial phase meetings to map your specific needs.
Rigorous Testing
Thorough Integration Testing and User Acceptance Testing (UAT) ensure the system performs as designed before go-live.
Focused Project Management
Benefit from professional Project Management Services designed to keep your integration on track and ensure timely completion.
Data Migration Services
We provide specialized support to seamlessly transition your historical data.
Dedicated Support
Comprehensive Annual Support ensures continuous operation, updates, and maintenance.
Ready to learn more?
If your company is ready to deploy Microsoft Dynamics 365 Finance, complete the form below and allow a member of our team to show you how the interface between DBS/DBSi and D365 Finance from FDC Solutions can help you unlock the true potential of your Dynamics 365 Finance investment with an integration built on decades of Caterpillar dealer expertise so you can achieve financial control and operational integrity.