The Microsoft Dynamics 365 Finance integration allows you to sync data from Deel directly to your accounting software. This integration automates the transfer of vendor information, invoices, payments, and documents, ensuring your General Ledger (GL) remains accurate and up-to-date. It is designed for users who want to streamline their accounting processes and reduce manual data entry errors.
This page contains technical details, common troubleshooting solutions, and support resources for the Deel and Microsoft Dynamics 365 Finance integration.
In this article
- Available Plugins
- Technical Reference
- Known Limitations
- Troubleshooting
- Frequently Asked Questions
- Support
Available Plugins
After connecting your accounting system to Deel, configure the bookkeeping modules by contract type (Independent Contractors, EOR, and COR) to automate your accounting workflows.
Payment Sync
Map payment methods to payment accounts in your accounting system.
- Set a default payment account for all invoice payments made using bank transfers or unmapped payment methods
- Select one default payment per currency
- Map individual saved payment methods to specific payment accounts
Document Sync
Control whether invoice PDFs and attachment files sync to your accounting system. Toggle this plugin on or off based on your document management needs.
Vendor Management
Link and manage vendors for contracts with the option to automatically sync and create vendors in your accounting system.
-
For EOR contracts: Use Deel's Single Vendor option to simplify EOR accounting. Deel invoices for EOR services through parent entity Deel Inc, while transactions continue to sync with local EOR vendors.
- Select "Invoice Sync" from the EOR module
- Toggle on "Use a single vendor for EOR invoices"
Bill (Invoice) Sync
Map expense accounts and define how invoices sync to your accounting system.
- Complete account mappings for contractors by mapping expense accounts
- Choose automatic sync: invoices will sync to your accounting system every time contractors are paid
Technical Reference: OData Entities
The Microsoft Dynamics 365 Finance integration uses OData endpoints to sync data. All endpoints are called as {baseUrl}/data/<EntityName>.
Below is a complete reference of the entities used by Deel for companies, accounting data, vendors, and tracking categories:
Companies & Ledger
| Entity | Purpose |
|---|---|
| Companies | Fetch legal entities |
| Ledgers | Ledger info (currency, chart of accounts) |
Chart of Accounts & Banking
| Entity | Purpose |
|---|---|
| MainAccounts | GL accounts |
| BankAccounts | Bank account masters |
Vendors
| Entity | Purpose |
|---|---|
| Vendors | Vendor master list |
| VendorGroups | Vendor group definitions |
Vendor Invoice Journals
| Entity | Purpose |
|---|---|
| VendInvoiceJournalHeaders | Vendor invoice journal headers |
| VendInvoiceJournalLines | Vendor invoice journal lines |
| VendorInvoiceDocumentAttachments | Invoice file attachments (POST) |
Vendor Payment Journals
| Entity | Purpose |
|---|---|
| VendorPaymentJournalHeaders | Payment journal headers |
General Ledger Journals
| Entity | Purpose |
|---|---|
| LedgerJournalHeaders | GL journal headers (global payroll) |
| LedgerJournalLines | GL journal lines |
Tracking Categories & Dimensions
| Entity | Purpose |
|---|---|
| CostCenters | Cost centres |
| BusinessUnits | Business units |
| ProjectsV2 | Projects |
| FinancialDimensionSets | Custom financial dimension definitions |
| FinancialDimensionValues | Values for a given financial dimension |
| DimensionIntegrationFormats | Ledger dimension format/hierarchy config |
Known Limitations
- The Base URL must be the exact environment URL without any sub-paths or trailing slashes to ensure the API handshake is successful.
- The integration requires specific API permissions in Entra ID. If these are not granted admin consent, sync attempts will fail despite a valid connection.
- The GL sync credential validation checks all tracking category entities (including
CostCentersandDepartmentsV2) upfront. If the service principal lacks read access to any of these, the credential check will fail even if other permissions are correct.
Troubleshooting
GL Sync Credential Validation Fails
Symptom: You enter credentials in the GL sync configuration screen, but receive a connection error despite the credentials being valid.
Root Cause: The GL sync screen validates credentials by querying all tracking category entities upfront — including CostCenters, DepartmentsV2, and FinancialDimensionSets. If your Azure service principal lacks read access to any of these entities, the credential check returns a connection failure.
Solution:
- Open System Administration > Security > Assign users to roles in your Dynamics 365 Finance environment.
- Locate the Azure AD application user associated with your Deel integration's service principal.
- Assign or verify the following security roles are assigned:
- Accounting Manager (standard role), OR
- A custom role with permissions to Maintain financial dimensions and View financial dimensions
- Ensure the security role includes read access to all tracking category entities listed in the Technical Reference section above.
- Re-test the GL sync credential validation in Deel.
If you are unsure which permissions are required, ask your Dynamics 365 Finance administrator to check the security role assigned to the service principal application user.
Frequently Asked Questions
Can past invoices be synchronized?
Will invoices automatically be synchronized?
How can the integration be disconnected?
What if the client secret expires?
Are notifications sent if there's an issue?
Support
If you encounter issues connecting or syncing, contact Deel Support for assistance.