> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Microsoft Dynamics 365 Finance on Vortex IQ
> Monitor Microsoft Dynamics 365 Finance performance signals, run automated checks, and prepare approved work through Vortex IQ.
Monitor Microsoft Dynamics 365 Finance performance signals, run automated checks, and prepare approved work through Vortex IQ.
[Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) · [How connecting works](/integrations/connector-catalogue) · [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=microsoft-dynamics)
performance signals
automated checks
prepared fixes
proven workflows
API operations
### What you can achieve
Capabilities are grouped around merchant outcomes, not API terminology.
Find failures, leaks and risks before they cost sales.
Keep tracking, access and change under governed control.
Improve discovery, conversion, campaigns and repeat purchase.
Monitor orders, fulfilment, delivery and settlement.
Find storefront, speed, accessibility and journey problems.
Identify missing, inconsistent or outdated product data.
### From connection to verified outcome
The controlled sequence every capability follows. Nothing changes a connected system without the approval step.
Authorise the source. Scopes are shown before access is granted.
Watch the signals against your own baselines, not universal defaults.
Run checks and gather evidence specific to your store.
Explain what happened, why it matters and the proposed action.
You review scope, risk and reversibility before anything changes.
Apply through governed connector operations.
Confirm the intended result and keep the receipt.
No changes are made without the configured approval policy. Read-only operations do not modify the connected system; schedules, access scopes, API usage and data handling remain governed by Vortex IQ controls.
### Monitor performance
86 performance signals. Open an outcome to see its signals and how each one alerts. Read-only operations do not modify the connected system.
| Signal | Alert behaviour | What it tracks |
| --------------------------------------------------------- | -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **AP Aging , 60+ Days** | Alert band 10 / 30 | Description pending editorial review; the signal is live. |
| **AR Aging Buckets** | Watch only | AR Aging Buckets, compared across items. |
| **AR Aging , 60+ Days** | Alert band 5 / 15 | Description pending editorial review; the signal is live. |
| **AR Balance (live, by Legal Entity)** | Watch only | Description pending editorial review; the signal is live. |
| **Accrual Reversals (last close)** | Merchant rule | Description pending editorial review; the signal is live. |
| **Active Customers** | Watch only | Active Customers from Microsoft Dynamics 365 Finance, grouped under Customer Master. Computes when a live Microsoft Dynamics 365 Finance tenant is con |
| **Active Vendors** | Watch only | Description pending editorial review; the signal is live. |
| **Average Landed Cost per Unit** | Alert band 0 / 10 | Average Landed Cost per Unit from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance ten |
| **Average Sales Order Value** | Alert band 0 / -5 | Average Sales Order Value from Microsoft Dynamics 365 Finance, grouped under Sales Orders. Computes when a live Microsoft Dynamics 365 Finance tenant |
| **B2B Payment Terms Mix** | Watch only | B2B Payment Terms Mix from Microsoft Dynamics 365 Finance, grouped under AP/AR Cycle. Computes when a live Microsoft Dynamics 365 Finance tenant is co |
| **Cash Application Rate** | Alert band 95 / 85 | Cash Application Rate from Microsoft Dynamics 365 Finance, grouped under AP/AR Cycle. Computes when a live Microsoft Dynamics 365 Finance tenant is co |
| **Cash Applied Today** | Watch only | Cash Applied Today from Microsoft Dynamics 365 Finance, grouped under Executive Overview. Computes when a live Microsoft Dynamics 365 Finance tenant i |
| **Company Health Roll-up** | Watch only | Company Health Roll-up from Microsoft Dynamics 365 Finance, grouped under Executive Overview. Computes when a live Microsoft Dynamics 365 Finance tena |
| **Credit Hold Spike** | Watch only | Credit Hold Spike from Microsoft Dynamics 365 Finance, grouped under AP/AR Cycle. Computes when a live Microsoft Dynamics 365 Finance tenant is connec |
| **Customer Churn Signals** | Watch only | Customer Churn Signals from Microsoft Dynamics 365 Finance, grouped under Customer Master. Computes when a live Microsoft Dynamics 365 Finance tenant |
| **Customer Credit Utilisation** | Alert band 60 / 85 | Customer Credit Utilisation from Microsoft Dynamics 365 Finance, grouped under AP/AR Cycle. Computes when a live Microsoft Dynamics 365 Finance tenant |
| **Customers on Credit Hold (IsCreditHold=true)** | Merchant rule | Description pending editorial review; the signal is live. |
| **D365 Finance Health Score** | Merchant rule | Composite: batch-error-clean x flow-runs-healthy x AR-aging-low x inventory-variance-low. |
| **DSO Increase Alert** | Watch only | DSO Increase Alert from Microsoft Dynamics 365 Finance, grouped under AP/AR Cycle. Computes when a live Microsoft Dynamics 365 Finance tenant is conne |
| **Days Sales Outstanding (DSO)** | Alert band 30 / 60 | Description pending editorial review; the signal is live. |
| **Dead Stock Threshold Breach** | Watch only | Dead Stock Threshold Breach from Microsoft Dynamics 365 Finance, grouped under Inventory. Computes when a live Microsoft Dynamics 365 Finance tenant i |
| **ERP-vs-Ecom Inventory Variance %** | Alert band 1 / 5 | Description pending editorial review; the signal is live. |
| **Ecom Customers Absent from D365** | Alert band 0 / 10 | Description pending editorial review; the signal is live. |
| **FX Currency Exposure** | Alert band 5 / 15 | FX Currency Exposure from Microsoft Dynamics 365 Finance, grouped under Executive Overview. Computes when a live Microsoft Dynamics 365 Finance tenant |
| **Gross Margin Percentage** | Alert band 0 / 5 | Gross Margin Percentage from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance tenant i |
| **High-Value Overdue Invoices** | Watch only | High-Value Overdue Invoices from Microsoft Dynamics 365 Finance, grouped under AP/AR Cycle. Computes when a live Microsoft Dynamics 365 Finance tenant |
| **Intercompany Operating-Unit Imbalances** | Merchant rule | Cross-legal-entity / cross-OU journals that don't balance. Blocks consolidation in Microsoft Financial Reporting. |
| **Inventory Aging** | Alert band 5 / 15 | Inventory Aging from Microsoft Dynamics 365 Finance, grouped under Inventory. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; |
| **Inventory Carrying Cost** | Watch only | Inventory Carrying Cost from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance tenant i |
| **Inventory On-Hand Went Negative (any Warehouse)** | Merchant rule | Alerts for Inventory On-Hand Went Negative (any Warehouse). |
| **Inventory Turnover Ratio** | Alert band 4 / 2 | Inventory Turnover Ratio from Microsoft Dynamics 365 Finance, grouped under Inventory. Computes when a live Microsoft Dynamics 365 Finance tenant is c |
| **Inventory Value by Warehouse** | Watch only | Inventory Value by Warehouse. |
| **Journal Imbalances (rejected at posting)** | Alert band 0 / 5 | Description pending editorial review; the signal is live. |
| **Journals Rejected at Posting (PostingStatus=Rejected)** | Alert band 0 / 5 | Alerts for Journals Rejected at Posting (PostingStatus=Rejected). |
| **Journals by Source Module** | Watch only | AR / AP / GL / Inventory / Project / Bank split. Ecom-driven AR share creep = integration scaling. |
| **Landed Cost Variance vs Standard** | Alert band 2 / 5 | Landed Cost Variance vs Standard from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance |
| **Ledger Period Close Past Deadline** | Alert band 0 / 5 | Alerts for Ledger Period Close Past Deadline. |
| **Ledger Period Close Status** | Alert band 0 / 5 | Description pending editorial review; the signal is live. |
| **Manual Journals as % of Total** | Merchant rule | Description pending editorial review; the signal is live. |
| **Margin Compression** | Watch only | Margin Compression from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance tenant is con |
| **Margin Erosion Alerts** | Alert band 0 / 5 | Margin Erosion Alerts from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance tenant is |
| **New Customers (30d)** | Watch only | Description pending editorial review; the signal is live. |
| **On-Hand Inventory Value (by Warehouse)** | Watch only | Description pending editorial review; the signal is live. |
| **Open (Not Posted) Journal Entries** | Alert band 0 / 50 | LedgerJournalTrans rows in NotPosted / ReadyToPost / InProcess. Surface stuck-in-process queue. |
| **Open Sales Order Value** | Watch only | Open Sales Order Value from Microsoft Dynamics 365 Finance, grouped under Sales Orders. Computes when a live Microsoft Dynamics 365 Finance tenant is |
| **Open Sales Orders** | Watch only | Open Sales Orders from Microsoft Dynamics 365 Finance, grouped under Sales Orders. Computes when a live Microsoft Dynamics 365 Finance tenant is conne |
| **Orders on Credit Hold** | Alert band 0 / 5 | Orders on Credit Hold from Microsoft Dynamics 365 Finance, grouped under AP/AR Cycle. Computes when a live Microsoft Dynamics 365 Finance tenant is co |
| **Overdue Invoice Value** | Alert band 0 / 50000 | Overdue Invoice Value from Microsoft Dynamics 365 Finance, grouped under AP/AR Cycle. Computes when a live Microsoft Dynamics 365 Finance tenant is co |
| **Period Close On-Time Rate (12mo)** | Merchant rule | Description pending editorial review; the signal is live. |
| **Power Automate Flow Failures (ecom integration)** | Merchant rule | Power Automate flows linking ecom triggers to F\&O actions. Spike = trigger source down OR F\&O connector throttled. |
| **Returns Count** | Alert band 5 / 20 | Returns Count from Microsoft Dynamics 365 Finance, grouped under Sales Orders. Computes when a live Microsoft Dynamics 365 Finance tenant is connected |
| **Sales Order State Breakdown** | Watch only | Sales Order State Breakdown from Microsoft Dynamics 365 Finance, grouped under Sales Orders. Computes when a live Microsoft Dynamics 365 Finance tenan |
| **Sales Order to Invoice Lead Time** | Alert band 3 / 7 | Sales Order to Invoice Lead Time from Microsoft Dynamics 365 Finance, grouped under Sales Orders. Computes when a live Microsoft Dynamics 365 Finance |
| **Sales Orders Blocked on Inventory or Credit** | Alert band 0 / 5 | Sales Orders Blocked on Inventory or Credit from Microsoft Dynamics 365 Finance, grouped under Inventory. Computes when a live Microsoft Dynamics 365 |
| **Slow-Moving Inventory (>90d no movement)** | Merchant rule | Description pending editorial review; the signal is live. |
| **Top Findings Across Companys** | Watch only | Top Findings Across Companys from Microsoft Dynamics 365 Finance, grouped under Multi-Entity. Computes when a live Microsoft Dynamics 365 Finance tena |
| **Top SKUs by Inventory Value** | Watch only | Top SKUs by Inventory Value from Microsoft Dynamics 365 Finance, grouped under Inventory. Computes when a live Microsoft Dynamics 365 Finance tenant i |
| **Total COGS** | Watch only | Total COGS from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; |
| **Total Inventory Value** | Watch only | Total Inventory Value from Microsoft Dynamics 365 Finance, grouped under Inventory. Computes when a live Microsoft Dynamics 365 Finance tenant is conn |
| **Unpaid Invoice Count** | Watch only | Unpaid Invoice Count from Microsoft Dynamics 365 Finance, grouped under AP/AR Cycle. Computes when a live Microsoft Dynamics 365 Finance tenant is con |
| **Vendor Payment On-Time Rate** | Merchant rule | Description pending editorial review; the signal is live. |
| Signal | Alert behaviour | What it tracks |
| ----------------------------------------------- | ------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Cash Collected** | Alert band 0 / -15 | Cash Collected from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is conne |
| **Consolidated Revenue Trend** | Watch only | Consolidated Revenue Trend from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance ten |
| **Customers in Dataverse Not Promoted to D365** | Merchant rule | Dual-write integration gap , Dataverse contact created but D365 customer master entry never landed. Common F\&O+CE sync failure. |
| **Invoiced Revenue** | Alert band 0 / -5 | Invoiced Revenue from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is con |
| **Revenue Booked Over Time** | Watch only | Revenue Booked Over Time from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenan |
| **Revenue Booked into GL** | Watch only | Revenue Booked into GL from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant |
| **Revenue Gap Spike** | Watch only | Revenue Gap Spike from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is co |
| **Revenue Gap vs Commerce** | Alert band 0 / 5 | Revenue Gap vs Commerce from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant |
| **Revenue by Company** | Watch only | Revenue by Company from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is c |
| **Revenue by Currency** | Watch only | Revenue by Currency from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is |
| **Revenue by Segment** | Watch only | Revenue by Segment from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is c |
| **Sales Credit Memo Value** | Watch only | Sales Credit Memo Value from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant |
| **Top B2B Accounts by Revenue** | Watch only | Top B2B Accounts by Revenue from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance te |
| **Top Customers by Revenue** | Watch only | Top Customers by Revenue from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenan |
| Signal | Alert behaviour | What it tracks |
| ------------------------------------------------------- | ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **AR Aging on Customers with Active Ecom Orders** | Alert band 1000 / 10000 | Should auto-flag IsCreditHold=true via Power Automate flow when this triggers. |
| **Dead Stock with Active Ad Spend** | Alert band 5 / 15 | Dead Stock with Active Ad Spend from Microsoft Dynamics 365 Finance, grouped under Cross-Channel: Revenue at Risk. Computes when a live Microsoft Dyna |
| **Ecom Customers Absent from D365 Customer Master** | Alert band 0 / 10 | Description pending editorial review; the signal is live. |
| **Ecom Orders Missing Matching D365 Free-Text Invoice** | Merchant rule | Ecom orders the merchant fulfilled but D365 never billed. Common cause: Power Automate flow trigger silently missed an event. |
| **Low Stock Alerts** | Alert band 0 / 5 | Low Stock Alerts from Microsoft Dynamics 365 Finance, grouped under Inventory. Computes when a live Microsoft Dynamics 365 Finance tenant is connected |
| **OOS with Open Sales Order Demand** | Alert band 0 / 5 | OOS with Open Sales Order Demand from Microsoft Dynamics 365 Finance, grouped under Cross-Channel: Revenue at Risk. Computes when a live Microsoft Dyn |
| **Revenue Gap** | Watch only | Revenue Gap from Microsoft Dynamics 365 Finance, grouped under Cross-Channel: Revenue at Risk. Computes when a live Microsoft Dynamics 365 Finance ten |
| **SKUs with D365-vs-Ecom Inventory Drift >5%** | Alert band 1 / 5 | SKUs with D365-vs-Ecom Inventory Drift >5%, broken down by row. |
| Signal | Alert behaviour | What it tracks |
| ------------------------------- | --------------- | -------------------------------------------------------------------------------------------------------------------------------- |
| **Batch Job Error Queue (24h)** | Merchant rule | F\&O Data Import/Export Framework batch jobs in Error status. Common F\&O failure mode , easy to miss without active monitoring. |
| Signal | Alert behaviour | What it tracks |
| ----------------------- | --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Company Performance** | Watch only | Company Performance from Microsoft Dynamics 365 Finance, grouped under Executive Overview. Computes when a live Microsoft Dynamics 365 Finance tenant |
| Signal | Alert behaviour | What it tracks |
| ----------------- | --------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Margin by SKU** | Watch only | Margin by SKU from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance tenant is connecte |
### Audit risks and opportunities
A fix status appears only where the action, inputs, approval, verification and recovery controls are mapped. Candidate remediations are never executable. Open a check for the detail.
**Severity** critical · **Outcome** Protect revenue · **Fix status** Report only
An entry where debits and credits do not match cannot post to a correct ledger; if it exists at all, it means something upstream (an import, an integration, a manual entry) produced a genuinely broken transaction that accounting will have to find and fix by hand before the books balance.
Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.
Reference: `ERP-GL-002`
**Severity** high · **Outcome** Run operations · **Fix status** Report only
More than 15% of receivables are sitting in the 60+ day bucket. The longer an invoice goes unpaid, the less likely it is ever collected in full, so this is not just a cash-flow timing issue, a growing 60+ day bucket is a leading indicator of bad debt building up.
Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.
Reference: `ERP-FIN-001`
**Severity** high · **Outcome** Protect revenue · **Fix status** Report only
Stock levels disagree between the ERP and the storefront by more than 5% on SKUs that currently have active orders. That gap risks selling inventory that is not really there (an oversell) or holding stock back that is actually available, on exactly the products customers are ordering right now.
Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.
Reference: `ERP-INV-001`
**Severity** high · **Outcome** Run operations · **Fix status** Report only
The accounting period is more than 5 days past its close deadline and still open. Every day it stays open is another day transactions can still be edited or added to a period that reporting, tax filing and any lender or investor reporting expects to be final.
Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.
Reference: `ERP-CLOSE-001`
**Severity** high · **Outcome** Run operations · **Fix status** Report only
More than 50 journal entries are sitting unposted. Every report pulled from the general ledger while this backlog exists, profitability, cash position, tax figures, is working from incomplete books, and the larger the backlog grows the harder it gets to reconcile at period close.
Vortex IQ detects and explains this; resolution is manual, with evidence and recommended steps.
Reference: `ERP-GL-001`
**Severity** medium · **Outcome** Run operations · **Fix status** Candidate remediation
Customers who ordered over a week ago still are not in the ERP's customer master. Anything downstream that depends on that record, invoicing, tax reporting, credit terms, customer-level reporting, is working with an incomplete customer base until this syncs.
A likely corrective operation exists, but its mapping and recovery are not yet complete, so execution is not offered. Evidence and recommended manual steps are provided.
Reference: `ERP-CUST-001`
#### Build your own automated fixes
Turn any finding into an automated fix with a Vortex IQ workflow: **over 13,000 read and write operations across more than 200 connectors** are available as building blocks, with approval, verification and rollback on every change.
### Automate approved work
Vortex IQ is integrated with **5 read** and **1 write** operations across datacustomersv3s, datainventoryonhands, dataledgerjournaltrans, datamainaccounts, datavendorsv2s, oauth2tokens on Microsoft Dynamics 365 Finance. Combine them with anything from the **over 13,000 operations across more than 200 connectors** to automate the work in your own words.
Changes follow your configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution.
[Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=microsoft-dynamics)
#### Ready to build your first Microsoft Dynamics 365 Finance workflow
Pick a trigger, add the operations above as steps, and every step that changes data pauses for your approval. Monitoring and audits are live now and can start any workflow you build.
| Resource | Read operations | Write operations |
| ---------------------- | --------------- | ---------------- |
| datacustomersv3s | 1 | 0 |
| datainventoryonhands | 1 | 0 |
| dataledgerjournaltrans | 1 | 0 |
| datamainaccounts | 1 | 0 |
| datavendorsv2s | 1 | 0 |
| oauth2tokens | 0 | 1 |
Signed-in users see the full catalogue in the workflow builder, filtered to the sources they have connected.