> ## 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. 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. [Connect or manage this source](https://app.vortexiq.ai/workbench/settings/sources) ยท [How connecting works](/integrations/connector-catalogue) | **86** | **6** | **Build your own** | **Ready to build yours** | **6** | | ------------------- | ---------------- | ------------------ | ------------------------ | -------------- | | performance signals | automated checks | automated fixes | workflows | API operations | ## Monitor performance 86 performance signals. Signals with an alert band can raise Nerve Centre alerts; every signal supports a merchant-configured watcher. | Signal | Outcome | Alert behaviour | What it tracks | | --------------------------------------------------------- | ----------------------- | ----------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **AR Aging on Customers with Active Ecom Orders** | Protect revenue | Alert band 1000 / 10000 | Should auto-flag IsCreditHold=true via Power Automate flow when this triggers. | | **Batch Job Error Queue (24h)** | Control risk and change | Merchant rule | F\&O Data Import/Export Framework batch jobs in Error status. Common F\&O failure mode , easy to miss without active monitoring. | | **Customers in Dataverse Not Promoted to D365** | Grow revenue | Merchant rule | Dual-write integration gap , Dataverse contact created but D365 customer master entry never landed. Common F\&O+CE sync failure. | | **D365 Finance Health Score** | Run operations | Merchant rule | Composite: batch-error-clean x flow-runs-healthy x AR-aging-low x inventory-variance-low. | | **Dead Stock with Active Ad Spend** | Protect revenue | 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 Dynamics 365 Finance ten | | **Ecom Orders Missing Matching D365 Free-Text Invoice** | Protect revenue | Merchant rule | Ecom orders the merchant fulfilled but D365 never billed. Common cause: Power Automate flow trigger silently missed an event. | | **Gross Margin Percentage** | Run operations | 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 is connected; reconci | | **Intercompany Operating-Unit Imbalances** | Run operations | Merchant rule | Cross-legal-entity / cross-OU journals that don't balance. Blocks consolidation in Microsoft Financial Reporting. | | **Inventory Aging** | Run operations | 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; reconciles ecommerc | | **Inventory On-Hand Went Negative (any Warehouse)** | Run operations | Merchant rule | Alerts for Inventory On-Hand Went Negative (any Warehouse). | | **Journals Rejected at Posting (PostingStatus=Rejected)** | Run operations | Alert band 0 / 5 | Alerts for Journals Rejected at Posting (PostingStatus=Rejected). | | **Ledger Period Close Past Deadline** | Run operations | Alert band 0 / 5 | Alerts for Ledger Period Close Past Deadline. | | **Margin Erosion Alerts** | Run operations | 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 connected; reconcile | | **OOS with Open Sales Order Demand** | Protect revenue | 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 Dynamics 365 Finance te | | **Open (Not Posted) Journal Entries** | Run operations | Alert band 0 / 50 | LedgerJournalTrans rows in NotPosted / ReadyToPost / InProcess. Surface stuck-in-process queue. | | **Power Automate Flow Failures (ecom integration)** | Run operations | Merchant rule | Power Automate flows linking ecom triggers to F\&O actions. Spike = trigger source down OR F\&O connector throttled. | | **Revenue Booked into GL** | Grow revenue | Watch only | Revenue Booked into GL from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconc | | **Revenue Gap** | Protect revenue | Watch only | Revenue Gap from Microsoft Dynamics 365 Finance, grouped under Cross-Channel: Revenue at Risk. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; re | | **Revenue Gap vs Commerce** | Grow revenue | 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 is connected; recon | | **SKUs with D365-vs-Ecom Inventory Drift >5%** | Protect revenue | Alert band 1 / 5 | SKUs with D365-vs-Ecom Inventory Drift >5%, broken down by row. | | **Sales Orders Blocked on Inventory or Credit** | Run operations | 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 Finance tenant is co | | **AR Aging , 60+ Days** | Run operations | Alert band 5 / 15 | Description pending editorial review; the signal is live. | | **AR Balance (live, by Legal Entity)** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **Days Sales Outstanding (DSO)** | Run operations | Alert band 30 / 60 | Description pending editorial review; the signal is live. | | **ERP-vs-Ecom Inventory Variance %** | Run operations | Alert band 1 / 5 | Description pending editorial review; the signal is live. | | **Ecom Customers Absent from D365** | Run operations | Alert band 0 / 10 | Description pending editorial review; the signal is live. | | **Ecom Customers Absent from D365 Customer Master** | Protect revenue | Alert band 0 / 10 | Description pending editorial review; the signal is live. | | **Journal Imbalances (rejected at posting)** | Run operations | Alert band 0 / 5 | Description pending editorial review; the signal is live. | | **Ledger Period Close Status** | Run operations | Alert band 0 / 5 | Description pending editorial review; the signal is live. | | **AR Aging Buckets** | Run operations | Watch only | AR Aging Buckets, compared across items. | | **Active Customers** | Run operations | Watch only | Active Customers from Microsoft Dynamics 365 Finance, grouped under Customer Master. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconciles e | | **Average Landed Cost per Unit** | Run operations | 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 tenant is connected; re | | **Average Sales Order Value** | Run operations | 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 is connected; reconc | | **B2B Payment Terms Mix** | Run operations | 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 connected; reconciles | | **Cash Application Rate** | Run operations | 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 connected; reconciles | | **Cash Applied Today** | Run operations | Watch only | Cash Applied Today from Microsoft Dynamics 365 Finance, grouped under Executive Overview. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconci | | **Cash Collected** | Grow revenue | 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 connected; reconciles eco | | **Company Health Roll-up** | Run operations | Watch only | Company Health Roll-up from Microsoft Dynamics 365 Finance, grouped under Executive Overview. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; rec | | **Company Performance** | Customer experience | Watch only | Company Performance from Microsoft Dynamics 365 Finance, grouped under Executive Overview. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconc | | **Consolidated Revenue Trend** | Grow revenue | Watch only | Consolidated Revenue Trend from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; re | | **Credit Hold Spike** | Run operations | 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 connected; reconciles ecom | | **Customer Churn Signals** | Run operations | Watch only | Customer Churn Signals from Microsoft Dynamics 365 Finance, grouped under Customer Master. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconc | | **Customer Credit Utilisation** | Run operations | 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 is connected; recon | | **DSO Increase Alert** | Run operations | 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 connected; reconciles eco | | **Dead Stock Threshold Breach** | Run operations | Watch only | Dead Stock Threshold Breach from Microsoft Dynamics 365 Finance, grouped under Inventory. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconci | | **FX Currency Exposure** | Run operations | 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 is connected; recon | | **High-Value Overdue Invoices** | Run operations | 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 is connected; recon | | **Inventory Carrying Cost** | Run operations | Watch only | Inventory Carrying Cost from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconci | | **Inventory Turnover Ratio** | Run operations | 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 connected; reconciles | | **Inventory Value by Warehouse** | Run operations | Watch only | Inventory Value by Warehouse. | | **Invoiced Revenue** | Grow 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 connected; reconciles e | | **Journals by Source Module** | Run operations | Watch only | AR / AP / GL / Inventory / Project / Bank split. Ecom-driven AR share creep = integration scaling. | | **Landed Cost Variance vs Standard** | Run operations | 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 tenant is connected | | **Low Stock Alerts** | Protect revenue | 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; reconciles ecommer | | **Margin Compression** | Run operations | Watch only | Margin Compression from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconciles e | | **Margin by SKU** | Catalogue quality | Watch only | Margin by SKU from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconciles ecomme | | **Open Sales Order Value** | Run operations | 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 connected; reconcile | | **Open Sales Orders** | Run operations | Watch only | Open Sales Orders from Microsoft Dynamics 365 Finance, grouped under Sales Orders. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconciles eco | | **Orders on Credit Hold** | Run operations | 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 connected; reconciles | | **Overdue Invoice Value** | Run operations | 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 connected; reconciles | | **Returns Count** | Run operations | 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; reconciles ecommer | | **Revenue Booked Over Time** | Grow revenue | Watch only | Revenue Booked Over Time from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reco | | **Revenue Gap Spike** | Grow revenue | Watch only | Revenue Gap Spike from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconciles | | **Revenue by Company** | Grow revenue | Watch only | Revenue by Company from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconciles | | **Revenue by Currency** | Grow revenue | Watch only | Revenue by Currency from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconcile | | **Revenue by Segment** | Grow revenue | Watch only | Revenue by Segment from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconciles | | **Sales Credit Memo Value** | Grow revenue | Watch only | Sales Credit Memo Value from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; recon | | **Sales Order State Breakdown** | Run operations | Watch only | Sales Order State Breakdown from Microsoft Dynamics 365 Finance, grouped under Sales Orders. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reco | | **Sales Order to Invoice Lead Time** | Run operations | 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 tenant is connected; | | **Top B2B Accounts by Revenue** | Grow 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 tenant is connected; r | | **Top Customers by Revenue** | Grow revenue | Watch only | Top Customers by Revenue from Microsoft Dynamics 365 Finance, grouped under Revenue & Sales. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reco | | **Top Findings Across Companys** | Run operations | Watch only | Top Findings Across Companys from Microsoft Dynamics 365 Finance, grouped under Multi-Entity. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; rec | | **Top SKUs by Inventory Value** | Run operations | Watch only | Top SKUs by Inventory Value from Microsoft Dynamics 365 Finance, grouped under Inventory. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconci | | **Total COGS** | Run operations | Watch only | Total COGS from Microsoft Dynamics 365 Finance, grouped under Margin & Cost. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconciles ecommerce | | **Total Inventory Value** | Run operations | Watch only | Total Inventory Value from Microsoft Dynamics 365 Finance, grouped under Inventory. Computes when a live Microsoft Dynamics 365 Finance tenant is connected; reconciles ec | | **Unpaid Invoice Count** | Run operations | 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 connected; reconciles e | | **AP Aging , 60+ Days** | Run operations | Alert band 10 / 30 | Description pending editorial review; the signal is live. | | **Accrual Reversals (last close)** | Run operations | Merchant rule | Description pending editorial review; the signal is live. | | **Active Vendors** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **Customers on Credit Hold (IsCreditHold=true)** | Run operations | Merchant rule | Description pending editorial review; the signal is live. | | **Manual Journals as % of Total** | Run operations | Merchant rule | Description pending editorial review; the signal is live. | | **New Customers (30d)** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **On-Hand Inventory Value (by Warehouse)** | Run operations | Watch only | Description pending editorial review; the signal is live. | | **Period Close On-Time Rate (12mo)** | Run operations | Merchant rule | Description pending editorial review; the signal is live. | | **Slow-Moving Inventory (>90d no movement)** | Run operations | Merchant rule | Description pending editorial review; the signal is live. | | **Vendor Payment On-Time Rate** | Run operations | Merchant rule | Description pending editorial review; the signal is live. | ## 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. | Check | Severity | Outcome | Why it matters | Fix status | | ------------------------------------------------------------------ | -------- | --------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------- | | **Journal entries failed to post (debit != credit)** | critical | Protect revenue | 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 genuin | Report only | | **AR aging on 60+ day buckets above threshold** | high | Run operations | 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, | Report only | | **ERP-vs-ecom inventory variance > 5% on SKUs with active orders** | high | Protect revenue | 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 | Report only | | **Period close past deadline** | high | Run operations | 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, | Report only | | **Unposted journal entries >50 (GL hygiene)** | high | Run operations | 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 incomplet | Report only | | **Ecom customers absent from ERP customer master after 7d** | medium | Run operations | 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 repo | Candidate remediation | ### Build your own automated fixes 6 checks report findings on Microsoft Dynamics 365 Finance today. Turn any finding into an automated fix with a Vortex IQ workflow: **13,885 read and write operations across 229 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 **13,885 operations across 229 connectors** to automate the work in your own words. Changes follow the merchant's configured approval policy: the target, proposed change, affected records, risk, reversibility and verification plan are shown before execution. Read-only operations do not modify the connected system. [Create a workflow](https://app.vortexiq.ai/workbench/flows/create?connector=microsoft-dynamics) | 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. ### 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. *** *Generated from the connector capability graph. Counts reflect the servable registry after alias normalisation and de-duplication, and refresh automatically when the registry changes.*