#   Microsoft Dynamics 365 Finance and Operations (F&O)

Streamline your financial management with Ramp + Microsoft Dynamics 365 Finance & Operations

## Feature overview

## App description

Transform your financial operations by combining Ramp’s agile spend management with Microsoft Dynamics 365 Finance and Operations’ enterprise-grade ERP capabilities.

- Streamline expense management with AI-driven OCR technology to automatically capture, categorize, and code expenses
- Leverage real-time data sync for a unified view of your financial landscape, for faster, more informed decision-making
- Automate routine tasks, accelerate invoice processing, and optimize payment scheduling—improving operational efficiency
- Combine Ramp's policy enforcement capabilities with F&O’s robust compliance tools, ensuring adherence to regulations

Requires an active F&O subscription.

## Security and compliance

### Permissions

This integration was developed by Ramp and can access your data. Data will be accessed and shared with 3rd parties as described in the [Ramp Platform Agreement](https://ramp.com/legal/platform-agreement), including the [Integration Terms](https://ramp.com/legal/integration-terms).

### Data sharing policy

Ramp may send data collected via this application to [sub processors](https://trust.ramp.com/?itemUid=e3fae2ca-94a9-416b-b577-5c90e382df57&source=click) and other third parties as described in the [Ramp Platform Agreement](https://ramp.com/legal/platform-agreement).

### Data retention policy

Ramp retains data for as long as we continue to have a business or operational purpose to retain it. As a provider of payment services, we are required to collect and retain certain information to meet various regulations and the requirements. You can read our [privacy policy](https://ramp.com/legal/privacy-policy) for more details.

### Security website

https://trust.ramp.com/

### Security certifications

ISO 27001, PCI DSS, SOC 1 & 2 Type II. Refer to [trust.ramp.com](https://trust.ramp.com/?itemUid=e3fae2ca-94a9-416b-b577-5c90e382df57&source=click) for our current list of compliance certifications for the Ramp application.

## App information

**Developer**: Ramp  
**Category**: Accounting  
**Support**: support@ramp.com  
**Ramp plan required**: Enterprise

### Resources

- [Documentation](https://support.ramp.com/hc/en-us/articles/39258967094419-Microsoft-Dynamics-Finance-Operations-Integration-Overview)  
- [Website](https://www.microsoft.com/en-us/dynamics-365/solutions/finance)  
- [Privacy policy](https://ramp.com/legal/privacy-policy)  
- [Terms of service](https://ramp.com/legal/authorized-user-terms)  
- [Get started for free](https://ramp.com/get-ramp)

**Ramp Accounting Series: Dynamics F&O - YouTube**  
[Ramp Accounting Series: Dynamics F&O](https://www.youtube.com/watch?v=AlEKDqHyGOM)

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