Supplier portal integrated with Microsoft Dynamics 365
Egixia operates as a procurement layer on top of Dynamics 365: suppliers self-serve, orders and invoices stay in sync, and your ERP remains the system of record. Compatible with Dynamics 365 Finance & Operations and Business Central, including migration scenarios from SAP or another ERP.
Dynamics 365
Microsoft Dynamics 365
Procure-to-Pay
Two-way synchronization
Why integrate Dynamics 365 with a supplier portal?
Dynamics 365 is excellent at recording transactions, but it was not designed for hundreds of external suppliers to upload documents, renew certificates, respond to quotes and check the status of their payments. That work ends up in emails, spreadsheets and calls to accounts payable.
The integration solves this without touching the ERP: Egixia handles the collaborative cycle with the supplier —onboarding, document validation, quotes, invoice reception and approvals— and syncs every outcome with Dynamics 365. The supplier master, purchase orders and payments stay in your ERP, with no data duplication.
It is especially relevant during ERP migrations: when a company moves from SAP or another system to Dynamics 365, the supplier portal can keep running without interruption because only the connection is reconfigured — suppliers, documents and approval flows remain intact.
What gets synced, and in which direction
Supplier master
The supplier registers and validates documents in the portal; upon approval, Egixia creates or updates the record in Dynamics 365 with tax, banking and contact data.
Requisitions and purchase orders
Requisitions and orders created or approved in Dynamics 365 are published to the supplier in the portal; status changes and confirmations flow back to the ERP.
Quotes and negotiations (RFQ)
Quoting events, offer comparison and award happen in Egixia; the resulting order is created in Dynamics 365 with the awarded supplier and prices.
Invoices and receipts
The supplier uploads their electronic invoice in the portal, Egixia validates its structure and reconciles it against the order and the goods receipt (three-way match) before posting it to the ERP.
Payment status
Dynamics 365 reports each payment status and Egixia publishes it in the portal, so suppliers check on their own without calling accounts payable.
Catalogs and agreed prices
Price agreements and catalogs stay in sync so purchases respect what was negotiated.
Compatible with both Dynamics 365 families
Dynamics 365 Finance & Operations
For enterprise, multi-entity operations: integration via API/Data Entities with support for multiple companies, currencies and country-specific tax structures.
Dynamics 365 Business Central
For mid-market operations: API integration with the same portal functional coverage, with a lighter implementation scope.
Frequently asked questions
Other integrations
Egixia also integrates natively with SAP S/4HANA and ECC, SAP Business One, Oracle, Oracle NetSuite and regional local ERPs.
Running Dynamics 365 and want to get procurement in order?
Schedule a technical demo: we review your Dynamics 365 version, supplier and invoice volumes, and walk you through the integration flow with your own cases.