Aptly + Microsoft Dynamics 365

Overview

Aptly integrates with Microsoft Dynamics 365 to bring automated Delegation of Authority (DoA) management directly into your enterprise financial and operational systems. The integration ensures that authority limits, approval rules, and signatory rights defined in Aptly are synchronized across Dynamics 365 modules such as Finance, Supply Chain, and Project Operations.
By connecting governance and ERP processes, Aptly keeps every workflow and transaction aligned with your corporate policies — reducing risk, eliminating manual updates, and enabling true end-to-end compliance.

Key Capabilities

Real-Time Authority Synchronization
Aptly continuously updates delegated authorities, approval thresholds, and signatory permissions within Dynamics 365. When delegations are created, modified, or revoked in Aptly, those changes are immediately reflected in Dynamics approval structures, ensuring constant alignment between systems.

Automated Workflow Enforcement
Financial, procurement, and operational transactions within Dynamics 365 automatically validate approvals against the most current delegation data in Aptly. This prevents unauthorized approvals and ensures decisions comply with policy and governance frameworks.

ERP Structure Alignment
Aptly maps its governance model to Dynamics 365 entities such as companies, cost centers, projects, and departments. This ensures authority tiers and approval hierarchies mirror the organization’s operational and financial structures.

Flexible Mapping and Configuration
Default mappings for core Dynamics fields are provided, while administrators can customize mapping logic for regional, divisional, or entity-specific workflows. Aptly supports conditional logic to accommodate complex approval hierarchies and localized authority models.

Full Audit and Compliance Visibility
Every synchronization and approval update between Aptly and Dynamics 365 is logged in detail. Audit and compliance teams gain end-to-end visibility into what changed, when, and who authorized it — ensuring transparency across financial and operational governance.

Value to Organizations

Integrating Dynamics 365 with Aptly ensures that governance and financial operations move in lockstep. Approval limits, spending authorities, and project approvals are all enforced automatically based on Aptly’s current delegation framework.
This integration delivers real-time compliance, reduced administrative effort, and stronger financial control, allowing organizations to scale governance as efficiently as they scale operations.

Example Use Cases

• Finance & Procurement: Sync approval limits for requisitions, invoices, and purchase orders directly from Aptly into Dynamics 365.
• Project Operations: Ensure project-level financial approvals reflect the latest delegations.
• Entity-Level Controls: Apply entity- or region-specific authority models within Dynamics 365 workflows.
• Audit Reporting: Provide auditors with synchronized, traceable records showing delegation data and related ERP approvals.