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Microsoft Dynamics SL (Archived)

Importing Concur Expense reports into Dynamics SL - Solys Partners

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There really isn't a simple solution to do this.  But there in an impressive solution built by Solys Partners (www.solyspartners.com)  which has a ton of features and can import Concur Expense reports and also Concur AP Invoice transactions into Dynamics SL.  I thought I would give some kudos to them for coming up with a niche customization that works extremely well and also needs very little babysitting once setup.  No messing with Excel, just get the Concur file and have it upload into SL.  Of course there is a process to map any custom fields that may have been implemented in SL which may be needed in the import.  They have a log report option and email notifications if things are automated.  They also handle multi-company and multi-currency transactions within one concur file. 

 

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    Mark Fineman Profile Picture
    420 on at
    RE: Importing Concur Expense reports into Dynamics SL - Solys Partners

    Solys Partners is the way to go - they hooked us up with a great automated solution to push and pull data to and from SL and it works with multicurrency and multiple companies.   Amazing job.  Would recommend them in a heart beat.  

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