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Finance | Project Operations, Human Resources, ...
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Integration of FinOps with Dynamics CRM

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Posted on by 250

I created a FinOps trial. I have a Dynamics CE/CRM environment. I am trying to integration FinOps and Dynamics CE through the admin powerplatform -> Data Integration. I added the connection for CRM and selected the correct environment. When I added the connection for FinOps, the drop down doesn't show the FinOps trial environment. Is it possible to integrate with FinOps trial? Do we need a full licensed version of FinOps to try out the integration?

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    302,715 Super User 2026 Season 1 on at

    Hi Hameed,

    This integration is not working with the trial environment. It requires a customer environment. The limitation is mentioned in the documentation: System requirements for dual-write - Finance & Operations | Dynamics 365 | Microsoft Learn

  • Hameed Hussain Profile Picture
    250 on at

    Thanks, Andre Arnaud de Calavon

    Do you happen to know the licensing per user for FinOps? What comes as part of the FinOps when you buy licenses of FinOps?

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    302,715 Super User 2026 Season 1 on at

    Hi Hameed,

    You can find information about pricing and details about what features are part of which license SKU here: Pricing | Microsoft Dynamics 365.

    The pricing page does have the link to the Dynamics 365 Licensing guide for more details and pre-requisites, like the minimum 20-seats requirement for Dynamics 365 F&O apps.

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