Microsoft Dynamics 365

Microsoft Dynamics 365 customer benefits

Microsoft Dynamics 365 combines ERP and CRM capabilities into a unified cloud platform, streamlining finance, supply chain, and operations. For Ultimo customers, the integration delivers end-to-end visibility, smarter decision-making, and seamless workflows between asset management and core business processes—maximising efficiency, control, and value creation across the organisation.

The Microsoft Dynamics 365 integration with Ultimo

The integration between Ultimo and Microsoft Dynamics 365 ERP streamlines inventory management and the procurement process. Order requests initiated in Ultimo are automatically transferred to Dynamics 365, where they are processed into purchase orders. Once goods are received and invoices are handled in Dynamics, confirmations flow back to Ultimo. This ensures engineers can work within a single system, with full access to all necessary procurement and material information. Organisations gain real-time insight into material availability at every stage, ensuring improved planning and reduced downtime.

Integration feature highlights

• Seamless Flow from Work Order to Purchase Order: Maintenance requests in Ultimo can directly trigger requisitions in Dynamics ERP.

• Inventory & Order Status Sync: Goods receipts, stock updates, and order statuses are synchronised between Ultimo and Dynamics to ensure that engineers and warehouse managers always work with real-time, consistent data.