Microsoft Dynamics 365 Finance and Project Operations Integration
Overview
Early access
Connecting your Brex account to Microsoft Dynamics 365 Finance and Project Operations, formerly known as Finance & Operations, can streamline accounting, reduce errors, and eliminate manual data entry. Key benefits include:
- Simplified accounting control: Tag expenses with dimension codes before exporting.
- Accurate data transfers: Send expenses, receipts, and memos directly from Brex to Finance and Project Operations.
- Reduced manual work: Create rules and mappings to categorize transactions automatically.
- Aligned vendor data: Link Brex merchants to Finance and Project Operations vendors for consistency.
To get started, please contact Brex Support.
Set up Microsoft Entra Oath authentication
Before connecting your Brex account to Microsoft Dynamics 365 Finance and Project Operations, ensure you have set up Microsoft Entra Oath authentication to provide Brex with the credentials. This step allows Finance and Project Operations to access your company data by granting the necessary permissions. You will create the authentication in Microsoft, creating three credentials: client ID, client secret, and tenant ID. Please record these as you proceed.
Register an App in Microsoft Entra
Step 1: In the Microsoft Entra portal choose Enterprise Applications > Add > App registration.
Step 2: You will be asked to include the following information for registration:
- Assign a descriptive name that clearly indicates its purpose, such as Brex Integration.
- Under Supported Account types, select the first option for Single tenant.
- On the Redirect URL, select Web and input your host URL.
- Click Register.
Step 3: You will now have access to a client ID and tenant ID. Ensure to copy both values for the setup within Brex.
Step 4: From the side panel, go to API Permissions and select Add a permission.
Step 5: From the list of Request API Permissions, select Dynamics 365 Finance and Project Operations >Application permissions. Make sure the following permissions are checked.
- App_access
- AdminCenter_ReadWrite.All
- API_ReadWrite.All
- Automation.ReadWrite.All
Step 6: Make sure to Grant admin consent for the permissions added by clicking on it next to Add a permission.
Step 7: Navigate to Certificates & secrets and select + New client secret. Fill in the Description with an easily identifiable description, such as Brex Integration, and set the expiration date. We recommend setting the maximum time, as you will have to refresh the client secret and update it in Brex once it’s expired.
Note: Ensure you copy the secret value right away, it will only be visible this time and will be needed for the setup in Brex.
You now have the client ID, client secret, and tenant ID, which are necessary to connect to Brex. To complete the setup, create a Microsoft Entra application in Finance and Project Operations following the steps below. You will also need the host URL in which your Finance and Project Operations environment is hosted.
Set up Dynamics 365 Finance and Project Operations Integration
You will need to set up a Journal template in Finance and Project Operations and one Brex General Ledger account.
Step 1: Go to General Journals Settings.
Step 2: Press +New and input Brex within the Name field, the Brex Journal Entries under Description.
Step 3: Create a ‘Brex Card’ GL Account by navigating to Finance > Chart of Accounts.
Once this step is completed, you can log in to Brex and proceed with the integration setup process of Dynamics 365 Finance and Project Operations to import your accounting data.
Set up the Brex integration in your dashboard
Now that you have completed the initial setup in Finance and Project Operations, an admin, bookkeeper, or any other users with the specific product capability can finish the process from their Brex dashboard.
Step 1: In your dashboard, go to Accounting and click Connect.
Step 2: Select Finance and Project Operations and click Continue.
Step 3: Input your Finance and Project Operations credentials. You will need Client ID, Client Secret, Host URL and Tenant ID. Click Connect when done.
Step 4: Select the company you want to connect to Brex. You will see a list of all available companies in your Finance and Project Operations. You should select the company where you are spending on Brex.
Step 5: Click Finance and Project Operations settings and map your GL accounts to indicate how we’ll export your transactions to Finance and Project Operations. Map each category on Brex to the appropriate Finance and Project Operations account type:
- Accounting Entity: Brex Legal Entity
- Accounts payable: Liabilities or Bank
- Personal expense receivable: Assets or Liabilities
- Rewards: Income
- Manual Payments: Bank
- Reimbursement liability: Liabilities
Additional Features
Dimension codes
Brex bookkeepers, account admins, card admins, and any other users with the specific product capability can also tag transactions with dimensions prior to exporting them to Finance and Project Operations. Users with other role types can also tag dimensions on their own expenses. Admins and any other users with the specific product capability can configure which dimensions users see via the Fields Library.
When you export your expenses to Finance and Project Operations, all dimension fields will populate based on your selections within Brex.
Adding new dimension values to Brex
After adding new dimensions in Finance and Project Operations, account admins, card admins, bookkeepers and any other users with the specific product capability can update Brex with the latest Finance and Project Operations data by going to Accounting > Finance and Project Operations settings. From there, click on the three dots and click Refresh. You can also click on Sync Settings and turn on Autosync fields. This will automatically refresh your dimensions, GL Accounts, Vendors, Customers, Projects, and Locations once a day.
Exporting transactions to Finance and Project Operations
For a step-by-step tutorial on how to prepare, review, and export your transactions to Finance and Project Operations, read this help article.
Both card expenses and reimbursements will appear in Finance and Project Operations as posted journal entries. You can request support to change export to unposted state. Make sure you have created Brex journal templates by following the steps above.
Note: Choosing CSV won’t automatically send the expense data to Finance and Project Operations — they'll need to be added to Finance and Project Operations manually. We’ll mark these transactions as exported to avoid duplicates the next time you export.
Disconnect Finance and Project Operations
You can disconnect Brex from your Finance and Project Operations account if you no longer want to directly export expense data from Brex.
Step 1: Log in to Brex and go to the Accounting tab.
Step 2: Click on Finance and Project Operations settings.
Step 3: Click on the three dots next to Finance and Project Operations settings in the upper left corner and click Disconnect.
Note: If you reconnect to the same account, disconnecting your integration will not impact your mappings.