Connect Dynamics 365 and get real-time visibility into company spend

Teampay automatically syncs pre-coded, pre-approved transactions to Dynamics 365.

Reconcile real-time purchase data in Dynamics 365

Teampay automates the entire purchasing process and automatically syncs all of your data to Dynamics 365 - Finance & Operations.

Transaction data syncs in real-time, ensuring error-free data.
Close the books more efficiently with full visibility into spend.
Ensure information accuracy across systems with automatic two-way syncing.

Stay on top of spend with pre-approval workflows

Automated workflows guide the request and approval process, issuing secure payment methods for each purchase.

Transactions sync to Dynamics 365 with details like receipt images and service dates for automated amortization.

Quickly identify spend patterns and trends right in Teampay without having to pull reports from Dynamics 365.

Easily track vendors and subscriptions in one place

Teampay ensures your vendor data is clean by suggesting the correct vendor from your Dynamics 365 vendor list each time employees make a request.

Teampay can also highlight variances, recognize new and recurring vendors, flag duplicates, set reminders and more.

Proactively control spend with built-in policy enforcement

Teampay guides employees through the purchasing process and helps them stay on policy.

Customizable controls on cards allow you to limit spend by user, department, vendor, office and more.

Detailed reporting helps you quickly recognize trends so you can adjust policy as necessary.

Connect Dynamics 365 to Teampay in seconds

See how easy it is to start boosting your team’s productivity.

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© 2024 Teampay Corporation. Teampay is a financial services platform, not a bank. Banking services are provided by Teampay's bank partners. The Teampay Card is issued by Sutton Bank, Member of the FDIC, pursuant to a license from Visa U.S.A Inc.

All testimonials, reviews, opinions or case studies presented on our website may not be indicative of all customers. Results may vary and customers agree to proceed at their own risk.

For clients based in the United States, payment services for Teampay Corporation are provided by The Currency Cloud Inc. which operates in partnership with Community Federal Savings Bank (CFSB) to facilitate payments in all 50 states in the US. CFSB is registered with the Federal Deposit Insurance Corporation (FDIC Certificate #57129). The Currency Cloud Inc is registered with FinCEN and authorized in 39 states to transmit money (MSB Registration Number: 31000206794359). Registered Office: 104 5th Avenue, 20th Floor, New York , NY 10011. Please find a link to Currencycloud’s terms of use here.

Payment services (Non MIFID/banking/card related products) are provided by The Currency Cloud Limited.Registered in England No. 06323311. Registered Office: The Steward Building 1st Floor, 12 Steward Street London E1 6FQ. The Currency Cloud Limited is authorised by the Financial Conduct Authority under the Electronic Money Regulations 2011 for the issuing of electronic money (FRN: 900199). In the US Currency Cloud operates in partnership with CFSB. CFSB fully owns the bank program and services are provided by The Currency Cloud Inc.

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