CRM integration

Coordinate worker assignments and accounting in Microsoft Dynamics 365

Connect Microsoft Dynamics 365 with Wingspan. Link client deals to worker assignments. Contractor bills sync with Business Central purchase invoices. W-2 payroll costs post to journal lines. Payment records help match your books.

Discuss your integration
Microsoft Dynamics 365 logo Microsoft Dynamics 365
Wingspan

Connect the work to the payment

  • Microsoft Dynamics 365

    Vendor (Business Central)

    Wingspan

    Worker records (Contractor)

  • Microsoft Dynamics 365

    Purchase Invoice (Business Central)

    Wingspan

    Payables

  • Microsoft Dynamics 365

    Journal Line (Business Central)

    Wingspan

    Payment status and references

Choose which records sync and when they move. Your team stays in control of work review and payment approval.

Synchronized general ledger accounting

Approved contractor payables sync to Business Central as purchase invoices. A payable is an amount owed to a contractor. W-2 payroll costs post as journal lines. Payment dates and reference IDs help match your books. Your team spends less time retyping costs.

Worker jobs linked to closed deals

Closed Dynamics 365 Sales deals provide client project details. Your team sets up reusable engagements in Wingspan. Each worker gets an assignment under a template. The assignment keeps worker terms, rates, and checks. Payment readiness follows the checks for that assignment.

Protected worker financial data

This sync shares names, readiness flags, and payment references with Dynamics. Project teams see progress. Wingspan roles and rules still control access to worker records.

How Microsoft Dynamics 365 works with Wingspan

Dynamics 365 Sales tracks client deals. Dynamics 365 Business Central runs your books. Wingspan manages worker records, called payees, with a Contractor or W-2 type.

Closed deals in Sales provide client context for engagement templates and worker assignments. Your team reviews required checks before work or pay. A closed deal does not release funds.

Approved contractor bills sync to Business Central as purchase invoices. W-2 payroll totals post to journal lines. Connect Sales for client work, Business Central for accounting, or both tools for the combined workflow.

Start with the records you already use

Vendor (Business Central)
Stores approved vendor and contractor records in Business Central. It tracks bills you owe.
Purchase Invoice (Business Central)
Holds contractor bills and project costs in Business Central. You post them to your general ledger.
Journal Line (Business Central)
Records lines in the general journal. It tracks cash. It balances contractor pay and W-2 payroll costs.
Customer (Business Central)
Stores client profiles and billing terms in Business Central. It holds invoice records.
Sales Invoice (Business Central)
Tracks bills sent to clients in Business Central. It records income from finished project work.
Account (Dynamics 365 Sales)
Tracks client firms in Dynamics 365 Sales. It holds buyer accounts. You link these accounts to work.
Contact (Dynamics 365 Sales)
Tracks client people and worker contacts in your CRM. It stores basic contact details.

Sync options

Choose which tool holds each record. Set the changes that sync between them. Connect your records to the Wingspan workflows below.

Vendor (Business Central)

Worker records (Contractor)

In both directions

Contractor worker records link to Business Central Vendor records using names, contact details, and vendor IDs. W-2 workers keep their worker type, and their payroll costs post through journals.

Purchase Invoice (Business Central)

Payables

In both directions

Business Central purchase invoices send known contractor amounts to Wingspan payables. Approved Wingspan contractor payables also sync to purchase invoices. Choose where each bill starts. Keep one linked bill for each cost. Making or syncing a bill does not approve pay. Your team gives separate payer approval. W-2 pay uses payroll journals.

Journal Line (Business Central)

Payment status and references

Wingspan to Microsoft Dynamics 365

Payment dates and reference IDs sync from Wingspan to Business Central journal lines. They help clear contractor balances and match your books. W-2 totals post as payroll journals. Deposit confirmed means the sending bank or provider finished processing. It does not prove the worker bank posted funds.

Customer (Business Central)

Client invoices and payers

Reference or reporting

Customer records live in Business Central. They give context for client jobs. In client billing, the client is the payer. Wingspan uses these records to bill clients. Client bills you collect stay separate from bills you owe. A payable is a bill you owe to a worker. Business Central stays the source for customer files.

Sales Invoice (Business Central)

Client invoices and payers

In both directions

Clients approve finished work. Client bills made in Wingspan sync to Business Central. They create Sales Invoices. You can also make sales invoices in Business Central. They sync to Wingspan. This links client billing to project costs. Collecting from clients and paying workers stay separate. Each flow uses its own approvals.

Account (Dynamics 365 Sales)

Engagement templates and assignments

Reference or reporting

Wingspan sends readiness for a selected assignment to a custom CRM Contact field. The engagement sets checks. Wingspan tracks each worker check on the assignment. Project leads see progress. Passing one check does not clear every assignment. Access to Wingspan records still follows Wingspan roles and rules.

Contact (Dynamics 365 Sales) with custom contractor readiness field

Requirements and eligibility

Wingspan to Microsoft Dynamics 365

A worker finishes checks in Wingspan. Wingspan updates a readiness field on the CRM Contact. Checks include tax forms and insurance proof. Project leads see work readiness in the CRM. Readiness applies to specific worker jobs. In Wingspan, these jobs are assignments. Finishing one check does not make the worker ready for every job.

Integration workflows

01

Approved contractor onboarding to vendor record creation

A contractor completes required checks.

Create the worker record and invite the contractor to Wingspan. The worker submits Form W-9 and any required insurance proof. Your team reviews the assignment checks. Selected contractor details sync to a Business Central Vendor record. W-2 workers keep a separate payroll path.

02

Purchase invoice authorization to contractor payment

Your team posts a contractor purchase invoice.

A contractor purchase invoice in Business Central syncs to a Wingspan payable. This records the amount owed. It does not release money. Finance reviews the amount and gives payer approval. A contractor pay run pays the approved payable. Payment dates and references sync to Business Central journal lines. Your team matches them with bank records.

03

Customer billing and worker payment coordination

Your team completes billable client work.

Client work creates a client invoice in Wingspan. It syncs to a Business Central Sales Invoice. Workers submit work logs under their own assignments. Approving a contractor work log creates one amount owed. The worker sees an invoice. The payer sees a payable. Client income and contractor costs connect for project reports. Each flow keeps its own approval rules. Finance gives payer approval before worker pay.

Plan your integration

Differentiating Dynamics 365 Sales from Business Central

You decide how you connect Dynamics tools. You can connect Dynamics 365 Sales for client deals. You can connect Business Central for vendor bills and payroll journals. Many teams connect both tools. Sales gives client context. Business Central matches payments to your books. These rules keep CRM data separate from your ledger.

Restricting sensitive tax and bank data

Choose the names, readiness updates, payment references, and other fields your Dynamics team needs. Set access for sensitive fields and documents. Your Wingspan roles and rules still control access to Wingspan worker records.

Establishing payment approval boundaries

Choose one owner for each bill and payment. Work approval and bill sync do not send money. Your team gives payer approval first. Contractor bills use contractor pay runs. W-2 pay uses employee runs with tax withholding. Each worker record keeps the selected type.

How the worker lifecycle fits

Connect worker records from hire to pay. Choose the Contractor or W-2 type and keep the right checks for each.

Workers and worker types
Approved contractor records sync to Business Central Vendor records. W-2 payroll costs follow the payroll journal path.
Engagements and assignments
Deals in Dynamics 365 give context for client projects. They link to engagement templates in Wingspan. A template sets required checks. It sets agreed rates too. These terms apply to worker assignments.
Requirements and eligibility
Engagement templates set required checks such as Form W-9 and insurance. Wingspan tracks each worker check on the assignment and shares readiness with Dynamics. Access to Wingspan records follows Wingspan roles and rules.
Work logs and approved work
Completed tasks sync to work items and work logs. Approving a contractor work log creates one amount owed. The worker sees an invoice. The payer sees a payable. Pay approval stays separate.
Payables
Contractor payables sync with Business Central purchase invoices. Pick one source for each bill. The worker invoice and payer payable show one amount owed. Payer approval comes before pay. W-2 costs use payroll journals.
Client invoices
Customer accounts live in Business Central. They sync with client bills in Wingspan. Sales Invoices sync too. Client bills stay separate from worker payables. This keeps your books clean. It keeps project reports clear.
Payments and payouts
Payment dates and reference IDs sync to Business Central journal lines. Deposit confirmed means the sending bank or provider finished processing. It does not prove the worker bank posted funds. Your team matches the records with the bank feed.
Tax forms and reporting
Wingspan manages contractor 1099 records and employee W-2 records. Selected filing status gives Dynamics reporting context. Define the tax reporting fields and permissions for your team.

Explore related integrations

Connect Microsoft Dynamics 365 to your worker workflows

Bring worker records, work review, and payments together. We’ll help you set up the flow your team needs.

Discuss your integration