SOLIDWORKS PDM DYNAMICS 365 FINANCE AND OPERATIONS INTEGRATION

Bridge Engineering and Operations for Maximum Efficiency

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SOLIDWORKS PDM and Dynamics 365 Finance & Operations Integration

Seamlessly connect SOLIDWORKS and SOLIDWORKS PDM with Dynamics 365 Finance & Operations using our powerful PDMFINOP integration. This solution is designed for quick setup yet offers advanced functionality to handle even the most complex engineering and ERP integration scenarios.

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See how our PDMFINOP integration connects your engineering data with Dynamics 365 Finance and Operations in real time. This demo showcases how design teams can transfer items, BOMs, and related data directly from SOLIDWORKS or SOLIDWORKS PDM into the ERP system with just a few clicks.

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Why Choose PDMFINOP Integration?
  • Easy to Set Up: Get started quickly with minimal configuration.
  • Advanced Functionality: Handle complex integration scenarios with ease.
  • Customizable Views: Tailor BOM and product property previews to match your needs.
  • Real-Time Data: Work with up-to-date ERP information without leaving your CAD environment.
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Why Choose PDMFINOP Integration?
Key Integration Features
  • Transfer items and BOM data from SOLIDWORKS PDM to Dynamics 365 Finance automatically or on demand.
  • Preview real-time ERP BOMs, product details, and configurations inside SOLIDWORKS PDM.
  • Compare PDM BOMs with current or past Dynamics 365 BOMs to spot changes and differences.
  • Create ERP items, orders, quotes, invoices, and attachments directly from SOLIDWORKS or PDM.
  • View and update customer or vendor information without leaving SOLIDWORKS PDM.
  • Track performance, export reports, and review logs for complete process visibility.
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PLM CAD UTILITIES AS

Key Features of PDMFINOP Integration

Preview Dynamics Business Central Item Properties in SOLIDWORKS PDM

  • View real-time ERP item properties directly inside SOLIDWORKS PDM
  • Quickly check if an item exists in Dynamics Business Central or Navision
  • Customize which item properties are displayed in the preview
  • Save preview settings for easy access in future sessions
Preview Dynamics Business Central

Review Dynamics 365 Finance and Operations BOM Inside SOLIDWORKS PDM

  • Preview ERP BOMs directly in SOLIDWORKS PDM, including older versions
  • Select and view specific configurations when available
  • Choose which ERP BOM columns to display in the PDM preview
  • Save column settings for quick access in future sessions
Review Dynamics 365 Finance

Compare Dynamics 365 Finance BOM with SOLIDWORKS PDM BOM

  • Compare SOLIDWORKS PDM BOM with current or older ERP BOM versions when BOM versioning is enabled.
  • Identify differences in item properties for first-level children in the BOM.
  • Quickly see changes made in SOLIDWORKS PDM since the last data transfer to ERP
Compare Dynamics 365 Finance BOM

Track and Analyse Data Transfers with PDM2ERP

  • Monitor all data transferred from PDM to ERP in real time
  • View the number of items created or updated within a chosen time period
  • Identify which users have created or updated specific items
  • Export detailed transfer reports to Excel for further analysis
  • Access old logs for error investigation through the log viewer
  • Review complete process history inside the process list
Track and Analyse Data
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Ready to Transform Your Workflow?

Easy to set up and also comes with advanced functionality to handle complex scenarios.

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