What Finance & Operations data does Rig sync?

Legal entities, main accounts, customers, vendors, released products, sales and purchase orders with their lines, free text and vendor invoices with their lines, ledger journals with their lines, customer transactions, open transactions and exchange rates.

Is this the same as the Dynamics 365 connector?

No. This connector reads Finance & Operations, the ERP. The Dynamics 365 connector reads customer relationship data held in Dataverse.

How does Rig sign in to F&O?

With an Entra app registration that you also register in F&O under Microsoft Entra applications and map to a user. That user's security roles cap what Rig can read.

How often does the data refresh?

Rig Ingest syncs on a schedule you set. F&O entities carry no modified timestamp, so each sync reads a full snapshot and replaces the table.

Billing & finance Supported

Microsoft Dynamics 365 Finance & Operations integration for Rig

The easiest way to connect Microsoft Dynamics 365 Finance & Operations to Claude and other AI tools

Dynamics 365 Finance & Operations is Microsoft's ERP for financials, supply chain and operations, with its own database separate from Dataverse.

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What Rig syncs from Microsoft Dynamics 365 Finance & Operations

Once connected, Rig models these objects so questions resolve to the right tables and joins:

Legal entities
Main accounts
Customers
Vendors
Released products
Sales orders
Purchase orders
Free text and vendor invoices
Ledger journals
Customer transactions
Exchange rates

How Microsoft Dynamics 365 Finance & Operations connects to Rig

Rig Ingest signs in with an Entra app registration mapped to an F&O user and syncs the OData data entities into your warehouse on a schedule. Every stream carries all your legal entities, and the mapped user's security roles decide what is read.

Read the step-by-step Microsoft Dynamics 365 Finance & Operations setup guide

Review the ledger across legal entities

A ledger journal is a set of debit and credit lines posted to your chart of accounts. Rig reads journal headers and lines with the main accounts and legal entities, so you can compare postings by account and entity in one place.

Ask Rig

Which ledger journals were posted to each main account last month?
Show journal lines by legal entity for this quarter
List main accounts with no journal lines in the last 90 days

Follow orders from sales and purchasing

Sales and purchase orders record what customers have bought and what you have ordered from vendors. Rig reads order headers and lines beside customers, vendors and released products, so open commitments and order mix are one query away.

Ask Rig

What is the value of sales orders by customer this quarter?
Which purchase order lines are for released products we sell most?
Show order lines by legal entity and month

Chase invoices and open receivables

Open customer transactions are the settlement items a customer still owes. Rig reads free text invoices, vendor invoices, customer transactions and open transactions, so you can see what is outstanding and how it sits against what vendors have billed.

Ask Rig

Which customers have open transactions older than 60 days?
Show vendor invoices received this month by vendor
Compare free text invoice totals by legal entity and month

Convert amounts with stored exchange rates

Groups that trade in several currencies need a consistent rate to compare entities. Rig reads the exchange rates held in F&O, so amounts from different legal entities can be restated with the same rates your finance team uses.

Ask Rig

What exchange rates are held for each currency pair?
Restate this quarter's sales order value in one reporting currency
Which currency pairs have no recent rate?

Ask your Microsoft Dynamics 365 Finance & Operations data in Claude, ChatGPT or Cursor

Rig serves your Microsoft Dynamics 365 Finance & Operations data to AI assistants over MCP. Once Microsoft Dynamics 365 Finance & Operations is synced into your warehouse, you can ask questions in plain English from the tool you already use, and every answer is backed by validated, governed SQL.

Frequently asked questions

What Finance & Operations data does Rig sync?: Legal entities, main accounts, customers, vendors, released products, sales and purchase orders with their lines, free text and vendor invoices with their lines, ledger journals with their lines, customer transactions, open transactions and exchange rates.
Is this the same as the Dynamics 365 connector?: No. This connector reads Finance & Operations, the ERP. The Dynamics 365 connector reads customer relationship data held in Dataverse.
How does Rig sign in to F&O?: With an Entra app registration that you also register in F&O under Microsoft Entra applications and map to a user. That user's security roles cap what Rig can read.
How often does the data refresh?: Rig Ingest syncs on a schedule you set. F&O entities carry no modified timestamp, so each sync reads a full snapshot and replaces the table.