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Customize your Adaptive Insights and Microsoft Dynamics Finance And Operations integration with the following triggers and actions.

Triggers

When this happens…

Actions

Do this…

Adaptive Insights
  • Custom report
    Custom report values in Adaptive Insights
  • Erase actuals
    Erase actuals in Adaptive Insights
  • Export configurable model data
    Export configurable model data in Adaptive Insights
  • Export data
    Export data in Adaptive Insights
  • Export modeled sheet
    Export modeled sheet in Adaptive Insights
  • Export object
    Export object in Adaptive Insights
  • Import object
    Import object in Adaptive Insights
  • Recalculate sheet
    Recalculate sheet in Adaptive Insights
  • Upsert object
    Upsert object in Adaptive Insights
  • Any other action you can think up

Microsoft Dynamics Finance And Operations
  • Create record
    Create record in Microsoft Dynamics Finance and Operations
  • Create records in batch
    Create records in batch in Microsoft Dynamics Finance and Operations
  • Custom action
    Custom action in Microsoft Dynamics Finance and Operations
  • Get record
    Get record in Microsoft Dynamics Finance and Operations
  • Search records
    Search records in Microsoft Dynamics Finance and Operations
  • Update record
    Update record in Microsoft Dynamics Finance and Operations
  • Any other action you can think up

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