Microsoft Dynamics 365 Finance & Operations and Square POS Integration
- Simple
- Fast
- Secure
Square POS is built for fast store sales. Microsoft Dynamics 365 Finance & Operations is built for finance control and back-office accuracy. When they stay separate, teams rely on exports, manual checks, and last-minute fixes.
APPSeCONNECT connects Square POS with Dynamics 365 F&O so store sales, inventory movement, and payout data reach ERP in a clear, traceable way. Your store teams keep using Square, and your finance teams keep using F&O. The connector keeps the records aligned in the background.
This integration is designed for daily retail operations, including refunds, chargebacks, fees, and payouts. It also supports multi-store setups and common accounting needs using configurable components rather than custom code.
Key Benefits
Why APPSeCONNECT Is the Gold Standard for Dynamics 365 F&O & Square POS Automation
Retail numbers need to be fast, but they also need to be correct. If POS data lands in ERP in an unclear way, finance loses time during reconciliation. If inventory stays behind, stores oversell and teams scramble. APPSeCONNECT keeps POS and ERP working as one chain, with cleaner posting and better visibility for both finance and operations.
Reconciliation
Tenders, refunds, fees, and chargebacks post with clear references for review.
Period Close
Store postings batch by day and tender, which reduces cleanup at month-end.
Payout Clarity
Payouts split into net deposits and fee components, so GL review is simpler.
Inventory
Stock updates reflect store sales sooner, which helps prevent overselling.
Catalog
Items and prices can publish from ERP to POS so the register stays current.
Returns
Refunds and adjustments carry references, which supports cleaner audit trails.
Monitoring
Logs and dashboards make it easier to track what is posted and what needs attention.
Resilience
Retries and safe reprocessing reduce duplicate postings during outages.
B2B AUTOMATION
Where Microsoft Dynamics 365 F&O Meets Square POS Automation
- Sales Posting : Completed receipts become ERP sales orders or statements, based on your design.
- Payment Posting: Tenders, tips, and refunds map into payment journals with clear references.
- Fee Posting: Fees and chargebacks post into mapped accounts so margins stay visible.
- Payout Posting: Daily payouts can be grouped by store and bank account for reconciliation.
- Stock Movement : Inventory updates reflect what sold, so stock levels stay current in ERP.
Real-World Use Cases of the Integration
Retail Chains
Store-level sales and payouts feed ERP with consistent posting rules across locations.
QSR Operations
High ticket volume flows into finance without manual exports and late-night entry.
Multi-Currency Stores
FX and rounding handling supports cleaner financial posting across regions.
Audit-Heavy Teams
Correlation IDs and logs support reviews without hunting across systems.
Features You Get With Our Connector
Sales Sync
Square sales events create ERP records with consistent fields and references.
Payment Sync
Refunds, tips, voids, and chargebacks map to the right journals and accounts.
Fee Split
Fees and adjustments can be posted as separate line items for better reporting.
Catalog Publish
Items, variants, and prices can publish from ERP to Square catalog.
Inventory Sync
On-hand updates and adjustments can follow defined rules and reason codes.
Retry Logic
Failed records can retry, and long failures can move to a Dead Letter Queue (DLQ) for review.
Version Control
Mapping changes can be tracked and rolled back when needed.
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INTEGRATION BROCHURE
Download The Full Integration Guide | ISO 27001 Secured
- Flow Diagrams: Clear visuals for sales, payments, payouts, and inventory updates.
- Launch Steps: A checklist for testing, UAT, and store-by-store rollout.
- Security Notes: AES-256, TLS 1.2+, role-based access, and audit-friendly logging.
- Field Mapping Workbook: A downloadable mapping workbook for finance and IT review.
Endpoints For Dynamics 365 F&O ↔ Square POS Integration
| ENDPOINT | DIRECTION | DETAILS |
|---|---|---|
| Sales Receipts / Orders | Square POS → D365 F&O | Completed tickets can be posted as sales orders or sales statements in ERP. |
| Payments & Refunds | Square POS → D365 F&O | Tenders, tips, refunds, and chargebacks can post into payment journals with references. |
| Fees & Payouts | Square POS → D365 F&O | Payouts can split into net deposits and fee components for clearer reconciliation. |
| Customers | Both Ways | Customer sync can be enabled with matching rules and privacy controls where required. |
| Items & Prices | D365 F&O → Square POS | Released products and prices can publish to Square catalog for register accuracy. |
| Inventory & Adjustments | Both Ways | Inventory updates can follow ERP ownership rules with reason codes for adjustments. |
| Locations & Registers | Square POS → D365 F&O | Store locations and register references can be stored for posting and reporting. |
| Discounts & Promotions | Mapped | Discounts can map to ERP trade agreements and price groups for consistency. |
System flow
How Does the Workflow Run End-to-End?
Sale Event
Square records a completed sale and captures receipt details.
Data Transfer
APPSeCONNECT receives the event through webhooks or pulls it on a schedule.
Mapping Step
Taxes, tenders, tips, and fees map to the right codes and accounts in ERP.
ERP Posting
Dynamics 365 F&O creates or updates the required sales and payment entries.
Payout Posting
Daily payouts can post into bank and GL entries with external payout references.
Monitoring
Dashboards, alerts, and replay tools support recovery when a record fails.
How To Get Started With APPSeCONNECT?
01
Connect
02
Map
03
Test
04
Go Live
05
Extend
Our Integration Is Developer Friendly
POS–ERP integrations change over time. APIs evolve, fields get added, and finance teams refine posting rules. The setup needs to be clear enough to maintain without turning every update into a rewrite. APPSeCONNECT supports that through versioned mappings, strong logging, and safe reprocessing tools. It also supports Azure AD authentication for Dynamics 365 F&O and Square webhooks for event capture.
APIs
Square APIs and Dynamics 365 F&O OData entities support consistent, supported connectivity.
Auth
OAuth2 and Azure AD client credentials keep access controlled by roles.
Logs
Correlation IDs and per-message logs help teams trace one sale end to end.
Recovery
DLQ and replay tools support recovery without scripts during outages.
Why Choose APPSeCONNECT Over Other Integration Solution Providers
Square to ERP is not only an order sync. Finance needs payout clarity, fee handling, and audit-ready posting. IT needs monitoring, retries, and safe rollouts. The table below compares this connector style with generic iPaaS setups and custom scripts, using the same practical lens.
| Capability | APPSeCONNECT Connector | Generic iPaaS | Custom Scripts |
|---|---|---|---|
| Time-to-Value | Prebuilt retail flows support faster rollout | More tailoring is usually required | Longer build and stabilization cycle |
| GL Posting | Built for tenders, refunds, fees, and payouts | Requires extensive accounting team configuration | Depends on engineering and documentation quality |
| Observability | Logs, DLQ, replay tools, and dashboards | Varies by vendor and operating practice | Ad-hoc logs and scripts |
| SLAs & Targets | Availability and latency targets can be defined | Often generic across connections | Must be built and monitored internally |
| Tax & Locales | Multi-tax and multi-entity patterns supported | Tax logic often becomes custom | Jurisdiction work is manual |
| Upgrade Safety | Versioned mappings and regression routines support upgrades | Depends on implementation discipline | High risk if scripts are brittle |
| Change Rollback | Safer rollback patterns support controlled release | Varies by tool and setup | Rollback is manual and risky |
| Cost Profile | Platform subscription plus admin overhead | Depends on volume and pricing model | Ongoing engineering and support cost |
Troubleshooting Quicklist
Most issues come from missing fields, incorrect mappings, or rate limits during high-volume periods. A short checklist helps teams fix problems without rerunning everything. Start with one failed record, trace it through logs, fix the cause, and retry only that record. This method usually saves hours during close.
Access
Confirm Square and ERP credentials are active and have required permissions.
Mapping
Verify tender types, tax codes, and store IDs match ERP posting rules.
Limits
Watch API limits during promotions and shift high-volume pulls into batches.
Payouts
Confirm payout references and fee accounts match the reconciliation rules.
Replay
Reprocess failed records through replay tools after correcting missing values.
INTELLIGENT DATA FLOW
How Do Intelligent Data Flows Boost Your ROI?
Fewer Exports
Teams reduce spreadsheet exports and manual re-entry for daily sales.
Cleaner Books
Payouts and fees post into the appropriate accounts for easier review.
Faster Close
Store postings batch cleanly, which reduces last-minute adjustments.
Better Stock
Inventory updates reduce overselling and emergency stock checks.
Less Firefighting
Logs and replay tools reduce time spent chasing missing records.
Streamlined Order-to-Cash Process
Sale Capture
Square records the sale and the payment method used.
ERP Posting
Dynamics 365 F&O receives the sales and payment entries for financial posting.
Stock Update
Inventory reflects what sold, supporting reorder and transfer decisions.
Payout Review
Fees and net deposits post with references, supporting reconciliation work.
Refund Handling
Refunds and chargebacks post with links back to original transactions.
One Platform, Endless Integrations
Square and Dynamics 365 F&O are usually part of a wider stack. Many teams also run ecommerce, marketplaces, shipping tools, and customer support platforms. APPSeCONNECT helps keep those connections consistent under one platform.
This reduces point-to-point scripts and helps the business standardize how integration is monitored and supported.
Single Console
Shared Rules
Consistent Security
Store Expansion
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Ready To Streamline Your Dynamics 365 F&O and Square POS Integration Today?
Frequently Asked Questions
Yes. You can publish items and prices from D365 to Square, using approval workflows in F&O so promotions and price changes remain governed at the ERP level.
Companies automating their business through APPSeCONNECT
Customer Success Stories
With APPSeCONNECT, Hernon achieved a zero business downtime and levaraged the power of a fully automated and integrated solution to ensure business growth.
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