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Enterprise systems

Requests and approvals that feed Dynamics 365 cleanly.

Give requesters a simple form, give reviewers a queue, and give Dynamics 365 only approved, complete data.

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The gap

Purchase requests, customer service cases and new-customer setups for Dynamics 365 arrive incomplete. Approvals live in inboxes and nobody can see where a request is stuck.

How Rubicon fits alongside Dynamics 365

Rubicon handles the human part of the request — intake, routing, approvals, clarifications — and hands clean, validated data on to Dynamics 365.

  • Customer, item and warehouse selections from lists exported from Dynamics 365
  • Approval routing by legal entity, value or category
  • Clarification requests with replies attached to the request record
  • Webhook hand-off of approved requests to Power Automate or your own endpoint

What you measure

Volume, backlog, cycle time and outcomes per request type — calculated from real requests, before anything reaches Dynamics 365.

An honest note on integration

Rubicon does not ship a certified, pre-built connector for Dynamics 365 today. Integration uses what ships now: outbound webhooks to an endpoint you or your integration partner provide (for example middleware in front of Dynamics 365), and lookup lists imported from CSV exports of Dynamics 365 master data. Microsoft and Dynamics 365 are trademarks of Microsoft Corporation; Rubicon is not affiliated with or endorsed by Microsoft.