How to set up e-invoicing in Microsoft Dynamics 365 with Docnova

Microsoft Dynamics 365 is one of the most widely deployed ERP platforms in the world, trusted by businesses to manage finance, supply chain, and operations. But e-invoicing compliance meeting country-specific legal requirements for structured, digitally transmitted invoices requires more than what a generic ERP setup provides out of the box. Docnova bridges that gap by connecting directly to Dynamics 365 and handling the full e-invoicing workflow: validation, format conversion, and government submission. This guide walks through every step, from enabling the integration to managing your API connection over time.

Note: ERP connections, including Microsoft Dynamics 365, require an Enterprise plan in Docnova.

Why Dynamics 365 Users Need E-Invoicing

Governments across Europe and beyond are mandating structured e-invoicing real-time or near-real-time invoice reporting to tax authorities. For Dynamics 365 users, this creates a compliance gap: Dynamics handles your internal finance processes well, but legal invoice transmission to country-specific government portals (such as Poland’s KSeF, Romania’s e-Factura, or Germany’s Peppol network) requires a dedicated layer.

Without a compliant e-invoicing connector, businesses face manual exports, format mismatches, and the risk of failed submissions that trigger penalties. Docnova acts as that dedicated layer receiving invoices from Dynamics 365, validating them against local rules, converting to the required format (UBL, XML, Peppol BIS), and delivering them to the correct authority or network.

Prerequisites

Before connecting Dynamics 365 to Docnova, ensure the following are in place:

• An active Docnova account on the Enterprise plan (required for ERP integrations)

• Administrator access to your Dynamics 365 environment

• An API key generated in Docnova (Settings → ERP Management → API Management)

• Your company registered and verified in Docnova with the correct country and tax ID

To generate an API key in Docnova, navigate to Settings → ERP Management → API Management and click + Generate. The full key value is shown only once at generation copy it immediately and store it securely. Keys have a name, type (Company), creation date, and expiry date visible in the API Management table. You can enable or disable individual keys using the Active toggle on each row.

Step-by-Step: Connecting Microsoft Dynamics 365 to Docnova

1. Log in to Docnova and navigate to ERP Connections from the main menu.

2. Locate the Microsoft Dynamics 365 card in the ERP grid. Docnova displays a grid of available ERP connectors, each with a Connect button.

3. Click Connect on the Dynamics 365 card. This opens the connection credentials modal.

4. In the modal, enter the API key you generated in the previous step along with any required Dynamics 365 connection details.

5. Confirm the connection. Once established, invoices from Dynamics 365 will sync to Docnova automatically.

6. Incoming invoices from the ERP connection will appear in the Incoming section of Docnova for review and processing.

TODO: verify: exact credential fields (e.g. tenant ID, client secret) required in the Dynamics 365 connect modal

Managing the API Connection

Once connected, your API keys are managed from Settings → ERP Management → API Management. The tab provides a full table of all generated keys, including their name, masked value, type, creation time, and expiry date.

Key management actions available per key:

– Active toggle  enable or disable a key without deleting it

– Copy button copy the masked key value to clipboard –

 3-dot menu edit the key name, delete the key, or view the full key value

Monitor expiry dates regularly. An expired key will cause the Dynamics 365 sync to stop silently no invoices will flow until the key is renewed or replaced. If a key expires, generate a new one, update the credentials in your Dynamics 365 integration settings, and disable the old key.

For connection issues, the Support button in the ERP connection modal provides a direct path to the Docnova support team.

How Docnova Helps

Docnova is purpose-built for e-invoicing compliance, not just invoice storage. When connected to Microsoft Dynamics 365, it handles the full compliance workflow automatically. Invoices created in Dynamics 365 are pulled into Docnova, validated against the business rules for your operating country, converted to the required legal format, and transmitted to the relevant government portal or Peppol network.

This means your finance team keeps working in Dynamics 365 as normal no new tools to learn, no manual export steps. Docnova runs in the background, ensuring every outgoing invoice meets legal requirements for the countries where you operate. If a submission fails validation, Docnova surfaces the error with enough detail to fix and resubmit quickly.

The API Management layer gives IT teams full control: multiple keys can be active simultaneously (useful for staging and production environments), keys can be rotated without downtime, and the Active toggle lets you disable a compromised key instantly without deleting its audit record.

Conclusion

Connecting Microsoft Dynamics 365 to Docnova takes minutes and eliminates the compliance overhead of manual e-invoice handling. With the ERP connection active and API keys managed centrally, your Dynamics 365 invoices flow automatically through Docnova’s validation and submission pipeline keeping you compliant across every country you invoice in.