Interform enhances Microsoft Dynamics 365 Finance & Operations
Covering both Dynamics 365 Finance and Dynamics 365 Supply Chain Management, with flexible design, automated workflows and stable document output.
Dynamics 365 sends the output files. Interform handles design, workflows, enrichment and delivery outside the ERP.
You avoid time-consuming SSRS development, reduce maintenance, and simplify document processes without relying on specialised developers.
Dynamics 365 Finance & Operations customers typically choose Interform when:
Standard SSRS and Document Routing output is too limited
Layouts, logic and workflows must be kept outside Finance and Supply Chain Management
Cloud, hybrid and on-prem environments must be supported consistently
Warehouse labels and logistics output are business criticalcritical
Output must work across Finance, Supply Chain Management and connected systems
Interform addresses these and many more challenges without adding custom logic inside the ERP
Creating new workflows and documents is incredibly simple, saving both time and money
The investment has paid off—through direct savings and indirect benefits. I would recommend the Interform OMS setup we use without hesitation.
Jesper Løwe
IT Coordinator, Fire Eater
How Interform works with Dynamics 365 Finance & Operations
Dynamics 365 Finance & Operations generates business documents such as invoices, order confirmations, packing slips, warehouse labels and financial reports. Interform works alongside Finance and Supply Chain Management. The ERP outputs standard files, and Interform completes design, workflows, data logic and distribution outside the application, without modifying Dynamics.
ERP on-premise architecture
When your ERP runs on-premise, Interform is typically deployed on-premise as well. Interform acts as a composable output layer: the ERP generates business data, while Interform manages document design, workflows, and distribution – without embedding logic in ERP code.
Upgrade-safe Output Management
Because output is decoupled from the ERP core, ERP upgrades and maintenance can be completed without reworking business-critical documents and labels, reducing risk across the ERP lifecycle.
Stable performance and operational control
An on-premise ERP and
Interform setup ensures predictable print performance and local control of core processes such as label and document printing, safeguarding daily operations.
Full flexibility
When moving your ERP to the cloud, InterformNG2 can be deployed either in the cloud (with a local print client) or on-premise
Print performance for cloud ERP
If print performance is a priority, deploying InterformNG2 on-premise can be advantageous, allowing data to flow directly from a cloud ERP to a local output solution for fast and more reliable printing
Safe ERP migrations and upgrades
Interform operates as a composable output layer, decoupled from the ERP core, enabling safer ERP upgrades and cloud migrations
Cross company capability
Output is a cross-company capability that integrates data from Finance, Supply Chain, Warehousing, and non-ERP systems, enabling all output to be managed in one place across the organisation
ERP on-premise architecture
When your ERP runs on-premise, Interform is typically deployed on-premise as well. Interform acts as a composable output layer: the ERP generates business data, while Interform manages document design, workflows, and distribution – without embedding logic in ERP code.
Upgrade-safe Output Management
Because output is decoupled from the ERP core, ERP upgrades and maintenance can be completed without reworking business-critical documents and labels, reducing risk across the ERP lifecycle.
Stable performance and operational control
An on-premise ERP and
Interform setup ensures predictable print performance and local control of core processes such as label and document printing, safeguarding daily operations.
Full flexibility
When moving your ERP to the cloud, InterformNG2 can be deployed either in the cloud (with a local print client) or on-premise
Print performance for cloud ERP
If print performance is a priority, deploying InterformNG2 on-premise can be advantageous, allowing data to flow directly from a cloud ERP to a local output solution for fast and more reliable printing
Safe ERP migrations and upgrades
Interform operates as a composable output layer, decoupled from the ERP core, enabling safer ERP upgrades and cloud migrations
Cross company capability
Output is a cross-company capability that integrates data from Finance, Supply Chain, Warehousing, and non-ERP systems, enabling all output to be managed in one place across the organisation
Interform for Microsoft Dynamics 365 Finance & Operations
Interform provides a dedicated output solution for Dynamics 365 Finance & Operations customers who need more flexibility, control and reliability than standard SSRS based output can deliver.based output can deliver.
Interform for Dynamics 365 Finance & Operations covers:
- ERP-agnostic design of documents and labels
- Workflow automation and multichannel delivery
- Support for XML, JSON, CSV, structured text and ERP-generated PDFsgenerated PDFs
- Data transformation and enrichment outside the ERP
- High-performance warehouse and logistics printing
- Monitoring, logging and delivery traceability
- Support for cloud, hybrid and on-prem Dynamics 365 environments
Interform works closely with leading Microsoft Dynamics partners to deliver predictable projects
Your ERP partner delivers Finance & SCM. Interform delivers output
This results in :
- Faster implementations
- Fewer ERP customisations
- Clear ownership and reduced risk
- Consistent quality across regions
A key partner is Columbus, which frequently implements Interform in Dynamics 365 Finance and SCM projects.
Why Interform is right for F&O customers
ERP-agnostic output
Works across cloud, hybrid and on-prem Dynamics 365 environments.
No SSRS dependency
Design, logic and workflows stay outside Finance and Supply Chain Management.
Built for warehouse and logistics output
Stable document and label printing in high volume environments.
volume environments.
Cloud-ready printing architecture
A modern alternative to the Document Routing Agent.ready printing architecture
Visibility and control
Monitoring, alerts and full delivery traceability.
Built for business-critical output
Interform delivers Output Management software – and nothing else. We are experts at it.
Customers rely on Interform for business-critical output, with an average customer relationship spanning more than 25 years. Founded in 1987, Interform has evolved into a modern, multi-tenant, cloud-ready platform deployed across complex ERP and application landscapes.
Working closely with ERP vendors, implementation partners, user groups, and thousands of customers, we continuously evolve the platform to meet both current and future requirements. The result is a solution that is stable, predictable, and easy to maintain – so you can focus on running your business.
Practical solutions to common output and document challenges
Interform supports a wide range of Output Management scenarios commonly found in Dynamics 365 Finance & Operations environments. Explore related use cases:
- Multiple ERPs or applications
- Use cases
- Migration of legacy output
- Use cases
- Output orchestration
- Use cases