Integrate Dynamics 365 Finance & Operations with Dun & Bradstreet: simple, fast, secure

Would you like to have consistent and accurate customer data in Dynamics 365 Finance & Operations and Dun & Bradstreet at all times without any IT projects? That’s exactly what MARINI is for.

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Data integration made simple

With MARINI, the integration of Dynamics 365 Finance & Operations and Dun & Bradstreet is ready to use in just a few days and grows flexibly with your requirements.

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  • Simple: The intelligent no code interface makes integrations immediately transparent and controllable and includes logs, monitoring, and alerts.
  • Fast: Changes are synchronized in real time between Dynamics 365 Finance & Operations and Dun & Bradstreet. Your company benefits right away from consistent data.
  • Secure: EU based GDPR compliant hosting, ISO certified data centers, and governance mechanisms provide maximum reliability.

And the best part: we handle the integration for you. Our experts set up your Dynamics 365 Finance & Operations Dun & Bradstreet interface on your behalf or together with your team.

Important note: The video shows the integration of HubSpot with SAP C4C. Of course, connecting to Dynamics 365 Finance & Operations with Dun & Bradstreet and many other systems is also possible.

How clean is your business partner data really?

Dynamics 365 Finance & Operations (F&O) is your enterprise ERP for Finance, Supply Chain, and Manufacturing. It manages Customers, Vendors, Products, Sales Orders, Purchase Orders, and Inventory. Dun & Bradstreet (D&B) is the world’s leading provider of business data, compliance information, and risk assessments.

The Dynamics 365 Finance & Operations Dun & Bradstreet Integration enriches your ERP master data with validated D&B data, checks compliance requirements, and monitors business partners automatically. The result: Clean master data, informed credit decisions, and compliance confidence directly in F&O.

What does the integration enable?

Over 70% of ERP data becomes outdated within one year. The integration brings validation, enrichment, and monitoring for your business partners directly into F&O.

Validate and enrich Customers with D&B data. When creating a new Customer, name, address, and DUNS are pulled from D&B. Industry, executives, company size, and corporate structure are immediately available. No manual input errors, no outdated addresses.

Credit limit checking before closing deals. Before releasing a Sales Order or granting a credit limit, you check the Financial Risk Score, Payment Index, and recommended credit limit from D&B. This happens in real-time within F&O. Fewer defaults, informed decisions.

KYC and AML compliance for Vendors. Before creating a new Vendor, you check Ultimate Beneficial Owner (UBO), Sanctions Screening, and ESG scores. The compliance data flows automatically from D&B into F&O. Your compliance department can prove that all checks have been performed.

Monitoring for existing customers and suppliers. Once a Customer or Vendor is linked to their DUNS, they are added to D&B Monitoring. When changes occur such as insolvency, company reorganization, or address change, you automatically receive an alert in F&O. You react proactively before problems arise.

New customer prospecting via Criteria Search. You search for potential customers in a specific industry, company size, or region. Criteria Search delivers matching companies from the D&B database. With one click, you create them as Customers in F&O. Ideal for targeted sales campaigns.

Duplicate detection via DUNS. The DUNS acts as a unique ID for every company worldwide. When creating a new Customer, F&O automatically checks whether the DUNS already exists. No more duplicate customer records.

From Integration to Results

The use cases on this page are not theoretical, but implementing them requires experience. You can set up integration and data management yourself through MARINI’s no-code interface, or have our team configure it for you. For implementation in your systems, we work collaboratively with you and your service providers. If you don’t yet have a suitable service provider, we’re happy to recommend an appropriate partner from our network.

Andreas Gozian, Chief Sales Officer at MARINI

Business Impact: Clean data, better decisions

For: C-Level, Management, Business Development

ROI through reduced bad debt. With Financial Risk Assessment from D&B, you grant credit limits based on current risk assessments. Companies with clean master data and risk management reduce their bad debt by up to 25%. The integration pays for itself within a few months.

Compliance confidence without manual processes. KYC, AML, and ESG requirements are legally mandated. Manual checks are error-prone and time-consuming. The integration delivers all compliance data automatically into F&O. You meet legal requirements and can prove it at any time.

Scalability for international expansion. When you expand into new markets, you need validated data for customers and suppliers worldwide. D&B covers over 265 million companies in 190 countries. The integration enables global growth without data quality issues.

Before-After: How daily work changes

For: Marketing, Sales, Customer Success, Operations

Finance: From manual research to automatic risk assessment. Before: You manually check every new customer, research business reports, estimate credit limits. This takes hours. After: When creating a Customer in F&O, Risk Score, Payment Index, and recommended credit limit are automatically displayed. You decide in minutes.

Procurement: From Excel lists to validated Vendor data. Before: New suppliers are created with incomplete data. Address, industry, executives are missing or incorrect. After: Type-Ahead Search finds the right Vendor in D&B. With one click, all master data is correctly transferred.

Compliance: From reactive checks to proactive monitoring. Before: Compliance checks happen once during onboarding. Changes in business partners only become apparent when it’s too late. After: D&B Monitoring automatically pushes updates. When a Vendor lands on a sanctions list, you receive an immediate alert in F&O.

Sales: From cold calling to targeted prospecting. Before: You search for potential customers via Google, LinkedIn, or industry directories. The data foundation is incomplete. After: With Criteria Search, you filter by industry, size, and region. Matching companies are created directly as Customers in F&O.

Technology: How the connection works

For: IT, Development, System Architects, Admins

OData REST APIs and D&B Direct+ API. F&O offers Data Entities via OData REST APIs for all business objects like Customers, Vendors, and Products. D&B provides its data through the Direct+ REST API. MARINI connects both systems in real-time and translates between data models.

Mapping and field rules without code. You define in the MARINI interface which D&B fields flow into which F&O fields. Example: D&B CompanyName becomes F&O Customer Name, D&B DUNS becomes a Custom Field. Rules like “Only if Risk Score below X” or “Only if UBO known” are configured visually.

Real-time enrichment when creating new business partners. As soon as a new Customer or Vendor is created in F&O, MARINI automatically triggers a D&B lookup. The relevant Data Blocks (Master Data, Compliance, Risk Assessment) are retrieved and written to F&O. The process takes seconds.

On-Premises and Cloud supported. F&O is often operated On-Premises or in Private Cloud. MARINI can connect both deployment models. Even when F&O runs behind a firewall, the integration works securely via encrypted connections. EU hosting and ISO 27001 certification are standard.

Maximum Security and Stability

Business-critical data deserves maximum reliability. At MARINI, security isn’t an add-on—it’s our lived standard. Our security architecture at a glance:

  • GDPR-compliant and legally secured (including Swiss revDPA)
  • ISO 27001-certified data centers
  • Multiple daily backups across multiple locations
  • Incident response and recovery plans
  • Continuous monitoring and personal tech support

This keeps your central data infrastructure stable, protected, and scalable at all times. Together, we’ll find the right integration and tailor it precisely to your requirements.

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Frequently asked questions about Dynamics 365 F&O Dun & Bradstreet Integration

All of them. MARINI provides Master Data (Basic and Extended), Sales & Marketing Intelligence, Compliance (Basic and Extended), all Financial Risk Assessment variants (Traffic Light to Comprehensive), and Company Financials. You select in the MARINI Data Marketplace which Blocks you need for which use cases.

Yes. Dynamics 365 F&O is often operated On-Premises or in Private Cloud. MARINI can also connect On-Prem systems. The connection is made via encrypted APIs, EU hosting and ISO 27001 certification are standard.

Once a Customer or Vendor is linked to their DUNS, they can be added to D&B Monitoring. When changes occur in the D&B Data Cloud (e.g., insolvency, company reorganization, address change), you automatically receive an alert in F&O. Data is updated in real-time.

Both. The integration works for Customers and Vendors in F&O. Compliance data like UBO and Sanctions Screening are especially relevant for Vendors. Risk Assessment and Payment Data are important for Customers. MARINI supports both objects simultaneously.

Yes, through D&B Criteria Search. You filter by industry, company size, address, or radius. Matching companies from the D&B database are displayed and can be created directly as Customers in F&O. Ideal for targeted sales campaigns.

MARINI handles setup, mapping, and testing. Depending on the complexity of your requirements and the number of Data Blocks, implementation takes between a few days and two weeks. No installation in F&O required, no dependency on F&O releases.

MARINI is our preferred partner for HubSpot integrations into complex system landscapes—technically strong, reliable, and ideal for joint projects.

Oliver Schneeberger
Oliver D. Schneeberger
CEO
itelligy - digital experts GmbH & Co. KG

For the digital marketing of our dairy products, we successfully leverage the high-performance, flexible, and sustainable MARINI integration platform.

Matthias Glauser
Matthias Glauser
Head of Digital Marketing & Media, Swissmilk
Swissmilk

The integration of our marketing automation (Evalanche) and Salesforce via MARINI takes our data quality to a new level and provides the basis for successful account-based marketing.

Tobias Henneke
Tobias Henneke
Marketing Data Analytics & Transformation Lead
Forvis Mazars

From Data to Growth

We support you in integrating Dynamics 365 Finance & Operations and Dun & Bradstreet. Personalized. Tailored to your goals.