{"id":15950,"date":"2026-06-15T08:45:45","date_gmt":"2026-06-15T05:45:45","guid":{"rendered":"https:\/\/docnova.ai\/?p=15950"},"modified":"2026-06-15T08:45:49","modified_gmt":"2026-06-15T05:45:49","slug":"facturation-electronique-microsoft-dynamics-365-docnova","status":"publish","type":"post","link":"https:\/\/docnova.ai\/fr\/e-invoicing-microsoft-dynamics-365-docnova\/","title":{"rendered":"Comment configurer la facturation \u00e9lectronique dans Microsoft Dynamics 365 avec Docnova"},"content":{"rendered":"

Microsoft Dynamics 365 est l'une des plates-formes ERP les plus d\u00e9ploy\u00e9es au monde, faisant confiance aux entreprises pour g\u00e9rer la finance, la cha\u00eene d'approvisionnement et les op\u00e9rations. Mais la conformit\u00e9 \u00e0 la facturation \u00e9lectronique, r\u00e9pondant aux exigences l\u00e9gales sp\u00e9cifiques \u00e0 chaque pays pour des factures structur\u00e9es transmises num\u00e9riquement, n\u00e9cessite plus que ce qu'une configuration ERP g\u00e9n\u00e9rique offre nativement. Docnova comble ce manque en se connectant directement \u00e0 Dynamics 365 et en g\u00e9rant le flux de travail complet de la facturation \u00e9lectronique : validation, conversion de format et soumission gouvernementale. Ce guide d\u00e9taille chaque \u00e9tape, de l'activation de l'int\u00e9gration \u00e0 la gestion de votre connexion API au fil du temps.<\/p>\n\n\n\n

\n

Remarque :<\/strong> Les connexions ERP, y compris Microsoft Dynamics 365, n\u00e9cessitent un plan d'entreprise dans Docnova.<\/p>\n<\/blockquote>\n\n\n\n

Pourquoi les utilisateurs de Dynamics 365 ont besoin de la facturation \u00e9lectronique<\/h2>\n\n\n\n

Les gouvernements en Europe et ailleurs imposent la facturation \u00e9lectronique structur\u00e9e, avec transmission en temps r\u00e9el ou quasi r\u00e9el des factures aux autorit\u00e9s fiscales. Pour les utilisateurs de Dynamics 365, cela cr\u00e9e un d\u00e9ficit de conformit\u00e9 : Dynamics g\u00e8re bien vos processus financiers internes, mais la transmission l\u00e9gale des factures vers les portails gouvernementaux sp\u00e9cifiques \u00e0 chaque pays (tels que le KSeF de Pologne, l'e-Factura de Roumanie ou le r\u00e9seau Peppol de l'Allemagne) n\u00e9cessite une couche d\u00e9di\u00e9e.<\/p>\n\n\n\n

Sans connecteur de facturation \u00e9lectronique conforme, les entreprises sont confront\u00e9es \u00e0 des exportations manuelles, \u00e0 des incompatibilit\u00e9s de format et au risque de soumissions \u00e9chou\u00e9es qui entra\u00eenent des p\u00e9nalit\u00e9s. Docnova agit comme cette couche d\u00e9di\u00e9e recevant les factures de Dynamics 365, les validant par rapport aux r\u00e8gles locales, les convertissant au format requis (UBL, XML, Peppol BIS) et les livrant \u00e0 l'autorit\u00e9 ou au r\u00e9seau appropri\u00e9.<\/p>\n\n\n\n

Pr\u00e9requis<\/h2>\n\n\n\n

Avant de connecter Dynamics 365 \u00e0 Docnova, assurez-vous que les \u00e9l\u00e9ments suivants sont en place :<\/p>\n\n\n\n

    \n
  • Un compte Docnova actif sur le\u00a0Plan d'entreprise<\/strong>\u00a0(requis pour les int\u00e9grations ERP)<\/li>\n\n\n\n
  • Acc\u00e8s administrateur \u00e0 votre environnement Dynamics 365<\/li>\n\n\n\n
  • Une cl\u00e9 API g\u00e9n\u00e9r\u00e9e dans Docnova (Param\u00e8tres \u2192 Gestion ERP \u2192 Gestion API)<\/li>\n\n\n\n
  • Votre entreprise est enregistr\u00e9e et v\u00e9rifi\u00e9e dans Docnova avec le pays et le num\u00e9ro d'identification fiscale corrects.<\/li>\n<\/ul>\n\n\n\n

    Pour g\u00e9n\u00e9rer une cl\u00e9 API dans Docnova, naviguez jusqu'\u00e0\u00a0Param\u00e8tres \u2192 Gestion ERP \u2192 Gestion des API<\/strong>\u00a0et cliquez\u00a0G\u00e9n\u00e9rer<\/strong>. La valeur compl\u00e8te de la cl\u00e9 n'est affich\u00e9e qu'une seule fois lors de la g\u00e9n\u00e9ration, copiez-la imm\u00e9diatement et stockez-la en toute s\u00e9curit\u00e9. Les cl\u00e9s ont un nom, un type (Soci\u00e9t\u00e9), une date de cr\u00e9ation et une date d'expiration visibles dans le tableau de gestion des API. Vous pouvez activer ou d\u00e9sactiver des cl\u00e9s individuelles \u00e0 l'aide du bouton bascule Actif sur chaque ligne.<\/p>\n\n\n\n

    \u00c9tapes par \u00e9tapes : Connecter Dynamics 365 \u00e0 Docnova<\/h2>\n\n\n\n
      \n
    1. Connectez-vous \u00e0 Docnova et acc\u00e9dez \u00e0\u00a0Connexions ERP<\/strong>\u00a0depuis le menu principal.<\/li>\n\n\n\n
    2. Localiser le\u00a0Microsoft Dynamics 365<\/strong>\u00a0carte dans la grille ERP. Docnova affiche une grille de connecteurs ERP disponibles, chacun avec un bouton Connecter.<\/li>\n\n\n\n
    3. Clique\u00a0Connectez<\/strong>\u00a0sur la carte Dynamics 365. Cela ouvre la fen\u00eatre modale des informations d'identification de connexion.<\/li>\n\n\n\n
    4. Dans la fen\u00eatre modal, saisissez la cl\u00e9 API que vous avez g\u00e9n\u00e9r\u00e9e \u00e0 l'\u00e9tape pr\u00e9c\u00e9dente ainsi que toutes les informations de connexion Dynamics 365 requises.<\/li>\n\n\n\n
    5. Confirmez la connexion. Une fois \u00e9tablie, les factures de Dynamics 365 seront synchronis\u00e9es automatiquement avec Docnova.<\/li>\n\n\n\n
    6. Les factures entrantes de la connexion ERP appara\u00eetront dans\u00a0En approche<\/strong>\u00a0section de Docnova pour examen et traitement.<\/li>\n<\/ol>\n\n\n\n

      TODO : v\u00e9rifier : champs d'identification exacts (par exemple, ID du locataire, secret du client) requis dans la fen\u00eatre contextuelle Connexion Dynamics 365<\/p>\n\n\n\n

      G\u00e9rer la connexion \u00e0 l'API<\/h2>\n\n\n\n

      Une fois connect\u00e9, vos cl\u00e9s API sont g\u00e9r\u00e9es \u00e0 partir de Param\u00e8tres \u2192 Gestion ERP \u2192 Gestion des API<\/strong>. L'onglet fournit un tableau complet de toutes les cl\u00e9s g\u00e9n\u00e9r\u00e9es, y compris leur nom, leur valeur masqu\u00e9e, leur type, l'heure de cr\u00e9ation et la date d'expiration.<\/p>\n\n\n\n

      Actions de gestion disponibles par cl\u00e9 : \u2013\u00a0Activer la bascule<\/strong>\u00a0 activer ou d\u00e9sactiver une cl\u00e9 sans la supprimer \u2013\u00a0Bouton de copie<\/strong>\u00a0copier la cl\u00e9 masqu\u00e9e dans le presse-papiers \u2013\u00a0Menu \u00e0 trois points<\/strong>\u00a0modifier le nom de la cl\u00e9, supprimer la cl\u00e9 ou afficher la valeur compl\u00e8te de la cl\u00e9<\/p>\n\n\n\n

      Surveillez r\u00e9guli\u00e8rement les dates d'expiration. Une cl\u00e9 expir\u00e9e entra\u00eenera l'arr\u00eat silencieux de la synchronisation Dynamics 365, aucune facture ne sera transmise tant que la cl\u00e9 n'aura pas \u00e9t\u00e9 renouvel\u00e9e ou remplac\u00e9e. Si une cl\u00e9 expire, g\u00e9n\u00e9rez-en une nouvelle, mettez \u00e0 jour les informations d'identification dans les param\u00e8tres d'int\u00e9gration de votre Dynamics 365 et d\u00e9sactivez l'ancienne cl\u00e9.<\/p>\n\n\n\n

      Pour les probl\u00e8mes de connexion, le Soutien<\/strong> Le bouton dans la fen\u00eatre modale de connexion ERP offre un acc\u00e8s direct \u00e0 l'\u00e9quipe de support Docnova.<\/p>\n\n\n\n

      Comment Docnova aide<\/h2>\n\n\n\n

      Docnova est con\u00e7u sp\u00e9cifiquement pour la conformit\u00e9 \u00e0 la facturation \u00e9lectronique, et pas seulement pour le stockage de factures. Lorsqu'il est connect\u00e9 \u00e0 Microsoft Dynamics 365, il g\u00e8re automatiquement l'int\u00e9gralit\u00e9 du flux de travail de conformit\u00e9. Les factures cr\u00e9\u00e9es dans Dynamics 365 sont r\u00e9cup\u00e9r\u00e9es dans Docnova, valid\u00e9es par rapport aux r\u00e8gles m\u00e9tier de votre pays d'exploitation, converties au format l\u00e9gal requis et transmises au portail gouvernemental ou au r\u00e9seau Peppol appropri\u00e9.<\/p>\n\n\n\n

      Cela signifie que votre \u00e9quipe financi\u00e8re continue de travailler dans Dynamics 365 comme d'habitude, sans avoir \u00e0 apprendre de nouveaux outils ni \u00e0 effectuer d'exportations manuelles. Docnova fonctionne en arri\u00e8re-plan, garantissant que chaque facture sortante respecte les exigences l\u00e9gales des pays o\u00f9 vous op\u00e9rez. Si une soumission \u00e9choue \u00e0 la validation, Docnova affiche l'erreur avec suffisamment de d\u00e9tails pour la corriger et la soumettre \u00e0 nouveau rapidement.<\/p>\n\n\n\n

      La couche de gestion des API donne aux \u00e9quipes informatiques un contr\u00f4le total : plusieurs cl\u00e9s peuvent \u00eatre actives simultan\u00e9ment (utile pour les environnements de staging et de production), les cl\u00e9s peuvent \u00eatre remplac\u00e9es sans interruption de service, et le bouton \"Actif\" permet de d\u00e9sactiver instantan\u00e9ment une cl\u00e9 compromise sans supprimer son enregistrement d'audit.<\/p>\n\n\n\n

      Conclusion<\/h2>\n\n\n\n

      Connecter Microsoft Dynamics 365 \u00e0 Docnova prend quelques minutes et \u00e9limine la complexit\u00e9 administrative de la gestion manuelle des factures \u00e9lectroniques. Une fois la connexion ERP active et les cl\u00e9s API g\u00e9r\u00e9es de mani\u00e8re centralis\u00e9e, vos factures Dynamics 365 circulent automatiquement dans le pipeline de validation et de soumission de Docnova, vous assurant la conformit\u00e9 dans tous les pays o\u00f9 vous facturez.<\/p>","protected":false},"excerpt":{"rendered":"

      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 […]<\/p>\n","protected":false},"author":263848013,"featured_media":15981,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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Dynamics 365 is one of the most widely deployed ERP platforms in the world, trusted by businesses to manage finance, supply chain, and operations. 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