Dynamics 365 Integration: End the Double Data Entry

We connect Dynamics 365 with everything your business runs on — ERP, accounting, ecommerce, telephony, marketing tools, and legacy systems. Real-time where it matters, scheduled where it doesn’t, monitored always. One customer record, everywhere.

✓ 200+ Integrations Delivered✓ Monitoring & Alerts Included✓ Failure-Recovery Built In
200+
Integrations in Production
99.9%
Sync Reliability With Retry Logic
-90%
Manual Re-Keying Eliminated
2 wks
Fastest Integration Delivered

Systems We Connect to Dynamics 365

ERP & Accounting

SAP, Oracle, NetSuite, QuickBooks, Xero, Tally — customers, orders, and invoices synced both ways with conflict handling.

eCommerce & Web

Shopify, Magento, WooCommerce, and custom storefronts — web orders become CRM records with full customer journey context.

Telephony & Communication

Twilio, RingCentral, Genesys, WhatsApp Business — calls logged, recordings linked, screen-pops with customer context.

Marketing & Forms

Website forms, Mailchimp, LinkedIn Lead Gen, Google/Meta ads — every lead lands in D365 with source attribution intact.

Document & e-Sign

SharePoint, DocuSign, Adobe Sign — proposals generated from CRM data, signed copies filed back automatically.

Legacy & Custom Systems

SQL databases, AS/400, homegrown apps — wrapped in APIs or surfaced as virtual tables, no rip-and-replace required.

The Right Integration Method for Each Job

There’s no one right tool — there’s a right tool per requirement. We choose based on volume, latency, and budget.

Method Best For Latency
Power Automate Departmental automations, SaaS connectors Near real-time
Azure Logic Apps / Functions High-volume, enterprise-grade pipelines Real-time
Dataverse Web API Custom apps writing directly to D365 Real-time
Virtual Tables Viewing external data without copying it Live read
Azure Data Factory / Synapse Bulk loads, analytics, data warehouse sync Scheduled
Free integration map: every system, every data flow, one diagram — yours in a week

Get My Map

What Production-Grade Means to Us

Retry & recovery
Failed syncs retry automatically and queue, never silently drop
🔔
Monitoring & alerts
You hear about failures from us, not from angry users
Conflict rules
Clear master-data ownership — no two systems fighting over a field
📄
Documentation
Every flow diagrammed — your team can maintain it without us

Dynamics 365 Integrations We Deliver Most

CRM ↔ ERP Sync
Customers, orders, and invoices flowing both ways between D365 Sales and Business Central, SAP, or NetSuite — with clear master-data ownership.
Web-to-Lead Pipelines
Website forms, ads, and chat captured into D365 with source attribution — no lead lost between marketing and sales.
eCommerce Orders
Shopify and Magento orders posted to ERP, customers unified in CRM, inventory synced back to the store.
Telephony Screen-Pop
Inbound calls open the caller’s record with full history — agents greet customers by name with context.

Our Integration Delivery Process

01

Integration Map

Every system, field, and flow on one diagram — signed off before build.

02

Build & Sandbox Test

Flows built against test environments with edge cases — duplicates, deletes, conflicts.

03

Harden

Retry logic, error queues, alerting, and run-history dashboards added before go-live.

04

Monitor & Document

Live monitoring plus diagrams and runbooks your team can own.

Integration Results Clients Talk About

Orders used to be re-typed from the webstore into the ERP — two people, half their day. The sync killed that job in week one and nobody misses it.

COO, ecommerce retailer

Our old integration broke silently every few weeks. The rebuilt one has alerted us twice in a year — both times before users noticed anything.

IT Manager, manufacturing group

Screen-pop with full customer history changed how our phone team works. Callers stopped repeating themselves; handle time dropped immediately.

Customer Service Lead, financial services

Integration FAQs

How much does a Dynamics 365 integration cost?

Simple connector-based integrations: $2,000–$6,000. Bidirectional ERP sync with conflict handling: $10,000–$35,000. Complex multi-system architectures: scoped individually. Always fixed-price after a free assessment.

Real-time or scheduled — which should we use?

Real-time for anything a user waits on (orders, support context); scheduled for bulk and reporting data. Real-time everywhere sounds great but costs more and fails louder — we’ll size it honestly.

Can you fix an integration that keeps breaking?

Yes — integration rescue is common work. We add the missing retry logic, monitoring, and error queues that the original build skipped, usually without rebuilding from scratch.

Do you support the integrations after delivery?

Yes — monitoring and maintenance are part of our Dynamics 365 support plans, or we hand over with full documentation if you’d rather own it in-house.

One Customer Record. Everywhere.

Free integration assessment — we’ll map your systems and quote a fixed price. Part of our Dynamics 365 services.