Integrating your ERP with Microsoft Dynamics 365
Let data flow automatically between your CRM and your ERP: accounts, orders, outstanding balances and invoices synchronised both ways, with no re-keying.
Why integrate CRM and ERP?
Your sales reps need to know a customer's outstanding balance, order history and pricing — data that lives in the ERP. Your sales administration team needs the signed quotes that live in the CRM. Without integration, every team re-keys, errors multiply and nobody trusts the figures. CRM-ERP integration moves the data automatically, in both directions.
Single customer record
Accounts, contacts and addresses synchronised: one version of the truth across CRM and ERP.
No re-keying
A quote approved in Dynamics 365 becomes an order in the ERP, automatically.
360° visibility
Outstanding balances, invoices and disputes visible from the CRM customer record, without switching tools.
Our technical approach
- Native connectors and Power Automate — for standard integrations (Sage, Cegid, SQL databases, REST APIs), fast to implement and cost-effective.
- Azure Integration Services — Logic Apps, Service Bus and Azure Functions for high volumes, real-time exchanges and complex scenarios (SAP, EDI).
- Dataverse as the hub — the Dynamics 365 data foundation structures the exchanges and keeps a history of every synchronisation.
- Monitoring and error recovery — every flow is monitored: on failure, an alert is raised and the message replayed automatically. No data is lost silently.
ERPs and applications we connect
SAP (ECC, S/4HANA, Business One), Sage (100, X3), Cegid, EBP, Divalto, as well as your in-house business applications exposing an API or a database. We also integrate SharePoint for document management — contracts and quotes automatically attached to customer records — and marketing or invoicing tools through thePower Platform.
A controlled approach
Systems integration cannot be improvised. Our scoping phase maps the flows, defines the master source for each data element (does the CRM or the ERP win?) and sets the transformation rules. We test in a staging environment with your real data before anything goes live.