Dynamics 365 Integration
Integration
One source of truth across all your systems
Your CRM is only as useful as the data it can see. We connect Dynamics 365 to your ERP, website, document management and other systems, so teams stop re-typing data and start trusting it.
Common integrations
ERP and accounting
Customers, products, orders and invoices kept in sync.
Website and forms
Leads and enquiries created directly in Dynamics 365.
Microsoft 365
SharePoint, Outlook and Teams working with CRM records.
Data platforms
Dataverse data flowing to Power BI, Azure and data warehouses.
Choosing the right approach
There’s no single best integration tool. We choose based on volume, timing and how critical the data is.
Designed before it’s built
We agree data ownership field by field and design the flow of data before writing a line of code. That prevents most sync conflicts and duplicate records later.
- Clear system of record per field
- Logging, retries and alerts
- Problems found by monitoring, not users
Power Automate
Low to medium volume and quick wins.
Dataverse Web API
Direct, real-time system-to-system calls and custom APIs.
Azure services
Functions, Logic Apps and Service Bus for volume and resilience.
Virtual tables
Show external data in CRM without copying it.
Our process
How we work
Integrations that keep working after the project team has gone.
Assess
Systems, data volumes and APIs available.
Design
Data ownership, mapping and the right tool.
Build
With logging, retries and alerts from day one.
Test
Real data, failure scenarios and load.
Run
Monitoring and support in production.
Frequently asked questions
Which system should be the master for customer data?
It depends on who creates and owns each piece of data. We agree data ownership field by field during design, which prevents most sync conflicts later.
Can you integrate with a system that has no API?
Often yes, through file exchange, database access or desktop automation. We’ll explain the trade-offs honestly.
Can you fix an integration that keeps breaking?
Yes. We review the existing design, add monitoring, and stabilise or replace it.
Connect your systems
Tell us which systems need to talk to Dynamics 365. In a free 30-minute call we’ll outline the options and recommend one.