Seamless Microsoft Dynamics 365 CRM Integration
Automate, Align and Scale with Real-Time CRM Sync
Unveil the full power of Microsoft Dynamics 365 CRM with APPSeCONNECT’s intelligent, low-code integration platform. Connect CRM with ERP, eCommerce, and productivity tools to streamline lead-to-cash workflows without writing a line of code.
Whether you are a CIO, eCommerce director or operations leader, this integration gives your team a single source of truth by automating contact sync, lead capture, order flow, and payment updates across all systems.
Key Highlights
Why APPSeCONNECT leads in Dynamics 365 CRM integration
Low-code setup
Anyone can build and tweak flows with minimal coding.
Real-time CRM sync
Contacts, leads, and deals update as they happen.
Enterprise security
AES-256, TLS 1.2, GDPR-ready with role-based access.
Scales on demand
Add more workflows without extra cost.
Microsoft Dynamics 365 CRM Features Built In
Get live up to 65% faster with our tested ProcessFlows and CRM modules integration templates.
Error recovery
Auto retry and alerts keep data moving.
Central view
See CRM, ERP, and eCommerce data in one console.
Ready to eliminate manual data work? Start Your Free Trial
B2B AUTOMATION
Where Dynamics 365 CRM Meets Automation
Imagine changing a lead in Dynamics 365 CRM and watching it flow to your shop, ERP, and Team channels instantly. No copy-pasting. No missed updates. Everyone sees the same info at once.
- Leads push to ERP and Shopify in seconds.
- Orders from other apps update back in CRM without delays.
- Case notes sync to Microsoft Teams for instant alerts.
What You Get
Microsoft Dynamics 365 CRM Modules Integration
End-to-end sync
Cover contacts, leads, opportunities, orders, and payments with CRM and ERP integration with Dynamics 365 in one seamless flow.
Multi-app connect
CRM, ERP, eCommerce, and scheduling tools on one hub.
Prebuilt ProcessFlows
Templates for Shopify, WooCommerce, Magento, SAP, and more.
Custom rules
Set triggers by event or schedule.
Visual mapper
Drag-and-drop field mappings.
Cloud or on-prem
Use our cloud or your local agent behind firewalls.
SDK support
Build new adapters when you need.
Microsoft Dynamics 365 CRM Integration Endpoints and Dataflows
| ENDPOINT | DIRECTION | DESCRIPTION |
|---|---|---|
| CONTACTS | Dynamics 365 CRM ↔ ERP | Sync account and contact info both ways. |
| LEADS | Dynamics 365 CRM ↔ eCommerce | Capture web leads in CRM; share CRM leads online. |
| OPPORTUNITIES | Dynamics 365 CRM → ERP | Turn qualified deals into ERP sales orders. |
| ORDERS | eCommerce → Dynamics 365 CRM | Push online orders into CRM as custom records. |
| PRODUCTS | ERP → Dynamics 365 CRM | Update SKUs, names, descriptions, and prices. |
| INVENTORY | ERP → eCommerce & CRM | Share real-time stock levels to avoid shortages. |
| PAYMENTS | ERP → Dynamics 365 CRM | Match invoices and payments with CRM records. |
| COLLABORATIONS | Dynamics 365 CRM ↔ Microsoft Teams | Send case updates and alerts to Teams channels. |
How the Integration Works Behind the Scenes
Real-Time Sync Powered by Smart Architecture, Automation & Observability
01
Data Flow Architecture
- Event triggers & webhooks fire instantly on changes in Dynamics 365 CRM.
- ProcessFlow orchestration routes requests through our microservices fabric.
- API calls (REST to CRM, SOAP to ERP/e-com) exchange JSON/XML payloads in sub-second cycles.
02
Field Mapping & Customization
- Select Source Object: e.g. contact in Dynamics 365.
- Choose Target Entity: e.g. customer in your ERP.
- Map Fields Visually: Drag contact.firstname → customer.givenName.
- Apply Transformations: Use built-in functions (concatenate, format dates, conditional defaults).
- Add Custom Adapters: Extend via our SDK to support niche objects or legacy systems.
03
Error Handling & Auto-Recovery
- Auto-Retry Logic: Transient errors are retried up to your configured threshold.
- Dead-Letter Queue: Persistent failures move to a dedicated queue for manual review.
- Alerts & Dashboards: See failures in real time; configure email/SMS notifications for critical flows.
04
Monitoring & Auditing
- Unified Dashboard: View throughput, latency, success/error rates per ProcessFlow.
- Audit Logs: Every API call, field mapping, and user action is timestamped and stored.
- SLAs & Health Checks: Built-in alerts on SLA breaches keep you ahead of issues.
Data Mapping & Error Recovery
| Feature | APPSeCONNECT | Celigo | Workato | Jitterbit |
|---|---|---|---|---|
| Low-Code Platform | Drag-and-drop ProcessFlow designer with zero-code wizards | Visual builder + CloudStudio (some scripting needed) | Intuitive recipe builder, but often requires custom scripts | GUI-based, but heavy reliance on scripting |
| Pre-Built Connectors | 75+ industry-specific, best-practice templates (ERP, CRM, e-com, more) | ~50 pre-built connectors, community-driven library | 300+ connectors, variable depth and maintenance | 100+ connectors, requires manual configuration |
| Deployment Speed | Average go-live in 2.4 weeks | 4–6 weeks | 6–10 weeks | 6–8 weeks |
| Scalability | Microservices architecture with parallel processing | Cloud-based scaling; limited parallelism | Highly scalable, but pricing escalates at volume | Scalable architecture; complex setup |
| Cost Model | Predictable tiered pricing | Credit-based usage (can spike) | Task-based billing (variable costs) | License + consumption (complex pricing) |
| Customization | SDK for custom adapters + visual mapping & transformation rules | Custom scripting via CloudStudio | Custom connectors or SDK; code-heavy | CLI/SDK available; steeper learning curve |
| Integration Endpoints | 200+ endpoints covering ERP, CRM, e-com, BI, legacy systems | Core business apps; limited ERP depth | Broad app coverage; mid-market ERP via add-ons | Strong ERP support; higher configuration effort |
INTEGRATION BROCHURE
Download the Dynamics 365 CRM Integration Brochure
Inside you’ll find:
- Integration diagrams: Visualize each data flow.
- Quick start guide: Install and run in hours.
- Security details: Learn about our encryption and compliance.
- Case studies: See wins from companies like yours.
| Feature | Workato | Zapier | Boomi | APPSeCONNECT |
|---|---|---|---|---|
| Connectors | ERP + SaaS | SaaS-heavy, ERP-lite | Technical adapters | 75+ ERP/CRM/CX templates |
| Real-Time Sync | Near real-time | Near real-time | Near real-time | Instant bi-dir sync |
| Low-Code Agility | Intuitive UI | Steep learning | Drag-drop + code | Wizard-based designer |
| Self-Healing | Manual retries | Manual retries | Scripting required | Auto-retry & rollback |
| Analytics & Insights | Dashboard + logs | BI tool support | Basic dashboards | Native predictive alerts |
INTEGRATION GUIDE
Step-by-Step: How to Integrate Dynamics 365 CRM with ERP, eCommerce & More
Launch Real-Time Workflows Without Writing a Single Line of Code
01
Select Connectors
02
Map Fields Visually
03
Deploy & Test
04
Monitor & Scale
INTELLIGENT DATA FLOW
How Our Intelligent Data Flows Supercharge Your Integration
Our smart ProcessFlows give you full control and clear visibility. They adapt as your business changes and scale when traffic spikes. Spot errors fast and fix them with a click, so your team can focus on growth.
“APPSeCONNECT fantastic efforts throughout. We are projected to be Top rated because of APPSeCONNECT. Thank you for continued effort to make eBay and Amazon Marketplace such strong and growing accounts” – Vincent Lieng, Swann Communications.
ProcessFlow Designer
Build custom flows without code.
Event Triggers & Webhooks
Near-live sync from Dynamics 365 CRM events.
Retry & Alert Logic
Auto-retry failures and send notifications.
Parallel Processing
Handle large batches at peak times.
Data Transformation Nodes
Clean and convert data on the fly.
Audit Trail
Track every sync with full details.
Role-Based Access
Control who can view or edit each workflow.
One Hub for All Connections
Stop juggling multiple tools—bring CRM, ERP, eCommerce, and Teams into one hub.
| Feature | Celigo | Workato | Jitterbit | Zapier | APPSeCONNECT |
|---|---|---|---|---|---|
| Prebuilt Connectors | ✅ | ❌ | ❌ | ❌ | ✅ |
| Real-Time Sync | ✅ | ✅ | ✅ | ❌ | ✅ |
| Low-Code UX | ✅ | ❌ | ⚙️ | ✅ | ✅ |
| Self-Healing Automation | ❌ | ❌ | ✅ | ❌ | ✅ |
| Native Analytics & Alerts | ✅ | ❌ | ❌ | ❌ | ✅ |
- Sync all your data from one dashboard.
- Scale processes without extra scripts.
- Keep data safe with enterprise-grade security controls.
- GDPR-Compliant, ISO 27001 Certified, SOC 2 Type II, AES-256 & TLS Enabled
Simple Lead-to-Cash Lifecycle
Lead Capture
New lead enters your CRM.
Opportunity
Qualify and push to ERP as a sales order.
Fulfillment
ERP ships items and updates CRM
Invoicing & Payment
Payments sync back to CRM
Popular Microsoft Dynamics 365 CRM Integrations
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Microsoft Dynamics 365 CRM + Shopify
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Microsoft Dynamics 365 CRM + WooCommerce
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Microsoft Dynamics 365 CRM + Magento
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Microsoft Dynamic 365 CRM + SAP Business One
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Microsoft Dynamic 365 CRM + Microsoft Teams
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Frequently Asked Questions
Yes. Dynamics 365 is a suite. CRM apps like Sales and Customer Service are part of it
Costs vary by modules and users. Typical projects start around $20K–$50K, but ask for a quote.
What apps can I integrate with Dynamics 365 CRM?
You can link ERP, eCommerce, help desks, marketing tools, Teams, and more.
No. Our low-code ProcessFlow Designer lets you build flows without deep code.
All data uses AES-256 encryption and TLS. We meet ISO 27001 and SOC 2 standards.
Yes. You can tweak templates or build new flows with our visual mapper.
Failed records log as sync info. You retry manually or set auto-retry schedules.
We offer ticketed support, online docs, and optional hands-on service packages.
Most customers go live within 1–2 weeks, depending on your number of entities and custom rules.
Yes—connect to ERP, e-commerce, marketing, help-desk, and dozens more via our pre-built connectors.
All data uses AES-256 and TLS; we’re ISO 27001 & SOC 2 compliant.No—our low-code ProcessFlow Designer builds integrations without scripts.
Ready to Transform Your Dynamics 365 CRM Workflows Today?
Companies automating their business through APPSeCONNECT
Customer Success Stories
Related Resources
Articles and Guides to Help You With Your Integration and Automation Journey
