SAP Business One and Microsoft Dynamics 365 CRM Integration & Automation
- Simple
- Fast
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SAP Business One and Microsoft Dynamics 365 CRM integration helps your teams work with the same product, customer and order details. Sales, finance and operations see one set of information instead of separate, unsynced records.
With APPSeCONNECT, your ERP manages inventory, pricing, stock, and billing, while your CRM handles leads, accounts, contacts, and opportunities. The connector orchestrates controlled, bi-directional synchronization; updates in one system reflect instantly in the other.
You can begin with a few important flows, such as products, accounts and sales orders. When that is stable, you can extend the integration to cover more scenarios without changing how people already work.
Key Benefits
Why APPSeCONNECT Is the Gold Standard for SAP Business One & Microsoft Dynamics 365 CRM Integration
When ERP and CRM systems operate in silos, data discrepancies multiply. A price is changed in one system but not the other. An order is visible for sales but not yet clear to finance. Reports need extra time because someone must clean and merge the data. APPSeCONNECT reduces these gaps and helps everyone trust the numbers they see.
Consistent Customer Records
Accounts and contacts match in both systems instead of being maintained separately.
Cleaner Orders
Sales orders created in the CRM use the same products and prices as the ERP.
Less Manual Entry
Teams spend less time copying information from one screen to another.
Accurate Stock and Pricing
Sales teams work with current stock levels and agreed price lists.
Faster Customer Replies
Support staff can answer order and account questions without chasing other departments.
Better Reporting
Management reports are based on one aligned view of customers and sales.
Lower Correction Effort
Fewer mismatches lead to fewer credit notes and fewer urgent fixes.
Scalable Setup
Our integration handles the workload as order volumes and the customer base grow.
B2B AUTOMATION
Where SAP Business One Meets Microsoft Dynamics 365 CRM Integration
The CRM focuses on relationships, activities and deals. The ERP focuses on stock, pricing, fulfilment and billing. The integration lets each system handle its own job while sharing the information the other side needs. APPSeCONNECT sits in the middle and controls how records move between the two.
- Master Data From ERP: Items and price lists originate in the ERP and are referenced from the CRM.
- Customer Data Aligned: Accounts and contacts in the CRM link directly to customer records used for billing.
- Sales Flow Connected: Quotes and orders in the CRM lead to real sales documents in the ERP.
- Status Returned: Order and delivery status from the ERP is visible against the related account and opportunity.
- Simple Oversight: Administrators manage schedules, mappings and rules from one integration console.
Real-World Use Cases of this Integration Package
B2B Sales
Sales teams manage pipelines in the CRM while the ERP handles stock checks and invoicing.
Inside Sales Desks
Staff turn approved quotes into confirmed orders without retyping line items.
Account Management
Renewal and expansion deals are based on real order and payment history.
Customer Service
Agents see recent orders and key account details when handling calls or tickets.
Features You Get With SAP Business One and Microsoft Dynamics 365 CRM Integration Package
Visual Designer
Integration steps are arranged in a clear, graphical interface.
Starter Flows
Common patterns for products, prices, customers and orders are available out of the box.
Change-Driven Sync
Only new and updated records are processed to keep runs efficient.
Filtering Options
Specific customers, items or documents can be included or excluded as needed.
Error Visibility
Failed records appear with clear reasons so they can be corrected.
Flixible Connectivity
On-site ERP connects securely to cloud CRM through secure agents.
Central Monitoring
Watch all integrations and manage from a single dashboard.
Security Controls
Encryption and access rules follow your organisation’s security policies.
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INTEGRATION BROCHURE
Download The Full Integration Guide | ISO 27001 Secured
- System Layouts: Sample diagrams show how ERP, CRM and the integration layer connect.
- Flow Descriptions: Key scenarios, such as product sync and order creation, are explained clearly.
- Go-Live Checklist: Practical points to review before enabling integration for live use.
Endpoints For SAP Business One & Microsoft Dynamics 365 CRM Integration
| ENDPOINT | DIRECTION | DETAILS |
|---|---|---|
| Product | ERP ↔ CRM | Items in the ERP sync as products in the CRM, including key updates. |
| Product Price | ERP → CRM | Price lists and item prices are made available when building quotes. |
| Account | CRM ↔ ERP | Accounts align with customer or business partner records used for billing. |
| Contact | CRM ↔ ERP | Contact information stays consistent between partner records and account views. |
| Sales Order | CRM → ERP | Confirmed orders in the CRM create sales orders with correct lines. |
| Price | ERP → Store | Pricing data from ERP, including agreed values, is reflected during browsing and checkout. |
| Order Fulfillment | ERP → Store | Fulfilment details and delivery progress appear in order tracking and customer account views. |
System flow
How Does this Workflow Run End-to-End?
Create and Qualify
A lead becomes an account and contact in the CRM.
Build the Offer
The sales team creates a quote using the same items and prices as the ERP.
Confirm the Order
When the customer agrees, the quote becomes an order that is sent to the ERP.
Fulfil and Ship
Operations fulfil the order, update status and record delivery in the ERP.
See the Result
Both systems show a clear trail from first contact to completed order.
How To Get Started With APPSeCONNECT?
01
Pick Flows
02
Enable Connectors
03
Map Data Fields
04
Test Safely
05
Move to Production
Our Integration Is Developer Friendly
Configuration-First
Most behaviour is controlled through configuration rather than custom scripts.
Environment Support
Changes move through development, test and production environments in a structured way.
Detailed Logs
Each record’s path can be traced when investigating issues.
Extension Points
Additional logic can be added while staying within a supported framework.
Ready-to-Deploy SAP Business One and Microsoft Dynamics 365 CRM Integration Starting at $99/month! Unify your ERP and CRM with a no-code, self-onboarding package zero development, maximum speed.
Why Choose APPSeCONNECT Over Other Integration Solution Providers
| CAPABILITY | APPSeCONNECT | WORKATO | CELIGO | MAKE |
|---|---|---|---|---|
| ERP Focus | Strong, pre-built scenarios for mid-market ERP systems | Broad ERP coverage | ERP integration templates | General ERP modules |
| CRM Support | Dedicated patterns for major CRMs | Wide CRM support | CRM integration packs | DIY CRM workflows |
| Packaging Style | Connector and flow bundles | Recipes | Template-based projects | Node-based designs |
| Monitoring | Central console with replay | Varies by setup | Per-flow dashboards | Workflow logs |
| Deployment Model | Cloud with hybrid connectivity | Cloud with agents | Cloud and hybrid options | Cloud with secure links |
Troubleshooting Quicklist
Check Connectivity
Verify that agents, URLs and credentials are all working as expected.
Review Recent Changes
Look at edited mappings or rules if behaviour changed after an update.
Trace a Single Record
Follow one product, account or order through the integration path.
Monitor Limits
Keep an eye on API usage for both systems during busy periods.
Retry Only Affected Items
Reprocess failed records instead of rerunning full batches.
INTELLIGENT DATA FLOW
How Do Intelligent Data Flows Boost Your ROI?
Reduced Double Entry
Eliminate redundant manual data entry across disparate systems.
Unified Data Truth
Teams and customers view the same synchronized prices, orders, and balances.
Clearer Forecasts
Sales and finance work with aligned numbers for planning.
Faster Resolutions
Questions about orders or customers are answered more quickly.
More Focus on Growth
Time saved on fixes can be used for improvement projects.
Streamlined Order-To-Cash Process
Interest And Quote
Sales capture interest and prepare quotes in the CRM.
Confirmation
Agreed quotes move forward as confirmed orders.
Execution
The ERP manages stock checks, fulfilment and invoicing.
Review
Teams can look back at the full journey from first contact to payment.
One Platform, Endless Integrations
Central Hub
Reusable Designs
Growing Landscape
Shared Governance
Ready To Streamline Your SAP Business One and Microsoft Dynamics 365 CRM Integration Today?
Frequently Asked Questions
Companies automating their business through APPSeCONNECT
Customer Success Stories
With APPSeCONNECT, Hernon achieved a zero business downtime and levaraged the power of a fully automated and integrated solution to ensure business growth.
Related Resources
Articles and Guides to Help You With Your Integration and Automation Journey
