SAP Business One and Microsoft Dynamics 365 CRM Integration
- Unified pipeline
- No rekey
- Mid-market ready
Your sales team works in Dynamics 365. Your finance and operations team works in SAP Business One. APPSeCONNECT makes the wall between them disappear, so customer data, quotes, sales orders and AR move freely across both systems without anybody chasing a record or rekeying a number.
Built for mid-market teams running SAP B1 (HANA or SQL) as the back-office alongside Dynamics 365 Sales, Customer Service or Customer Engagement apps. Deploy the integration software in days with ready-mapped templates and a low-code ProcessFlow your CRM admin can extend.
BUSINESS VALUE
Why APPSeCONNECT Is the Gold Standard for SAP Business One & Dynamics 365 CRM Integration
When the deal in CRM does not match the order in ERP, the cost shows up everywhere. Lost upsells, wrong invoices, support agents who cannot answer “did my parcel ship”. Each item below is what gets fixed.
Reps quote off live B1 pricing inside Dynamics 365
B1 price lists, customer-specific contract pricing and special prices appear directly inside the Dynamics 365 opportunity, account and quote screens. Reps quote against today's data, not last quarter's export.
One customer record across CRM and ERP
A new Dynamics 365 account creates a clean Business Partner master in B1 with the right tax classification, payment terms and price list. The duplicate-record problem your AR team flags every quarter end disappears.
Won opportunities turn into B1 sales orders, untouched
The moment a Dynamics 365 opportunity moves to closed-won, B1 receives a structured sales order with line items, taxes, line-level discounts, currency and shipping method set. No customer service rep transcribes contracts by hand.
Customer Service agents see the full delivery picture
B1 deliveries, A/R invoices, return orders and credit memos flow into Dynamics 365 so Customer Service agents resolve queries on the first call without phoning operations.
AR position and credit limit in the account screen
B1 customer balance, credit limit, open invoices and ageing buckets push back to the Dynamics 365 account so reps and CSMs see the same financial picture the controller does.
Multi-company B1 and multi-environment Dynamics ready
A single APPSeCONNECT tenant connects multiple B1 companies (HANA or SQL) to multiple Dynamics 365 environments through rule-based routing.
Standard Features Covered in Our SAP Business One Dynamics 365 CRM Integration Template
The ready-to-deploy integration solution ships with the data flows most B1 and Dynamics 365 customers need on day one. Switch on what applies, customise the rest in the low-code ProcessFlow.
Business Partner creation in SAP B1
New Dynamics 365 accounts and contacts write to B1 as clean Business Partner records with billing, ship-to, tax classification and price list under the right B1 company.
Item master and pricing inside Dynamics 365
B1 item master, descriptions, item groups, units of measure and active price list publish to the Dynamics 365 product catalogue so reps and customer service agents see live data.
Opportunity to B1 sales order pipeline
Dynamics 365 opportunities and approved quotes turn into B1 sales orders the moment they close, with line items, taxes, line-level discounts, currency and shipping method preserved end to end.
Available inventory on opportunity lines
B1 in-stock quantity per warehouse and committed quantity push to Dynamics 365 so reps stop committing stock the warehouse cannot ship.
A/R invoice and payment status on the account
B1 A/R invoices, due dates, paid amounts and ageing buckets push back to the Dynamics 365 account. Reps see collection status without phoning finance.
Delivery and tracking updates
B1 deliveries, packing slip references, courier and tracking number land on Dynamics 365 cases and opportunities the moment B1 posts them.
Returns, credit memos and refunds
Dynamics 365 service cases write B1 return orders. B1 A/R credit memos push back to the originating Dynamics 365 case so Customer Service sees resolution status without phoning finance.
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 SAP Business One and Dynamics 365 CRM Integration Brochure
Built for revenue ops leads, IT teams and CFOs running B1 on the back and Dynamics 365 on the front. Architecture, deployment options and the IT review answers in one PDF.
- Integration topology: The brochure maps how APPSeCONNECT bridges SAP B1 and Dynamics 365 CRM as a governed iPaaS platform rather than DI-API scripts and Power Automate stitches.
- Field-by-field map: A complete mapping reference for every Business Partner, item, opportunity, sales order, A/R invoice and case field, with their B1 counterparts already named.
- Hosting and platform choices: B1 on HANA, B1 on SQL Server, on-premise and cloud-hosted variants behind Dynamics 365 Online, with the right deployment pattern for each.
- Dynamics 365 ecosystem coverage: Guidance for Dynamics 365 Sales, Customer Service, Customer Insights and Marketing apps running side by side, with how the connector handles each app's specific objects and workflows.
- What it replaces: A frank comparison against the alternatives most teams have tried: brittle Power Automate flows, custom DI-API scripts, scheduled file exports and ageing point-to-point connectors.
Workflow
How Does the Workflow Run End-to-End?
Trace a single Dynamics 365 opportunity from the rep’s first save through to an A/R invoice posted in SAP B1. The same path runs for every record the integration platform handles.
Order Capture
A new Dynamics 365 account, contact, opportunity, quote or service case is captured the moment the rep or agent saves the record. Dynamics 365 workflows raise the trigger reliably.
Event Trigger
APPSeCONNECT receives the Dynamics 365 event securely, queues it in the right pipeline and starts processing. The integration platform respects Dynamics 365 API limits and applies adaptive batching.
Data Mapping
The mapping layer translates Dynamics 365 payloads into the entities B1 expects, including BP code, company, currency, tax codes, price list and item references. Mappings live in the low-code ProcessFlow designer.
Record Creation
SAP B1 writes the Business Partner, sales order, return order or A/R invoice under the right B1 company, ready to enter the standard order-to-cash process.
Back-Sync
The B1 sales order number, delivery, A/R invoice and payment status flow back into the originating Dynamics 365 opportunity, account and case.
Monitor and Improve
Every event, retry and failure shows on the platform dashboard with full payload audit. Mapping changes happen without a developer ticket.
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 |
SAP Business One and Dynamics 365 CRM Integration: Make Sales, Service and Finance Read the Same Numbers
The cost of running B1 and Dynamics 365 separately shows up in lost deals, duplicate Business Partners and missed AR chases. Connect them once with the right integration platform and stop chasing the difference.
No native bi-directional connector ships from SAP or Microsoft for B1 and Dynamics 365 CRM. APPSeCONNECT is purpose-built for this case as a packaged integration solution with pre-mapped templates for B1 (HANA and SQL) and Dynamics 365.
The established options are APPSeCONNECT, Celigo and custom Power Automate builds. APPSeCONNECT differentiates on pre-mapped B1 templates, native HANA and SQL support and pricing that scales with transaction volume rather than per-connector seats.
Yes. The same connector covers Dynamics 365 Sales, Customer Service, Customer Insights and the wider Customer Engagement app family, with the right object model applied at runtime.
Yes. The same APPSeCONNECT tenant connects to B1 on HANA and B1 on SQL Server, with the right deployment pattern applied at runtime.
Customers using the ready-to-deploy integration package go live in two to six weeks. Greenfield builds without a template typically run three to six months.
APPSeCONNECT’s ready-to-deploy integration packages start at $99 per month. Final pricing scales with transaction volume, B1 companies and Dynamics 365 environments connected.
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
