SAP S/4HANA and Microsoft Dynamics 365 CRM Integration
- Automate
- Align
- Accelerate
Sales teams work in Microsoft Dynamics 365 CRM. Finance and operations teams work in SAP S/4HANA. When these systems stay apart, teams repeat updates and waste time checking which record is correct.
SAP S/4HANA and Microsoft Dynamics 365 CRM integration helps both teams work from the same facts. Account and contact records stay aligned across both systems. Item and pricing details stay updated for quoting. Quotes, orders, and invoices stay aligned for clean handoffs.
APPSeCONNECT supports this integration through its low-code platform. You can start with a ready integration template, decide which system owns each field, and then run updates on your schedule.
Key Highlights
Why APPSeCONNECT is the top choice for Microsoft Dynamics 365 CRM and SAP S/4HANA
Real-Time Data Sync
Keep critical records updated across both systems as changes happen
Prebuilt Integration Flows
Use ready flows for common CRM and ERP processes
Low-Code Setup
Adjust mapping rules and steps without heavy development effort
Clear Error Handling
Track failed records and retry them based on your rules
Flexible Run Options
Choose real-time or scheduled runs to balance load for teams
Secure Data Transfer
Use encrypted channels and controlled access to protect sensitive records
Shared Integration Packages
Copy the integration setup across teams for faster rollout
Standard Features Covered in Our Microsoft Dynamics 365 CRM and SAP S/4HANA Integration Template
Account Add Or Update
Contact Add Or Update
Item Add Or Update
Price List Add Or Update
Sales Quotation Add Or Update
Sales Order Add Or Update
Invoice Add
B2B AUTOMATION
Where Microsoft Dynamics 365 CRM Meets SAP S/4HANA
Keeping two systems aligned is easier when both teams rely on the same records. With integration active, customer information managed in Microsoft Dynamics 365 CRM is shared with SAP S/4HANA, so billing and delivery don’t work off a different version. The same approach applies to quoting: products and pricing maintained in SAP S/4HANA can be synced into Dynamics 365 CRM, so sales teams always see current items and prices. Updates can be one-way or two-way, depending on your process.
- Customer Master Updates: Account changes from Dynamics 365 CRM reach SAP for billing work
- Product And Price Visibility: Items and prices from SAP reach CRM for quoting accurately
- Invoice Visibility: Invoice details from SAP reach CRM for customer follow-up
What You Get
Feature Highlights
Single Customer Record
Keep account and contact details aligned for both teams
Catalog Accuracy
Keep items and pricing updated in CRM for accurate quoting
Quote To Order Flow
Move quotes and orders into SAP without repeated entry work
Invoice Traceability
Bring invoice details back to CRM for clear sales visibility
Fewer Data Fixes
Reduce manual checks by keeping key fields consistent across both systems
Integration Monitoring
Track runs, review logs, and handle errors in one place
Fast Rollout
Start from templates, then adjust only the fields you need
Integration Endpoints
| ENDPOINT | DIRECTION | DESCRIPTION |
|---|---|---|
| Accounts | Microsoft Dynamics 365 CRM → SAP S/4HANA | Account name and core details update SAP customer records |
| Contacts | SAP S/4HANA → Microsoft Dynamics 365 CRM | Contact updates flow back to CRM for sales follow-up |
| Items | SAP S/4HANA → Microsoft Dynamics 365 CRM | Item details update the CRM catalog used by sales |
| Price Lists | SAP S/4HANA → Microsoft Dynamics 365 CRM | Pricing updates reach CRM so quotes use current prices |
| Sales Quotations | Microsoft Dynamics 365 CRM → SAP S/4HANA | Quote details create or update SAP quotation records |
| Sales Orders | Microsoft Dynamics 365 CRM → SAP S/4HANA | Sales orders move to SAP for delivery and invoicing |
| Invoices | SAP S/4HANA → Microsoft Dynamics 365 CRM | Invoice details return to CRM for customer visibility |
INTEGRATION BROCHURE
Download the SAP S/4HANA and Microsoft Dynamics 365 CRM Integration Brochure
Learn more about:
- Integration Architecture: See how data moves between CRM and ERP steps clearly
- Field Mapping Approach: Learn how to match key fields across both systems safely
- Deployment Options: Choose cloud or on premises access based on your setup
- Monitoring Basics: Understand logs, alerts, and retry rules for daily runs quickly
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INTEGRATION GUIDE
How To Integrate SAP S/4HANA and Microsoft Dynamics 365 CRM
01
Connect Systems
02
Map Fields
03
Deploy and Test
04
Monitor And Improve
SAP S/4HANA and Microsoft Dynamics 365 CRM Real-Time Integration Workflow
Event Trigger
Record change in either system launches the integration run automatically.
Event Reception
APPSeCONNECT receives the change and validates required fields before processing.
Data Transformation
Mapping rules convert fields into the format each system expects.
API Call
The integration sends a secure API request to create or update the record.
Confirmation And Logging
Results are logged, and failed items are queued for retry.
Status Update Back
Related updates are sent back to the other system as needed.
INTELLIGENT DATA FLOW
How Our Intelligent Data Flows Support Your Integration
ProcessFlow Designer
Build and edit integration steps in a visual canvas quickly
Event Triggers
Start flows when records change in CRM or ERP systems
Retry Rules
Re-run failed records automatically based on your settings and schedule
Alerts And Logs
Get clear logs and alerts when issues need attention quickly
Data Conversion
Convert field formats to match each system’s rules each time
Access Controls
Limit who can view or edit each integration flow safely
Reusable Blocks
Reuse common steps across flows to reduce rework for teams
Simple Order-to-Cash Lifecycle
Order Capture
In Microsoft Dynamics 365 CRM, a quote or order is entered as the starting point.
Order Processing
The integration then posts it to SAP S/4HANA by creating the sales order automatically.
Fulfillment Update
SAP delivery status updates CRM for sales visibility during follow-up.
Invoicing Update
SAP invoices update CRM so teams can track payments easily.
One Platform, Endless Integrations
Many teams start with one integration. Later, they need more. APPSeCONNECT supports building additional integrations through templates. It also supports SDKs and protocol-based adapters.
If a tool supports standard protocols like REST or SOAP, you can usually integrate it faster. Secure file transfer can also work for simple file-based steps.
Unified Workflows
Scale Over Time
Protect Data
Ready to See SAP S/4HANA and Microsoft Dynamics 365 CRM Integration in Action?
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Related Resources
Articles and Guides to Help You With Your Integration and Automation Journey
