Microsoft Cannot Optimize What It Cannot Connect
Enterprise teams that need Dynamics 365, Azure & Power Platform orchestrated across every system
Operations and Users - Better Outcomes
Build a complete 360-degree operational view across Dynamics 365, Azure, Teams, and Power Platform, forming the foundation for enterprise-wide automation.
Effortlessly combine CRM, ERP, collaboration, and operational data from Microsoft and 340+ connected systems to eliminate manual handoffs and accelerate decisions.
Transform raw cross-system data into actionable insights, automatically triggering workflows, alerts, and process steps in real time.
Architect - Optimize Best of Breed
Microsoft and non-Microsoft systems struggle to integrate without middleware backlogs, custom code, and multi-month timelines.
Put It Forward provides an adaptable no-code platform that connects Microsoft into any enterprise stack, reducing integration backlogs by up to 80%.
Implement governed, high-quality data orchestration across Dynamics 365, Azure, Power Platform, and third-party systems without rearchitecting.
Business Leadership - Scale
Put It Forward delivers user-friendly tools that empower professionals across all levels of technical expertise to automate Microsoft processes. By simplifying complex data management and governance, we enable:
- - Easy access to predictive analytics and AI-powered data science across Microsoft data
- - Intuitive no-code interfaces that do not require developer skills or custom coding
- - Rapid adoption and implementation across sales, finance, operations, and IT teams
Unified CRM & ERP Data Sync Across Dynamics 365 & SAP
Scenario: A global manufacturer runs Dynamics 365 Sales for CRM and SAP for ERP. Sales orders, pricing, and inventory data require manual export and reconciliation across systems, creating a 3-5 day lag in order fulfillment.
Solution: Put It Forward syncs accounts, opportunities, orders, and inventory bi-directionally between Dynamics 365 and SAP in real time. Validation rules enforce data quality before every sync. Automated workflows trigger fulfillment, invoicing, and revenue recognition across both platforms.
Results: Order-to-cash cycle compresses 67%. Manual reconciliation labor drops 85%. Revenue recognition accuracy reaches 99.6%, eliminating month-end surprises and audit gaps.
Cross-Platform Incident Routing Between Teams, ServiceNow & Dynamics
Scenario: An enterprise IT organization uses Microsoft Teams for communication, ServiceNow for ITSM, and Dynamics 365 for customer-facing service. Critical incidents require manual triage across three platforms, delaying resolution and breaking SLAs.
Solution: Put It Forward orchestrates incident routing between Teams, ServiceNow, and Dynamics 365 Customer Service based on severity, SLA, and team ownership. Escalation workflows auto-trigger when thresholds approach. Resolution data syncs back to all platforms simultaneously.
Results: Mean time to resolve drops 42%. SLA compliance improves from 72% to 95%. Manual triage effort decreases 70%, freeing IT staff for proactive work and reducing customer escalations.
Predictive Lead Scoring Across Dynamics 365 & Marketing Platforms
Scenario: A B2B enterprise runs Dynamics 365 Sales for pipeline management and multiple marketing platforms for demand generation. Marketing and sales data lives in silos, making lead prioritization manual, slow, and inconsistent.
Solution: Put It Forward unifies contact, engagement, and behavioral data from Dynamics 365 and marketing platforms into a single governed data set. Predictive models score leads based on conversion probability. High-scoring leads auto-route to sales with full context and next-best-action.
Results: Lead conversion improves 73%. Sales cycle shortens by 28 days on average. Marketing-attributed pipeline grows 45% as both teams operate from a unified, AI-scored funnel.
Connect Dynamics 365, Azure & Power Platform events to cross-platform workflows with intelligent triggers and actions
- CRM lifecycle events: Trigger automation on lead creation, opportunity stage changes, account updates & quote approvals across Dynamics 365 and connected systems
- ERP transaction events: Automate order processing, invoice generation, inventory updates & financial close workflows between Dynamics 365 Finance, Supply Chain & third-party ERPs
- Collaboration events: Route Teams messages, SharePoint document updates & Outlook actions into structured workflows spanning CRM, ITSM & project management tools
- Data platform events: Sync Azure SQL, Dataverse & Power BI data sets with Snowflake, Salesforce & 340+ external systems for unified analytics and reporting
- Data quality events: Validate, deduplicate & enrich Microsoft data before every sync cycle using AI-powered field mapping and governance rules
How Microsoft orchestration works across your enterprise systems
- No-Code Multi-Step Workflows spanning Dynamics 365, Azure, Teams, SharePoint & third-party systems
- Process Orchestration Across Teams with dependency-aware routing & exception handling
- Integrated Reporting & Analytics with real-time dashboards tracking sync health & outcomes
- Agent-based workflow integration into Microsoft Copilot for AI-powered autonomous execution
- Scalable AI-Powered Enhancements including predictive models & intelligent batching that respects Microsoft API rate limits
The Only Option Built for Governed, Multi‑System Integrations
| Capability | Put It Forward | Code/Middleware | RPA | Vendor Connector | Bulk File Transfer |
|---|---|---|---|---|---|
|
Architecture & Scale |
|
|
|
|
|
|
No Code Solution |
|
No |
|
|
No |
|
Bi-Directional Integrations |
|
|
NA |
Limited |
NA |
|
Data Transformations (with validation) |
|
|
No |
No/Fixed Mapping |
Limited |
|
Data Persistence / State Management |
|
No |
No |
No |
N/A |
|
API Gateway Compatible |
|
Build/3rd Party |
No |
No |
No |
|
Service Integration |
|
Yes, Build |
No |
No |
N/A |
|
Secure On-Premise Integration |
|
Requires Special Config/No |
No |
No |
No |
|
Intelligence & Automation |
|
|
|
|
|
|
Custom Business Rules |
|
Limited |
Limited to scripts |
No |
No |
|
Process Automation & Orchestration |
|
Limited |
|
Not focused |
No |
|
Process Mining |
|
No |
No |
No |
No |
|
AI Agents (Integrated) |
|
|
|
No |
No |
|
Governance & Operations |
|
|
|
|
|
|
Integrated Data Governance |
|
No, 3rd Party |
Not Focused |
Not Focused |
No |
|
Error Capture and Correction |
|
Limited, Build |
No, Scripted |
No |
Not Focused |
|
Integration Reporting, Analytics and Alerts |
|
Limited |
N/A |
Limited |
No |
|
Audit Reporting and Analytics |
|
No, Limited |
No |
No |
Limited |
|
Full API Access and Support |
|
|
No, Limited |
No |
N/A |
|
Implementation support |
|
Self Funded/SoW |
Self Funded/SoW |
Self Funded/SoW |
Self Directed |
|
Partner API Roadmap Alignment |
|
No |
No |
No/Lagging |
NA |
Yes, Native
We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.
Accelerate time-to-value and reduce risk with a proven integration plan.
Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.
- Most clients see improved intelligent automation performance within 48 hours
- Zero disruption guarantee - No downtime to existing systems, pipelines or data loads
Implementation timeframes depend on scope and complexity:
- Hour 1-2: Configure connection source and destination
- Hour 2-36: Business rule configuration and validation
- Hour 36-48: Full deployment
Put It Forward Partner Resources
Guide to Agentic Workflows
This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.
Two Ways To Integrate Agents
Learn how to integrate an agent into a process using two different methods via the Put It Forward Integration Designer and a direct service call. This helps both non-technical and technical teams find new revenue.
Agentic AI Orchestration
Put It Forward’s Agentic AI Orchestration connects AI agents, data, and automation tools into end-to-end workflows so enterprises can cut cycle times, handle exceptions intelligently, and scale automation for measurable ROI in weeks, not months.
Revenue, Operations and IT Playbook
Learn how intelligent automation streamlines tasks, integrates data, and delivers measurable business benefits with practical strategies and examples.
Buyer Guide For Intelligent Automation
Gain expert guidance on intelligent automation solution types, approaches, outcomes, and key considerations to make confident, high-impact buying decisions.
How Decision Automation Works
See and learn how decision automation works at scale. Connect the pieces, tools, and outcomes together in Put It Forward to unlock value and reduce complexity.