Microsoft Dynamics 365 Integration

Stop maintaining fragile ETL pipelines and manual data entry between Dynamics 365 and the rest of your enterprise—automate bi-directional sync between Dynamics 365 Sales, Finance, Supply Chain, CRM, ERP, and 500+ business applications to unify operations and turn Dataverse into a true enterprise data hub.

Unify CRM and ERP data across Dynamics 365 modules and external systems—sync customer records, sales orders, financial transactions, and supply chain data between Dynamics 365 Sales, Finance, Business Central, Salesforce, SAP, and operational platforms without manual data entry
Automate cross-system business processes—trigger quote-to-cash workflows, order fulfillment sequences, financial reconciliation, and customer lifecycle actions when Dynamics 365 events occur, without writing custom Dataverse plugins or Power Automate premium connector flows
Extend Dynamics 365 beyond the Microsoft ecosystem—connect Dataverse to non-Microsoft systems like Salesforce, HubSpot, Shopify, Snowflake, and legacy applications for complete data orchestration without Azure Data Factory complexity
“1-2 week implementation” for most scenarios - Go live 80% faster than custom Dataverse plugin or Azure integration projects
SOC 2 + ISO 27001 + HIPAA-ready + GDPR-compliant - Enterprise-grade security with zero data storage

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Microsoft Dynamics 365 Integration Use Cases

Enterprise CRM-ERP unification scenarios for RevOps, Finance, Supply Chain, and IT teams

CRM-ERP Quote-to-Cash Automation

40% reduction in order processing time through automated quote-to-cash workflows spanning Dynamics 365 Sales, Business Central, and e-commerce platforms—eliminating manual re-entry of sales orders, pricing lookups, and invoice generation that slow revenue recognition and frustrate customers.

Scenario: Mid-market manufacturing company ($300M revenue) with Dynamics 365 Sales for CRM and Business Central for ERP—but sales orders created in D365 Sales require manual re-entry into Business Central for fulfillment, pricing validation, and invoicing, causing 3-5 day processing delays, 12% order error rates, and $2M+ annual revenue leakage from pricing discrepancies and missed fulfillment SLAs.

Solution: Automated bi-directional sync between Dynamics 365 Sales and Business Central with real-time quote-to-order conversion + automated pricing validation against Business Central price lists and customer-specific agreements + inventory availability check before order confirmation + automated invoice generation and payment tracking synced back to D365 Sales opportunity records + real-time order status visibility for sales reps without ERP access + automated escalation when fulfillment SLAs are at risk.

Multi-System Customer 360 Unification

55% improvement in customer satisfaction scores through unified customer data across Dynamics 365, Salesforce, Zendesk, and marketing platforms—giving every customer-facing team a complete view of account history, support interactions, purchase patterns, and engagement signals in a single pane of glass.

Scenario: Enterprise services company operating Dynamics 365 Sales for new business, Salesforce for legacy accounts, Zendesk for support, and HubSpot for marketing—customer success managers toggling between 4+ systems to assemble account context before meetings, sales reps unable to see support history, and marketing unable to segment based on purchase or service data, causing inconsistent customer experiences and 25% longer resolution times.

Solution: Automated multi-system customer data unification with Dynamics 365 as the primary CRM system of record + bi-directional account/contact sync between D365 and Salesforce for legacy account migration + Zendesk ticket data flowing to D365 account records for support visibility + HubSpot engagement and campaign data synced to D365 lead/contact records + unified customer health scoring combining CRM, support, and marketing signals + automated alerting when account health declines across any system.

Dynamics 365 Data Warehouse Analytics Activation

Dynamics 365-to-Data Warehouse Analytics Activation

70% reduction in reporting time through automated Dynamics 365 data pipeline to Snowflake, Power BI, and analytics platforms—replacing manual exports and overnight Azure Synapse Link batch processing with near-real-time operational intelligence for finance, sales, and executive teams.

Scenario: Enterprise retail company with Dynamics 365 Finance, Supply Chain, and Sales generating 500K+ daily transactions—data engineering team maintaining custom Azure Data Factory pipelines for Dataverse extraction, spending 20+ hours weekly on pipeline maintenance, schema drift troubleshooting, and transformation debugging, while finance and operations teams receive stale 24-48 hour old data in their Power BI dashboards.

Solution: Automated Dynamics 365 Dataverse-to-Snowflake data pipeline with real-time change data capture + pre-built data transformation from Dataverse schema to analytics-ready star schema models + parallel data routing to Snowflake, Power BI, and Google BigQuery + automated schema drift detection and alerting when Dataverse entity changes occur + elimination of custom Azure Data Factory pipeline maintenance + real-time Power BI dashboards with sub-hour data freshness SLAs.

Microsoft Dynamics 365 Integration Capabilities

Microsoft Dynamics 365 no code CRM ERP integration and automation

Automate CRM-ERP unification, cross-system business processes, and data orchestration across the Microsoft ecosystem and beyond

Triggers: Record created/updated/deleted in Dataverse; Business event fired; Workflow status changed; Sales order approved; Invoice generated; Payment received; Lead qualified; Opportunity stage changed; Supply chain alert triggered; Custom entity event detected
Actions: Create/update Dataverse records; Sync CRM-ERP data bi-directionally; Trigger quote-to-cash workflows; Push data to external data warehouses; Route alerts to Slack/Teams; Create support tickets from D365 events; Update financial records; Generate cross-system reports; Activate marketing sequences; Orchestrate multi-step approval workflows
Objects Supported: Accounts, Contacts, Leads, Opportunities, Quotes, Orders, Invoices, Products, Price Lists, Cases, Knowledge Articles, Custom Entities, Business Central Items, Vendors, Purchase Orders, General Ledger Entries, Sales Shipments, Supply Chain Entities
Pre-built Connectors: Salesforce, HubSpot, Zendesk, Shopify, Snowflake, Power BI, SAP S/4HANA, NetSuite, Slack, Microsoft Teams, Google Workspace, Marketo, Stripe, QuickBooks, Jira, ServiceNow, AWS S3, Azure Synapse
Compliance: SOC 2 Type II, ISO 27001, HIPAA-ready, GDPR-compliant architecture with zero data storage, AES-256 encryption, OAuth 2.0 + Microsoft Entra ID (Azure AD) authentication, field-level encryption, role-based access control, and complete audit trail logging compatible with Microsoft Purview and Dynamics 365 security frameworks

Microsoft Dynamics 365 Integration ROI

Quantified business outcomes from automated Dynamics 365 workflows

Accelerate order-to-cash cycles: Reduce order processing time by 40% through automated CRM-ERP sync—a Forrester study of Dynamics 365 Customer Service found up to 315% ROI over 3 years with 20% improvement in first-call resolution and 40% reduction in handling times
Eliminate manual data entry: Save 30+ hours weekly by replacing manual re-entry between D365 modules and external systems—reduce 12% order error rates to near-zero through automated validation and bi-directional sync
Unify customer intelligence: Improve customer satisfaction by 55% through automated Customer 360 unification across Dynamics 365, Salesforce, Zendesk, and marketing platforms—give every team complete account context in a single view
Slash analytics engineering overhead: Reduce reporting delivery time by 70% through automated Dataverse-to-warehouse pipelines—eliminate 20+ hours weekly of Azure Data Factory maintenance and deliver sub-hour data freshness to Power BI dashboards
Scale automation with enterprise-grade ROI: Forrester TEI study of Power Automate shows 248% ROI over three years with $9.5M in cost savings over legacy systems and less than 6-month payback period—extended automation contributing $31.3M in additional value

Microsoft Dynamics 365 Integration Leader

David Hrynk

Director of Program Management

“Having our global teams all working from the same page is critical to our success. Put It Forward exceeded way beyond where others died.”

Uma Asthana

Director of Operations and Technology

“What you just did for our teams' productivity and how we work was magic - you guys are rock stars, I’m truly blown away”

Udo Waibel

CTO

“Put It Forward takes us where no others could - we struggled for years with an enterprise data story - this solved it across the board”

Sarika Saoji

Marketing Platform Technologist

“For me when our internal teams tried to replicate the Put It Forward technology that was when the pin dropped … these are really smart people”

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Why Teams Choose Integration Designer Over Code, RPA, and File Drops

The Only Option Built for Governed, Multi‑System Integrations

19 integration features that matter most when choosing between code, RPA, connectors, and file transfers.

Capability	Put It Forward	Code/Middleware	RPA	Vendor Connector	Bulk File Transfer
Architecture & Scale
No Code Solution	Yes, Native	No	Scripts	Limited	No
Bi-Directional Integrations	Yes, Full	Build	NA	Limited	NA
Data Transformations (with validation)	Yes, Native	Build	No	No/Fixed Mapping	Limited
Data Persistence / State Management	Yes, Native	No	No	No	N/A
API Gateway Compatible	Yes	Build/3rd Party	No	No	No
Service Integration	Yes, Native	Yes, Build	No	No	N/A
Secure On-Premise Integration	Yes, Native	Requires Special Config/No	No	No	No
Intelligence & Automation
Custom Business Rules	Yes, Full	Limited	Limited to scripts	No	No
Process Automation & Orchestration	Yes, Full	Limited	Scripts	Not focused	No
Process Mining	Yes, Embedded	No	No	No	No
AI Agents (Integrated)	Yes, Native	Limited, Build	Scripted	No	No
Governance & Operations
Integrated Data Governance	Yes, Native	No, 3rd Party	Not Focused	Not Focused	No
Error Capture and Correction	Yes, Full	Limited, Build	No, Scripted	No	Not Focused
Integration Reporting, Analytics and Alerts	Yes, Native	Limited	N/A	Limited	No
Audit Reporting and Analytics	Yes, Full	No, Limited	No	No	Limited
Full API Access and Support	Yes, Native	Yes, Build	No, Limited	No	N/A
Implementation support	Yes, Full	Self Funded/SoW	Self Funded/SoW	Self Funded/SoW	Self Directed
Partner API Roadmap Alignment	Yes, Supported	No	No	No/Lagging	NA

The intelligent decision automation playbook for revenue, operations and IT

IDC Put It Forward Next Generation Business Requirements

Take A Tour Of How The Integration Designer Works

Put It Forward - Integration Designer Demo Tour

You'll see in this scenario the Put It Forward Integration Designer connecting two best-of-breed systems together.

Work with standalone configuration-based connectors which can be included in the Process Designer
Set the integration interval from real-time to intraday
Create business rules and event triggers for seamless execution

Integration Designer Auto Data Mapper

Put It Forward's Composable Integration Auto Data Mapper is a powerful tool for streamlining and automating the data integration process.

AI algorithms automatically map fields between integrated systems and services
Reduce manual effort and time needed to be productive
Always stay ahead by taking advantage of the latest API changes

Conversational AI Agents

Discover how Put It Forward's AI-powered Integration Designer uses conversation to simplify complex business rule creation.

Convert complex business rules from natural conversation into functions
Go faster without having to learn how Put It Forward works at an expert level
Reduce the costs of IT and increase the quality of your data

2-Day Integration and Automation Enhancement, Not 2-Month Projects

Put It Forward Workday ServiceNow Integration Project Plan

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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 integration 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 Microsoft Dynamics 365 Integration and Automation 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.

Guide to Agentic AI Workflows

Process Automation vs. Orchestration

With increasing workloads across the organization, this discussion walks you through the right time to use process automation or an orchestration solution for integration.

Discover Automation vs. Orchestration

How to real time data integration for Databricks users

Real-Time Integration Best Practices

Integration Designer users will learn practical best practices to automate, scale, and secure real-time data integration and automation for instant, unified insights and agile business operations.

How To: Real Time Data Integration

What You Should Do Next

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Discover how leading IT teams are slashing manual work by 80% and accelerating digital transformation with Put It Forward. See real use cases, ROI, and outcomes tailored to your environment. No sales pitch, just actionable insights.

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Key IT Transformation and Leadership Assets

Revenue Operations IT Intelligent Automation Playbook

Revenue, Operations and IT Playbook

Discover practical strategies and real-world benefits of intelligent automation to streamline IT operations, integrate data, and drive business transformation.

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Buyer Guide For Intelligent Automation

Get expert guidance on evaluating, selecting, and deploying intelligent automation solutions to maximize IT transformation, efficiency, and business impact.

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How PIF's Architecture Works

Step through the architecture of Put It Forward; by the end of this video, you'll understand the platform, its components, and how it makes a difference in the enterprise.

Microsoft Dynamics 365 Integration – Frequently Asked Questions (FAQs)

How fast can we go live with Dynamics 365 integration?

Put It Forward offers pre-built Dynamics 365 connectors supporting the Dataverse Web API, OData endpoints, and Business Central APIs, enabling most organizations to automate CRM-ERP sync, quote-to-cash workflows, and analytics pipelines in 1-2 weeks—not the 3-6 months typical of custom Dataverse plugin development or Azure Data Factory pipeline projects requiring C# development, Azure DevOps deployment, and ongoing pipeline maintenance.

How do you ensure data security when integrating with Dynamics 365?

Put It Forward is built with enterprise-grade security including SOC 2 Type II, ISO 27001, HIPAA-ready, and GDPR-compliant architecture. We operate with zero data storage—your data flows through encrypted channels directly between systems without persistence. All integrations support Microsoft Entra ID (Azure AD) authentication with OAuth 2.0, respect Dynamics 365 security roles and business unit hierarchies, and maintain complete audit trail logging compatible with Microsoft Purview compliance and data governance frameworks.

Will the integration disrupt our existing Dynamics 365 configuration or Dataverse customizations?

No. Put It Forward’s platform is designed for zero-disruption deployment alongside your existing Dynamics 365 environment. We integrate via Dataverse’s standard Web API and OData endpoints without modifying your entity schemas, business rules, workflows, plugins, or security configurations. All integrations are validated in Dynamics 365 sandbox environments before production activation.

Can you handle complex multi-module Dynamics 365 deployments?

Yes. Put It Forward supports multi-module Dynamics 365 environments spanning Sales, Customer Service, Finance, Supply Chain Management, Business Central, and Field Service. Our platform handles cross-module data orchestration (CRM-to-ERP, service-to-finance), multi-entity Dataverse relationships, custom entities and option sets, and complex business process flows—including scenarios where organizations run Dynamics 365 alongside legacy on-premises Dynamics AX or NAV instances during migration.

What support is available for Dynamics 365 integration projects?

Put It Forward customers receive dedicated Microsoft ecosystem integration specialists with Dynamics 365, Dataverse, Power Platform, and Azure expertise, 24/7 support, and access to a comprehensive resource center with D365-specific guides, CRM-ERP sync templates, quote-to-cash workflow blueprints, and analytics pipeline playbooks for RevOps, finance, supply chain, and IT teams.

How quickly will we see ROI from Dynamics 365 integration?

Most clients achieve measurable results within the first 30 days, including 3-6 months of custom development time saved, 40% reduction in order processing time, 70% faster reporting delivery, and 315% ROI (per Forrester TEI study of Dynamics 365 Customer Service)—thanks to rapid 1-2 week deployment and pre-built automation templates for CRM-ERP sync, quote-to-cash, and analytics pipeline workflows.

Does Put It Forward work alongside Power Automate and other Power Platform tools?

Yes. Put It Forward complements the Power Platform by handling enterprise-grade orchestration scenarios that exceed Power Automate’s native capabilities. While Power Automate excels at Microsoft-to-Microsoft workflows, Put It Forward provides deep bi-directional integration with 500+ non-Microsoft systems (Salesforce, SAP, Snowflake, Shopify), complex multi-step data transformation, and enterprise data orchestration—particularly valuable for organizations with hybrid Microsoft and non-Microsoft technology stacks that need unified automation without premium connector licensing costs.

Microsoft Dynamics 365 Integration