Every deal, every contact, every system in one place
This is what your CRM dashboard looks like when it pulls live data from your ERP, storefront, and marketing stack at the same time.
A CRM that does not talk to your stack is just an expensive spreadsheet
"Sales was quoting prices that didn't exist anymore. Support was seeing different contact records than sales. Finance couldn't tell which deals had actually closed."
What we hear from teams running Dynamics CRM without a sync layer
- Quotes with prices that expired last month
- Accounts marked open when the enterprise resource planning already closed them
- No visibility into what the customer ordered last month
- Pipeline reports that don't match finance's numbers
- Live ERP pricing pulled into every new quote
- Deal status in CRM matches ERP invoice status in real time
- Full order history from your storefront and ERP on every CRM contact
- Sales pipeline, finance figures, and marketing attribution in one view
Four integration layers that turn your Dynamics CRM into a complete customer record
Every engagement covers all four layers. Skip one and your CRM stays incomplete. Own all four and you have a real single source of customer truth.
One contact record that knows everything about the customer
CRM contacts sync both ways with your ERP customer master, Shopify records, and marketing lists. When a customer updates their address in your storefront, Dynamics CRM and your ERP update at the same time.
- Accounts, contacts, and business partners, bi-directional
- Credit limits and payment terms from enterprise resource planning on the customer relationship management record
- Duplicate detection with merge rules configured for your environment
One build that connected sales, ERP, and analytics inside Dynamics CRM
A US-based promotional products distributor ran Dynamics 365 Business Central but had no CRM. They needed lead management, sales activity planning, and fewer data entry errors. They also wanted automated call handling and a website chatbot.
- Sales and finance now share one pipeline view. No conflicting numbers.
- Call recordings log to every opportunity record. Managers coach from real calls.
- Power BI dashboards show live analytics from both CRM and ERP data.
- Website chatbot captures leads and routes service questions automatically.
What separates this integration from the ones that stop at account sync
Most Dynamics CRM integrations are shallow: accounts sync, pipeline doesn't. Here is what we deliver instead.
Contact, deal, revenue, and marketing: one build
Most partners sync accounts and stop. We deliver all four integration layers in one engagement so your CRM actually reflects your full business.
Zero recurring license fees. You own the Dynamics CRM connector.
No middleware platform. No monthly connector subscription. The integration is custom code that you own at handoff. Full source code transferred.
Your team finds out first. Not your customer.
Dead-letter queues, retry logic, and Slack or email alerts on every sync failure. We document every error class before go-live so your team always knows what to do.
You approve the exact object map before we write a single line of code
Every field, every direction, every event trigger documented and approved in Sprint 0. Scope gaps are a pre-build conversation, not a post-go-live surprise.
14-day median. Not 90-day estimates that slip to 6 months.
We scope precisely before signing. The timeline in your proposal is the timeline we deliver against. Sprint-based delivery means you see progress every week.
Runbook, source code, and error guide. Every time.
Every integration ships with a runbook your team can actually use. Your developers can maintain, extend, or debug the connector without calling us.
Questions we hear before every Dynamics CRM integration project
We work with Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Customer Engagement, and Dynamics CRM on-premise. The exact API approach depends on your version. We confirm it in the scoping call before building anything.
We design merge and deduplication rules as part of the object-level spec in Sprint 0. Before any sync goes live, we agree on matching keys, typically account number, email, or tax identifier, and configure upsert logic so the integration updates existing records rather than creating new ones. A data cleanup plan is part of every scoped proposal.
We build a custom connector using the Dynamics CRM Dataverse API on one side and the storefront REST API on the other. Order history, customer records, and lifetime value flow into customer relationship management automatically. New contacts created in Shopify can be created or matched in customer relationship management on first purchase. The connection is bi-directional where it makes sense and one-directional where it doesn't.
Yes. We have connected Dynamics CRM to SAP, NetSuite, and custom enterprise resource planning environments alongside the Microsoft stack. The connector architecture is the same regardless of enterprise resource planning: we build against the enterprise resource planning's API surface and the customer relationship management's Dataverse API. Tell us your enterprise resource planning in the brief and we will confirm the interface approach before the first call.
A single-platform integration (for example, Dynamics CRM to your ERP for contacts and deals) has a 14-day median go-live. Multi-system builds covering all four layers typically run 4 to 6 weeks. Your scoped proposal includes the exact timeline before any commitment. Sprint-based delivery means you see working code every week.
Get a scoped Dynamics CRM integration proposal in 3 business days
Tell us what your sales and operations teams are doing manually between Dynamics CRM and your other platforms. We map it, scope it, and deliver a line-by-line proposal.
Call within 48 hours · proposal in 3 days · Sprint 1 within 1 week of sign-off
Brief received
We will review your customer relationship management integration landscape and send a scoped proposal within 3 business days.