Every deal, every contact, every system in one place
This is what your customer relationship management dashboard looks like when it pulls live data from your enterprise resource planning, storefront, and marketing stack simultaneously.
A customer relationship management that doesn't talk to your stack is just a very 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."
The reality for most teams running Dynamics CRM without a proper integration 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 pricing from your enterprise resource planning pulled on every quote create
- Deal status in customer relationship management reflects enterprise resource planning invoice status in real time
- Full order history from storefront and enterprise resource planning on every customer relationship management contact record
- Sales pipeline, finance figures, and marketing attribution in one view
Four layers, from Dynamics CRM ERP integration to one unified customer relationship management.
Every engagement maps all four layers. Skip one and your customer relationship management stays a partial view. Own all four and you have a real single source of customer truth.
One contact record that knows everything about the customer
Customer relationship management contacts sync bi-directionally with your enterprise resource planning customer master, Shopify customer records, and marketing lists. When a customer updates their address in your storefront, it updates in Dynamics CRM and your enterprise resource planning simultaneously.
- 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
A customer relationship management integration that unified sales, enterprise resource planning, and analytics in one build
A US-based promotional products distributor already running Dynamics 365 Business Central needed customer relationship management integration to manage leads, plan sales activities, and minimize human error across accounts and pipeline. They also required automated call handling and a website chatbot.
- Unified sales pipeline and prospect management system: sales and finance agree
- Automated call recording improved sales team productivity and coaching
- Power BI dashboards delivered real-time analytics across customer relationship management and enterprise resource planning data
- Website chatbot improved lead capture and customer service responsiveness
What makes this integration different from what most partners deliver
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 customer relationship management is genuinely complete.
Zero recurring license fees. You own the Dynamics CRM connector.
No middleware platform. No monthly connector subscription. The integration is engineered 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 any code is written
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 before committing to a Dynamics CRM integration
We work with Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Customer Engagement (the legacy customer relationship management product). We also integrate with Dynamics CRM on-premise when your environment requires it. The specific API surface we use, Dataverse REST API, Web API, or legacy SOAP, depends on your version and is confirmed in the scoping call before we build 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 scoped single-platform integration, for example Dynamics CRM to your enterprise resource planning contacts and deals, has a 14-day median go-live. Multi-system builds covering all four layers, contact, deal, revenue, and marketing, typically run 4 to 6 weeks. The exact timeline is in your scoped proposal before any commitment. Sprint-based delivery means you see working code every week.
Is this the right integration for your situation?
- You run Dynamics CRM (any version) alongside at least one other platform: enterprise resource planning, storefront, or marketing tool
- Your customer relationship management holds contacts but not full order history, pricing, or enterprise resource planning account status
- Sales and finance have different revenue numbers and you want one source of truth
- You want to own the connector code and pay no ongoing platform license fees
- You haven't yet implemented Dynamics CRM and are still evaluating customer relationship management platforms
- You need a fully managed customer relationship management administration service, not an integration build
- You want a no-code drag-and-drop connector configured in a visual tool
Not sure? Tell us your situation and we will be direct with you.
Get a scoped Dynamics CRM integration services proposal in 3 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.