What integrated Dynamics CRM looks like live
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.
Lead
0
Qualified
0
Proposal
0
Won
0
Recent deals - Enterprise resource planning sync status
Meridian Supplies
$84,200
Enterprise resource planning synced
2s ago
Atlas Packaging
$47,500
Enterprise resource planning synced
14s ago
Fortis Equipment
$129,000
Syncing
32s ago
Vantage Retail
$22,800
Enterprise resource planning synced
1m ago
CoreTech Solutions
$68,400
Enterprise resource planning synced
3m ago
Pipeline total (Q4)$0M
MR
Maria Rodriguez
VP Procurement, Atlas Packaging
Last order (Shopify)$47,500
Enterprise resource planning account statusActive
Open invoices2 ($23,400)
Email opens (Klaviyo)68%
All sources synced 4s ago
0
Account Health Score
Synthesized from customer relationship management, enterprise resource planning, and email data
Score refreshes on every data change
Live activity stream
Shopify order #40821 synced to customer relationship management, Atlas Packaging
Enterprise resource planning invoice INV-2847 posted, customer relationship management opportunity closed-won
Klaviyo email opened → lead score updated to 87
The disconnected customer relationship management problem
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
Data lag
0h
average delay before a closed deal shows in your customer relationship management after the enterprise resource planning processes it
Duplicate records
0%
of customer relationship management contact records are duplicates in organizations without a sync layer
Manual time
0h/wk
lost per sales rep to manual re-entry between customer relationship management, enterprise resource planning, and ecommerce systems
After integration
0s
average time for a customer relationship management record to reflect a change in your enterprise resource planning or storefront
What your sales team sees without integration
- 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
What integrated Dynamics CRM looks like
- 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
What every Dynamics CRM integration includes
Four integration layers. 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.
Layer 1 - Contact and account
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
Objects synchronized
Account
Enterprise resource planningCRM
Contact
ShopifyCRM
Credit limit
Enterprise resource planningCRM
Address
All systems3-way sync
Sync latency: under 3 seconds on any record change
Client proof
A customer relationship management integration that unified sales, enterprise resource planning, and analytics in one build
Dynamics CRM integration journey
Before integration
No system to manage incoming leads or plan sales activities
Manual call queue management. No call recordings. No pipeline visibility. Chatbot non-existent.
Sprint 1 - Week 2
Dynamics 365 Sales integrated with Business Central
Accounts, contacts, opportunities, and sales quotes flowing between customer relationship management and enterprise resource planning. Pipeline accuracy immediate.
Sprint 2 - Week 4
Teams calling and automated call recording live
Every call logged to customer relationship management automatically. Recordings available on the opportunity record. Zero manual logging.
Sprint 3 - Week 6
Power BI + Virtual Agents + Outlook plugin launched
Real-time analytics across customer relationship management and enterprise resource planning. Website chatbot live. Outlook plugin tracking all prospect activity.
Promotional Products · USA · Dynamics 365 Customer Relationship Management + Business Central
The challenge
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.
Results delivered
- 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
0 weeks
full integration live
4 systems
unified in one build
Dynamics 365 SalesBusiness CentralPower BITeams callingVirtual Agents
Why Redefine
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.
All four layers, not just contacts
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.
Custom code, no connector tax
Zero recurring license fees. You own the connector.
No middleware platform. No monthly connector subscription. The integration is engineered code that you own at handoff. Full source code transferred.
Error handling built in
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.
Object-level spec first
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.
Real timelines
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.
Documentation at handoff
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.
Common questions
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 right for you
Is this the right integration for your situation?
Good fit
- 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
Not a fit right now
- 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.
Request your assessment
Get a scoped Dynamics CRM integration 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 of receiving your brief
Object-level scoped proposal in 3 days
Sprint 1 within 1 week of sign-off
Dynamics 365 SalesDynamics 365 Customer ServiceCustomer Relationship Management On-premiseNot sure
Enterprise Resource Planning (Dynamics, SAP, Other)ShopifyBigCommercePower BIKlaviyoCustom / Other
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.
48 hours
response time
3 days
proposal
47+
integrations built
You own
the code