MICROSOFT DYNAMICS 365 INTEGRATION

Dynamics 365 integration
customers, orders and leads
shared with the system that runs the business.

We connect websites and online stores to Microsoft Dynamics 365, whether the business runs Business Central, Finance and Operations or Sales, so customers, pricing, stock, orders and leads move between the two as they happen. We plan the data that should move, build the connection on the platform the website already runs on and keep it running once it is live.

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In brief

Emote Digital is a digital agency in Hawthorn, Melbourne, founded in 2001. We connect websites and eCommerce stores to Microsoft Dynamics 365, including Business Central, Finance and Operations and Dynamics 365 Sales, so customers, price lists, inventory, sales orders, invoices and leads move between the storefront and the business system without manual entry. Connections are built on the platform the website already runs on, through Dataverse, the Business Central API or a proven connector.

The integration

One customer record, from the website to Dynamics.

Dynamics 365 suits businesses that run finance, operations or sales in the Microsoft stack and want the website to feed it rather than sit beside it.

What moves between them

Customers and contacts, price lists and customer pricing, items and inventory, sales orders, invoices and payments, and for Dynamics 365 Sales, leads, opportunities and activities. Each record has an agreed owner.

ERP, CRM or both

Business Central and Finance and Operations carry the orders and stock. Dynamics 365 Sales carries leads and accounts. Many businesses run both, so the integration is designed around the record each application owns.

Built on your platform

The connection is built on the platform the website already runs on, using Dataverse, the Business Central API or Power Automate where it fits and a custom integration where the rules are particular to the business.

What we do

Microsoft Dynamics 365 integration scoping, build and support.

A connected set of decisions, shaped around the way work moves through the business.

Integration scoping

Map the customer, pricing, inventory, order, invoice and lead events that should move, and agree which application owns each record.

Customer and pricing mapping

Match website customers to Dynamics customers or accounts, with their price lists, discounts and payment terms.

Inventory and item sync

Schedule items and inventory by location so the website shows what Dynamics knows.

Order, invoice and lead flow

Send orders and enquiries to the right application, and return invoice, shipment and status changes to the website.

Testing and reconciliation

Run real order and enquiry scenarios end to end and check Dynamics, the gateway and the website agree before launch.

Monitoring and support

Watch the sync, handle throttling and failed records, and keep the connection working through Dynamics release waves and platform updates.

Buyer context

Why businesses connect Dynamics 365 to the website.

A Dynamics 365 integration has to suit the people, systems and operating conditions around it.

Customer pricing honoured onlineInventory accurate onlineOrders keyed onceLeads in the CRM in secondsInvoices visible to customersOne customer record

Dynamics 365 environments differ in which applications are licensed, how Dataverse is customised and what Power Platform already automates. We help determine where a standard connector is enough and where a custom integration earns its place.

Keep the operation in Dynamics. Keep the selling on the website.

The value of a Dynamics integration is not in moving every entity. We define the records that sales, operations and finance rely on, move them cleanly and at the right moment, and leave Dynamics to run the business and the website to sell and capture demand.

Takeover and improvement

Already connected to Dynamics 365?

We can assess the current connector or flows, customer and pricing mapping, how inventory and orders are synced, where records fail and how the connection is monitored. We can help identify what is working, what is creating double handling and which changes deserve priority.

Failed sync diagnosisCustomer and price list reviewInventory timing reviewPower Automate flow reviewConnector replacementReconciliation checks

Talk to us

Connecting Dynamics 365? Talk it through with us.

Thirty minutes on the customers, the orders and what it would take to connect or fix the sync.

Book a meeting

Approach

Six steps from understanding to improvement.

Formal Discovery may be appropriate for multiple legal entities, several storefronts, both ERP and CRM in scope or a connection that also involves a PIM or 3PL.

Understand

Establish which Dynamics applications are in use, how customers, pricing, inventory and orders work today and which other systems touch the same records. Any existing connector or flow is reviewed so its gaps are understood before planning.

Plan

Define the direction and timing of each sync, which application owns each record, the pricing rules and the handling of back orders, returns and duplicate contacts. Connector, Dataverse or custom build is agreed first.

Design

Design the storefront, enquiry and account experience around the Dynamics data. Order history, invoices, shipment status and lead capture are specified so customers can serve themselves and staff know where to look.

Develop and connect

Configure the connector or build against Dataverse and the Business Central API, including authentication, queuing and retries within throttling limits. Mapping and rules are documented so the connection stays easy to support.

Test and launch

Run the real scenarios end to end: new and existing customers, customer specific pricing, split shipments, returns, enquiry routing and payment timing. Totals are reconciled before live orders flow.

Support and improve

Monitor the sync after launch, clear failed records, handle release waves and keep the connection working through website and platform changes. Improvements follow what sales, operations and finance find in daily use.

Questions

Dynamics 365 integration questions, answered.

Business Central and Finance and Operations for customers, items, inventory, orders and invoices, and Dynamics 365 Sales for leads, accounts and opportunities. Many businesses connect more than one.

It can. Orders and enquiries go to Dynamics, and invoice, shipment, status and account changes come back, so the website and Dynamics show the same picture.

Inventory is read from the agreed locations on a schedule that suits the business, with an optional live check at checkout for lines that sell quickly.

We are platform agnostic. The connection is built on whatever the website already runs on, using a proven connector, Dataverse or Power Automate where they fit and building against the APIs where they do not.

Yes. Forms, quote requests and account sign ups can create or update leads and contacts with their source, so the sales team follows up from one place.

Yes. We review the connector or flows, mapping and failure handling, fix what is causing double handling and rebuild the parts that cannot meet the rules of the business.

Start a conversation

Talk to us about your Dynamics 365 integration.

Connecting a new store, fixing a sync that keeps failing or adding Dynamics 365 to a website that already runs the business?