Get Dynamics CRM fully integrated with your eCommerce


Connect Microsoft Dynamics CRM &
Your eCommerce Platform Seamlessly

Clarity Connect™ specializes in securely pushing customer transactions such as orders and payments, quote requests, and account contact information updates from the public facing storefront into an SSL secured internal ERP system. Clarity eCommerce™ integrates with Microsoft Dynamics CRM to perform supply chain and inventory management, order and billing management, shipping and fulfillment, revenue recognition management, and financial planning to become a seamless Dynamics CRM eCommerce platform which can be optimized for SEO and conversions.

Improving Customer Loyalty and Satisfaction with Microsoft Dynamics CRM Integration of eCommerce Activities

In today’s competitive eCommerce environment, B2B platforms face challenges when managing their customers across multiple platforms, marketplace shopping venues, and complex business associations such as supported retailers, stores-within-stores and other marketing options. That’s why integrating a top customer relationship management program with your eCommerce platform is so critical to B2B marketing success. A Microsoft Dynamics CRM implementation offers marketers an end-to-end solution that tracks sales, nurtures contacts, and leads, develops stronger customer relationships and leverages all the acknowledged best eCommerce practices for B2B marketing. The issue is that it lacks user activity and data to drive those activities. That’s where an integration with your eCommerce system comes in.

When this CRM system is fully integrated into a company’s B2B eCommerce platform, the benefits of business process automation are substantial. Staff can manage all administrative functions in one place and view a 365-degree profile of each customer and their activity. Fully integrated CRM eCommerce platform offers the following signature business benefits:

  • The eCommerce platform updates the CRM when any customer contacts the company for customer service, a rate quote, answers to questions and other issues.
  • Cases can be assigned to the person who opens a case or be assigned to a queue or a specific customer service rep. [1]
  • It’s easy to leverage real-time eCommerce transactional data about customers, including purchasing preferences, ordering history, online behavior, buying trends, etc.
  • Integrated eCommerce CRM implementation--along with third-party resources for business intelligence--enables an astonishing range of reporting options and the ability to map information from multiple warehouses and connected providers.
  • Each eCommerce transaction posts automatically to existing CRM accounts.
  • Advanced marketing tools send critical information to each area where the data are relevant.
  • Advanced capabilities facilitate sales decisions and increase profitability.
  • The CRM eCommerce platform can manage complex decision-making processes that involve committees and multiple decision-makers.
  • The costs of errors and losses due to inaccurate data transfers are substantially reduced.
  • Customer-centric planning and scheduling are automated and enhanced.
  • Integration of centralized information enables customized marketing campaigns.
  • Customer experience improves dramatically through convenient self-service portals, integrations of third-party shipping information, and the ability to research and customize products.
  • Integration enhances omnichannel capabilities to reach and engage mobile-connected customers.
  • Simplify ordering processes for people who place orders on mobile devices with small screens.
  • Custom eCommerce features such as bulk orders, re-usable shopping lists, custom re-orders, automated alerts, and more improve customer experience, thus improving stickiness and customer satisfaction.

Integrated MS Dynamics CRM Software Meets Customized Industry Needs

In today's online marketplaces, every company is struggling to differentiate themselves from the competition. Normally, the easiest way to do that is by custom tailoring their customers' online shopping, purchasing, and re-ordering experience to make it easier and more unique. Everyone's heard that it's more expensive to acquire a new customer than to keep one happy. Focus on keeping them all happy and use Social media to help them let everyone know how happy they are. Microsoft Dynamics CRM implementation fully integrated into your online eCommerce platform will provide sales insight into your customers' behaviors that you've never seen before - login habits, purchasing trends, clients that are at risk, products that are hot or trending, categories of products that aren't selling, and much more. Gain more sales insight while improving customer satisfaction and loyalty.



Integrating CRM features into the company's online store / marketplace



Integrating online / offline sales and inventory management into customer-accessible applications



Eliminating lengthy ordering processes whether for custom products, large wholesales orders or retail options such as ordering meals or catering from food and beverage retailers





Managing inventory more closely when products or IT data are time-sensitive



Updating prices automatically for companies that have large numbers of SKUs



Creating unique product catalogs and enabling advanced filtering and searching features





Facilitating downloads of technical documents



Upgrading new functions seamlessly through cloud-based technologies



Administering compliance issues and certifications


Custom App Connector

The Microsoft Dynamics CRM API can be used to integrate with your Clarity eCommerce storefront. Inventory and sales information sync automatically. The integration can also be used to sync with other applications such as marketing apps, lead nurturing programs, direct mail programs and other third-party platforms. It’s easy to keep customer details, buying behaviors and other actionable information up to date in your CRM for the Sales Reps. Business process automation enables payments, reminders, alerts, account holds, inactivity, buying trends and much more.



Engaging Customers Through User-Friendly B2B eCommerce Applications

Using Microsoft Dynamics CRM and an integrated sales platform, marketers can carefully curate their catalogs and customers’ eCommerce experiences. The right design not only makes it easy for customers to find the products that they want but also encourages them to buy products they didn’t know that they wanted. Well-written descriptions, multiple product images, product groupings and search filtering and sorting allow customers to search within subgroups, custom catalogs and store-within-store applications. Some of the key applications and benefits of Microsoft Dynamics CRM integration include:

  • Providing customer-specific and tiered pricing.
  • Personalizing product catalogs based on each customer.
  • Access to ordering history, shipping information, split shipping data.
  • Connecting with external marketplace platforms such as Amazon, EBay.
  • Fostering additional search capabilities with custom filters, product categories, common attributes, keywords and other criteria.
  • Encouraging cross-selling, upselling and sales of related products and accessories.
  • Automated and custom quoting for custom orders.
  • Facilitating custom orders, wish lists and product configurators.
  • Offering multiple payment options, payment in different currencies, automatic tax calculations and customs and duties calculations.


Loyalty Statistics Offer Astonishing Insights

Integrating Microsoft CRM into a Clarity eCommerce platform for business process automation heightens engagement and increases customer satisfaction. Customers can place orders, choose from multiple shipping integrations, view their account histories, automate custom price quotes, research product options and manage complex decision-making processes. Integrating the Microsoft Dynamics CRM software enables creating self-service portals and custom dashboards where customers can manage all their interactions.

The statistics show that customer loyalty and customer satisfaction are key drivers of B2B eCommerce success. One survey found that it costs 500 percent more to acquire new customers than it does to keep and market to existing clients. [2] Marketing to existing customers through strong CRM applications reduces churn rates by 5 percent and increases profits anywhere from 25 percent to 125 percent. Another study found that repeat buyers spend 33 percent more than new customers. [3] The same study found that price was not the major driver of repeat business. About 66 percent of customers willingly pay more for products and services when they have great user experiences during the buying process. Since the eCommerce platform is normally their experience, it’s imperative to customize it to meet their expectations and needs.



How an Experienced Integration Specialist Can Help

Online businesses lose $44 billion or more due to slow page loading or websites that are unavailable or malfunctioning. [4] In-house IT teams are typically overwhelmed with maintaining their platforms, so they seldom have the time or resources to integrate new technology fully into B2B platforms. That’s why it’s critical to find a collaborative external partner to enhance your eCommerce solution and integrate Microsoft CRM fully into the company’s sales and marketing platform. The right development partner--a company with experience in engineering B2B solutions--can provide the right level of assistance, which increases innovation, speeds upgrades, adapts to evolving trends, connects mobile apps and trains staff to manage these new technologies efficiently. Clarity has been doing just that for over 10 years.



Integrating Microsoft Dynamics CRM for a Responsive eCommerce Platform

Microsoft Dynamics CRM integrates seamlessly with their other back-office ERP systems, like Microsoft Dynamics NAV, Great Plains and AX to build a responsive, user-friendly platform where customers can view their accounts, work in their preferred program and make better decisions without switching applications. With an integrated eCommerce storefront, customers can access custom price quotes, view buying statistics, research products and get critical answers to their questions in real-time. It’s easy to integrate a phone system, marketing automation, shopping platforms, shopping carts, mail services like MailChimp and third-party resources such as Google AdWords, Google Analytics and many others.

If you want to ignite customer satisfaction, streamline customer relationship management and increase sales and profit, full integration of the software with Clarity eCommerce can become the key to success. Finding the right development partner can streamline the process and ensure that your IT staff is trained and knowledgeable enough to use all the features and benefits of Microsoft Dynamics CRM.



[1] Improve customer service with better automation and tracking (Customer Service)

[2] 2016's Most Important Customer Loyalty Statistics

[3] 11 Mind-Blowing Stats That Will Make Marketers Rethink Customer Loyalty

[4] Improve Your Omnichannel Strategy with Better eCommerce