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Unify Your Business: BNG & Microsoft Dynamics CRM Integration

Connect your financial operations with customer relationship management for a true 360-degree view, automated workflows, and accelerated growth.

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The Challenge

The Disconnect: Why BNG & Dynamics CRM Silos Harm Your Business

Without a robust integration, your BNG and Microsoft Dynamics CRM systems operate in isolation, leading to fragmented customer data, manual errors, delayed processes, and missed revenue opportunities. This disconnect creates unnecessary friction between your sales, service, and finance teams.

  • Fragmented Customer Data: Customer information, order history, and financial status are scattered across BNG and Dynamics CRM, preventing a unified 'Customer 360' view.
  • Manual Order Processing: Sales orders created in Dynamics CRM require manual re-entry into BNG for fulfillment, leading to delays, transcription errors, and frustrated customers.
  • Inaccurate Sales Forecasts: Sales teams lack real-time visibility into BNG's inventory levels or product pricing, leading to incorrect quotes and unfulfillable orders.
  • Inefficient Financial Reconciliation: Payment and invoice data from BNG isn't automatically reflected in Dynamics CRM, hindering customer service's ability to address billing inquiries.
  • Delayed Problem Resolution: Customer service agents in Dynamics CRM can't easily access BNG's shipping or payment status, slowing down issue resolution.
  • Duplicate Data & Data Quality Issues: Without automated synchronization and validation, BNG and Dynamics CRM accumulate duplicate records and inconsistent data, undermining trust and reporting accuracy.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Integrating BNG with Microsoft Dynamics CRM

Our advanced iPaaS solution bridges the gap between BNG and Microsoft Dynamics CRM, creating a seamless flow of critical business data. By automating workflows, synchronizing key entities, and leveraging AI-powered intelligence, we empower your organization with a unified view of your customers and operations, driving efficiency and enhancing decision-making.

  • Bi-directional Customer & Account/Contact Synchronization
  • Automated Sales Order & Invoice Flow
  • Real-time Product & Inventory Data Sync
  • Payment Reconciliation & Status Updates
  • Customizable Workflow Orchestration
Implementation Timeline

Go live with BNG Microsoft + Dynamics CRM in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both BNG Microsoft and Dynamics CRM, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most BNG Microsoft + Dynamics CRM deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bi-directional Customer & Account/Contact Synchronization
  • Automated Sales Order & Invoice Flow
  • Real-time Product & Inventory Data Sync
  • Payment Reconciliation & Status Updates
  • Customizable Workflow Orchestration
  • Centralized Error Handling & Monitoring

Technical Integration Details: BNG & Microsoft Dynamics CRM

This integration leverages a modern iPaaS to orchestrate data flow between BNG and Microsoft Dynamics CRM, ensuring secure, scalable, and efficient communication. It's built upon an API-first and event-driven architecture, enabling real-time responsiveness and comprehensive data synchronization across your enterprise.

Data Flow Steps

Phase 1: Foundation & Master Data Setup

Establish secure API connections to BNG (OAuth 2.0/API Key) and Dynamics CRM (OAuth 2.0 via Azure AD).

Define master data ownership (e.g., BNG for 'Product' and 'Inventory', Dynamics CRM for 'Lead').

Implement initial bulk synchronization of 'Customer'/'Account' and 'Product' data.

Phase 2: Core Workflow Automation

Design and deploy bi-directional synchronization for 'Customer'/'Account' and 'Contact' entities.

Automate the 'Order-to-Cash' workflow: Dynamics CRM 'Order' to BNG 'Sales Order', then BNG 'Invoice' and 'Payment' back to Dynamics CRM 'Invoice'.

Configure event-driven updates for 'Inventory Item' changes from BNG to Dynamics CRM 'Product'.

Phase 3: Advanced Capabilities & Optimization

Implement advanced workflows like 'Vendor Onboarding' or 'Employee Expense Processing'.

Integrate AI for data validation, anomaly detection, and smart mapping.

Optimize performance with caching, batching, and intelligent retry mechanisms.

Establish comprehensive monitoring, alerting, and reporting dashboards.

Data Touchpoints

BNG Customer <-> Dynamics CRM Account/Contact
BNG Product <-> Dynamics CRM Product
BNG Sales Order <-> Dynamics CRM Order
BNG Invoice -> Dynamics CRM Invoice
BNG Payment -> Dynamics CRM Invoice (status update)
BNG Inventory Item -> Dynamics CRM Product (inventory level)
BNG Vendor -> Dynamics CRM Account (or custom entity)
BNG Purchase Order -> Dynamics CRM Opportunity/Order (for visibility)

"The integration architecture features a central iPaaS acting as the orchestration layer. BNG exposes its APIs for data ingress/egress and utilizes webhooks for event notifications. Microsoft Dynamics CRM leverages its Web API (Dataverse) for CRUD operations and Dataverse events/webhooks for real-time triggers. Data flows bi-directionally for core entities like Customers/Accounts and unidirectionally for transactional data like Sales Orders (CRM to BNG) and Invoices/Payments (BNG to CRM). All data transformations, validations, and error handling are managed within the iPaaS."

Pricing

Simple, transparent pricing for BNG Microsoft + Dynamics CRM.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating BNG Microsoft

Integrating BNG Microsoft fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Intelligent Mapping for BNG and Dynamics CRM

Seamless data flow relies on robust mapping between BNG's operational entities and Dynamics CRM's customer-centric records. Our iPaaS provides visual mapping tools, augmented by AI, to ensure data integrity and accelerate integration development.

Customer (BNG) / Account & Contact (Dynamics CRM)

Harmonizes customer master data, ensuring a unified profile across sales, service, and finance. BNG's 'Customer' record often serves as the financial master, while Dynamics CRM's 'Account' and 'Contact' manage engagement details.

BNG Microsoft Fields

CustomerID ExternalID CompanyName FirstName LastName Email BillingAddress ShippingAddress PaymentTerms CreditLimit

Dynamics CRM Fields

Account Name Account Number Primary Contact (lookup) Industry Website URL Address (composite) First Name Last Name Email Phone Job Title Account (lookup)

Mapping Notes

BNG 'CustomerID' typically maps to a custom field or 'Account Number' in Dynamics CRM 'Account'. BNG 'CompanyName' maps to 'Account Name'. Individual contact details from BNG map to Dynamics CRM 'Contact' associated with the 'Account'. 'ExternalID' in BNG is crucial for cross-system lookup. Bi-directional sync is recommended, with defined master ownership for specific fields (e.g., BNG for 'CreditLimit', CRM for 'Primary Contact').

Next Steps

See BNG Microsoft + Dynamics CRM integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Lead-to-Order Automation with Financial Validation

Automate the entire sales journey from a qualified lead in Dynamics CRM to a confirmed sales order in BNG, including credit limit checks and product availability validation.

Integration Steps:

  1. 0 New 'Lead' in Dynamics CRM is qualified and converted to 'Account', 'Contact', and 'Opportunity'.
  2. 1 Upon 'Opportunity' status 'Closed Won', a 'Sales Order' is created in Dynamics CRM.
  3. 2 iPaaS triggers a real-time check in BNG for 'Customer' credit limit and 'Product' 'Inventory Item' availability.
  4. 3 If valid, the Dynamics CRM 'Sales Order' (including 'Order Products') is synced to BNG as a 'Sales Order'.
  5. 4 BNG 'Sales Order' ID and status are updated back to Dynamics CRM 'Order'.

Business Outcome

Reduced sales cycle time, prevention of unfulfillable orders, accurate financial approvals before commitment, and improved customer satisfaction.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Achieve a True Customer 360 View
Synchronize customer and account data bi-directionally between BNG and Dynamics CRM, giving sales, service, and finance teams a complete, real-time understanding of every customer interaction and financial status.
Automate Order-to-Cash Cycle
Eliminate manual data entry by automatically transferring sales orders from Dynamics CRM to BNG for fulfillment and financial processing, then updating CRM with invoice and payment details.
Boost Sales & Service Efficiency
Empower sales with accurate product and inventory information from BNG, and equip customer service with real-time order and payment status from BNG directly within Dynamics CRM.
Improve Data Quality with AI
Leverage AI-driven validation, anomaly detection, and smart mapping to ensure data consistency and accuracy across BNG and Dynamics CRM, preventing errors before they impact operations.
Accelerate Time-to-Value
Utilize low-code/no-code iPaaS capabilities to rapidly design, deploy, and modify integration workflows, bringing your BNG and Dynamics CRM systems together faster than traditional methods.
Scalable & Resilient Architecture
Build an integration foundation that scales with your business needs, handles high transaction volumes, and includes robust error handling to ensure data consistency even during system outages.
✨

Achieve a True Customer 360 View

100% Customer Data Unification

📋 What You Get

Synchronize customer and account data bi-directionally between BNG and Dynamics CRM, giving sales, service, and finance teams a complete, real-time understanding of every customer interaction and financial status.

💼 Business Impact

This benefit directly contributes to 100% improvement in Customer Data Unification, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with BNG Microsoft + Dynamics CRM in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both BNG Microsoft and Dynamics CRM, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most BNG Microsoft + Dynamics CRM deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT, DELETE /api/v1/customers Manage customer master data for CRM sync, order processing, and account management.
GET, POST, PUT /api/v1/products Synchronize product catalog, pricing, and attributes with CRM.
GET, POST, PUT /api/v1/sales-orders Create, retrieve, and update sales orders from CRM, driving fulfillment workflows.
GET, POST /api/v1/invoices Manage customer invoices, often for payment reconciliation and financial reporting to CRM.
POST /api/v1/payments Record incoming payments from payment gateways into BNG, with status updates to CRM.
GET, PATCH /api/v1/inventory/{item_id} Retrieve current stock levels and apply inventory adjustments, crucial for CRM sales visibility.
GET, POST, PUT /api/v1/vendors Manage vendor master data for procurement and accounts payable processes, with potential sync to CRM.
GET, POST, PUT /api/v1/purchase-orders Create and manage purchase orders from procurement systems or WMS, with potential visibility to CRM.
POST /api/v1/gl-entries Post general ledger entries for financial reporting and reconciliation, potentially AI-monitored for CRM alerts.
POST /api/v1/webhooks/subscribe Register webhooks to receive real-time event notifications from BNG (e.g., order status change, inventory update) for CRM.

⚡ Transformation Logic

  • Schema Harmonization: Mapping BNG's flat address fields to Dynamics CRM's composite address structure.
  • Data Type Conversion: Converting BNG's string-based 'PaymentTerms' to Dynamics CRM's option set.
  • Data Enrichment: Populating Dynamics CRM 'Industry' field based on BNG 'Customer' data or external lookups.
  • Conditional Logic: Applying different pricing rules based on customer segments defined in BNG.
  • Value Translation: Mapping BNG 'OrderStatus' codes (e.g., 'PND') to Dynamics CRM 'Status Reason' text (e.g., 'Pending Fulfillment').

🛡️ Error Handling

  • BNG API rate limit exceeded: iPaaS queues requests and retries with backoff.
  • Invalid data format from Dynamics CRM for BNG: iPaaS logs error, routes to dead-letter queue, alerts.
  • BNG 'CustomerID' not found for CRM 'Order': iPaaS attempts to create new BNG 'Customer' or alerts for manual link.
  • Network timeout between iPaaS and BNG: iPaaS retries with exponential backoff.
  • Duplicate 'Account' created in Dynamics CRM: iPaaS deduplication logic identifies and merges/prevents creation.
Pricing

Simple, transparent pricing for BNG Microsoft + Dynamics CRM.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

Benefits FAQs

▸ What are the primary benefits of integrating BNG with Microsoft Dynamics CRM?
The primary benefits include achieving a true 'Customer 360' view, automating the entire order-to-cash cycle, improving sales and customer service efficiency, ensuring accurate product and inventory data, and leveraging AI for enhanced data quality and anomaly detection. This eliminates manual data entry and reduces operational costs.

Technical FAQs

▸ How does this integration handle real-time data synchronization between BNG and Dynamics CRM?
The integration prioritizes event-driven architecture. It leverages BNG's webhooks for real-time notifications (e.g., inventory changes, payment receipts) and Dynamics CRM's Dataverse events/webhooks (e.g., new orders, account updates). This ensures near real-time data synchronization, minimizing latency and keeping both systems up-to-date.
▸ How do you handle data conflicts or errors during synchronization?
Our iPaaS features robust error handling. For transient errors (e.g., network issues), automated retry mechanisms with exponential backoff are implemented. For persistent data validation errors or conflicts (e.g., duplicate records), messages are routed to a dead-letter queue, and alerts are sent to relevant teams. Configurable conflict resolution strategies (e.g., 'Master System Wins') are also applied for bi-directional data.

Customization FAQs

▸ Can I customize the integration workflows to fit my unique business processes?
Absolutely. Our iPaaS platform offers extensive low-code/no-code capabilities, allowing you to customize integration workflows with drag-and-drop tools. You can define conditional logic, embed custom business rules, and extend mappings to include custom fields in both BNG and Dynamics CRM, adapting the solution to your specific needs without extensive coding.

AI Features FAQs

▸ How does AI enhance the BNG and Dynamics CRM integration?
AI significantly enhances the integration by providing intelligent capabilities such as smart data mapping suggestions, automated data validation, anomaly detection in BNG financial transactions (triggering CRM alerts), and predictive insights. This improves data quality, reduces errors, and enables more proactive decision-making.

Security FAQs

▸ What security measures are in place for this integration?
Security is paramount. The integration uses OAuth 2.0 for API authentication for both BNG and Dynamics CRM, with all communication secured via HTTPS/TLS 1.2+. We enforce least-privilege access, securely manage API keys and tokens in encrypted vaults, and provide comprehensive audit trails. Data encryption at rest and in transit also ensures compliance with regulations like GDPR and CCPA.

Architecture FAQs

▸ Is it possible to connect BNG (on-premise) to Dynamics CRM (cloud)?
Yes, our hybrid iPaaS solution is designed precisely for this. It provides secure connectivity to both cloud-native applications like Dynamics CRM and on-premise BNG instances through a lightweight, secure gateway deployed within your network. This allows for unified data orchestration across your entire enterprise landscape.
Implementation Timeline

Go live with BNG Microsoft + Dynamics CRM in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both BNG Microsoft and Dynamics CRM, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most BNG Microsoft + Dynamics CRM deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for BNG Microsoft + Dynamics CRM.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See BNG Microsoft + Dynamics CRM integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo