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Unify Your Enterprise: Dynamics 365 and Acumatica Integration

Connect your CRM, Sales, and Operations in Dynamics 365 with Acumatica's powerful ERP and Financials for a single source of truth, powered by intelligent iPaaS.

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The Challenge

The Disconnect: Why Dynamics 365 and Acumatica Need to Talk

Operating Dynamics 365 and Acumatica as separate systems creates significant operational inefficiencies, data discrepancies, and inhibits a holistic view of your business. This siloed approach leads to delayed decision-making and missed opportunities.

  • Manual data entry between D365 Sales/SCM and Acumatica Finance/Inventory.
  • Delayed order fulfillment due to disconnected order and inventory systems.
  • Inconsistent customer data across CRM (D365) and ERP (Acumatica).
  • Challenges in reconciling financial data and closing periods efficiently.
  • Lack of real-time visibility into inventory levels, leading to oversells or stockouts.
  • High operational costs associated with error correction and manual processes.
Integration Diagram
Solution Illustration
The Solution

Unified Operations: The Intelligent Dynamics 365 & Acumatica Integration Solution

Our iPaaS-driven solution seamlessly connects Dynamics 365 and Acumatica, creating a harmonized ecosystem where data flows freely and intelligently. We leverage the best of both platforms – Dynamics 365's comprehensive CRM and operational tools with Acumatica's robust ERP and financial management capabilities – to automate processes and deliver a single source of truth.

  • Pre-built, configurable connectors for Dynamics 365 and Acumatica.
  • Event-driven architecture for real-time data synchronization.
  • Visual, low-code workflow designer for rapid integration development.
  • AI-powered data mapping and transformation engine.
  • Comprehensive error handling and monitoring dashboards.
Implementation Timeline

Go live with Dynamics 365 + Acumatica 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 Dynamics 365 and Acumatica, 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 Dynamics 365 + Acumatica deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Pre-built, configurable connectors for Dynamics 365 and Acumatica.
  • Event-driven architecture for real-time data synchronization.
  • Visual, low-code workflow designer for rapid integration development.
  • AI-powered data mapping and transformation engine.
  • Comprehensive error handling and monitoring dashboards.
  • Bidirectional synchronization for key entities and workflows.
  • Scalable cloud-native platform for future-proof growth.

Dynamics 365 & Acumatica: Technical Integration Details

Our iPaaS solution provides a robust, secure, and scalable framework for integrating Dynamics 365 and Acumatica. We leverage native APIs, event-driven architecture, and advanced data transformation capabilities to ensure reliable and efficient data exchange.

Data Flow Steps

Establish Secure Connectivity: Configure OAuth 2.0 authentication for both Dynamics 365 (Azure AD) and Acumatica (Acumatica OAuth 2.0) within the iPaaS, utilizing service principals and least privilege access.

Define Data Models: Identify key entities in both systems (e.g., D365 Account/Sales Order; Acumatica Customer/Sales Order) and their respective fields that require synchronization.

Design Integration Flows: Use the visual workflow designer to define triggers (e.g., D365 Dataverse events, Acumatica Business Events), data extraction, transformation, and load sequences.

Implement Data Mapping & Transformation: Utilize the iPaaS mapping canvas, often with AI assistance, to define field-level mappings, data type conversions, and complex business logic (e.g., calculating taxes, applying discounts).

Configure Event Triggers & Webhooks: Set up D365 webhooks and Acumatica Business Events to ensure real-time notification of data changes, minimizing polling and maximizing efficiency.

Develop Error Handling & Monitoring: Implement comprehensive logging, automatic retries with exponential backoff, dead-letter queues, and real-time alerts for integration failures.

Deploy & Monitor: Promote validated integration flows from development to QA and production environments using robust ALM practices, then continuously monitor performance and data integrity via dashboards.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Vendor, Purchase Order, General Ledger Account.
Acumatica: Customer (AR303000), Contact (CR302000), Inventory Item (IN202500), Sales Order (SO301000), Sales Order Detail, Invoice (AR301000), Vendor (AP303000), Vendor Bill (AP303000), Payment (AR302000/AP302000), General Ledger Batch (GL301000).

"Dynamics 365 (Source) <-> iPaaS (Orchestration, Transform, AI) <-> Acumatica (Target). Data flows bidirectionally or unidirectionally based on workflow. Triggers from D365 Dataverse events/webhooks and Acumatica Business Events. Data processed through iPaaS connectors, mapping, and transformation logic. Error handling and monitoring layers ensure data integrity."

Pricing

Simple, transparent pricing for Dynamics 365 + Acumatica.

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 Dynamics 365

Integrating Dynamics 365 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 Dynamics 365 and Acumatica

Our integration solution focuses on harmonizing core business entities between Dynamics 365 and Acumatica, ensuring data consistency and enabling seamless workflows. The iPaaS provides a visual, AI-assisted mapping canvas for precise field-level transformations.

Customer / Account

Synchronizes customer records, including contact details, billing, and shipping addresses, ensuring a unified customer view across D365 Sales/Service and Acumatica AR.

Dynamics 365 Fields

Account: accountid (PK), name, accountnumber, primarycontactid, address1_composite, emailaddress1, telephone1, statuscode Contact: contactid (PK), firstname, lastname, emailaddress1, parentcustomerid (lookup to Account)

Acumatica Fields

Customer (AR303000): CustomerID (PK), CustomerName, Status, MainContact (Email, Phone), DefaultBillAddress, DefaultShipAddress, ExternalRefNbr Contact (CR302000): ContactID (PK), DisplayName, FirstName, LastName, Email, Phone1, ParentBAccountID (Customer ID)

Mapping Notes

Dynamics 365 'Account' typically maps to Acumatica 'Customer', while D365 'Contact' maps to Acumatica 'Contact'. `ExternalRefNbr` in Acumatica is crucial for storing the D365 `accountid` or `contactid` for bidirectional updates and deduplication. Address parsing from `address1_composite` requires careful transformation to Acumatica's structured address fields.

Next Steps

See Dynamics 365 + Acumatica 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.

eCommerce Order-to-Cash Automation

Seamlessly transfer new sales orders from Dynamics 365 (e.g., from an integrated eCommerce platform) to Acumatica, ensuring immediate inventory updates, customer creation/sync, and accurate financial processing.

Integration Steps:

  1. 0 Customer places order on eCommerce site, captured by Dynamics 365 Sales Order.
  2. 1 D365 event triggers iPaaS to create or update Customer (AR303000) in Acumatica.
  3. 2 iPaaS creates Sales Order (SO301000) in Acumatica, including line items and pricing from D365 Product.
  4. 3 Acumatica updates Inventory Item (IN202500) quantities.
  5. 4 Acumatica generates Shipment (SO302000) and triggers status update back to D365.
  6. 5 Acumatica Invoice (AR301000) creation and payment reconciliation.

Business Outcome

Faster order fulfillment, real-time inventory visibility, reduced order processing errors, improved cash flow.

Frequency

Real-time, Event-driven

Business Value

Key Integration Benefits

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

Achieve Real-time Data Synchronization
Eliminate delays and ensure immediate consistency of critical data like sales orders, inventory levels, and customer profiles between Dynamics 365 and Acumatica. Leverage event-driven triggers for instant updates.
Streamline Order-to-Cash Cycle
Automate the entire order fulfillment process, from sales order creation in D365 to financial posting and payment reconciliation in Acumatica, reducing manual touchpoints and accelerating revenue.
Gain 360° Customer & Business Visibility
Synchronize customer, product, and financial data to provide sales, service, and finance teams with a unified, comprehensive view, enabling better decision-making and personalized experiences.
Enhance Data Accuracy & Quality
Minimize human error and data discrepancies through automated validation, AI-assisted mapping, and robust transformation rules, ensuring reliable information for reporting and compliance.
Reduce Operational Costs & Manual Effort
Automate repetitive data entry tasks and complex workflows, freeing up valuable employee time to focus on strategic initiatives rather than manual reconciliation.
Accelerate Financial Period Close
Automate the flow of invoices, payments, and general ledger entries, significantly speeding up the financial reconciliation process and ensuring timely reporting.
Future-Proof Scalability & Flexibility
Build integrations on a scalable, resilient iPaaS platform that can easily adapt to evolving business needs, new systems, and increasing data volumes without requiring extensive re-coding.
✨

Achieve Real-time Data Synchronization

90% Reduction in Data Latency

📋 What You Get

Eliminate delays and ensure immediate consistency of critical data like sales orders, inventory levels, and customer profiles between Dynamics 365 and Acumatica. Leverage event-driven triggers for instant updates.

💼 Business Impact

This benefit directly contributes to 90% improvement in Reduction in Data Latency, enabling your team to focus on high-value strategic initiatives.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET/POST/PATCH/DELETE /api/data/v9.x/ Primary OData v4 endpoint for Dataverse entities (Accounts, Contacts, Sales Orders, Products, Invoices, etc.). Supports CRUD operations.
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts. Essential for syncing customer master data.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders. Critical for eCommerce order ingestion and status updates.
GET/POST/PATCH /api/data/v9.x/products Manage product catalog. Used for synchronizing product data and pricing.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data. Crucial for accurate stock synchronization.

⚡ Transformation Logic

  • Data Type Conversion: Automatic conversion of data types (e.g., string to decimal, date formats).
  • Value Mapping: Translating picklist values or status codes between systems (e.g., D365 'Active' to Acumatica 'A').
  • Data Aggregation/Splitting: Combining multiple source fields into one target field or splitting a source field.
  • Lookup & Enrichment: Performing real-time lookups in either system to enrich data (e.g., fetching a CustomerID based on an email).
  • Conditional Logic: Applying transformations based on specific data values (e.g., if OrderType = 'Web', then apply specific tax rules).
  • Default Values: Setting default values for fields if not provided by the source system.
  • Address Normalization: Standardizing address formats for consistency across systems.

🛡️ Error Handling

  • Transient API Failures: Network timeouts, temporary service unavailability (handled by retries).
  • Data Validation Errors: Invalid data types, missing required fields (routed to DLQ, alerts).
  • Business Logic Errors: Data not conforming to specific business rules (e.g., negative order quantity).
  • Duplicate Record Creation: Prevented by `ExternalRefNbr` and deduplication logic.
  • API Rate Limit Exceeded: Managed by throttling and queuing mechanisms.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ What is the best way to integrate Dynamics 365 with Acumatica?
The optimal approach is to use a modern iPaaS (Integration Platform as a Service) that provides pre-built connectors for both Dynamics 365 and Acumatica. This enables API-first, event-driven synchronization for real-time data flow, visual low-code workflow design, and robust error handling.

Technical FAQs

▸ How do you handle complex data transformations between Dynamics 365 and Acumatica?
Complex data transformations are handled within the iPaaS's visual mapping engine. This allows you to define rules, use functions for data manipulation, and leverage AI-assisted mapping to convert data structures and values between Dynamics 365's Dataverse schema and Acumatica's Contract-Based API schema, ensuring data integrity and consistency.
▸ What kind of APIs do Dynamics 365 and Acumatica offer for integration?
Dynamics 365 primarily offers OData v4 REST APIs for Dataverse entities, along with webhooks and event mechanisms. Acumatica provides robust RESTful Contract-Based APIs and Business Events. Our iPaaS utilizes these native APIs and event triggers for secure, efficient, and real-time data exchange.
▸ How do I manage error handling in Dynamics 365 and Acumatica integration workflows?
Effective error handling involves comprehensive logging, configurable retry mechanisms with exponential backoff for transient errors, routing persistently failing messages to a dead-letter queue (DLQ) for manual inspection, automated alerts to relevant teams, and potentially AI-assisted auto-resolution for common errors. Your iPaaS should provide these capabilities.

Low-Code/No-Code FAQs

▸ Can I use low-code/no-code tools to automate Dynamics 365 and Acumatica workflows?
Absolutely. Modern iPaaS platforms offer extensive low-code/no-code capabilities, enabling business users and citizen integrators to design, build, and deploy sophisticated workflows between Dynamics 365 and Acumatica without extensive coding. This democratizes integration and accelerates automation initiatives.

AI Capabilities FAQs

▸ How does AI enhance Dynamics 365 and Acumatica integrations?
AI significantly enhances integrations by providing capabilities like intelligent field mapping suggestions, automated anomaly detection in data flows, predictive insights from combined data, and AI-assisted error resolution. This moves workflows from automated to more autonomous, reducing manual intervention and improving data quality across both systems.

Security & Compliance FAQs

▸ How can I ensure data security and compliance during integration?
Security and compliance are paramount. Best practices include using OAuth 2.0 for authentication, encrypting data in transit (TLS 1.2+) and at rest, implementing the principle of least privilege for API access, redacting sensitive information from logs, and ensuring your iPaaS adheres to relevant data privacy regulations (e.g., GDPR, CCPA, PCI DSS).

Challenges & Solutions FAQs

▸ What are common challenges when integrating Dynamics 365 Finance with Acumatica?
Common challenges include reconciling payment transactions from external gateways, ensuring accurate General Ledger postings, handling multi-currency transactions, and achieving real-time financial reporting. A robust iPaaS mitigates these by providing strong data validation, automated reconciliation logic, and secure handling of financial data between the two ERPs.
Pricing

Simple, transparent pricing for Dynamics 365 + Acumatica.

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

Connect™ Plan

Clarity Connect

$599 /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 Dynamics 365 + Acumatica 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