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Connect™

Unify Dynamics 365 & AX: Seamless ERP Integration with AI Power

Bridge the gap between your modern cloud ERP and established on-premise systems. Automate workflows, synchronize critical data, and unlock a unified view of your business with our intelligent iPaaS.

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The Challenge

The Challenge of Disconnected Dynamics ERPs

Operating with Dynamics 365 and Dynamics AX in isolation creates a fragmented enterprise landscape. Manual data transfers, inconsistent information, and delayed processes hinder efficiency and decision-making, impacting every aspect of your business.

  • Data Silos: Critical information (orders, customers, inventory) is fragmented across D365 and AX, preventing a holistic business view.
  • Manual Processes: Tedious, error-prone manual data entry and reconciliation between systems consume significant time and resources.
  • Operational Inefficiency: Delays in order fulfillment, financial closing, and reporting due to disconnected workflows.
  • Inaccurate Reporting: Inconsistent data leads to unreliable analytics and poor strategic decisions.
  • Compliance Risks: Lack of audit trails and control over data flow increases regulatory compliance risks.
  • High Maintenance Costs: Custom point-to-point integrations are brittle, expensive to build, and complex to maintain.
Integration Diagram
Solution Illustration
The Solution

The Intelligent iPaaS Solution for Dynamics 365 and AX Integration

Our AI-powered Integration Platform as a Service (iPaaS) provides a comprehensive, low-code solution to seamlessly connect Dynamics 365 and Dynamics AX. It acts as the intelligent bridge, automating complex workflows, harmonizing data, and ensuring real-time consistency across your entire enterprise.

  • Pre-built Connectors: Dedicated, optimized connectors for both Dynamics 365 (Dataverse) and Dynamics AX (AIF/custom services).
  • Visual Workflow Designer: Drag-and-drop interface for building and managing complex integration flows without coding.
  • AI-Assisted Data Mapping: Intelligent suggestions and automation for field mapping and data transformations.
  • Real-time & Batch Processing: Support for event-driven, real-time synchronization and efficient batch operations.
  • Robust Error Handling: Automated retries, dead-letter queues, and proactive alerts for seamless operations.
Implementation Timeline

Go live with Dynamics 365 + Dynamics AX 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 Dynamics AX, 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 + Dynamics AX 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 Connectors: Dedicated, optimized connectors for both Dynamics 365 (Dataverse) and Dynamics AX (AIF/custom services).
  • Visual Workflow Designer: Drag-and-drop interface for building and managing complex integration flows without coding.
  • AI-Assisted Data Mapping: Intelligent suggestions and automation for field mapping and data transformations.
  • Real-time & Batch Processing: Support for event-driven, real-time synchronization and efficient batch operations.
  • Robust Error Handling: Automated retries, dead-letter queues, and proactive alerts for seamless operations.
  • Centralized Monitoring & Governance: Unified dashboards for tracking integration health, performance, and compliance.
  • Scalable Architecture: Designed to handle high volumes of data and transactions, ensuring peak performance.

How the Dynamics 365 and AX Integration Works

Our iPaaS provides a robust, flexible framework for connecting Dynamics 365 and Dynamics AX. It manages the complexities of API communication, data transformation, and workflow orchestration, ensuring reliable and secure data exchange.

Data Flow Steps

Connect & Authenticate: Establish secure connections to Dynamics 365 using Azure AD OAuth 2.0 and to Dynamics AX using appropriate methods (e.g., service accounts, certificates).

Define Triggers: Configure event listeners (D365 webhooks, custom AX services, scheduled polls) to initiate integration flows when data changes.

Extract Data: Pull relevant data from the source system (e.g., new D365 Sales Orders, updated AX Inventory Journals).

Map & Transform: Visually map source fields to target fields, applying AI-assisted transformations and business rules to ensure data compatibility.

Validate & Enrich: Perform data validation checks and enrich data with lookups or calculated values before sending it to the target system.

Ingest Data: Push the transformed data to the target system via its respective APIs/services, handling batching, throttling, and error retries.

Monitor & Alert: Continuously monitor integration flows, log all transactions, and alert relevant teams to any failures or anomalies.

Data Touchpoints

Dynamics 365: Accounts, Contacts, Products, Sales Orders, Sales Order Details, Invoices, Vendors, Purchase Orders, General Ledger Accounts, Inventory On-Hand.
Dynamics AX: Customer, Product (Item), Sales Order, Sales Order Line, Vendor, Purchase Order, Purchase Order Line, Inventory Journal, General Ledger Journal, Invoice (Sales/Free Text), Payment.

"The integration flow begins with an event (e.g., a new Sales Order in D365). The iPaaS captures this event via a webhook. It then extracts the Sales Order data, transforms it to match the AX Sales Order schema, and validates it. The iPaaS then calls the AX AIF SalesOrderService to create the order. AX processes the order, and status updates (e.g., 'Shipped') are captured by the iPaaS via an AX custom service, transformed, and pushed back to D365. All steps are logged, and errors are handled with retries and alerts."

Pricing

Simple, transparent pricing for Dynamics 365 + Dynamics AX.

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 and Comprehensive Field-Level Mappings

Our iPaaS provides robust capabilities for mapping and transforming data between the complex schemas of Dynamics 365 and Dynamics AX. Below are common entities and critical mapping considerations.

Sales Order

Represents a customer's commitment to purchase products or services. Core to order-to-cash processes.

Dynamics 365 Fields

salesorderid ordernumber customerid totalamount statuscode salesorderdetails (collection)

Dynamics AX Fields

SalesId CustAccount ItemId QtyOrdered SalesPrice SalesStatus DeliveryDate SalesOrderLines (collection)

Mapping Notes

Dynamics 365 `salesorderid` (GUID) maps to AX's internal `SalesId` (string/int) or a custom external key field. `customerid` (lookup) in D365 maps to `CustAccount` in AX. `totalamount` requires aggregation of line items. `statuscode` requires mapping D365 statuses (e.g., 'Submitted', 'Fulfilled') to AX `SalesStatus` (e.g., 'Open order', 'Delivered', 'Invoiced'). Line items (`Sales Order Detail` in D365, `Sales Order Line` in AX) must be mapped carefully, linking `productid` to `ItemId` and handling quantities/prices.

Next Steps

See Dynamics 365 + Dynamics AX 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.

E-commerce Order-to-Cash (D365 Sales/Commerce to AX Fulfillment)

Automate the complete sales order lifecycle from an eCommerce platform (ingested by D365) into Dynamics AX for inventory allocation, fulfillment, and invoicing. This ensures real-time data consistency and accelerates order processing.

Integration Steps:

  1. 0 Customer places order on eCommerce platform.
  2. 1 Order ingested into Dynamics 365 Sales/Commerce.
  3. 2 iPaaS triggers on new D365 Sales Order, mapping to AX Sales Order schema.
  4. 3 Sales Order (header and lines) created in Dynamics AX.
  5. 4 AX allocates inventory and initiates fulfillment process.
  6. 5 Fulfillment status updates from AX sync back to D365 for customer communication.
  7. 6 Invoice generated in AX upon shipment, then synced to D365.
  8. 7 Payment reconciliation in D365 linked to AX invoice.

Business Outcome

Accelerated order processing, real-time inventory visibility, reduced order fulfillment errors, improved customer satisfaction, faster revenue recognition.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Unified ERP Data & Operations
Achieve a single source of truth by synchronizing customer, product, order, and financial data across Dynamics 365 and AX, eliminating silos and fostering cross-departmental collaboration.
Automated Workflows
Streamline critical processes like Order-to-Cash and Procure-to-Pay by automating data flow between D365 and AX, reducing manual effort and processing times.
Enhanced Data Quality
Leverage AI-driven validation and robust transformation rules to ensure data accuracy and consistency, preventing errors and improving reliability.
Real-time Visibility
Gain immediate insights into inventory levels, sales orders, and customer interactions by enabling real-time data synchronization across your Dynamics landscape.
Accelerated Time-to-Value
With low-code/no-code tools and AI assistance, build and deploy complex integrations in days or weeks, not months, rapidly realizing business benefits.
Reduced Operational Costs
Minimize manual labor, eliminate costly errors, and reduce the need for custom coding, leading to significant savings in operational and IT expenditures.
Improved Compliance & Security
Maintain comprehensive audit trails, ensure data encryption, and adhere to regulatory standards (GDPR, SOX) with enterprise-grade security features.
✨

Unified ERP Data & Operations

360° Business View

📋 What You Get

Achieve a single source of truth by synchronizing customer, product, order, and financial data across Dynamics 365 and AX, eliminating silos and fostering cross-departmental collaboration.

💼 Business Impact

This benefit directly contributes to 360° improvement in Business View, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics 365 + Dynamics AX 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 Dynamics AX, 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 + Dynamics AX 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/PATCH/DELETE /api/data/v9.x/ Primary OData v4 endpoint for accessing and manipulating Dataverse entities across all D365 modules.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders in D365 Sales/Commerce. Critical for creating, updating, and retrieving order information.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from D365 Supply Chain Management. Crucial for accurate stock synchronization.
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts in D365 Sales/CRM. Used for creating, updating, or retrieving account details.
GET/POST/PATCH /api/data/v9.x/invoices Manage customer invoices in D365 Finance. Essential for automating billing and payment reconciliation processes.

⚡ Transformation Logic

  • Date/Time Formatting: Convert D365 ISO 8601 dates to AX-compatible date formats.
  • Status Code Translation: Map D365 Sales Order `statuscode` (e.g., 'Submitted', 'Fulfilled') to AX `SalesStatus` (e.g., 'Open order', 'Delivered', 'Invoiced').
  • Address Parsing: Deconstruct D365 `address1_composite` into discrete AX address fields (Street, City, State, Zip, Country) and assign appropriate AX address types (e.g., 'Invoice', 'Delivery').
  • Unit of Measure Conversion: Convert D365 `defaultuomid` to AX `UnitId` (e.g., 'Each' to 'EA').
  • Inventory Dimension Derivation: Based on D365 product/warehouse attributes, derive the correct AX `InventDimId` (Site, Warehouse, Location, Batch, Serial).
  • Lookup & Enrichment: Look up `CustAccount` in AX using D365 `accountnumber` or `name` for existing customers. Create new if not found.
  • Financial Dimension Mapping: Map D365 financial dimensions to AX `LedgerDimension` for GL journal postings.

🛡️ Error Handling

  • D365 Service Protection API limits hit (HTTP 429).
  • AX AIF service unavailability or timeout.
  • Data validation failure (e.g., invalid `CustAccount` in AX).
  • Business logic conflicts (e.g., attempt to fulfill an already fulfilled order).
  • Network connectivity issues between iPaaS and either ERP system.
  • Authentication token expiration or invalid credentials.
Pricing

Simple, transparent pricing for Dynamics 365 + Dynamics AX.

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.

General FAQs

▸ Why integrate Dynamics 365 with Dynamics AX?
Integrating Dynamics 365 with Dynamics AX is crucial for businesses that operate with both modern cloud-based D365 applications (e.g., Sales, Customer Service) and a robust, often on-premise, Dynamics AX ERP. This integration eliminates data silos, automates workflows (like Order-to-Cash), ensures consistent master data (Customer, Product), and provides a unified view of your business, leading to increased efficiency, data accuracy, and better decision-making.

Technical FAQs

▸ What are the common challenges when integrating Dynamics AX with D365?
Common challenges include the complexity of AX's data model and AIF services, differing API standards (D365's OData REST vs. AX's SOAP/XML), managing data consistency across two distinct systems, and the need for robust error handling and performance optimization. Our iPaaS addresses these by providing specialized connectors, visual mapping, and AI-driven automation.
▸ Can I achieve real-time data synchronization between Dynamics 365 and AX?
Yes, real-time or near real-time synchronization is achievable. For Dynamics 365, our iPaaS leverages webhooks and Dataverse events to trigger immediate updates. For Dynamics AX, while native eventing is less common, the iPaaS can utilize custom AX services, database triggers, or efficient polling mechanisms to detect and process changes promptly, ensuring your data is always current.

iPaaS Benefits FAQs

▸ How does an iPaaS facilitate this integration compared to custom code?
An iPaaS (Integration Platform as a Service) significantly simplifies and accelerates D365-AX integration by offering pre-built connectors, a low-code/no-code visual designer for mapping and workflows, centralized monitoring, and robust error handling. This reduces development time, lowers maintenance costs, and empowers business users to manage integrations, unlike brittle, expensive custom code solutions.

AI Features FAQs

▸ How does AI enhance the Dynamics 365 and AX integration process?
AI significantly enhances the integration by offering capabilities like auto-suggested field mappings, intelligent data validation and anomaly detection (e.g., catching incorrect amounts or missing data), predictive insights into integration performance, and AI-assisted error resolution. This automates complex tasks, improves data quality, and reduces manual intervention.

Security FAQs

▸ What security measures are in place for D365 and AX integrations?
Security is paramount. Our iPaaS employs Azure AD OAuth 2.0 for Dynamics 365 authentication, secure service accounts/certificates for Dynamics AX, and ensures all data in transit is encrypted using TLS 1.2+. We adhere to the principle of least privilege, implement robust data validation, and maintain comprehensive audit trails to ensure compliance with regulations like GDPR and SOX.

Data Management FAQs

▸ How do you handle complex data transformations between these two systems?
Complex data transformations are handled within the iPaaS's powerful visual mapping engine. This allows for defining intricate rules, using built-in functions for data manipulation, and leveraging AI to suggest and validate transformations. We can deconstruct D365 composite fields for AX, translate status codes, convert units of measure, and apply custom business logic to ensure data consistency.

Customization FAQs

▸ Can I customize the integration flows for my specific business processes?
Absolutely. Our low-code/no-code platform provides extensive customization options. You can easily add custom fields, extend workflows with conditional logic, integrate with custom D365 actions or AX X++ services, and define unique business rules without writing extensive code. A sandbox environment allows you to test all customizations thoroughly before deployment.
Implementation Timeline

Go live with Dynamics 365 + Dynamics AX 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 Dynamics AX, 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 + Dynamics AX 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 Dynamics 365 + Dynamics AX.

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 Dynamics 365 + Dynamics AX 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