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Connect™

Unify Dynamics 365 and Epicor E10: Your Path to Seamless Enterprise Operations

Bridge your CRM, Sales, SCM, and Finance with Core ERP & Manufacturing for Real-time Data Flow and Automated Workflows.

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The Challenge

The Disconnect: Why Fragmented Dynamics 365 and Epicor E10 Create Bottlenecks

Without a robust integration, your Dynamics 365 and Epicor E10 systems operate in silos, leading to significant inefficiencies, data discrepancies, and delayed decision-making. This fragmentation impacts every aspect of your business, from customer experience to financial accuracy.

  • Manual data entry between systems is time-consuming and error-prone.
  • Delayed or inaccurate inventory updates lead to overselling or stockouts.
  • Inconsistent customer and product data across sales, service, and finance.
  • Slow order fulfillment cycles due to manual processing steps.
  • Challenges in reconciling financial data and closing periods efficiently.
  • Lack of real-time visibility into cross-functional processes.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Integration for Dynamics 365 & Epicor E10

Our modern iPaaS solution seamlessly connects Dynamics 365 and Epicor E10, creating an intelligent, automated ecosystem that eliminates manual processes and ensures real-time data consistency. Leverage the power of low-code development and AI-driven insights to build robust, scalable integrations tailored to your unique business needs.

  • Pre-built, configurable connectors for Dynamics 365 and Epicor E10.
  • Visual drag-and-drop workflow designer for rapid development.
  • Real-time, event-driven data synchronization.
  • Advanced data mapping and transformation capabilities.
  • Robust error handling and monitoring dashboards.
Implementation Timeline

Go live with Dynamics 365 + Epicor E10 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 Epicor E10, 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 + Epicor E10 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 Epicor E10.
  • Visual drag-and-drop workflow designer for rapid development.
  • Real-time, event-driven data synchronization.
  • Advanced data mapping and transformation capabilities.
  • Robust error handling and monitoring dashboards.
  • AI-powered automation and anomaly detection.

Technical Integration Details: Connecting Dynamics 365 and Epicor E10

Our iPaaS acts as the central orchestration layer, leveraging the native API capabilities of both Dynamics 365 and Epicor E10 to ensure secure, efficient, and scalable data exchange. We focus on event-driven architecture for real-time synchronization, complemented by robust error handling and monitoring.

Data Flow Steps

Phase 1: Discovery & Design - Identify key workflows, entities, and data flow requirements. Define source of truth for master data. Map business processes.

Phase 2: Connector Setup & Authentication - Configure secure connections using Azure AD OAuth 2.0 for D365 and token-based authentication for Epicor E10. Set up dedicated service accounts with least privilege.

Phase 3: Data Mapping & Transformation - Visually map fields between D365 Dataverse entities and Epicor E10 business objects. Implement transformation logic (e.g., unit conversions, data enrichment, lookups).

Phase 4: Workflow Orchestration - Design event-driven integration flows using webhooks/BPMs for real-time updates. Implement retry mechanisms, error logging, and alerts.

Phase 5: Testing & Deployment - Rigorous testing in sandbox environments. Utilize ALM features for version control and controlled promotion to production.

Phase 6: Monitoring & Optimization - Continuously monitor integration performance, API usage, and error rates. Optimize flows for efficiency and scalability.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Vendor, Purchase Order, General Ledger Account.
Epicor E10: Customer, Part/Product, Sales Order, Inventory (PartQty/PartBin), Vendor, Purchase Order, AP Invoice, GL Account, Shipment, Job (JobHead).

"Dynamics 365 (Source) <--> iPaaS (Orchestration, Transformation, Validation) <--> Epicor E10 (Target). Key flows: D365 Sales Order -> E10 Sales Order; E10 Inventory -> D365 Inventory; D365 Account -> E10 Customer; E10 AP Invoice -> D365 Finance (for GL reconciliation)."

Pricing

Simple, transparent pricing for Dynamics 365 + Epicor E10.

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 Epicor E10

Effective integration hinges on precise mapping and transformation of key business entities. Our iPaaS provides a visual canvas, augmented by AI, to ensure accurate data harmonization between Dynamics 365's Dataverse entities and Epicor E10's business objects.

Customer / Account

Synchronizes customer master data, including contact details, addresses, and payment terms, to ensure a unified customer view across sales, service, and finance.

Dynamics 365 Fields

accountid name accountnumber primarycontactid address1_composite creditlimit paymenttermscode

Epicor E10 Fields

CustNum CustID Name Address1 City State Zip Country PhoneNum EmailAddress TermsCode CreditLimit

Mapping Notes

Map D365 'Account' to E10 'Customer'. Ensure consistent 'accountnumber' / 'CustID' for cross-system matching. Address fields require parsing and standardization. Map D365 'paymenttermscode' to E10 'TermsCode' via lookup tables.

Next Steps

See Dynamics 365 + Epicor E10 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

Automate the entire order fulfillment process, from customer order placement in an eCommerce platform (integrated with D365) to sales order creation, inventory allocation, and shipment processing in Epicor E10.

Integration Steps:

  1. 0 Customer places order on eCommerce site (data ingested by D365 Sales/Commerce).
  2. 1 New Sales Order created in Dynamics 365.
  3. 2 iPaaS triggers on D365 Sales Order creation (via webhook/event).
  4. 3 Sales Order and associated Customer data (if new) are mapped and created in Epicor E10.
  5. 4 Epicor E10 allocates inventory and initiates fulfillment process.
  6. 5 Shipment details (tracking number, shipped quantity) from E10 are synced back to D365.
  7. 6 Invoice generated in E10 and synced to D365 for financial reconciliation.

Business Outcome

Reduced order processing time, improved customer satisfaction with real-time updates, minimized manual data entry and errors, accurate inventory deduction.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Real-time Operational Visibility
Gain an immediate, 360-degree view of your customer, sales, inventory, and financial data across Dynamics 365 and Epicor E10.
Automated Order-to-Cash
Streamline the entire sales order lifecycle, from D365 (e.g., eCommerce) to E10 for fulfillment and invoicing, reducing manual effort and errors.
Accurate Inventory Management
Synchronize inventory levels between Epicor E10 and Dynamics 365 in real-time to prevent overselling and optimize stock.
Harmonized Master Data
Ensure consistent customer, product, and vendor information across both D365 and E10, eliminating duplicates and data discrepancies.
Accelerated Financial Close
Automate invoice processing, payment reconciliation, and GL postings, leading to a faster and more accurate financial close cycle.
Enhanced Business Agility
Adapt quickly to changing market demands with flexible, low-code integration workflows that can be easily modified and scaled.
✨

Real-time Operational Visibility

30% Faster Decision Making

📋 What You Get

Gain an immediate, 360-degree view of your customer, sales, inventory, and financial data across Dynamics 365 and Epicor E10.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Decision Making, 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 /api/data/v9.x/accounts Manage customer accounts. Create new, update existing, retrieve details.
GET, POST, PATCH /api/data/v9.x/salesorders Manage sales orders and their line items. Create, update, retrieve for order-to-cash.
GET, POST, PATCH /api/data/v9.x/products Manage product catalog and pricing. Synchronize product master data.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from Supply Chain Management.
GET, POST, PATCH /api/data/v9.x/invoices Manage customer invoices. Essential for financial reconciliation.
GET, POST, PATCH /api/data/v9.x/msdyn_purchaseorders Manage purchase orders for procure-to-pay automation.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:many, many:1 field mappings.
  • Data Type Conversion: Convert strings to integers, dates to specific formats.
  • Lookups: Map codes (e.g., 'PaymentTermsCode') using cross-reference tables.
  • Concatenation/Splitting: Combine or separate fields (e.g., full address from components).
  • Conditional Logic: Apply transformations based on specific data values.
  • Calculations: Perform arithmetic operations (e.g., currency conversion, tax calculations).

🛡️ Error Handling

  • API rate limit exceeded (D365/E10).
  • Network connectivity issues.
  • Data validation failures (e.g., invalid customer ID).
  • Schema mismatches after system upgrades.
  • Business logic errors in transformation.
  • Duplicate record creation attempts.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What are the primary benefits of integrating Dynamics 365 with Epicor E10?
The core benefits include real-time data synchronization for entities like customers, products, sales orders, and inventory; automated workflows across sales, finance, and supply chain; reduced manual data entry and errors; improved data accuracy and consistency; and a unified view of your business operations for better decision-making.
▸ Can I integrate other systems (like eCommerce or WMS) with Dynamics 365 and Epicor E10 through this platform?
Yes. Our iPaaS is a versatile platform designed to connect a multitude of enterprise applications. By establishing the core D365-E10 integration, you create a robust data hub, making it much simpler to then integrate other systems like eCommerce platforms (Shopify, Adobe Commerce), Warehouse Management Systems (WMS), or even PLM and MES solutions, all orchestrated from a single platform.

Technical FAQs

▸ How does your iPaaS handle complex data transformations between D365 and E10?
Our iPaaS features a visual, low-code mapping engine that allows you to define complex transformations without writing code. This includes data type conversions, lookups, concatenations, conditional logic, and calculations. AI-assisted mapping further accelerates this process by suggesting optimal field relationships and transformation rules.
▸ Is the integration real-time or batch-based?
Our solution prioritizes real-time, event-driven integration. We leverage Dynamics 365's webhooks and Dataverse events, alongside Epicor E10's Business Process Management (BPM) triggers, to ensure immediate data synchronization for critical transactions. For bulk data transfers or less time-sensitive data, scheduled batch processing is also supported.
▸ What happens if an integration fails? How is error handling managed?
Our robust error handling strategy includes automatic retries with exponential backoff for transient errors. Messages that persistently fail are routed to a dead-letter queue (DLQ) for manual inspection and reprocessing. Automated alerts notify relevant teams of critical failures, and AI can assist in analyzing error patterns and suggesting corrective actions.
▸ How does this integration solution help with D365 or Epicor E10 version upgrades?
By centralizing all integration logic within the iPaaS, version upgrades for either Dynamics 365 or Epicor E10 become significantly smoother. Instead of rewriting numerous point-to-point integrations, our platform often only requires minor connector updates or mapping adjustments, reducing risk, effort, and ensuring business continuity during ERP/CRM upgrades.

Security FAQs

▸ How do you ensure data security and compliance for D365-E10 integrations?
Security is paramount. We implement Azure AD OAuth 2.0 (D365) and token-based authentication (E10), use dedicated service accounts with least privilege, encrypt all data in transit (TLS 1.2+) and at rest, and provide comprehensive audit trails. Our platform adheres to major compliance standards like GDPR, CCPA, and PCI DSS where applicable, with features like data masking and tokenization.

Customization FAQs

▸ Can I customize the integration workflows without extensive coding?
Absolutely. Our iPaaS is designed with low-code/no-code principles, enabling business users and citizen integrators to visually design, customize, and extend integration workflows using a drag-and-drop interface. This includes adding custom fields, defining conditional logic, and integrating with other services, significantly reducing reliance on specialized developers.
Pricing

Simple, transparent pricing for Dynamics 365 + Epicor E10.

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 + Epicor E10 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