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Unify Dynamics 365 with Epicor E9: Drive Intelligent Business Automation

Break down data silos between your Microsoft Dynamics 365 applications and Epicor E9 ERP for real-time visibility, streamlined operations, and enhanced decision-making.

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The Challenge

The Challenge of Disconnected Business Systems

Operating with Dynamics 365 (for CRM, sales, or SCM) and Epicor E9 (for ERP, accounting, manufacturing) as siloed systems leads to significant operational inefficiencies, data discrepancies, and delayed insights. Manual processes become a bottleneck, hindering growth and impacting customer satisfaction.

  • Manual data entry between systems is time-consuming and error-prone.
  • Lack of real-time visibility into inventory, orders, and customer data.
  • Delayed financial reporting and month-end closes due to reconciliation efforts.
  • Inconsistent customer experiences across sales, service, and fulfillment.
  • Difficulty in scaling operations without robust, automated data flows.
  • Compliance risks from disparate data sources and inadequate audit trails.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Integration Solution: Dynamics 365 + Epicor E9

Our powerful iPaaS (Integration Platform as a Service) provides a comprehensive, low-code solution to seamlessly connect Dynamics 365 with Epicor E9. We transform your disparate systems into a cohesive, automated ecosystem, driving efficiency and empowering intelligent business decisions.

  • Pre-built connectors for Dynamics 365 (Dataverse) and Epicor E9 (Service Connect/APIs).
  • Visual drag-and-drop workflow designer for end-to-end process automation.
  • Real-time, event-driven data synchronization capabilities.
  • AI-powered data mapping, validation, and anomaly detection.
  • Robust error handling with automated retries and alerts.
Implementation Timeline

Go live with Dynamics 365 + Epicor E9 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 E9, 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 E9 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 for Dynamics 365 (Dataverse) and Epicor E9 (Service Connect/APIs).
  • Visual drag-and-drop workflow designer for end-to-end process automation.
  • Real-time, event-driven data synchronization capabilities.
  • AI-powered data mapping, validation, and anomaly detection.
  • Robust error handling with automated retries and alerts.
  • Centralized monitoring and governance dashboards.
  • Scalable architecture to handle high transaction volumes.

Technical Integration Details: Connecting Dynamics 365 and Epicor E9

Our iPaaS provides a robust and flexible framework for integrating Dynamics 365 and Epicor E9, leveraging best practices for API connectivity, data transformation, and workflow orchestration. This ensures a secure, scalable, and high-performance integration.

Data Flow Steps

Discovery & Planning: Define integration scope, identify key entities, workflows, and data mapping requirements.

iPaaS Setup & Connector Configuration: Provision iPaaS, configure secure connectors for Dynamics 365 (AAD OAuth) and Epicor E9 (Service Accounts/APIs).

Workflow Design (Low-Code): Visually design integration flows (e.g., Order-to-Cash, Customer Sync) using the iPaaS canvas.

Data Mapping & Transformation: Map fields between systems, apply data validation and transformation rules (AI-assisted).

Testing & Validation (Sandbox): Rigorously test all integration flows in a sandbox environment with realistic data.

Deployment & Monitoring: Deploy to production, establish centralized monitoring, alerting, and error handling protocols.

Optimization & Maintenance: Continuously monitor performance, optimize flows, and manage changes with version control.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Vendor, Purchase Order, Payment Transaction (custom), General Ledger Account.
Epicor E9: Customer, Sales Order, Order Lines, Part/Product, Inventory, Purchase Order, PO Lines, Invoice (AR/AP), Payment, General Ledger Entry, Vendor/Supplier, Shipment.

"The integration architecture features the iPaaS as a central hub. Dynamics 365 (e.g., Sales, SCM) initiates events (e.g., new Sales Order) via webhooks/Dataverse events. The iPaaS captures these events, orchestrates data transformation, and interacts with Epicor E9 (e.g., Sales Order API) to create/update records. Bidirectional flows ensure status updates and inventory changes from Epicor E9 are reflected back in Dynamics 365. All data flows are secured via TLS, authenticated via OAuth/service accounts, and monitored for performance and errors."

Pricing

Simple, transparent pricing for Dynamics 365 + Epicor E9.

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 Field-Level Data Mapping

Successful integration hinges on precise mapping of business entities and their associated fields between Dynamics 365 and Epicor E9. Our iPaaS provides the tools to manage this complexity, ensuring data fidelity.

Account (D365) / Customer (E9)

Foundation for all sales and financial interactions, ensuring a consistent view of your customer base.

Dynamics 365 Fields

accountid (PK) name accountnumber primarycontactid address1_composite telephone1 emailaddress1 creditlimit

Epicor E9 Fields

CustNum (PK) Name Address1 City State Zip Country PhoneNum EmailAddress TermsCode CreditLimit SalesRepCode ExternalCustomerID_c (Custom)

Mapping Notes

D365 'accountid' often maps to a custom 'ExternalCustomerIDc' in Epicor E9 for cross-reference. 'address1composite' requires parsing into individual address fields for Epicor. Bidirectional sync is common.

Next Steps

See Dynamics 365 + Epicor E9 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 & Fulfillment Automation

Automate the entire lifecycle of an order from an eCommerce platform (integrated with D365) through sales order creation in D365, to fulfillment and invoicing in Epicor E9, and finally payment reconciliation.

Integration Steps:

  1. 0 Customer places order on eCommerce platform (e.g., Shopify, Magento).
  2. 1 Order data flows into Dynamics 365 Sales/Commerce via D365 eCommerce integration.
  3. 2 New Sales Order in D365 triggers iPaaS workflow.
  4. 3 iPaaS checks/creates customer in Epicor E9 and maps D365 Sales Order to Epicor E9 Sales Order, including line items and pricing.
  5. 4 Epicor E9 processes order, allocates inventory, and initiates fulfillment (warehouse picks, packs, ships).
  6. 5 Shipment details (tracking, carrier) from Epicor E9 update D365 Sales Order status.
  7. 6 Epicor E9 generates invoice; invoice data syncs back to D365.
  8. 7 Payment from customer is recorded in D365/payment gateway, then reconciled in Epicor E9.

Business Outcome

Accelerated order processing, real-time inventory accuracy, reduced manual order entry errors, faster revenue recognition, and improved customer satisfaction with timely updates.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Boost Operational Efficiency
Automate manual data entry and reconciliation tasks between Dynamics 365 and Epicor E9, freeing up your teams to focus on higher-value activities.
Achieve Real-time Data Visibility
Gain a unified, up-to-date view of customers, products, orders, and financial data across your entire organization, enabling faster, more informed decisions.
Accelerate Order-to-Cash Cycle
Automate the flow of sales orders from D365 to Epicor E9 for fulfillment, invoicing, and payment processing, significantly reducing lead times.
Enhance Data Accuracy & Quality
Minimize errors and inconsistencies with automated data validation, transformation, and AI-powered anomaly detection, ensuring reliable data in both systems.
Improve Customer Experience
Provide consistent, accurate information to customers across all touchpoints, from sales inquiries in D365 to order fulfillment updates from Epicor E9.
Faster Financial Close
Automate AR/AP processes, payment reconciliation, and GL postings, leading to quicker, more accurate financial reporting and analysis.
Scalable & Future-Proof Architecture
Our iPaaS solution is built to scale with your business growth, easily adapting to new integration needs and system upgrades without extensive re-coding.
✨

Boost Operational Efficiency

30% Reduction in manual effort

📋 What You Get

Automate manual data entry and reconciliation tasks between Dynamics 365 and Epicor E9, freeing up your teams to focus on higher-value activities.

💼 Business Impact

This benefit directly contributes to 30% improvement in Reduction in manual effort, 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
GET/POST/PATCH /api/data/v9.x/contacts Manage individual contacts
GET/POST/PATCH /api/data/v9.x/products Product catalog and pricing
GET/POST/PATCH /api/data/v9.x/salesorders Create, update, retrieve sales orders
GET/POST/PATCH /api/data/v9.x/salesorderdetails Manage sales order line items
GET/POST/PATCH /api/data/v9.x/invoices Manage customer invoices
GET/POST/PATCH /api/data/v9.x/vendors Manage vendor master data
GET/POST/PATCH /api/data/v9.x/purchaseorders Manage purchase orders
GET /api/data/v9.x/msdyn_inventoryonhands Real-time inventory levels for SCM

⚡ Transformation Logic

  • Data Type Conversion: Automatically convert data types (e.g., string to decimal, date formats).
  • Lookup Tables: Use predefined lookup tables for mapping codes (e.g., D365 'shippingmethodcode' to Epicor 'ShipViaCode').
  • Conditional Logic: Apply different transformation rules based on data values (e.g., different GL accounts based on product type).
  • Data Enrichment: Augment data with additional information from external sources or internal lookups.
  • Security Masking: Mask or tokenize sensitive data fields before transmission or storage.

🛡️ Error Handling

  • Source System Unavailable: Handled by automated retries and failover mechanisms.
  • Target System Validation Failure: Data routed to Dead-Letter Queue (DLQ) for manual review/correction.
  • Data Transformation Error: Logs detail the specific transformation rule that failed, facilitating quick debugging.
  • API Rate Limit Exceeded: iPaaS throttles requests and retries automatically.
  • Duplicate Record Creation: Configurable logic to prevent duplicates or merge existing records based on unique identifiers.
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 E9?
The main benefits include real-time data synchronization across sales, finance, and operations; automated workflows (e.g., order-to-cash); reduced manual data entry and errors; a unified view of customer and product data; faster financial closes; and improved overall operational efficiency.

Technical FAQs

▸ How does your iPaaS handle data mapping between Dynamics 365 and Epicor E9?
Our iPaaS features a visual, drag-and-drop mapping canvas. It allows you to precisely map fields between Dynamics 365's Dataverse entities and Epicor E9's business objects. AI-assisted mapping suggests optimal field matches and transformation rules, simplifying complex data conversions and ensuring data consistency.
▸ Does the integration support real-time inventory synchronization?
Yes, our solution supports real-time or near real-time inventory synchronization. Changes in Epicor E9's 'OnHandQty' (e.g., from shipments or receipts) can trigger immediate updates to Dynamics 365 SCM, ensuring accurate stock levels across all sales channels and preventing overselling.

Use Cases FAQs

▸ Can I automate my eCommerce orders from Dynamics 365 into Epicor E9 for fulfillment?
Absolutely. This is a core use case. Our solution automates the entire order-to-cash cycle: new orders from your eCommerce platform (flowing into D365) are automatically created in Epicor E9, triggering fulfillment, inventory updates, and eventually invoicing and payment reconciliation.

Security FAQs

▸ What are the security considerations for Dynamics 365 and Epicor E9 integrations?
Security is paramount. We implement Azure AD OAuth 2.0 for Dynamics 365 authentication and secure service accounts for Epicor E9. All data in transit is encrypted with TLS 1.2+, and data at rest is encrypted. We adhere to least privilege principles, redact sensitive data from logs, and ensure compliance with regulations like GDPR and PCI DSS.

AI Features FAQs

▸ How does AI enhance the integration workflows?
AI significantly enhances integrations by providing intelligent field mapping suggestions, detecting data anomalies in real-time, automating exception handling, and offering predictive insights into potential issues. This moves workflows from automated to truly autonomous, reducing manual effort and improving data quality.

Customization FAQs

▸ Can I customize the integration flows to fit my unique business processes?
Yes, our iPaaS offers extensive customization capabilities. You can easily extend workflows with conditional logic, custom fields, and specific business rules using our low-code/no-code visual designer. All customizations are versioned and tested in sandbox environments before deployment.

Support FAQs

▸ What kind of support is available after implementation?
We offer comprehensive support packages, including SLA-backed technical assistance, proactive monitoring of your integration flows, and access to self-service resources like documentation and community forums. Our team is dedicated to ensuring the long-term success and optimal performance of your integration.
Pricing

Simple, transparent pricing for Dynamics 365 + Epicor E9.

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 E9 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