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Connect™

Unify Dynamics 365 & Epicor Eclipse: Real-time ERP-CRM Synergy

Automate critical workflows, eliminate data silos, and gain a 360-degree view of your business operations with seamless integration powered by AI and low-code.

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The Challenge

The Cost of Disconnected Systems: Dynamics 365 & Epicor Eclipse

Operating Dynamics 365 (for sales, service, or supply chain) and Epicor Eclipse (for core ERP and accounting) as separate systems creates a chasm of inefficiency, data discrepancies, and missed opportunities. Without a robust integration, your teams are constantly battling manual processes and outdated information.

  • Manual data entry leads to errors and delays.
  • Inconsistent customer and product data across systems.
  • Slow order processing and fulfillment due to data silos.
  • Lack of real-time inventory visibility impacting sales and planning.
  • Delayed financial closing and reconciliation.
  • Limited holistic view of business performance and customer interactions.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Integration Solution for Dynamics 365 & Epicor Eclipse

Our AI-powered iPaaS bridges the gap between Dynamics 365 and Epicor Eclipse, creating a harmonized ecosystem where data flows freely and intelligently. We transform your disparate systems into a single, cohesive operational backbone, driving automation and efficiency across your enterprise.

  • Pre-built, configurable connectors for Dynamics 365 and Epicor Eclipse.
  • Event-driven architecture for real-time data synchronization.
  • Visual, low-code/no-code workflow designer.
  • AI-assisted data mapping and transformation.
  • Robust error handling and monitoring.
Implementation Timeline

Go live with Dynamics 365 + Epicor Eclipse 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 Eclipse, 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 Eclipse 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 Eclipse.
  • Event-driven architecture for real-time data synchronization.
  • Visual, low-code/no-code workflow designer.
  • AI-assisted data mapping and transformation.
  • Robust error handling and monitoring.
  • Centralized integration governance and ALM.

Technical Integration Details: Dynamics 365 & Epicor Eclipse

Our iPaaS provides a robust, secure, and scalable framework for connecting Dynamics 365 and Epicor Eclipse. It leverages native APIs, ensuring high performance, data integrity, and real-time synchronization across your enterprise.

Data Flow Steps

1. Connect to Dynamics 365: Establish secure connections using Azure AD OAuth 2.0 (client credentials flow) to the Dynamics 365 Dataverse OData API (v9.x).

2. Connect to Epicor Eclipse: Configure connections to Epicor Eclipse's RESTful APIs (e.g., `/api/v1/customers`, `/api/v1/orders`) using appropriate authentication (API Keys, OAuth 2.0, or service accounts).

3. Define Data Models: Establish canonical data models for common entities like Customer, Product, Sales Order, and Invoice to ensure consistent data representation.

4. Design Workflows: Visually construct integration flows using the iPaaS designer, specifying triggers (e.g., D365 Dataverse events, Epicor Eclipse webhooks) and actions.

5. Map & Transform Data: Utilize the drag-and-drop mapping canvas and AI-assisted tools to define transformations, validations, and business rules for data flowing between systems.

6. Implement Error Handling & Monitoring: Configure comprehensive logging, retry mechanisms with exponential backoff, dead-letter queues, and real-time alerts for proactive issue resolution.

7. Deploy & Govern: Promote integration flows through Dev-QA-Prod environments with version control and continuous monitoring, ensuring robust ALM.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Payment Transaction, Vendor, Purchase Order, General Ledger Account.
Epicor Eclipse: Customer, Vendor, Item/Product, Sales Order, Purchase Order, Invoice (Sales), Invoice (Vendor), Payment, Shipment, Inventory Transaction, General Ledger Entry.

"Dynamics 365 (Dataverse) <-> iPaaS (Connectors, Mappers, Logic) <-> Epicor Eclipse (REST APIs)"

Pricing

Simple, transparent pricing for Dynamics 365 + Epicor Eclipse.

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 Eclipse

Our iPaaS facilitates precise, field-level mapping and transformation between Dynamics 365's Dataverse entities and Epicor Eclipse's core business objects, ensuring data consistency and integrity across your integrated landscape. AI-assisted mapping significantly accelerates this complex process.

Customer / Account / Contact

Synchronizes customer master data, ensuring a unified view across sales, service, and accounting functions. Dynamics 365 `Account` and `Contact` entities are typically merged or linked to Epicor Eclipse's `Customer`.

Dynamics 365 Fields

accountid name accountnumber primarycontactid address1_composite creditlimit (custom)

Epicor Eclipse Fields

CustomerID CustomerName Address ContactInfo CreditLimit TermsCode

Mapping Notes

Often, D365 `Account` maps to Eclipse `Customer`. `Contact` in D365 can be linked as primary contact in Eclipse. `accountnumber` from D365 is crucial for unique matching. `address1_composite` requires parsing for individual address fields in Eclipse. `CreditLimit` and `TermsCode` are often mastered in Eclipse and synced back to D365 as custom fields.

Next Steps

See Dynamics 365 + Epicor Eclipse 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.

Customer Onboarding & Master Data Sync

When a new `Account` or `Contact` is created in Dynamics 365 Sales, it automatically creates or updates the corresponding `Customer` record in Epicor Eclipse, including billing and shipping addresses, credit limits, and payment terms.

Integration Steps:

  1. 0 Sales team creates new `Account` in Dynamics 365.
  2. 1 iPaaS detects new `Account` via Dataverse event.
  3. 2 Data is mapped from D365 `Account` and `Contact` fields to Epicor Eclipse `Customer` fields.
  4. 3 Transformation logic applies default `TermsCode` or `CreditLimit` if not present in D365.
  5. 4 New `Customer` record is created in Epicor Eclipse via `/api/v1/customers` endpoint.
  6. 5 Epicor Eclipse `CustomerID` is synced back to D365 `Account` as an external ID for future updates.

Business Outcome

Instantaneous customer record creation in ERP, ensuring sales can immediately process orders, and finance has accurate billing information. Eliminates duplicate data entry and ensures data consistency.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Accelerated Order-to-Cash Cycle
Automate sales order processing from Dynamics 365 to Epicor Eclipse, reducing manual entry by up to 80% and decreasing order fulfillment times.
Real-time Inventory & Supply Chain Visibility
Synchronize inventory levels between D365 SCM and Epicor Eclipse in real-time, preventing overselling and optimizing stock levels across all channels.
Unified Customer 360 View
Maintain consistent customer profiles across Dynamics 365 Sales/Service and Epicor Eclipse, empowering sales, service, and finance teams with accurate, up-to-date information.
Faster Financial Close & Reporting
Automate the flow of financial transactions and reconciliation data from Epicor Eclipse to Dynamics 365 Finance, significantly accelerating period-end close processes.
Reduced Operational Costs
Eliminate manual data entry, reduce errors, and free up valuable employee time, leading to substantial operational cost savings.
Enhanced Data Accuracy & Compliance
Implement robust data validation and transformation rules, ensuring data integrity and adherence to regulatory compliance across both systems.
✨

Accelerated Order-to-Cash Cycle

80% Reduction in Manual Order Entry

📋 What You Get

Automate sales order processing from Dynamics 365 to Epicor Eclipse, reducing manual entry by up to 80% and decreasing order fulfillment times.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in Manual Order Entry, 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 CRUD operations on Dataverse entities (Accounts, Contacts, Orders, Invoices, Products, etc.). Leveraged for most data synchronization.
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts. Critical for customer master data synchronization with Epicor Eclipse.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders and their line items. Essential for eCommerce order ingestion and status updates.
GET/POST/PATCH /api/data/v9.x/products Manage product catalog information. Used for synchronizing product details and pricing.
GET/POST/PATCH /api/data/v9.x/invoices Manage customer invoices. Key for financial reconciliation and payment tracking.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from D365 SCM. Vital for accurate stock synchronization.
GET/POST/PATCH /api/data/v9.x/msdyn_purchaseorders Manage purchase orders in D365 SCM. Used for procure-to-pay automation.

⚡ Transformation Logic

  • Field Mapping: Direct 1:1, 1:many, many:1 field mappings.
  • Data Type Conversion: Automatic conversion of data types (e.g., string to integer, date formats).
  • Lookup Tables: Translate codes (e.g., D365 `UOM` GUID to Eclipse `UOM` code).
  • Conditional Logic: Apply transformations based on specific conditions (e.g., if customer type is 'Wholesale', apply different pricing).
  • Data Enrichment: Add missing data points by looking up related records or external sources.
  • Concatenation/Splitting: Combine multiple fields or split a single field into several (e.g., `address1_composite` parsing).

🛡️ Error Handling

  • API rate limit exceeded (handled by throttling/retries).
  • Invalid data format (handled by validation/transformation).
  • Record not found in target system (handled by creating new record or logging for review).
  • Network connectivity issues (handled by retries).
  • Business logic violations (handled by alerts and routing to DLQ).
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What is the primary benefit of integrating Dynamics 365 with Epicor Eclipse?
The primary benefit is achieving a unified, real-time view of your business operations by breaking down data silos between your CRM/SCM (Dynamics 365) and ERP/Accounting (Epicor Eclipse). This leads to automated workflows, reduced manual errors, faster order-to-cash cycles, optimized inventory, and improved decision-making.

Technical FAQs

▸ How does your iPaaS handle data synchronization conflicts between the two systems?
Our iPaaS employs robust conflict resolution strategies. These can include 'last write wins,' defining a 'system of record' for specific data fields (e.g., Epicor Eclipse for financial terms, Dynamics 365 for customer contact details), and configurable rules to route complex conflicts to a dead-letter queue for manual review. AI can also assist in identifying and suggesting resolutions for common conflicts.
▸ What happens if an API call to Dynamics 365 or Epicor Eclipse fails?
Our platform has robust error handling. It implements automatic retries with exponential backoff for transient failures. If an error persists, the message is routed to a dead-letter queue for review, and configurable alerts notify relevant teams. This ensures message durability and prevents data loss, even during temporary system outages.

Customization FAQs

▸ Can I integrate custom fields from Dynamics 365 into Epicor Eclipse?
Absolutely. Our iPaaS automatically discovers custom fields in both Dynamics 365 Dataverse and Epicor Eclipse APIs. You can easily map these custom fields using our visual, low-code mapping canvas, ensuring all relevant business data flows seamlessly between systems.

Performance FAQs

▸ What kind of performance can I expect for high-volume transactions?
Our cloud-native iPaaS is designed for high performance and scalability. It utilizes strategies like event-driven architecture, efficient API batching, intelligent throttling to respect API rate limits, message queuing for asynchronous processing, and caching of static data. This ensures high throughput and low latency even during peak transaction volumes for both Dynamics 365 and Epicor Eclipse.

AI Features FAQs

▸ How does AI contribute to the integration process?
AI significantly enhances the integration by providing intelligent assistance. This includes auto-suggesting field mappings, detecting anomalies in data for proactive error prevention, inferring business rules, assisting with workflow generation, and offering predictive insights for error resolution and performance optimization. It moves beyond automation to truly autonomous integration.

Security & Compliance FAQs

▸ Is the integration secure and compliant with data privacy regulations?
Yes, security and compliance are paramount. We adhere to industry standards like ISO 27001 and SOC 2 Type II. Data is encrypted in transit (TLS 1.2+) and at rest (AES-256). We implement strict access controls, PII masking, tokenization for payment data (PCI DSS), and comprehensive audit trails to ensure compliance with regulations like GDPR and CCPA.

Low-Code FAQs

▸ Can business users manage or modify these integrations without IT involvement?
Yes, a core advantage of our low-code/no-code iPaaS is empowering business users and citizen integrators. They can visually design, modify, and manage integration workflows, update mappings, and define business rules without extensive coding, significantly reducing IT dependency and accelerating business agility.
Pricing

Simple, transparent pricing for Dynamics 365 + Epicor Eclipse.

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 Eclipse 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