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Connect™

Unify Dynamics 365 & Epicor: Drive Efficiency with Intelligent Integration

Connect your ERP and CRM seamlessly. Automate workflows, synchronize data in real-time, and gain a 360° view of your business with our AI-powered iPaaS solution.

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The Challenge

The Challenge: Disconnected Operations Between Dynamics 365 and Epicor

Running critical business functions across separate Dynamics 365 and Epicor environments leads to a fragmented enterprise. Manual data transfer, reconciliation efforts, and delayed information flow hinder agility and decision-making.

  • Manual data entry leads to errors and delays.
  • Lack of real-time visibility into inventory, sales, and financial data.
  • Inconsistent customer and vendor master data across systems.
  • Inefficient order-to-cash and procure-to-pay cycles.
  • Struggles with financial reconciliation and period close.
  • High operational costs due to redundant tasks and re-work.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Dynamics 365 and Epicor Integration with iPaaS

Our AI-powered iPaaS solution creates a unified ecosystem for your Dynamics 365 and Epicor applications. By establishing real-time, bidirectional data flows and automating complex workflows, we eliminate data silos and empower your business with accurate, timely information.

  • Pre-built Dynamics 365 and Epicor Connectors
  • Visual Low-Code Workflow Designer
  • AI-Assisted Data Mapping & Transformation
  • Event-Driven & Real-time Synchronization
  • Robust Error Handling & Monitoring
Implementation Timeline

Go live with Dynamics 365 + Epicor 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, 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 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 Dynamics 365 and Epicor Connectors
  • Visual Low-Code Workflow Designer
  • AI-Assisted Data Mapping & Transformation
  • Event-Driven & Real-time Synchronization
  • Robust Error Handling & Monitoring
  • Centralized Integration Governance

Deep Dive: Dynamics 365 and Epicor Integration Architecture

Our integration solution orchestrates seamless data exchange between Dynamics 365 and Epicor, leveraging a modern iPaaS for robust connectivity, intelligent mapping, and real-time workflow automation. We ensure data integrity and operational continuity across your enterprise.

Data Flow Steps

Secure Connection: Establish authenticated connections to Dynamics 365 (Azure AD OAuth 2.0 with service principals) and Epicor (OAuth 2.0/token-based) using dedicated API credentials.

Event Monitoring/Polling: Configure Dynamics 365 webhooks and Dataverse events for real-time change detection, or use optimized polling for specific Epicor entities (e.g., Epicor BPM triggers for events).

Data Ingestion: Ingest raw data from the source system into the iPaaS for processing.

Data Transformation & Harmonization: Apply AI-assisted mapping and transformation rules to convert data structures and values from the source schema to the target schema (e.g., D365 Account fields to Epicor Customer fields).

Validation & Enrichment: Validate data against business rules (e.g., required fields, data types) and enrich it with lookup data (e.g., GL accounts, product categories). AI detects anomalies.

Error Handling & Retries: Implement robust error handling with automatic retries (exponential backoff) for transient issues and dead-letter queues for persistent failures.

Target System API Call: Invoke the appropriate target system API endpoint (e.g., Epicor SalesOrder POST, D365 PATCH Account) with the transformed and validated payload.

Status Updates & Notifications: Update source system with status (e.g., Epicor OrderNum back to D365 Sales Order) and send alerts for critical failures.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Payment Transaction, Vendor, Purchase Order, General Ledger Account, Inventory On-Hand.
Epicor: Customer, SalesOrder, OrderDtl, Part, Supplier, PurchaseOrder, PODetail, Invoice (AR/AP), CashReceipt, JobHead, GLAccount.

"Dynamics 365 (Source System) <-> [iPaaS - Connectors, AI Mapping, Transformation, Rules, Error Handling] <-> Epicor (Target System). Data flows are often bidirectional, initiated by events or scheduled synchronization."

Pricing

Simple, transparent pricing for Dynamics 365 + Epicor.

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 between Dynamics 365 and Epicor

Our iPaaS provides a visual, AI-assisted canvas to map and transform data between Dynamics 365 and Epicor entities, ensuring consistency and accuracy across your integrated systems. The platform handles complex data structures and field-level transformations.

Customer / Account

Synchronizes customer master data, including billing, shipping, and contact information, providing a unified customer view across sales (D365) and finance/operations (Epicor).

Dynamics 365 Fields

accountid name accountnumber primarycontactid address1_composite telephone1 emailaddress1

Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress

Mapping Notes

Dynamics 365 'Account' maps to Epicor 'Customer'. 'accountnumber' is often used as the external ID for 'CustID'. 'primarycontactid' in D365 maps to Epicor 'ContactName' fields. Address fields require careful parsing and concatenation.

Next Steps

See Dynamics 365 + Epicor 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 Fulfillment from Dynamics 365 to Epicor

Automatically transfer new sales orders from your eCommerce platform into Dynamics 365 Sales, then seamlessly push them to Epicor for inventory allocation, production, and fulfillment. Status updates flow back to provide end-to-end visibility.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 iPaaS creates Sales Order and related entities (Account, Contact, Sales Order Details) in Dynamics 365.
  3. 2 Dynamics 365 triggers iPaaS to create SalesOrder and OrderDtl in Epicor.
  4. 3 Epicor processes order, allocates inventory (Part, OnHandQty), and initiates fulfillment.
  5. 4 Epicor updates SalesOrder status, which is synced back to Dynamics 365 and the eCommerce platform.

Business Outcome

Reduced order processing time, improved customer satisfaction with accurate status updates, optimized inventory utilization.

Frequency

Real-time

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, reducing manual entry by up to 80% and decreasing order fulfillment times.
Real-time Inventory Accuracy
Synchronize Epicor inventory levels to Dynamics 365 and all sales channels in real-time, eliminating overselling and improving stock management.
Unified Customer & Vendor Data
Maintain a consistent 360-degree view of customers and vendors across Dynamics 365 (CRM/Sales) and Epicor (ERP/Finance).
Streamlined Financial Operations
Automate invoice processing, payment reconciliation, and general ledger postings, accelerating financial period closes by days.
Enhanced Operational Efficiency
Eliminate redundant tasks, reduce manual errors, and free up staff to focus on strategic initiatives, boosting overall productivity.
Improved Decision-Making
Access real-time, accurate data across your entire enterprise to make informed business decisions faster.
✨

Accelerated Order-to-Cash Cycle

80% Reduced Manual Entry

📋 What You Get

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

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduced Manual Entry, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics 365 + Epicor 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, 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 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 CRUD operations on Dataverse entities (Accounts, Contacts, SalesOrders, Products, Invoices, etc.).
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts for synchronization with Epicor Customers.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders, crucial for eCommerce order ingestion and status updates.
GET/POST/PATCH /api/data/v9.x/products Manage product catalog and pricing information for sync with Epicor Parts.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from D365 SCM.

⚡ Transformation Logic

  • Field-Level Mapping: Direct mapping of fields with identical or similar names (e.g., D365 'name' to Epicor 'Name').
  • Data Type Conversion: Convert data types as needed (e.g., string to integer, date format changes).
  • Value Mapping: Translate picklist values or status codes (e.g., D365 Sales Order 'statuscode' to Epicor 'OrderStatus').
  • Concatenation/Splitting: Combine or split fields (e.g., D365 address lines to Epicor single address field).
  • Lookup & Enrichment: Use cross-reference tables or API lookups to enrich data (e.g., get Epicor 'CustNum' from D365 'accountid').
  • Conditional Logic: Apply transformations based on specific conditions (e.g., 'If D365 Product Type = Service, then Epicor Part TypeCode = S').

🛡️ Error Handling

  • Transient API Errors: Network glitches, temporary service unavailability (handled by retries).
  • Data Validation Failures: Missing required fields, incorrect data types, business rule violations (routed to DLQ, alerts).
  • Authentication Errors: Invalid credentials, expired tokens (alerts, manual intervention).
  • Rate Limit Exceeded: Too many requests to D365/Epicor API (handled by throttling, queuing).
  • Schema Mismatch: Unexpected fields or data structures (alerts, mapping adjustment).
  • Referential Integrity Issues: Attempting to link to a non-existent parent record (e.g., Sales Order for non-existent Customer).
Pricing

Simple, transparent pricing for Dynamics 365 + Epicor.

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

▸ What is the best way to integrate Dynamics 365 with Epicor?
The optimal approach is to use a modern iPaaS (Integration Platform as a Service) that provides pre-built, optimized connectors for both Dynamics 365 and Epicor. This enables API-first, event-driven synchronization, AI-assisted mapping, and low-code workflow automation for robust and scalable data exchange.

Technical FAQs

▸ How do you handle complex data transformations between Dynamics 365 and Epicor?
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 and Epicor's business objects, ensuring data integrity and consistency.
▸ What kind of APIs do Dynamics 365 and Epicor offer for integration?
Dynamics 365 primarily offers OData v4 REST APIs for its Common Data Model (Dataverse), along with webhooks and event mechanisms. Epicor Kinetic provides a rich set of RESTful APIs, with older versions potentially using Epicor Service Connect. Our iPaaS leverages these APIs optimally for efficient and scalable connectivity.

Workflow FAQs

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

Challenges FAQs

▸ What are the common challenges when integrating Dynamics 365 Finance with Epicor?
Common challenges include reconciling payment transactions from external gateways with Epicor Cash Receipts and D365 Invoices, ensuring accurate GL postings, handling multi-currency transactions, and achieving real-time financial reporting. A robust iPaaS mitigates these with strong data validation, automated reconciliation logic, and secure handling of financial data.

AI FAQs

▸ How does AI enhance Dynamics 365 and Epicor integrations?
AI significantly enhances integrations by providing capabilities like automated field mapping suggestions, intelligent data validation (e.g., detecting anomalies in invoice amounts), autonomous exception handling, and predictive insights. This moves workflows from automated to truly autonomous, reducing manual intervention and improving data quality across both systems.

Security FAQs

▸ How can I ensure data security and compliance during Dynamics 365-Epicor integrations?
Security and compliance are paramount. Best practices include using Azure AD OAuth 2.0 for D365 and OAuth 2.0 for Epicor 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).

Data Management FAQs

▸ What is 'cross-system data harmonization' in the context of Dynamics 365 and Epicor?
Cross-system data harmonization refers to the process of standardizing and aligning data formats, definitions, and values across Dynamics 365 and Epicor. An iPaaS's mapping and transformation capabilities are crucial here, ensuring that 'Customer ID' means the same thing and has the same format, whether it originates from Dynamics 365, Epicor, or an external system.
Implementation Timeline

Go live with Dynamics 365 + Epicor 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, 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 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 + Epicor.

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 + Epicor 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