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Connect™

Unify Dynamics 365 & Epicor Kinetic: Drive Operational Excellence

Connect your CRM, Sales, Finance, and ERP systems for real-time data flow, automated workflows, and a truly integrated enterprise with our AI-powered iPaaS.

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The Challenge

The Challenge of Disconnected ERP & CRM Systems

Operating with Dynamics 365 and Epicor Kinetic in silos creates a fragmented business landscape, hindering efficiency, accuracy, and agility. Manual data transfer between these powerful systems is a recipe for errors and delays.

  • Data Silos: Critical customer, sales, inventory, and financial data remains isolated in separate systems, preventing a holistic business view.
  • Manual Data Entry & Errors: Reliance on human intervention for data transfer leads to costly mistakes, inconsistencies, and delays.
  • Slowed Operations: Disconnected workflows impede crucial processes like order fulfillment, invoicing, and inventory management.
  • Lack of Real-time Visibility: Decisions are based on outdated information, impacting sales forecasts, inventory planning, and financial reporting.
  • Compliance & Audit Risks: Inconsistent data makes compliance challenging and increases audit preparation time and risk.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Dynamics 365 & Epicor Kinetic

Our iPaaS-driven solution provides a robust, scalable, and intelligent bridge between Dynamics 365 and Epicor Kinetic, transforming your disconnected systems into a unified operational powerhouse. Achieve real-time data synchronization and automated workflows across your entire business.

  • Pre-built, customizable connectors for Dynamics 365 and Epicor Kinetic.
  • Event-driven architecture for real-time data synchronization.
  • Visual, low-code workflow designer for rapid integration development.
  • AI-powered data mapping, validation, and anomaly detection.
  • Centralized monitoring, logging, and error handling dashboards.
Implementation Timeline

Go live with Dynamics 365 + Epicor Kinetic 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 Kinetic, 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 Kinetic 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, customizable connectors for Dynamics 365 and Epicor Kinetic.
  • Event-driven architecture for real-time data synchronization.
  • Visual, low-code workflow designer for rapid integration development.
  • AI-powered data mapping, validation, and anomaly detection.
  • Centralized monitoring, logging, and error handling dashboards.
  • Secure, compliant, and scalable cloud-native platform.

Technical Integration Details: Dynamics 365 & Epicor Kinetic

Our iPaaS solution leverages the robust API capabilities of both Dynamics 365 and Epicor Kinetic to create a resilient, scalable, and secure integration layer. We prioritize event-driven architectures for real-time data flow, complemented by optimized batch processing for bulk operations.

Data Flow Steps

Connect & Authenticate: Establish secure connections using OAuth 2.0 for both Dynamics 365 (Azure AD) and Epicor Kinetic. Utilize dedicated service principals with least privilege.

Event Subscription: Configure webhooks/Dataverse events in Dynamics 365 and subscribe to Kinetic's event streams for real-time data change notifications.

Data Ingestion: iPaaS captures event payloads or initiates API calls to retrieve delta changes or full datasets.

Transformation & Harmonization: Data is mapped, cleansed, enriched, and transformed to a canonical format, then to the target system's schema, using visual mapping tools and AI assistance.

Validation: Implement business rules and AI-driven validation checks to ensure data quality and integrity before posting.

Target System API Call: iPaaS invokes the appropriate RESTful API endpoint in Dynamics 365 or Epicor Kinetic to create, update, or delete records.

Error Handling & Monitoring: Log all transactions, implement retries for transient errors, route critical failures to a dead-letter queue, and provide real-time alerts via centralized dashboards.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Vendor, Purchase Order, General Ledger Account, `msdyn_inventoryonhands`.
Epicor Kinetic: Customer, Sales Order, Part, Purchase Order, Vendor, AP Invoice, AR Invoice, Job Header, GL Journal Entry, Ship Head.

"The integration architecture features a central iPaaS acting as the orchestrator. Dynamics 365 (Sales, Finance, SCM) and Epicor Kinetic (ERP, Accounting) connect to the iPaaS via their respective RESTful APIs and event mechanisms. Data flows bi-directionally or unidirectionally based on workflow. For instance, an eCommerce order initiates an event in D365, which the iPaaS captures, transforms, and then creates a Sales Order in Kinetic. Inventory updates from Kinetic trigger events, which the iPaaS uses to update D365 SCM. All data is securely transmitted over TLS 1.2+ and transformed using AI-assisted mapping engines. Centralized logging and monitoring provide full visibility and error resolution capabilities."

Pricing

Simple, transparent pricing for Dynamics 365 + Epicor Kinetic.

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.
  • ✓
    Trigger Event/Schedule
  • ✓
    Data Ingestion
  • ✓
    Schema Mapping & Transformation
  • ✓
    Data Validation & Enrichment
  • ✓
    Target System API Call
  • ✓
    Error Handling & Logging
Data Mapping

Key Entities & Intelligent Data Mapping

Our integration solution provides robust, AI-assisted mapping capabilities for the core entities shared between Dynamics 365 and Epicor Kinetic, ensuring data consistency and integrity across your enterprise.

Customer / Account (D365) & Customer (Kinetic)

Synchronizes customer master data, including core details, addresses, and contacts, to ensure a unified customer view across CRM and ERP.

Dynamics 365 Fields

accountid name accountnumber primarycontactid address1_composite creditlimit

Epicor Kinetic Fields

CustNum (PK) CustID (Unique ID) Name Address ContactName PhoneNum EmailAddress CreditLimit

Mapping Notes

Dynamics 365 `Account` maps to Epicor Kinetic `Customer`. `accountnumber` in D365 is often mapped to `CustID` in Kinetic for unique identification. `address1_composite` requires parsing into Kinetic's structured address fields. `Contact` entity in D365 may map to `CustCnt` or `ContactName` fields in Kinetic. Bi-directional sync is recommended for master data.

Next Steps

See Dynamics 365 + Epicor Kinetic 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 Automation

Automate the flow of orders from your e-commerce platform (via Dynamics 365 Commerce/Sales) into Epicor Kinetic for fulfillment, ensuring real-time inventory updates and seamless invoicing.

Integration Steps:

  1. 0 Customer places order on e-commerce site.
  2. 1 Order data captured in Dynamics 365 Sales/Commerce (Sales Order, Account, Contact, Product).
  3. 2 iPaaS initiates event-driven synchronization of Sales Order, Customer, and Product data to Epicor Kinetic.
  4. 3 Epicor Kinetic processes order, allocates inventory (Part), and generates Ship Head.
  5. 4 Shipment tracking and status updates flow from Epicor Kinetic back to Dynamics 365.
  6. 5 Epicor Kinetic generates AR Invoice, which is then synchronized to D365 Finance for financial reconciliation.

Business Outcome

Accelerated order fulfillment, improved inventory accuracy, reduced manual order entry errors, enhanced customer satisfaction through 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.

Streamlined Operations
Automate manual data transfers and workflows between Dynamics 365 and Epicor Kinetic, reducing operational bottlenecks and accelerating core business processes.
Real-time Data Accuracy
Ensure consistent and accurate data across D365 (CRM, Sales, Finance) and Kinetic (ERP, Accounting), eliminating discrepancies and improving data integrity.
Enhanced Customer Experience
Provide sales and service teams with a unified customer view, combining CRM interactions with ERP order and financial history for personalized engagements.
Faster Financial Close
Automate invoice processing, payment reconciliation, and GL journal entries, significantly speeding up period-end closing and improving financial reporting accuracy.
Optimized Inventory Management
Achieve real-time inventory synchronization between Dynamics 365 SCM and Epicor Kinetic, preventing overselling and optimizing stock levels across channels.
Increased Business Agility
Leverage a low-code iPaaS to quickly adapt integration flows to new business requirements, market changes, and system updates without extensive coding.
Reduced IT Burden & Cost
Empower business users with low-code tools and offload integration maintenance to a robust iPaaS, freeing up valuable IT resources and reducing development costs.
✨

Streamlined Operations

30-50% Reduction in manual data entry

📋 What You Get

Automate manual data transfers and workflows between Dynamics 365 and Epicor Kinetic, reducing operational bottlenecks and accelerating core business processes.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Reduction in manual data 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 accessing and manipulating Common Data Model (Dataverse) entities across all Dynamics 365 modules (Sales, Service, Finance, SCM, etc.). Used for CRUD operations on accounts, contacts, orders, invoices, products, etc.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders in Dynamics 365 Sales/Commerce. Critical for eCommerce integrations to create, update, and retrieve order information, including line items and shipping details before pushing to Kinetic.
GET/PATCH /api/data/v9.x/msdyn_inventoryonhands Retrieve or update real-time inventory on-hand data from Dynamics 365 Supply Chain Management. Crucial for accurate stock synchronization with Epicor Kinetic and external platforms.
GET/POST/PATCH /api/data/v9.x/invoices Manage customer invoices in Dynamics 365 Finance. Essential for automating billing and payment reconciliation processes, often receiving invoices from Kinetic.
GET/POST/PATCH /api/data/v9.x/vendors Manage vendor records in Dynamics 365 Finance/Supply Chain. Used for master data synchronization with Epicor Kinetic's Vendor entity.

⚡ Transformation Logic

  • Field Mapping: Visual drag-and-drop mapping for direct field-to-field correspondence.
  • Data Type Conversion: Automatic conversion (e.g., string to integer, date formats).
  • Conditional Logic: Apply rules based on data values (e.g., if D365 `statuscode` is 'Fulfilled', set Kinetic `OrderLine` status to 'Shipped').
  • Lookup Tables: Translate codes or IDs (e.g., D365 `defaultuomid` to Kinetic `UOMCode`).
  • Concatenation/Splitting: Combine or split fields (e.g., D365 `firstname` + `lastname` to Kinetic `ContactName`).
  • Calculations: Perform arithmetic operations (e.g., tax calculations, discount applications).

🛡️ Error Handling

  • API rate limit exceeded (handled by throttling/retries).
  • Invalid data format (flagged by validation, routed to DLQ).
  • Missing mandatory fields (blocked by validation, alerted).
  • Network connectivity issues (handled by retries).
  • Duplicate record creation (prevented by idempotency/deduplication logic).
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 Kinetic?
Integrating Dynamics 365 with Epicor Kinetic provides a unified view of your business by synchronizing customer, sales, product, inventory, and financial data in real-time. Key benefits include automated workflows (e.g., Order-to-Cash), reduced manual errors, faster financial closes, optimized inventory management, and enhanced customer satisfaction through consistent data across CRM and ERP.

Technology FAQs

▸ How does an iPaaS facilitate the integration between these two systems?
An iPaaS (Integration Platform as a Service) acts as a central hub, providing pre-built connectors for both Dynamics 365 and Epicor Kinetic. It offers a low-code, visual interface to design workflows, map data between different schemas, handle transformations, manage authentication, and monitor the health of your integrations. It's designed for scalability, security, and resilience, making complex integrations manageable.

Data FAQs

▸ What kind of data can be synchronized between Dynamics 365 and Epicor Kinetic?
Common entities synchronized include Customer/Account, Contact, Product/Part, Sales Orders, Purchase Orders, Vendor, AR/AP Invoices, and General Ledger entries. Real-time inventory levels (from Kinetic to D365 SCM) and production order statuses (from Kinetic to D365 Sales/CRM) are also frequently integrated.

AI FAQs

▸ How does AI enhance Dynamics 365 and Epicor Kinetic integrations?
AI significantly enhances integrations by offering features like auto-mapping field suggestions, intelligent data validation to detect anomalies and inconsistencies, predictive error resolution, and optimized workflow recommendations. This reduces manual effort, improves data quality, and moves workflows towards autonomous operations.

Security FAQs

▸ What are the security considerations for this integration?
Security is paramount. The integration uses robust authentication (OAuth 2.0 for both systems), encrypts all data in transit (TLS 1.2+) and at rest, adheres to the principle of least privilege, and redacts sensitive information from logs. Our iPaaS is designed with compliance standards like GDPR, CCPA, and SOC 2 in mind, ensuring your data is protected.

Performance FAQs

▸ How are API rate limits managed for Dynamics 365 and Epicor Kinetic?
Our iPaaS employs intelligent strategies to manage API rate limits, including request queuing, dynamic throttling with exponential backoff for retries, and batching multiple operations into single API calls. Prioritizing event-driven updates over frequent polling also significantly reduces unnecessary API consumption.

Customization FAQs

▸ Can I customize the integration flows to fit my specific business processes?
Absolutely. Our low-code iPaaS platform provides extensive customization capabilities. You can visually design custom workflows, define specific business rules, map custom fields, and even leverage scripting for unique transformations. Sandbox environments allow thorough testing of all customizations before deployment.

Implementation FAQs

▸ What is the typical timeframe for implementing this integration?
The implementation timeframe varies based on the complexity and number of workflows. However, leveraging pre-built connectors, low-code tools, and AI-assisted mapping, many core integration flows can be designed, tested, and deployed in a matter of weeks, significantly faster than traditional coding approaches.
Pricing

Simple, transparent pricing for Dynamics 365 + Epicor Kinetic.

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 Kinetic 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