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Unify Dynamics 365 & Epicor P21: Power Your Enterprise with Intelligent Integration

Break down data silos, automate critical workflows, and achieve real-time operational synergy between your Dynamics 365 ecosystem and Epicor P21 ERP.

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The Challenge

The Disconnect: When Dynamics 365 and Epicor P21 Operate in Silos

Operating Dynamics 365 (your hub for sales, service, and customer engagement) and Epicor P21 (your backbone for accounting, inventory, and supply chain) as separate systems creates significant operational friction. This disconnect leads to inefficient processes, inaccurate data, and missed opportunities across your business.

  • Manual data entry and reconciliation between D365 customer records and P21 accounting.
  • Delayed order processing and fulfillment due to disparate sales order and inventory data.
  • Inaccurate inventory levels leading to overselling or stockouts on eCommerce platforms connected to D365.
  • Lack of a unified customer view, impacting sales, marketing, and customer service efforts.
  • Time-consuming financial period closes and error-prone GL postings.
  • Compliance risks and reporting challenges from inconsistent data across systems.
Integration Diagram
Solution Illustration
The Solution

Seamless Dynamics 365 & Epicor P21 Integration with a Modern iPaaS

Our intelligent Integration Platform as a Service (iPaaS) provides the essential middleware to connect Dynamics 365 and Epicor P21. It orchestrates real-time, bi-directional data flow, automates complex business processes, and ensures data consistency across your enterprise, empowering you to unlock the full potential of both powerful platforms.

  • Real-time, Event-Driven Data Synchronization
  • Pre-built Connectors for Dynamics 365 and Epicor P21
  • Visual Low-Code/No-Code Workflow Designer
  • AI-Assisted Data Mapping and Validation
  • Robust Error Handling and Monitoring
Implementation Timeline

Go live with Dynamics 365 + Epicor P21 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 P21, 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 P21 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Real-time, Event-Driven Data Synchronization
  • Pre-built Connectors for Dynamics 365 and Epicor P21
  • Visual Low-Code/No-Code Workflow Designer
  • AI-Assisted Data Mapping and Validation
  • Robust Error Handling and Monitoring
  • Scalable & Secure Cloud-Native Architecture

Technical Integration: Dynamics 365 & Epicor P21 Data Flow Architecture

Our iPaaS acts as the central nervous system, orchestrating the secure and efficient flow of data between Dynamics 365 and Epicor P21. We prioritize an API-first, event-driven approach to ensure real-time responsiveness and maintain data integrity across both systems.

Data Flow Steps

Event Trigger/Polling: An event occurs in the source system (e.g., new Sales Order in D365, inventory change in P21) or iPaaS polls for changes.

Data Extraction: iPaaS connects to the source system's API (D365 Dataverse OData, P21 REST/Service Connect) to extract relevant entity data.

Data Transformation & Harmonization: Extracted data is mapped, cleansed, enriched, and transformed to match the target system's schema and business rules using the iPaaS's visual designer. AI-assisted mapping suggests optimal transformations.

Data Validation: Data undergoes rigorous validation against predefined rules and AI anomaly detection to ensure quality before loading into the target system.

Data Loading: Transformed and validated data is pushed to the target system via its respective APIs.

Error Handling & Notification: Any failures during extraction, transformation, or loading are logged, retried (for transient errors), routed to a dead-letter queue, and trigger alerts.

Confirmation & Reconciliation: Success or failure notifications are processed, and statuses are updated in the originating system or a centralized dashboard.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Payment Transaction, Vendor, Purchase Order, General Ledger Account.
Epicor P21: Customer, Sales Order, Inventory Item, Purchase Order, Vendor, Invoice (AR), Cash Receipt, Shipment, General Ledger Account, Warehouse.

"Dynamics 365 (Source) --[Event/API Call]--> iPaaS (Extract, Transform, Validate) --[API Call]--> Epicor P21 (Target) --> (Confirmation/Status Update) --> Dynamics 365. This flow is often bi-directional depending on the entity (e.g., Customer, Product) to maintain a single source of truth."

Pricing

Simple, transparent pricing for Dynamics 365 + Epicor P21.

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 Data Mapping for D365-P21 Integration

Accurate, consistent data mapping is foundational to a successful integration. Our iPaaS provides a visual canvas, coupled with AI-driven suggestions, to define precise transformations between Dynamics 365 and Epicor P21 entities, ensuring data integrity and business process continuity.

Account (D365) / Customer (P21)

Represents a business or individual customer. Critical for sales, service, and financial transactions.

Dynamics 365 Fields

accountid name accountnumber primarycontactid address1_composite creditlimit paymenttermscode

Epicor P21 Fields

CustomerID CustomerName Address1 City State Zip PhoneNum Email TaxExempt TermsCode CreditLimit

Mapping Notes

Often, `accountnumber` in D365 maps to `CustomerID` in P21 for unique identification. Address fields require parsing and standardization. `paymenttermscode` in D365 maps to `TermsCode` in P21. D365 `CreditLimit` should sync to P21 `CreditLimit` for consistent financial management.

Next Steps

See Dynamics 365 + Epicor P21 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 Cycle Automation

Automate the complete journey of an eCommerce order from Dynamics 365 Commerce/Sales into Epicor P21 for fulfillment, ensuring real-time inventory updates and seamless billing.

Integration Steps:

  1. 0 New order created in Dynamics 365 (e.g., from an eCommerce platform).
  2. 1 iPaaS extracts order details (customer, line items, shipping) from D365 via webhook/API.
  3. 2 Data transformed and validated for P21's schema.
  4. 3 Sales Order created in Epicor P21, reserving inventory.
  5. 4 P21 triggers fulfillment, and shipment details are synced back to D365.
  6. 5 Invoice generated in P21 upon shipment, and payment status updated in D365.

Business Outcome

Accelerated order processing, reduced manual entry errors, accurate inventory allocation, faster revenue recognition, and improved customer experience with real-time order status.

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 Order-to-Cash Automation
Automate the entire sales order lifecycle from Dynamics 365 (eCommerce, Sales) to Epicor P21 (fulfillment, invoicing, cash receipts), accelerating revenue recognition and improving cash flow.
Unified Customer 360 View
Synchronize customer and contact data between Dynamics 365 CRM and Epicor P21, providing sales, service, and finance teams with a consistent, comprehensive customer profile.
Accurate & Real-time Inventory
Maintain precise inventory levels by synchronizing product and stock data from Epicor P21 to Dynamics 365 (eCommerce, SCM), preventing overselling and optimizing stock management.
Automated Financial Reconciliation
Streamline financial processes by automatically posting sales invoices, payments, and general ledger entries from Dynamics 365-driven activities into Epicor P21.
Enhanced Operational Efficiency
Eliminate manual data entry, reduce human errors, and free up valuable staff time by automating routine data transfers and business workflows across both systems.
Rapid Integration Deployment
Leverage low-code/no-code tools and pre-built connectors to deploy robust integrations much faster than traditional coding methods, accelerating time-to-value.
AI-Driven Data Quality & Security
Benefit from AI-assisted mapping, anomaly detection, and robust security protocols (OAuth, TLS) to ensure data integrity and compliance across all integration points.
✨

Real-time Order-to-Cash Automation

25% Faster Order-to-Cash Cycle

📋 What You Get

Automate the entire sales order lifecycle from Dynamics 365 (eCommerce, Sales) to Epicor P21 (fulfillment, invoicing, cash receipts), accelerating revenue recognition and improving cash flow.

💼 Business Impact

This benefit directly contributes to 25% Faster improvement in Order-to-Cash Cycle, 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.) across all Dynamics 365 modules.
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts. Essential for synchronizing with P21's Customer entity.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders. Critical for eCommerce order ingestion and status updates.
GET/POST/PATCH /api/data/v9.x/products Manage product catalog and pricing. Used for syncing with P21 Inventory Items.
GET/POST/PATCH /api/data/v9.x/invoices Manage customer invoices. Essential for financial reconciliation.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from D365 Supply Chain Management.
GET/POST/PATCH /api/data/v9.x/msdyn_purchaseorders Manage purchase orders in D365 Supply Chain Management.

⚡ Transformation Logic

  • Data Type Conversion: e.g., String to Integer, Date format standardization.
  • Value Mapping: e.g., D365 `statuscode` enum 'Active' to P21 `OrderStatus` 'Open'.
  • Concatenation/Splitting: e.g., Combining D365 `firstname` and `lastname` to P21 `ContactName` or splitting D365 `address1_composite` into P21 individual address fields.
  • Lookup Tables: e.g., Mapping D365 `defaultuomid` to P21 `UOM` codes.
  • Conditional Logic: e.g., Apply a specific tax rate if `country` is 'USA' and `TaxExempt` is false.
  • Currency Conversion: Automated conversion for financial transactions based on exchange rates.

🛡️ Error Handling

  • Transient API Failure: iPaaS automatically retries with exponential backoff.
  • Data Validation Error: Message routed to dead-letter queue, alert sent, AI suggests data correction.
  • Authentication Failure: Alert sent, connection re-attempted with refreshed token.
  • Duplicate Record: Conflict resolution logic applied (e.g., update existing, ignore, or merge).
  • System Outage: Messages queued, processed once system is back online, alerts sent on queue buildup.
Support & Information

Frequently Asked Questions

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

General Integration FAQs

▸ What is the best way to integrate Dynamics 365 with Epicor P21?
The optimal approach is to use a modern Integration Platform as a Service (iPaaS). An iPaaS provides pre-built connectors for both Dynamics 365 and Epicor P21, supports API-first and event-driven architectures, offers low-code/no-code development, and includes robust features for data mapping, error handling, and monitoring. This ensures secure, scalable, and real-time data synchronization.

Technical Capabilities FAQs

▸ Can I achieve real-time synchronization for orders and inventory between D365 and P21?
Absolutely. By leveraging Dynamics 365's Dataverse webhooks and Epicor P21's REST APIs (or smart polling via iPaaS for older versions), you can establish event-driven workflows that enable near real-time updates for sales orders, inventory levels, customer profiles, and more. This prevents overselling, accelerates order fulfillment, and ensures data consistency.

Data Quality & Error Handling FAQs

▸ How are data inconsistencies and errors handled during D365-P21 integration?
Our iPaaS implements a multi-layered error handling strategy. This includes AI-driven anomaly detection during data transformation, automatic retries with exponential backoff for transient errors, routing persistent failures to a dead-letter queue for manual review, and automated alerts to notify relevant teams. Configurable conflict resolution rules also manage discrepancies in bi-directional syncs.

Security & Compliance FAQs

▸ What are the key security considerations for D365-P21 integrations?
Security is paramount. Key considerations include using Azure AD OAuth 2.0 for Dynamics 365 and token-based authentication for Epicor P21, ensuring all data in transit uses TLS 1.2+ encryption, encrypting data at rest within the iPaaS, implementing the principle of least privilege for API access, redacting sensitive information from logs, and adhering to compliance standards like GDPR, CCPA, and PCI DSS.

AI & Automation FAQs

▸ Can AI assist in mapping and error handling for D365-P21 integrations?
Yes, AI significantly enhances integration capabilities. Our AI co-pilot can suggest optimal field mappings between D365 and P21 schemas, detect anomalies in incoming data, recommend data cleansing rules, and even propose corrective actions for common integration errors. This accelerates development, improves data quality, and reduces manual intervention.

Performance & Scalability FAQs

▸ How do you manage Dynamics 365 and Epicor P21 API rate limits?
Our iPaaS is designed to proactively manage API rate limits for both systems. It employs intelligent queuing, dynamic throttling (with exponential backoff), and batching strategies to optimize API call volumes, ensuring high throughput while preventing 'Too Many Requests' errors and maintaining system stability.

Data Entities FAQs

▸ What common entities are typically integrated between Dynamics 365 and Epicor P21?
Commonly integrated entities include: Customer/Account, Sales Order (and line items), Product/Inventory Item, Vendor, Purchase Order, Invoice, Cash Receipt, and General Ledger Account. The specific entities depend on the business workflows being automated.

Low-Code/No-Code FAQs

▸ Is low-code/no-code suitable for complex ERP/CRM integrations like D365-P21?
Absolutely. Modern iPaaS platforms offer powerful low-code/no-code interfaces capable of designing and managing highly complex D365-P21 workflows, including conditional logic, intricate data transformations, and multi-system orchestration. This empowers business users and citizen integrators, democratizing integration and accelerating automation initiatives without extensive coding.
Pricing

Simple, transparent pricing for Dynamics 365 + Epicor P21.

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 P21 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