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Connect™

Unify Dynamics 365 & Infor CloudSuite: Intelligent Automation for Your Enterprise

Break down data silos, accelerate workflows, and gain a 360-degree view of your business with a powerful, AI-enhanced integration platform.

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The Challenge

The Challenge of Disconnected Dynamics 365 & Infor CloudSuite Systems

Operating Dynamics 365 and Infor CloudSuite as separate, siloed systems creates significant operational inefficiencies, data inconsistencies, and hinders strategic decision-making. Businesses often grapple with manual processes that are slow, error-prone, and resource-intensive.

  • Manual data entry and reconciliation between sales, finance, and operations.
  • Delayed or inaccurate financial reporting due to fragmented data.
  • Inconsistent customer and product master data across systems.
  • Lack of real-time inventory visibility leading to overselling or stockouts.
  • Slow order-to-cash and procure-to-pay cycles impacting cash flow.
  • Compliance risks from disparate data handling and audit trails.
  • High IT overhead for custom, point-to-point integrations that are fragile and hard to maintain.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Dynamics 365 & Infor CloudSuite Integration with AI-Powered iPaaS

Our intelligent iPaaS (Integration Platform as a Service) provides the crucial link between Dynamics 365 and Infor CloudSuite, transforming disconnected systems into a cohesive, automated ecosystem. By leveraging powerful connectors, visual workflow designers, and AI capabilities, we enable real-time data synchronization and streamline complex business processes across your entire enterprise.

  • Pre-built, robust connectors for Dynamics 365 (Dataverse) and Infor CloudSuite (Infor OS/ION).
  • Event-driven architecture for real-time data flow and immediate updates.
  • Visual drag-and-drop interface for low-code/no-code workflow creation.
  • AI-assisted data mapping and transformation engine.
  • Centralized monitoring, logging, and error handling dashboards.
Implementation Timeline

Go live with Dynamics 365 + Infor CloudSuite 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 Infor CloudSuite, 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 + Infor CloudSuite 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, robust connectors for Dynamics 365 (Dataverse) and Infor CloudSuite (Infor OS/ION).
  • Event-driven architecture for real-time data flow and immediate updates.
  • Visual drag-and-drop interface for low-code/no-code workflow creation.
  • AI-assisted data mapping and transformation engine.
  • Centralized monitoring, logging, and error handling dashboards.
  • Secure credential management and robust access control.
  • Scalable infrastructure to handle peak transaction volumes.
  • Comprehensive support for Infor ION Business Object Documents (BODs).

Technical Integration Details: Dynamics 365 & Infor CloudSuite

Our iPaaS solution provides a sophisticated, API-first approach to integrate Dynamics 365 and Infor CloudSuite. It leverages the strengths of both platforms' APIs and eventing mechanisms to ensure secure, scalable, and real-time data exchange.

Data Flow Steps

Authentication & Connection: Securely establish connections using OAuth 2.0 (Azure AD for D365, Infor OS for CloudSuite).

Event Triggering: Configure webhooks or Dataverse events in Dynamics 365, and subscribe to Infor ION Business Object Documents (BODs) or use API polling for event detection.

Data Extraction: Extract relevant data from the source system using optimized API calls (e.g., OData queries for D365, REST calls for Infor).

Data Transformation: Utilize the iPaaS's visual mapping engine to transform data structures and values, ensuring compatibility between systems. AI assists in complex transformations.

Data Validation: Apply business logic and data quality rules to ensure data integrity before sending to the target system.

Data Loading: Insert or update records in the target system via its respective APIs, employing batching for efficiency where appropriate.

Error Handling & Monitoring: Implement robust retry mechanisms, dead-letter queues, and real-time alerts for any integration failures.

Status Updates: Synchronize transaction statuses (e.g., order status, invoice payment status) back to the originating system.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Vendor, Purchase Order, General Ledger Account, Payment Transaction (custom)
Infor CloudSuite: Customer, Product / Item, Sales Order, Purchase Order, Invoice (Customer/Vendor), Inventory, Payment, General Ledger Entry, Vendor, Employee

"Dynamics 365 (Source) --[Event/API Trigger]--> iPaaS --[Data Transform & Validate]--> Infor CloudSuite (Target) --[Infor ION/API Response]--> iPaaS --[Status Update/Error Handling]--> Dynamics 365 (Source)"

Pricing

Simple, transparent pricing for Dynamics 365 + Infor CloudSuite.

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 & Field-Level Mapping between Dynamics 365 and Infor CloudSuite

Achieving seamless integration requires meticulous mapping of common business entities. Our iPaaS provides a visual canvas and AI assistance to ensure accurate and consistent data flow, addressing schema differences and business logic requirements.

Customer / Account

Synchronizes customer master data, ensuring a unified view for sales, service, and finance.

Dynamics 365 Fields

[field, accountid],[type, GUID],[notes, Unique identifier for D365 Account.] [field, name],[type, String],[notes, Company/Account Name.] [field, accountnumber],[type, String],[notes, Customer Account Number.] [field, primarycontactid],[type, Lookup],[notes, Link to primary Contact.] [field, address1_composite],[type, String],[notes, Formatted address string. Requires parsing.] [field, creditlimit],[type, Decimal],[notes, Credit limit for the customer.] [field, paymenttermscode],[type, OptionSet],[notes, Payment terms reference.]

Infor CloudSuite Fields

[field, customerID],[type, String],[notes, Unique identifier for Infor Customer.] [field, customerName],[type, String],[notes, Customer Name.] [field, addressLine1],[type, String],[notes, Street address.] [field, city],[type, String] [field, state],[type, String] [field, zipCode],[type, String] [field, country],[type, String] [field, email],[type, String] [field, phone],[type, String] [field, taxID],[type, String] [field, creditLimit],[type, Decimal] [field, paymentTerms],[type, String],[notes, Payment terms code/description.]

Mapping Notes

Dynamics 365 `accountid` maps to Infor `customerID` (or custom external ID field). `address1_composite` from D365 needs parsing into individual Infor address fields. `creditlimit` and `paymenttermscode` are critical for financial alignment and often flow bi-directionally. Deduplication logic based on `accountnumber` or `name` is essential during sync.

Next Steps

See Dynamics 365 + Infor CloudSuite 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 & Financial Posting

Automate the complete lifecycle of an eCommerce order from Dynamics 365 Sales/Commerce into Infor CloudSuite ERP, including inventory allocation, shipment initiation, and invoice generation, with real-time status updates.

Integration Steps:

  1. 0 New Sales Order created in Dynamics 365 from eCommerce.
  2. 1 iPaaS triggers on D365 Sales Order creation, fetching order details and line items.
  3. 2 Customer and Product data validated/synchronized between D365 and Infor CloudSuite.
  4. 3 Sales Order created in Infor CloudSuite, reserving inventory.
  5. 4 Infor CloudSuite initiates fulfillment, and shipment details are updated.
  6. 5 iPaaS captures Infor CloudSuite shipment status and updates D365 Sales Order.
  7. 6 Invoice generated in Infor CloudSuite; iPaaS posts it to D365 Finance or records payment status.

Business Outcome

Streamlined order processing, accurate inventory, rapid fulfillment, and precise financial reporting.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Real-time Operational Visibility
Gain immediate insights into sales, finance, and inventory across Dynamics 365 and Infor CloudSuite. Make data-driven decisions with confidence.
Accelerated Business Cycles
Automate order-to-cash and procure-to-pay, significantly reducing processing times and improving cash flow.
Enhanced Data Accuracy & Consistency
Eliminate manual data entry errors and maintain a single source of truth for customer, product, and financial master data.
Reduced Operational Costs
Automate repetitive tasks, freeing up valuable resources and minimizing the need for manual reconciliation.
Improved Customer & Vendor Experience
Provide accurate order statuses, faster service, and streamlined interactions for all stakeholders.
Faster Financial Close
Automate GL postings and reconciliation, enabling quicker, more accurate period-end closing.
Scalability & Agility for Growth
Easily adapt to changing business needs and scale your operations without complex, custom coding.
✨

Real-time Operational Visibility

30% Faster Decision Making

📋 What You Get

Gain immediate insights into sales, finance, and inventory across Dynamics 365 and Infor CloudSuite. Make data-driven decisions with confidence.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Decision Making, 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 Dataverse entities (Accounts, Contacts, Products, Sales Orders, Invoices, etc.).
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: Convert D365 GUIDs to Infor string IDs, D365 OptionSets to Infor string enums.
  • Field Concatenation/Splitting: Combine D365 first/last name to Infor full name, split D365 composite addresses.
  • Lookup Resolution: Resolve D365 lookup references (e.g., `customerid`) to corresponding Infor IDs.
  • Conditional Logic: Apply rules like 'if D365 status is 'Completed', then Infor status is 'Closed'.'
  • Default Values: Assign default values for missing optional fields.
  • Currency Conversion: Handle multi-currency transactions with exchange rate lookups.
  • AI-Assisted Mapping: Leverage AI to suggest complex transformations and data cleansing routines.

🛡️ Error Handling

  • Transient API Failures: Network timeouts, temporary service unavailability (handled by retries).
  • Data Validation Errors: Missing required fields, invalid data formats (routed to DLQ, alerted).
  • Business Logic Errors: Inconsistent pricing, invalid customer IDs (routed to DLQ, alerted).
  • Duplicate Records: Attempting to create an existing record (handled by upsert logic or conflict resolution).
  • Rate Limit Exceeded: API calls throttled (handled by dynamic throttling, queuing).
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 Infor CloudSuite?
The optimal approach is to use a modern iPaaS (Integration Platform as a Service) that provides robust, pre-built connectors for both Dynamics 365 (Dataverse) and Infor CloudSuite (Infor OS/ION). This enables an API-first, event-driven integration strategy for real-time data synchronization and complex workflow orchestration.

AI & iPaaS FAQs

▸ How does AI enhance Dynamics 365 and Infor CloudSuite integrations?
AI significantly enhances integrations by providing intelligent capabilities such as automated field mapping suggestions, anomaly detection in data (e.g., flagging unusual invoice amounts), intelligent document processing for vendor invoices, predictive insights for inventory or demand, and AI-assisted testing of integration workflows. This moves workflows from automated to autonomous.

Low-Code/No-Code FAQs

▸ Can I use low-code/no-code tools to build integrations between these systems?
Absolutely. Modern iPaaS platforms offer extensive low-code/no-code capabilities, allowing business analysts and citizen integrators to visually design, build, and deploy sophisticated workflows between Dynamics 365 and Infor CloudSuite without extensive coding. This accelerates automation and reduces IT dependency.

Financial Integration FAQs

▸ What are the common challenges when integrating Dynamics 365 Finance with Infor CloudSuite ERP?
Common challenges include reconciling payment transactions, ensuring accurate General Ledger postings (especially with complex account segments), handling multi-currency transactions, and achieving real-time financial reporting. A robust iPaaS mitigates these by providing strong data validation, automated reconciliation logic, and secure handling of financial data.

Security & Compliance FAQs

▸ How do I ensure data security and compliance during these integrations?
Security and compliance are paramount. Best practices include using Azure AD OAuth 2.0 for Dynamics 365 and Infor OS OAuth 2.0 for Infor CloudSuite, encrypting data in transit (TLS 1.2+) and at rest, implementing the principle of least privilege, redacting sensitive information from logs, and ensuring your iPaaS adheres to regulations like GDPR, CCPA, and PCI DSS.

Infor Specific FAQs

▸ What role does Infor ION play in CloudSuite integration with an iPaaS?
Infor ION (Intelligent Open Network) is Infor's middleware for event-driven communication using Business Object Documents (BODs). When integrating with an iPaaS, ION acts as a powerful messaging bus. The iPaaS can subscribe to ION events (e.g., 'New Sales Order' BOD) or publish BODs to ION, orchestrating complex workflows and ensuring real-time data flow across Infor CloudSuite and external systems.

Performance & APIs FAQs

▸ How are API rate limits managed for Dynamics 365 and Infor CloudSuite integrations?
Both Dynamics 365 and Infor CloudSuite have API rate limits. Our iPaaS manages these through intelligent strategies like request queuing, dynamic throttling with exponential backoff, batching operations where possible, and prioritizing event-driven updates. Proactive monitoring dashboards provide visibility into API consumption to prevent hitting limits.

Customization FAQs

▸ Can custom fields and entities be integrated between Dynamics 365 and Infor CloudSuite?
Yes, our iPaaS fully supports the integration of custom fields and entities from Dynamics 365 (Dataverse) and custom fields/UDFs from Infor CloudSuite. The visual mapping engine and AI assistance make it easy to include these custom data points in your integration flows, ensuring your unique business requirements are met.
Pricing

Simple, transparent pricing for Dynamics 365 + Infor CloudSuite.

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 + Infor CloudSuite 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