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Unify Dynamics 365 & Sage 100: Your Path to Intelligent Automation

Break down data silos and drive operational excellence with a seamless, AI-powered integration between your Microsoft Dynamics 365 suite and Sage 100 ERP.

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The Challenge

The Disconnect: Why Dynamics 365 and Sage 100 Silos Hurt Your Business

Operating Dynamics 365 for CRM, Sales, or Supply Chain and Sage 100 for core accounting and ERP in isolation creates significant operational friction. Manual data transfers, outdated information, and disjointed workflows lead to inefficiencies, errors, and a fragmented view of your business.

  • Manual data entry between systems is time-consuming and error-prone.
  • Delayed visibility into sales orders, inventory, and financial data.
  • Inconsistent customer and vendor records across departments.
  • Challenges in reconciling financial data and closing periods efficiently.
  • Lack of real-time insights for critical business decisions.
  • Difficulty scaling operations due to integration bottlenecks.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Integration for Dynamics 365 and Sage 100

Our iPaaS-driven integration solution seamlessly connects Microsoft Dynamics 365 (Sales, Finance, SCM) with Sage 100 (Accounting, ERP), creating an intelligent, automated ecosystem. By leveraging pre-built connectors, low-code/no-code workflows, and AI capabilities, we ensure real-time data synchronization, streamline critical business processes, and provide a unified view of your operations.

  • Bidirectional Data Synchronization: Keep customer, order, product, and financial data consistent.
  • Real-time Event-Driven Workflows: React instantly to business events across systems.
  • Advanced Data Mapping & Transformation: Handle complex data structures and business rules.
  • Comprehensive Error Handling & Monitoring: Proactive issue detection and resolution.
  • Scalable & Secure Architecture: Built for growth and compliance.
Implementation Timeline

Go live with Dynamics 365 + Sage 100 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 Sage 100, 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 + Sage 100 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bidirectional Data Synchronization: Keep customer, order, product, and financial data consistent.
  • Real-time Event-Driven Workflows: React instantly to business events across systems.
  • Advanced Data Mapping & Transformation: Handle complex data structures and business rules.
  • Comprehensive Error Handling & Monitoring: Proactive issue detection and resolution.
  • Scalable & Secure Architecture: Built for growth and compliance.
  • AI-Powered Automation: Intelligent data validation, mapping, and anomaly detection.
  • Low-Code/No-Code Platform: Empower business users to build and manage integrations.

Technical Integration Details: How Dynamics 365 Connects with Sage 100

Our robust iPaaS acts as the intelligent middleware, orchestrating a secure and efficient data exchange between Dynamics 365's modern API surface (Dataverse) and Sage 100's underlying Business Object Interface (BOI) and ODBC/SQL capabilities. This ensures data consistency, transactional integrity, and high performance across your enterprise applications.

Data Flow Steps

Secure Authentication: Establish secure connections using Azure AD OAuth 2.0 for Dynamics 365 and dedicated service accounts for Sage 100 (BOI/ODBC).

Event Triggering: Configure event listeners (Dynamics 365 webhooks, Dataverse events, or Sage 100 Change Data Capture via iPaaS) for real-time data change detection.

Data Extraction: Extract relevant data from the source system (e.g., new Sales Order from Dynamics 365 Sales, updated inventory from Sage 100).

Transformation & Validation: Apply complex business logic, data type conversions, lookups, and AI-assisted validation within the iPaaS mapping engine.

Data Loading: Ingest the transformed data into the target system (e.g., create SOSalesOrderHeader in Sage 100, update msdyninventoryonhands in Dynamics 365).

Error Handling & Monitoring: Log all transactions, manage retries for transient errors, route persistent failures to dead-letter queues, and alert stakeholders.

Data Touchpoints

Dynamics 365 Account <-> Sage 100 AR_Customer
Dynamics 365 Contact <-> Sage 100 AR_Customer
Dynamics 365 Product <-> Sage 100 CI_Item
Dynamics 365 Sales Order / Sales Order Detail <-> Sage 100 SOSalesOrderHeader / SOSalesOrderDetail
Dynamics 365 msdyninventoryonhands <-> Sage 100 IMItemWarehouse
Dynamics 365 Vendor <-> Sage 100 AP_Vendor
Dynamics 365 Purchase Order <-> Sage 100 PO_PurchaseOrderHeader
Dynamics 365 Invoice <-> Sage 100 AP_InvoiceHeader
Dynamics 365 General Ledger Account <-> Sage 100 GL_Account
Dynamics 365 (Payment Transaction via Invoice) <-> Sage 100 AR_CashReceipts

"The integration architecture involves a central iPaaS platform. Dynamics 365 (Sales, Finance, SCM) communicates with the iPaaS via its OData v4 REST APIs and Webhooks. Sage 100 communicates with the iPaaS via specialized connectors that wrap its Business Object Interface (BOI) for transactional writes and ODBC/SQL for reads. Data flows bidirectionally for core entities like Customers, Products, Sales Orders, and Inventory, orchestrated by event-driven triggers and robust transformation rules within the iPaaS."

Pricing

Simple, transparent pricing for Dynamics 365 + Sage 100.

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

Seamless data flow between Dynamics 365 and Sage 100 relies on precise mapping of core business entities. Our iPaaS provides a visual canvas with AI assistance to simplify this complex process, ensuring data integrity and consistency.

Customer / Account

Synchronizes customer master data, including contact information, addresses, and credit terms, ensuring a unified view across sales, service, and finance.

Dynamics 365 Fields

Account (accountid, name, accountnumber, address1_composite) Contact (contactid, firstname, lastname, emailaddress1, parentcustomerid)

Sage 100 Fields

AR_Customer (CustomerNo, CustomerName, AddressLine1, City, State, AccountStatus, CreditLimit, EmailAddress)

Mapping Notes

Dynamics 365 'Account' typically maps to Sage 100 'ARCustomer'. 'Contact' can be mapped to customer contacts or additional fields. Ensure unique 'accountnumber' / 'CustomerNo' for matching. Address parsing from 'address1composite' to Sage's structured address fields is crucial.

Next Steps

See Dynamics 365 + Sage 100 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 Automation

Automate the complete sales order lifecycle from a Dynamics 365-connected eCommerce platform into Sage 100, including customer creation, order entry, inventory allocation, and financial posting. Status updates are pushed back to Dynamics 365 and the storefront.

Integration Steps:

  1. 0 Customer places order on eCommerce platform (integrated with D365 Sales/Commerce).
  2. 1 Dynamics 365 Sales Order (SalesOrder) is created.
  3. 2 iPaaS triggers on new D365 Sales Order.
  4. 3 New Customer (AR_Customer) is created in Sage 100, or existing customer updated, from D365 Account/Contact.
  5. 4 Sales Order Header (SOSalesOrderHeader) and Sales Order Details (SOSalesOrderDetail) are created in Sage 100, referencing Sage 100 Item Codes (CI_Item).
  6. 5 Inventory levels (IMItemWarehouse) are committed/allocated in Sage 100, and updated in D365 (msdyninventoryonhands).
  7. 6 Order status updates from Sage 100 (e.g., 'Shipped') are synced back to D365 and the eCommerce platform.

Business Outcome

Reduced manual order entry errors, faster order fulfillment, real-time inventory visibility for customers, improved cash flow.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Streamlined Order-to-Cash Cycle
Automate sales order processing from Dynamics 365 to Sage 100, eliminating manual data entry and accelerating fulfillment. Reduce order processing time by up to 80%.
Real-time Inventory Accuracy
Synchronize inventory levels between Dynamics 365 SCM and Sage 100 (IM_ItemWarehouse) in real-time, preventing overselling and optimizing stock. Achieve 99% inventory accuracy.
Unified Customer & Vendor View
Maintain consistent customer (ARCustomer) and vendor (APVendor) data across both systems, providing a 360-degree profile for sales, service, and finance. Improve data quality by 70%.
Accelerated Financial Close
Automate financial data reconciliation and GL postings, reducing manual effort and accelerating your financial period close. Reduce close time by 50%.
Reduced Operational Costs
Eliminate manual tasks, reduce errors, and optimize resource allocation, leading to significant savings in operational expenses. Cut operational costs by 25%.
Enhanced Data Integrity & Compliance
Ensure data consistency and accuracy with robust validation, error handling, and audit trails, supporting compliance with regulations like GDPR and PCI DSS. Achieve 100% data auditability.
Empowered Business Agility
Leverage low-code/no-code tools to quickly adapt and deploy new integrations, responding faster to market changes without heavy IT dependency. Accelerate integration deployment by 4x.
✨

Streamlined Order-to-Cash Cycle

80% Reduction in order processing time

📋 What You Get

Automate sales order processing from Dynamics 365 to Sage 100, eliminating manual data entry and accelerating fulfillment. Reduce order processing time by up to 80%.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in order processing time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics 365 + Sage 100 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 Sage 100, 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 + Sage 100 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, Sales Orders, Products, Invoices, etc.).
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts and related details.
GET/POST/PATCH /api/data/v9.x/salesorders Create, update, and retrieve sales order headers and details.
GET/POST/PATCH /api/data/v9.x/products Synchronize product catalog and pricing information.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from Supply Chain Management.

⚡ Transformation Logic

  • Data Type Conversion: Convert Dynamics 365 GUIDs to Sage 100 string keys. Convert date/time formats.
  • Value Mapping: Map picklist values (e.g., 'Order Status' from D365 to 'OrderStatus' in Sage 100).
  • Field Concatenation/Splitting: Combine 'FirstName' and 'LastName' for 'CustomerName'. Split D365 composite addresses.
  • Lookup Tables: Use iPaaS lookup tables for complex mappings (e.g., D365 Product Category to Sage 100 Product Line).
  • Default Values: Assign default values if a source field is empty but required in the target.
  • Conditional Logic: Apply different transformations based on specific data conditions (e.g., apply a discount if customer is VIP).

🛡️ Error Handling

  • Transient Errors: Network timeouts, temporary API unavailability (handled by retries).
  • Data Validation Errors: Missing required fields, incorrect data types (routed to DLQ, alerts).
  • Business Logic Errors: Product not found in Sage 100, invalid customer number (routed to DLQ, alerts).
  • API Rate Limit Exceeded: (Handled by throttling and queuing).
  • Duplicate Record Creation: (Handled by idempotent design and deduplication logic).
  • Referential Integrity Issues: Attempting to create a Sales Order with a non-existent CustomerNo (flagged immediately).
Pricing

Simple, transparent pricing for Dynamics 365 + Sage 100.

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 primary benefit of integrating Dynamics 365 with Sage 100?
The primary benefit is achieving a unified view of your business operations and data. This eliminates manual data entry, reduces errors, accelerates critical workflows like Order-to-Cash and inventory management, and provides real-time insights for better decision-making across sales, finance, and supply chain.

Technical FAQs

▸ How does your solution handle Sage 100's lack of a native REST API?
Our iPaaS provides a specialized connector that abstracts Sage 100's underlying Business Object Interface (BOI) and ODBC/SQL access. This effectively wraps these traditional interfaces, exposing them as API-like endpoints within our platform, allowing for modern, reliable, and secure integration without custom coding for each interaction.

Use Cases FAQs

▸ Can I automate my eCommerce orders from Dynamics 365 to Sage 100?
Absolutely. Our solution enables full automation of the eCommerce Order-to-Cash cycle. Orders originating from your Dynamics 365-connected eCommerce platform will automatically create customers (ARCustomer) and sales orders (SOSalesOrderHeader/Detail) in Sage 100, update inventory (IM_ItemWarehouse), and synchronize order status back to Dynamics 365 and your storefront.

AI Features FAQs

▸ How does AI enhance this Dynamics 365 and Sage 100 integration?
AI significantly enhances the integration by providing intelligent field mapping suggestions, detecting anomalies in data (e.g., unusual invoice amounts, conflicting customer data), suggesting data validation rules, and assisting in automated error resolution. This moves workflows from simple automation to more autonomous, intelligent operations.

Security & Compliance FAQs

▸ What kind of data security and compliance features are in place?
Security is paramount. We use Azure AD OAuth 2.0 for Dynamics 365 authentication, dedicated service accounts for Sage 100 with least privilege, TLS 1.2+ encryption for data in transit, and AES-256 for data at rest. Sensitive data is redacted from logs, and our platform adheres to standards like GDPR, CCPA, and PCI DSS, with comprehensive audit trails.

Low-Code FAQs

▸ Can business users create and manage these integrations without coding?
Yes, our iPaaS offers extensive low-code/no-code capabilities. Business users and citizen integrators can leverage a visual, drag-and-drop interface with pre-built connectors and AI assistance to design, build, and manage sophisticated Dynamics 365 and Sage 100 workflows without needing deep programming knowledge, accelerating automation initiatives.

Data Quality FAQs

▸ How do you handle potential duplicate customer or product records?
Our integration employs robust deduplication logic. For customers, we use unique identifiers (e.g., Dynamics 365 `accountnumber` to Sage 100 `CustomerNo`) and can leverage AI to identify potential duplicates based on name/address similarities. For products, `productnumber` and `ItemCode` are key. Configurable rules determine whether to update existing records or flag new ones for review.

Error Handling FAQs

▸ What happens if an integration fails?
Our solution includes a multi-tiered error handling strategy. Transient errors trigger automatic retries with exponential backoff. Persistent failures are routed to a dead-letter queue for manual inspection and reprocessing. Automated alerts notify relevant teams of critical issues, ensuring proactive resolution and data integrity. AI can also assist in analyzing and suggesting fixes for recurring errors.
Implementation Timeline

Go live with Dynamics 365 + Sage 100 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 Sage 100, 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 + Sage 100 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 + Sage 100.

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 + Sage 100 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