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Unlock Unified Business Operations: Dynamics 365 and Sage 300 Integration

Connect your Sales, CRM, Supply Chain, and Finance with Core Financials for Real-time Data Flow and Enhanced Efficiency.

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The Challenge

The Cost of Disconnected Operations: Dynamics 365 & Sage 300 Silos

Operating Dynamics 365 (for CRM, Sales, SCM) and Sage 300 (for core accounting and ERP) as separate systems creates significant operational hurdles. Businesses struggle with data inconsistencies, manual processes, and delayed insights that impede growth and decision-making.

  • Manual Data Entry & Duplication: Re-keying customer, order, product, and invoice data between systems.
  • Inaccurate Inventory Levels: Discrepancies between D365 SCM and Sage 300 IC lead to overselling or stockouts.
  • Delayed Financial Reporting: Slow reconciliation of sales, purchases, and GL entries impacts period close.
  • Fragmented Customer View: Sales and service teams in D365 lack up-to-date financial status from Sage 300.
  • Inefficient Procure-to-Pay: Manual processing of vendor invoices and purchase orders causes delays and errors.
  • Compliance Risks: Lack of audit trails and consistent data governance across systems.
Integration Diagram
Solution Illustration
The Solution

Seamless Connectivity: Unifying Dynamics 365 and Sage 300 with an AI-Powered iPaaS

Our advanced iPaaS solution provides the intelligent bridge between Dynamics 365 and Sage 300, creating a harmonized ecosystem where data flows freely, accurately, and in real-time. By automating complex workflows and leveraging AI, we transform your operations from reactive to proactive, ensuring consistency and efficiency across your entire enterprise.

  • Pre-built, configurable connectors for Dynamics 365 and Sage 300.
  • Visual drag-and-drop workflow designer for rapid integration development.
  • AI-assisted data mapping and transformation engine.
  • Real-time and scheduled synchronization capabilities.
  • Robust error handling, logging, and alerting mechanisms.
Implementation Timeline

Go live with Dynamics 365 + Sage 300 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 300, 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 300 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, configurable connectors for Dynamics 365 and Sage 300.
  • Visual drag-and-drop workflow designer for rapid integration development.
  • AI-assisted data mapping and transformation engine.
  • Real-time and scheduled synchronization capabilities.
  • Robust error handling, logging, and alerting mechanisms.
  • Scalable, cloud-native architecture for high-volume data processing.
  • Comprehensive security and compliance features.

Technical Integration Details: Dynamics 365 & Sage 300 Connectivity

Our iPaaS provides a robust and secure framework for connecting Dynamics 365 and Sage 300, leveraging their native API capabilities and implementing best practices for data exchange, security, and performance.

Data Flow Steps

Authentication Handshake: Securely authenticate with Dynamics 365 using Azure AD OAuth 2.0 (client credentials flow) and with Sage 300 using service accounts and API keys/tokens, managed by the iPaaS's credential vault.

Event Triggering: Utilize Dynamics 365 webhooks or Dataverse events for real-time change detection. For Sage 300, employ optimized polling mechanisms or custom SDK extensions to detect and publish events.

Data Extraction: Extract relevant data from source systems using efficient API calls, leveraging change tracking for Dynamics 365 to fetch only delta updates.

Data Transformation & Harmonization: Apply visual mapping and transformation rules within the iPaaS to convert data between Dynamics 365's Common Data Model and Sage 300's schema, handling data types, formats, and lookups.

Validation & Business Logic: Implement pre-posting validation rules (e.g., credit limit checks, mandatory fields) and custom business logic (e.g., GL account derivations) within the iPaaS.

Data Loading: Ingest transformed and validated data into the target system via API calls (e.g., Dynamics 365 OData PATCH/POST, Sage 300 PUT/POST), utilizing batching for efficiency.

Error Handling & Monitoring: Log all transactions, implement retry mechanisms for transient errors, route persistent failures to dead-letter queues, and provide real-time monitoring and alerting.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Payment Transaction (custom), Vendor, Purchase Order, General Ledger Account.
Sage 300: Customer (AR), Item (IC), Sales Order (OE), Purchase Order (PO), AP Invoice, AR Invoice, Payment (AR/AP), General Ledger Entry, Shipment (IC), Vendor (AP).

"Dynamics 365 (Event/API) <--> iPaaS (Transform, Validate, Orchestrate) <--> Sage 300 (API/SDK)"

Pricing

Simple, transparent pricing for Dynamics 365 + Sage 300.

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 for Dynamics 365 and Sage 300

Achieving robust integration relies on precise mapping and transformation of core business entities. Our iPaaS provides visual tools and AI assistance to ensure data integrity and consistency between Dynamics 365 and Sage 300.

Customer / Account

Synchronizes customer records critical for sales, billing, and relationship management. 'Account' in Dynamics 365 maps to 'Customer (AR Customer)' in Sage 300.

Dynamics 365 Fields

accountid name accountnumber primarycontactid address1_composite emailaddress1 telephone1 creditlimit

Sage 300 Fields

CustomerID CustomerName AddressLine1 City State/Province Zip/PostalCode Country ContactName Email Phone TermsCode CreditLimit CustomerType

Mapping Notes

CustomerID/accountnumber are crucial for cross-system identification. Address fields require parsing for composite types. Ensure 'TermsCode' and 'CreditLimit' are consistently managed, often master-controlled in Sage 300.

Next Steps

See Dynamics 365 + Sage 300 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 entire order fulfillment and billing process, from customer checkout on an eCommerce platform (managed by Dynamics 365 Commerce/Sales) to financial posting in Sage 300.

Integration Steps:

  1. 0 New order placed on eCommerce platform, captured by Dynamics 365 Sales/Commerce.
  2. 1 Dynamics 365 Sales Order (and associated Account/Contact) is created/updated.
  3. 2 iPaaS triggers, extracts Sales Order and Line Item data from Dynamics 365.
  4. 3 Data is transformed and validated, then a corresponding Sales Order (OE Sales Order) is created in Sage 300.
  5. 4 Inventory levels (IC Item QuantityOnHand) are updated in Sage 300 to reflect the sale.
  6. 5 Upon shipment from Dynamics 365 SCM/WMS, Sage 300 IC Shipment is updated, triggering AR Invoice generation.
  7. 6 Payment from customer recorded in Dynamics 365 (via custom Payment Transaction entity) is synced to Sage 300 AR Receipts.
  8. 7 Order status and tracking information are synchronized back to Dynamics 365 for customer communication.

Business Outcome

Accelerated order fulfillment, real-time inventory accuracy, faster cash conversion, reduced manual data entry and errors, improved customer satisfaction.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Automated Order-to-Cash Cycle
Streamline new sales orders from Dynamics 365 Sales or Commerce directly into Sage 300 Order Entry, ensuring immediate processing and accurate invoicing. This accelerates revenue recognition and reduces manual overhead.
Real-time Inventory Accuracy
Synchronize inventory levels between Dynamics 365 Supply Chain Management and Sage 300 Inventory Control in near real-time. Prevent overselling, optimize stock levels, and improve fulfillment rates across all channels.
Unified Customer & Vendor 360
Maintain consistent customer (Account/AR Customer) and vendor (Vendor/AP Vendor) profiles across Dynamics 365 and Sage 300. Empower sales, service, and finance teams with a complete, up-to-date view.
Accelerated Financial Close
Automate the transfer of invoices, payments, and general ledger entries from Dynamics 365 Finance to Sage 300's core accounting modules. This significantly reduces reconciliation efforts and shortens the financial close cycle.
Reduced Manual Errors & Costs
Eliminate the need for manual data entry and re-keying between systems. Our intelligent validation and automation capabilities drastically cut down on human errors, saving time and reducing operational costs.
Enhanced Reporting & Analytics
Gain a holistic view of your business by integrating financial, sales, and operational data. Leverage combined insights from Dynamics 365 and Sage 300 for more accurate forecasting and strategic decision-making.
Scalable & Future-Proof Architecture
Built on a robust iPaaS, the integration scales with your business needs. Easily add new systems or modify workflows without extensive recoding, ensuring your integration solution grows with you.
✨

Automated Order-to-Cash Cycle

30% Faster Order Processing

📋 What You Get

Streamline new sales orders from Dynamics 365 Sales or Commerce directly into Sage 300 Order Entry, ensuring immediate processing and accurate invoicing. This accelerates revenue recognition and reduces manual overhead.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Order Processing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics 365 + Sage 300 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 300, 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 300 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 /api/data/v9.x/accounts Manage customer accounts. Essential for synchronizing customer profiles from D365 Sales/CRM to Sage 300 AR Customer.
GET, POST, PATCH /api/data/v9.x/salesorders Manage sales orders. Crucial for pushing eCommerce orders from D365 to Sage 300 OE Sales Order.
GET, POST, PATCH /api/data/v9.x/products Manage product catalog. Used for synchronizing product data and pricing between D365 and Sage 300 IC Item.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from D365 Supply Chain Management. Used for updating Sage 300 IC Item quantities.
GET, POST, PATCH /api/data/v9.x/invoices Manage customer invoices. Used for syncing D365-generated invoices to Sage 300 AR Invoice.
GET, POST, PATCH /api/data/v9.x/msdyn_purchaseorders Manage purchase orders. Used for syncing D365-generated POs to Sage 300 PO Purchase Order.

⚡ Transformation Logic

  • Field Concatenation: Combining Dynamics 365 `firstname` and `lastname` to Sage 300 `ContactName`.
  • Lookup & Translation: Mapping Dynamics 365 `paymenttermscode` to Sage 300 `TermsCode` via a lookup table.
  • Conditional Logic: If Dynamics 365 Sales Order `statuscode` is 'Fulfilled', set Sage 300 OE Sales Order `OrderStatus` to 'Complete' and trigger AR Invoice creation.
  • Data Derivation: Calculating Sage 300 GL distribution lines based on Dynamics 365 Invoice line items and predefined rules.
  • Address Parsing: Deconstructing Dynamics 365 `address1_composite` into individual Sage 300 address fields (Line1, City, State, Zip).

🛡️ Error Handling

  • Data Validation Errors: Sage 300 rejects an invoice due to an invalid GL account or missing CustomerID.
  • API Rate Limit Exceeded: Dynamics 365 returns a 429 error due to too many requests.
  • Network Connectivity Issues: Temporary interruption between iPaaS and Sage 300 on-premise.
  • Referential Integrity Failures: Attempting to create a Sales Order in Sage 300 with a non-existent ItemNumber.
  • Duplicate Record Creation: Integration flow attempts to create an existing Customer in Sage 300 without proper deduplication logic.
Pricing

Simple, transparent pricing for Dynamics 365 + Sage 300.

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 300?
The primary benefit is achieving unified business operations, eliminating data silos between your front-office (D365 Sales/CRM/SCM) and back-office (Sage 300 Accounting/ERP). This leads to automated workflows, real-time data accuracy, faster financial closes, and a comprehensive view of your entire business.

Technical FAQs

▸ How does an iPaaS handle complex data transformations between Dynamics 365 and Sage 300?
Our iPaaS provides a visual mapping engine where you can define sophisticated transformation rules. This includes field concatenations, lookups, conditional logic, and data derivations. AI-assisted mapping further streamlines this by suggesting optimal field matches and transformation logic, ensuring data integrity across disparate schemas.

Use Cases FAQs

▸ Can I automate my eCommerce order flow from Dynamics 365 to Sage 300?
Absolutely. A common use case is automating the entire eCommerce order-to-cash cycle. Orders captured in Dynamics 365 Sales/Commerce are automatically created as Sales Orders in Sage 300 OE, updating inventory in Sage 300 IC, and triggering AR Invoice generation. This ensures real-time processing and accurate financial records.

Security FAQs

▸ What security measures are in place for Dynamics 365 and Sage 300 integrations?
Security is paramount. We employ Azure AD OAuth 2.0 for Dynamics 365 and secure service accounts/token-based authentication for Sage 300. All data in transit is encrypted with TLS 1.2+, and sensitive data at rest is encrypted. We adhere to standards like ISO 27001, SOC 2 Type 2, GDPR, and PCI DSS, implementing least privilege access and comprehensive audit trails.

AI Capabilities FAQs

▸ How does AI enhance Dynamics 365 and Sage 300 integration workflows?
AI significantly boosts efficiency by suggesting field mappings, automatically validating data for anomalies (e.g., incorrect GL codes), and proactively identifying and even resolving common integration errors. This shifts workflows from automated to truly autonomous, reducing manual intervention and improving data quality.

Error Handling FAQs

▸ What happens if an integration fails between Dynamics 365 and Sage 300?
Our robust error handling strategy includes automated retries for transient errors with exponential backoff. Persistent failures are routed to a dead-letter queue for manual inspection and reprocessing. Detailed logs are generated, and critical failures trigger immediate alerts to relevant teams, often with AI-assisted insights for faster resolution.

Customization FAQs

▸ Can I integrate custom fields from Dynamics 365 into Sage 300?
Yes, absolutely. Our iPaaS can automatically discover and map custom fields from Dynamics 365 Dataverse entities and optional fields in Sage 300. You can define mapping rules to ensure data flows correctly into these custom fields, maintaining full data fidelity across your integrated systems.

Performance FAQs

▸ What is the typical sync frequency for inventory between Dynamics 365 SCM and Sage 300 IC?
For optimal inventory accuracy and to prevent overselling, inventory updates should be near real-time or event-driven. Our iPaaS facilitates this by either leveraging Dynamics 365 SCM events or frequently polling Sage 300 IC for changes, ensuring stock levels are consistent across both systems within minutes.
Implementation Timeline

Go live with Dynamics 365 + Sage 300 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 300, 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 300 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 300.

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 300 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