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Unify Your Enterprise: Dynamics 365 & Sage X3 Integration

Connect CRM, Sales, Supply Chain & Finance for Real-time Visibility and Automated Workflows with a Smart iPaaS.

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The Challenge

The Disconnect: Why Dynamics 365 and Sage X3 Data Silos Hurt Your Business

Operating Dynamics 365 for customer engagement, sales, and supply chain alongside Sage X3 for core ERP and accounting is powerful, but without seamless integration, critical business data remains fragmented. This leads to operational inefficiencies, costly errors, and a lack of real-time insights.

  • Manual data entry between systems is time-consuming and error-prone.
  • Delayed order processing due to disjointed sales and financial systems.
  • Inaccurate inventory levels leading to overselling or stockouts.
  • Incomplete customer profiles hindering sales, service, and marketing efforts.
  • Challenges in financial reconciliation and period close due to disparate data.
  • Lack of real-time visibility into cross-functional business performance.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Integration for Dynamics 365 & Sage X3

Our AI-powered iPaaS solution creates a seamless, intelligent bridge between Dynamics 365 and Sage X3. By orchestrating real-time data flows and automating complex business processes, we eliminate manual effort, enhance data accuracy, and provide unified insights across your enterprise.

  • Pre-built, configurable connectors for Dynamics 365 and Sage X3.
  • Visual, drag-and-drop workflow designer for rapid deployment.
  • AI-assisted data mapping and transformation engine.
  • Event-driven architecture for real-time synchronization.
  • Robust error handling, logging, and alerting mechanisms.
Implementation Timeline

Go live with Dynamics 365 + Sage X3 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 X3, 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 X3 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 X3.
  • Visual, drag-and-drop workflow designer for rapid deployment.
  • AI-assisted data mapping and transformation engine.
  • Event-driven architecture for real-time synchronization.
  • Robust error handling, logging, and alerting mechanisms.
  • Centralized monitoring and governance dashboards.
  • Support for complex business logic and conditional routing.
  • Scalable, cloud-native platform for high-volume transactions.

Dynamics 365 & Sage X3: Technical Integration Details

Our iPaaS solution provides a robust, API-first approach to connect Dynamics 365 and Sage X3, ensuring secure, scalable, and real-time data exchange. We leverage native APIs, webhooks, and advanced data transformation capabilities to create a unified ecosystem.

Data Flow Steps

Authentication & Connection: Securely establish connections to Dynamics 365 (Azure AD OAuth 2.0 with client credentials flow) and Sage X3 (OAuth2 or API Keys) via dedicated iPaaS connectors.

Event Detection: Configure iPaaS to listen for events in Dynamics 365 (webhooks, Dataverse events) and Sage X3 (native events or scheduled delta queries via APIs).

Data Extraction: Extract relevant data entities (e.g., Sales Orders, Customers, Products) from the source system using optimized API calls (e.g., OData v4 for D365, RESTful APIs for Sage X3).

Data Transformation & Harmonization: Utilize the iPaaS's visual mapping engine and AI-assisted tools to transform and harmonize data schemas, values, and formats between the two systems. Apply business rules and validation.

Data Loading: Ingest the transformed data into the target system using its respective APIs, ensuring data integrity and adherence to business rules.

Error Handling & Monitoring: Implement comprehensive error handling (retries, dead-letter queues, alerts) and continuous monitoring of integration flows via centralized dashboards.

Auditing & Logging: Maintain detailed audit trails and logs of all data transactions for compliance and troubleshooting.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Vendor, Purchase Order, General Ledger Account, Payment Transaction (custom).
Sage X3: Customer, Product, Inventory, Sales Order, Purchase Order, Invoice (AR/AP), Vendor, Payment, General Ledger Entry, Shipment, Warehouse.

"Dynamics 365 (Source System - CRM/Sales/SCM) <-> iPaaS (Connectors, Mapping, Transformation, Orchestration, AI) <-> Sage X3 (Target System - ERP/Accounting)"

Pricing

Simple, transparent pricing for Dynamics 365 + Sage X3.

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 & Data Mapping between Dynamics 365 and Sage X3

Achieving accurate and consistent data flow requires meticulous mapping of key entities and their fields between Dynamics 365 and Sage X3. Our iPaaS simplifies this with visual tools and AI assistance, ensuring data integrity across your enterprise.

Customer / Account

Synchronizing customer master data is fundamental for unified sales, service, and finance operations. This includes contact details, addresses, and payment terms.

Dynamics 365 Fields

AccountID (key) Name AccountNumber PrimaryContactId Address1_Composite CreditLimit PaymentTermsCode

Sage X3 Fields

Customer ID (key) Customer Name Address (Billing, Shipping) Contact Information (Email, Phone) Payment Terms Customer Group

Mapping Notes

Map D365 'Account' to Sage X3 'Customer'. Handle multiple addresses by mapping 'Address1_Composite' to specific Sage X3 address types. 'AccountNumber' in D365 should map to 'Customer ID' in Sage X3 for consistent identification. Ensure 'PaymentTermsCode' is translated to Sage X3's equivalent.

Next Steps

See Dynamics 365 + Sage X3 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

Connect your eCommerce platform (via D365 Commerce/Sales) to Sage X3 to automate the complete order-to-cash cycle, from order capture and inventory allocation to shipping and invoice generation.

Integration Steps:

  1. 0 Online order placed, captured in Dynamics 365 Sales/Commerce.
  2. 1 iPaaS triggers on new D365 Sales Order event.
  3. 2 Customer (D365 Account/Contact) and Product (D365 Product) data validated/synced to Sage X3 Customer and Product.
  4. 3 Sales Order and Sales Order Details (line items) created in Sage X3.
  5. 4 Sage X3 allocates inventory; fulfillment initiated.
  6. 5 Shipment status updates from Sage X3/WMS push back to D365.
  7. 6 Sage X3 generates Invoice, which is then synced to D365.
  8. 7 Payment transaction from D365 is reconciled with Sage X3 Invoice.

Business Outcome

Real-time order processing, accurate inventory, accelerated revenue, and improved customer communication.

Frequency

Real-time / Event-driven

Business Value

Key Integration Benefits

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

Accelerated Order-to-Cash
Automate the entire sales order lifecycle from D365 to Sage X3, dramatically reducing manual data entry and processing times.
Real-time Inventory Accuracy
Synchronize inventory levels between D365 Supply Chain Management and Sage X3 in real-time, preventing overselling and optimizing stock.
Unified Customer View (360°)
Consolidate customer data from D365 (CRM) and Sage X3 (Financials) to empower sales, service, and finance with complete profiles.
Streamlined Financial Operations
Automate invoice processing, payment reconciliation, and GL entry synchronization for faster, more accurate financial closes.
Reduced Operational Costs
Eliminate manual data entry, reduce errors, and optimize resource allocation across your D365 and Sage X3 ecosystems.
Enhanced Data Quality & Compliance
Ensure data integrity with robust validation, transformation, and error handling, supporting regulatory compliance (GDPR, PCI DSS).
✨

Accelerated Order-to-Cash

30% Faster Order Processing

📋 What You Get

Automate the entire sales order lifecycle from D365 to Sage X3, dramatically reducing manual data entry and processing times.

💼 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 X3 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 X3, 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 X3 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 CRUD operations for customer accounts in Dynamics 365 Sales/CRM. Used for syncing customer master data.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders in D365 Sales/Commerce. Critical for eCommerce order ingestion and status updates.
GET/POST/PATCH /api/data/v9.x/products Manage product catalog and pricing. Used for synchronizing product data with Sage X3 or other PIMs.
GET/POST/PATCH /api/data/v9.x/invoices Manage customer invoices in D365 Finance. Essential for automating billing and payment reconciliation.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from D365 Supply Chain Management for stock synchronization.

⚡ Transformation Logic

  • Data Type Conversion: Automatically convert data types (e.g., string to numeric, date formats).
  • Value Mapping: Translate picklist values, status codes, and country codes between systems.
  • Concatenation/Splitting: Combine or separate fields (e.g., full name to first/last, composite address parsing).
  • Conditional Logic: Apply transformations based on specific conditions (e.g., if customer type is 'Wholesale', apply different pricing).
  • Aggregation/Calculations: Sum line item totals, calculate taxes, or derive new values.
  • Data Enrichment: Augment data with information from lookup tables or external services.

🛡️ Error Handling

  • API rate limit exceeded (handled by throttling/retries).
  • Invalid data format (handled by transformation/validation).
  • Missing mandatory fields (handled by validation/defaulting).
  • Duplicate record creation (handled by deduplication logic).
  • Network connectivity issues (handled by retries/circuit breakers).
  • Business logic validation failures (routed to dead-letter queue for review).
Pricing

Simple, transparent pricing for Dynamics 365 + Sage X3.

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 are the primary benefits of integrating Dynamics 365 with Sage X3?
The primary benefits include automating end-to-end workflows (like order-to-cash and procure-to-pay), achieving real-time data synchronization for inventory and customer profiles, reducing manual data entry and errors, accelerating financial closes, and gaining a unified 360-degree view of your business operations and customers.

Technical FAQs

▸ How does your iPaaS handle complex data transformations between D365 and Sage X3?
Our iPaaS features a powerful visual mapping engine that allows you to define complex data transformation rules without coding. This includes data type conversions, value lookups, conditional logic, aggregations, and parsing of composite fields. AI assistance further streamlines this by suggesting optimal mappings and transformation functions.
▸ What kind of API access does Dynamics 365 and Sage X3 offer for integration?
Dynamics 365 provides robust OData v4 REST APIs for its Common Data Model (Dataverse), along with webhooks for event-driven notifications. Sage X3 offers comprehensive RESTful APIs, supporting OAuth2, API keys, and native business events. Our iPaaS is designed to leverage these powerful interfaces for optimal connectivity.

Low-Code FAQs

▸ Can I use low-code/no-code tools to customize Dynamics 365 and Sage X3 integration workflows?
Absolutely. Our iPaaS is built with low-code/no-code capabilities, empowering business users and citizen integrators to design, customize, and manage sophisticated integration workflows. This reduces IT dependency, accelerates development cycles, and allows for quicker adaptation to evolving business needs.

Security FAQs

▸ What security measures are in place for D365 and Sage X3 integrations?
Security is paramount. We employ Azure AD OAuth 2.0 for Dynamics 365, OAuth2/API keys for Sage X3, TLS 1.2+ encryption for data in transit, and encryption at rest for sensitive data. We adhere to the principle of least privilege, implement IP whitelisting, conduct regular security audits, and ensure compliance with standards like GDPR, CCPA, and PCI DSS.

AI FAQs

▸ How does AI enhance the integration process between these two systems?
AI significantly enhances integrations by providing intelligent data mapping suggestions, proactive anomaly detection for data quality, automated error resolution recommendations, and predictive insights into integration performance. This shifts workflows from merely automated to truly autonomous, improving efficiency and data integrity.

Performance FAQs

▸ How are API rate limits managed to ensure continuous operation?
Both Dynamics 365 and Sage X3 have API rate limits. Our iPaaS intelligently manages these by implementing request queuing, dynamic throttling with exponential backoff, batching operations where possible, and prioritizing event-driven updates to minimize unnecessary API calls, ensuring sustained and reliable data flow.

Data Flow FAQs

▸ Can this integration support bi-directional synchronization for entities like Customers and Products?
Yes, our solution fully supports bi-directional synchronization. For entities like Customer and Product, you can define master data ownership (e.g., Sage X3 for financial details, D365 for CRM details) and implement robust conflict resolution strategies within the iPaaS to ensure data consistency across both systems.
Implementation Timeline

Go live with Dynamics 365 + Sage X3 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 X3, 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 X3 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 X3.

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 X3 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