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Unify Dynamics 365 & SAP Business ByDesign: Drive ERP-CRM Synergy

Break down data silos and unlock real-time operational efficiency across your sales, finance, and supply chain with intelligent, AI-powered integration.

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The Challenge

The Challenge: Disconnected Operations Between Dynamics 365 and SAP ByDesign

Operating Dynamics 365 and SAP Business ByDesign as isolated systems creates significant operational inefficiencies, data discrepancies, and hinders a unified view of your business. This fragmentation leads to a cascade of problems across sales, finance, and supply chain functions.

  • Manual data entry between systems leads to errors and delays.
  • Inconsistent customer and product data across CRM and ERP.
  • Delayed financial reporting and reconciliation due to fragmented data.
  • Inefficient Order-to-Cash and Procure-to-Pay cycles.
  • Lack of real-time inventory visibility impacting sales and fulfillment.
  • Difficulty in achieving a true 360-degree view of business performance.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Solution: Bridging Dynamics 365 and SAP Business ByDesign with iPaaS

Our AI-powered iPaaS solution creates a seamless, intelligent bridge between Dynamics 365 and SAP Business ByDesign, transforming fragmented operations into a cohesive, automated ecosystem. We unify your customer, product, sales, finance, and supply chain data, enabling real-time insights and unparalleled efficiency.

  • Bi-directional data synchronization for core entities.
  • Event-driven architecture for real-time updates.
  • Low-code/no-code workflow design for business agility.
  • AI-assisted mapping and anomaly detection.
  • Robust error handling and data reconciliation.
Implementation Timeline

Go live with Dynamics 365 + SAP Business ByDesign 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 SAP Business ByDesign , 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 + SAP Business ByDesign deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bi-directional data synchronization for core entities.
  • Event-driven architecture for real-time updates.
  • Low-code/no-code workflow design for business agility.
  • AI-assisted mapping and anomaly detection.
  • Robust error handling and data reconciliation.
  • Centralized monitoring and governance dashboards.

Technical Integration Details: Dynamics 365 & SAP Business ByDesign

This integration leverages an API-first, event-driven architecture facilitated by a robust iPaaS, ensuring secure, scalable, and real-time data exchange between Dynamics 365 and SAP Business ByDesign. We bridge the specific API capabilities of each system to create seamless workflows.

Data Flow Steps

Authentication & Connection: Establish secure connections to both Dynamics 365 and SAP ByDesign using OAuth 2.0 (Azure AD for D365, ByDesign's OAuth) and dedicated service principals with least privilege.

Event Listener/Polling: Configure iPaaS to listen for real-time events (D365 webhooks/Dataverse events) or intelligently poll (ByDesign OData services with change tracking) for data changes.

Data Extraction: Extract relevant entity data (e.g., Sales Order, Product, Customer) from the source system via its respective APIs.

Data Transformation & Harmonization: Map source data fields to target system fields, applying any necessary transformations (e.g., currency conversion, unit of measure mapping, data cleansing) within the iPaaS visual designer. AI assists in suggesting complex mappings.

Data Validation: Implement pre-posting validation rules (e.g., mandatory fields, data type checks) to ensure data integrity before sending to the target system. AI flags anomalies.

Data Ingestion: Push the transformed and validated data to the target system using its specific API endpoints (e.g., D365 OData PATCH/POST, ByDesign OData POST).

Error Handling & Monitoring: Log all transactions, implement retry mechanisms for transient errors, route persistent failures to dead-letter queues, and trigger alerts for critical issues.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Payment Transaction, Vendor, Purchase Order, General Ledger Account.
SAP Business ByDesign: Customer, Product, Sales Order, Supplier Invoice, Payment, Employee, Project, Inventory, General Ledger Entry, Purchase Order.

"Dynamics 365 (Event/API) <-> iPaaS (Connectors, Mapping, AI, Logic) <-> SAP Business ByDesign (API)"

Pricing

Simple, transparent pricing for Dynamics 365 + SAP Business ByDesign .

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: Dynamics 365 to SAP Business ByDesign

Accurate and intelligent mapping of core business entities is foundational to a successful integration. Our iPaaS provides a visual canvas for defining these mappings, augmented by AI for complex transformations and conflict resolution.

Customer / Account

Synchronization of customer master data, ensuring consistent records for sales, service, and financial transactions.

Dynamics 365 Fields

accountid name accountnumber primarycontactid address1_composite emailaddress1 telephone1

SAP Business ByDesign Fields

ID Name Street City Country Email PhoneNumber AccountType SoldToPartyID

Mapping Notes

Dynamics 365 'Account' maps to SAP ByDesign 'Customer'. 'accountnumber' (D365) is crucial for matching with 'ID' (ByD). Address parsing from 'address1_composite' requires careful transformation into ByDesign's structured address fields. Deduplication logic based on 'name' and 'accountnumber' is vital.

Next Steps

See Dynamics 365 + SAP Business ByDesign 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 Sync & Inventory Update

Synchronize sales orders from an eCommerce platform (via D365 Sales) to SAP Business ByDesign for fulfillment and financial processing, while ensuring real-time inventory updates.

Integration Steps:

  1. 0 New order created in eCommerce, pushed to Dynamics 365 Sales (via D365 APIs).
  2. 1 iPaaS extracts Sales Order and related Customer/Product data from D365.
  3. 2 Data transformed and mapped to SAP ByDesign's Sales Order and Customer entities.
  4. 3 New Sales Order created in SAP ByDesign.
  5. 4 Inventory levels in SAP ByDesign updated, and then synchronized back to D365 Supply Chain Management and eCommerce.

Business Outcome

Prevent overselling, accelerate order processing, accurate financial reporting, improved customer satisfaction.

Frequency

Real-time (event-driven from D365)

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 order fulfillment cycle, from eCommerce capture in D365 to financial posting in SAP ByDesign, reducing processing time and improving cash flow.
Unified Customer & Product Data
Achieve a consistent 360-degree view of customers and real-time product/inventory information across D365 Sales/SCM and SAP ByDesign ERP.
Streamlined Financial Operations
Automate invoice processing, payment reconciliation, and GL postings, leading to faster financial closes and reduced audit risk.
Enhanced Operational Efficiency
Eliminate manual data entry, reduce errors, and free up valuable resources for strategic activities through intelligent automation.
Real-time Visibility & Insights
Gain immediate access to critical business data, enabling faster, more informed decision-making across all departments.
Future-Proof Scalability
A cloud-native iPaaS architecture ensures your integrations can grow seamlessly with your business, handling increasing data volumes and complexity.
✨

Accelerated Order-to-Cash

30% Faster Order Processing

📋 What You Get

Automate the entire order fulfillment cycle, from eCommerce capture in D365 to financial posting in SAP ByDesign, reducing processing time and improving cash flow.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Order Processing, 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 all Common Data Model (Dataverse) entity operations (CRUD for Account, Contact, Product, Sales Order, Invoice, etc.).
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders. Critical for eCommerce order ingestion and status updates.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from D365 Supply Chain Management for accurate stock synchronization.
GET/POST/PATCH /api/data/v9.x/invoices Manage customer invoices. Essential for financial reconciliation and payment status updates.
POST /api/data/v9.x/webhooks Receive real-time notifications of data changes in Dataverse, enabling event-driven workflows.

⚡ Transformation Logic

  • Canonical Data Model: Define a standardized intermediate data model within the iPaaS to simplify mapping between two complex systems.
  • Field-level Transformations: Functions for string manipulation, date formatting, numeric calculations, conditional logic (e.g., if D365 status = 'Fulfilled', map to ByDesign status = 'Completed').
  • Lookup Tables: Translate codes (e.g., D365 'defaultuomid' to ByDesign 'UnitOfMeasure', country codes).
  • Data Aggregation/Splitting: Combine multiple D365 fields into one ByDesign field, or split a single D365 field into multiple ByDesign fields.
  • Currency Conversion: Automated real-time or scheduled currency conversion for financial transactions.

🛡️ Error Handling

  • Transient API Failures: Handled by automated retries with exponential backoff.
  • Data Validation Errors: Messages routed to DLQ; alerts triggered for manual correction and re-processing.
  • Schema Mismatches: Identified during development with AI assistance; alerts during runtime if unexpected schema changes occur.
  • Duplicate Record Creation: Prevented by idempotent design and deduplication logic, with alerts for potential duplicates.
  • API Rate Limit Exceeded: Managed by dynamic throttling and queuing; alerts if persistent.
Support & Information

Frequently Asked Questions

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

General FAQs

▸ Why should I integrate Dynamics 365 with SAP Business ByDesign?
Integrating Dynamics 365 (for CRM, Sales, SCM) with SAP Business ByDesign (for ERP, Accounting) eliminates data silos, automates manual processes like Order-to-Cash and Procure-to-Pay, ensures consistent master data (Customer, Product), and provides a unified view of your business for better decision-making and accelerated financial close.

Technical FAQs

▸ What is the primary integration approach for Dynamics 365 and SAP ByDesign?
The primary approach is an API-first, event-driven architecture using a modern iPaaS (Integration Platform as a Service). This leverages Dynamics 365's OData v4 REST APIs and webhooks, along with SAP Business ByDesign's OData and SOAP web services, to enable real-time, bi-directional data exchange and workflow automation.
▸ How does the integration handle API rate limits for both systems?
Our iPaaS employs intelligent strategies like message queuing, dynamic throttling with exponential backoff, batching multiple operations into single API calls (where supported), and prioritizing event-driven updates. This ensures optimal throughput while respecting the API service protection limits of both Dynamics 365 and SAP Business ByDesign.

AI Features FAQs

▸ How does AI enhance this integration solution?
AI significantly enhances the integration by providing intelligent mapping suggestions, proactive anomaly detection and data validation, automated error resolution for common issues, and predictive insights into integration performance. This moves workflows from merely automated to truly autonomous, improving data quality and reducing manual intervention.

Low-Code FAQs

▸ Can I use low-code/no-code tools to manage these integrations?
Absolutely. Our iPaaS offers extensive low-code/no-code capabilities, allowing business users and citizen integrators to visually design, build, and deploy complex integration workflows for both Dynamics 365 and SAP Business ByDesign without extensive coding. This accelerates development and empowers business teams.

Challenges & Solutions FAQs

▸ What are the common challenges and how are they addressed?
Common challenges include data consistency (Customer, Product master data), reconciling financial transactions, managing API rate limits, and handling complex data transformations. Our solution addresses these with robust data harmonization, AI-driven validation, intelligent throttling for API limits, and a visual mapping engine for complex transformations.

Security FAQs

▸ How do you ensure data security and compliance?
Security and compliance are paramount. We use OAuth 2.0 for authentication, encrypt all data in transit (TLS 1.2+) and at rest, implement the principle of least privilege, redact sensitive information from logs, and maintain comprehensive audit trails. Our platform adheres to major regulations like GDPR, CCPA, and PCI DSS.

Entities FAQs

▸ What specific entities are typically integrated between D365 and ByDesign?
Key entities include Customer/Account, Product, Sales Order, Sales Order Detail, Invoice (D365) / Supplier Invoice (ByDesign), Payment, Vendor (D365) / Supplier (ByDesign), Purchase Order, and General Ledger Accounts/Entries. The exact entities depend on specific business workflows.
Pricing

Simple, transparent pricing for Dynamics 365 + SAP Business ByDesign .

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 + SAP Business ByDesign 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