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Unify Your Enterprise: Seamless Dynamics 365 & SAP Integration

Break down data silos, automate end-to-end workflows, and unlock real-time intelligence with a powerful, AI-driven iPaaS solution.

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The Challenge

The Cost of Disconnected Dynamics 365 and SAP Systems

Operating Dynamics 365 for CRM and sales alongside SAP for ERP, finance, and supply chain often creates a fractured enterprise landscape. Without robust integration, your business suffers from critical inefficiencies and a lack of unified insight.

  • Data Silos & Inconsistency: Customer, product, and financial data is fragmented across systems, leading to conflicting information and unreliable reporting.
  • Manual Data Entry & Errors: Teams spend countless hours manually transferring data between Dynamics 365 and SAP, introducing errors and slowing down critical processes.
  • Delayed Business Cycles: Order processing, inventory updates, and financial reconciliation are hampered by batch processing and a lack of real-time communication.
  • Poor Customer Experience: Sales and service teams lack real-time visibility into inventory, order status, and customer financial standing, leading to missed opportunities and frustrated customers.
  • Compliance & Audit Risks: Inconsistent data and a lack of clear audit trails increase the risk of non-compliance with financial and data privacy regulations.
Integration Diagram
Solution Illustration
The Solution

Your Unified Enterprise: Intelligent Dynamics 365 & SAP Integration

Our modern iPaaS provides the intelligent bridge between Dynamics 365 and SAP, transforming your disconnected systems into a cohesive, real-time enterprise. We empower you to automate complex workflows, ensure data integrity, and gain unparalleled operational visibility.

  • Pre-built Connectors: Rapidly connect to Dynamics 365 (OData, Webhooks) and SAP (OData, BAPIs, RFCs, IDocs) with optimized, secure connectors.
  • Visual Workflow Designer: Design complex, multi-step integration flows with intuitive drag-and-drop tools, no coding required.
  • Real-time Data Sync: Leverage event-driven architecture for instant updates across systems, from sales orders to inventory levels.
  • Advanced Data Mapping & Transformation: Visually map complex data structures between Dynamics 365's Dataverse and SAP's intricate schema, ensuring data consistency.
  • AI-Powered Automation: Enhance data quality, automate exception handling, and intelligently validate transactions.
Implementation Timeline

Go live with Dynamics 365 + SAP 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, 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 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 Connectors: Rapidly connect to Dynamics 365 (OData, Webhooks) and SAP (OData, BAPIs, RFCs, IDocs) with optimized, secure connectors.
  • Visual Workflow Designer: Design complex, multi-step integration flows with intuitive drag-and-drop tools, no coding required.
  • Real-time Data Sync: Leverage event-driven architecture for instant updates across systems, from sales orders to inventory levels.
  • Advanced Data Mapping & Transformation: Visually map complex data structures between Dynamics 365's Dataverse and SAP's intricate schema, ensuring data consistency.
  • AI-Powered Automation: Enhance data quality, automate exception handling, and intelligently validate transactions.
  • Robust Error Handling & Monitoring: Centralized logging, automated retries, and proactive alerts ensure continuous operation and data integrity.
  • Scalable & Secure Architecture: Built for enterprise demands with high availability, performance, and compliance with industry standards.

Technical Deep Dive: Dynamics 365 & SAP Connectivity

Our iPaaS provides a robust, secure, and flexible framework for integrating Dynamics 365 with SAP. We leverage the most efficient APIs and protocols from both systems, ensuring high performance, data integrity, and scalability for your enterprise integration needs.

Data Flow Steps

System Discovery & API Exposure: Identify relevant Dynamics 365 (Dataverse OData, Webhooks) and SAP (S/4HANA OData, BAPIs/RFCs/IDocs for ECC) APIs and entities required for the integration.

Secure Connection Establishment: Configure secure authentication using Azure AD OAuth 2.0 for Dynamics 365 and appropriate mechanisms for SAP (OAuth 2.0 via BTP, X.509 certs, or basic auth via Cloud Connector).

Workflow Design (Low-Code): Visually design integration flows within the iPaaS, defining triggers (e.g., D365 event, SAP event), conditional logic, and sequential actions.

Data Mapping & Transformation: Utilize the iPaaS's visual mapping canvas to precisely map fields between Dynamics 365 and SAP entities. Apply transformation rules (e.g., data type conversion, concatenation, lookups) to ensure data compatibility. AI assists in suggesting mappings.

Data Validation & Enrichment: Implement pre- and post-transformation validation rules to ensure data quality. Leverage AI for anomaly detection and data enrichment.

Error Handling & Monitoring: Configure automated retry mechanisms, dead-letter queues, and real-time alerts for integration failures. Implement comprehensive logging.

Deployment & Governance: Deploy integration flows across Dev, QA, and Production environments with version control and automated pipelines. Establish governance policies for ongoing management and auditing.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Vendor, Purchase Order, Payment Transaction, General Ledger Account
SAP: Business Partner (Customer/Vendor), Material, Sales Order, Purchase Order, Invoice, Payment, General Ledger Account, Plant, Storage Location, Cost Center

"A central iPaaS orchestrates bi-directional data flow. Dynamics 365 (Sales, Finance, SCM) publishes events (e.g., new Sales Order, updated Customer) via Webhooks/Dataverse Events. The iPaaS consumes these, transforms data, and calls SAP APIs (OData for S/4HANA, BAPIs/RFCs for ECC) to create/update SAP entities (Sales Order, Business Partner, Material). Conversely, SAP events (e.g., Goods Receipt, Invoice Posted) are captured by the iPaaS, transformed, and update relevant Dynamics 365 entities. All data exchange is secured via TLS and OAuth, with comprehensive logging and error handling."

Pricing

Simple, transparent pricing for Dynamics 365 + SAP.

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

Core Entities & Intelligent Data Mapping

Seamless data flow between Dynamics 365 and SAP relies on precise mapping of core business entities. Our iPaaS provides a visual, AI-assisted canvas to define these mappings, ensuring data integrity and consistency across your enterprise.

Customer / Business Partner

Synchronizing customer master data is fundamental. Dynamics 365 'Account' (company) and 'Contact' (individual) map to SAP's unified 'Business Partner' (S/4HANA) or separate 'Customer' (ECC) master data, including various roles (Sold-to, Ship-to, Bill-to).

Dynamics 365 Fields

Account: accountid, name, accountnumber, primarycontactid, address1_composite, emailaddress1, telephone1 Contact: contactid, firstname, lastname, emailaddress1, parentcustomerid

SAP Fields

Business Partner: BusinessPartnerID, Name, SearchTerm, Address (Street, City, Country, PostalCode), EmailAddress, PhoneNumber, CustomerGroup, SalesOrganizationData, CompanyCodeData Customer (ECC): KUNNR (Customer Number), NAME1, ADDR1, KTOKD (Account Group), VBUND (Company ID)

Mapping Notes

Requires careful parsing of D365 `address1_composite` into structured SAP address fields. Map D365 `accountnumber` to a custom field or leverage SAP's internal number range for `BusinessPartnerID`/`KUNNR`. Define rules for assigning SAP Business Partner roles based on D365 account types or attributes. Handle potential duplicates using AI-driven matching.

Next Steps

See Dynamics 365 + SAP 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 SAP SD & FI

Automate the flow of sales orders originating from an eCommerce platform through Dynamics 365 Sales/Commerce for initial processing, then into SAP SD for fulfillment and SAP FI for invoicing and financial posting. This ensures a seamless, real-time order-to-cash cycle.

Integration Steps:

  1. 0 Trigger: New Sales Order created in Dynamics 365 (from eCommerce).
  2. 1 D365 Action: Validate customer (Account/Contact), product (Product), and order details (Sales Order, Sales Order Detail).
  3. 2 iPaaS Transformation: Map D365 Sales Order to SAP Sales Order structure, including Material, Business Partner (Sold-to, Ship-to), pricing conditions.
  4. 3 SAP Action: Create Sales Order in SAP SD (via OData API for S/4HANA or BAPI for ECC), triggering inventory reservation and delivery processing.
  5. 4 Sync Back: Update D365 Sales Order status with SAP order number and fulfillment status. Synchronize real-time inventory updates from SAP MM/WM to D365 Product entity.
  6. 5 Invoicing: Upon Goods Issue in SAP, generate Invoice in SAP FI/SD, then sync invoice details and payment status back to D365 Invoice entity.

Business Outcome

Real-time order processing, accurate inventory, accelerated revenue recognition, enhanced customer satisfaction with timely updates.

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
Automate sales order processing from Dynamics 365 to SAP, ensuring real-time inventory checks, accurate pricing, and faster invoice generation. Reduce manual touchpoints and accelerate revenue cycles.
Unified Customer 360 View
Synchronize customer master data (Accounts, Contacts, Business Partners) between Dynamics 365 and SAP, providing sales, service, and finance teams with a consistent, up-to-date view of every customer.
Real-time Inventory Accuracy
Keep inventory levels synchronized between SAP Supply Chain/MM and Dynamics 365 Sales/Commerce, preventing overselling, optimizing stock, and improving fulfillment rates.
Accelerated Financial Close
Automate the posting and reconciliation of financial documents, invoices, and payment transactions between Dynamics 365 Finance and SAP FI/CO, significantly shortening closing cycles.
Reduced Operational Costs
Eliminate manual data entry, reduce errors, and free up valuable staff time, leading to substantial cost savings and improved operational efficiency across your enterprise.
Enhanced Data Quality
Leverage AI-driven validation, deduplication, and transformation rules to ensure data flowing between Dynamics 365 and SAP is always accurate, complete, and compliant.
Business Agility & Innovation
With low-code integration, adapt quickly to market changes, onboard new systems faster, and empower your teams to innovate without heavy IT dependency.
✨

Streamlined Order-to-Cash

30% Faster Order Processing

📋 What You Get

Automate sales order processing from Dynamics 365 to SAP, ensuring real-time inventory checks, accurate pricing, and faster invoice generation. Reduce manual touchpoints and accelerate revenue cycles.

💼 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 + SAP 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, 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 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 across D365 modules (Sales, Finance, SCM). Used for Accounts, Contacts, Products, Sales Orders, Invoices, etc.
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts. Create new, update existing, or retrieve details for sync with SAP Business Partner.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders. Critical for eCommerce integrations to create, update, and retrieve order information from D365 for SAP SD.
GET/POST/PATCH /api/data/v9.x/products Manage product catalog and pricing. Synchronize product data with SAP Material Master.
GET/POST/PATCH /api/data/v9.x/invoices Manage customer/vendor invoices. Essential for automating billing and payment reconciliation processes with SAP FI.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from D365 Supply Chain Management for synchronization with SAP MM/WM or external platforms.

⚡ Transformation Logic

  • Data Type Conversion: Convert string to integer, date formats (e.g., YYYY-MM-DD to DD.MM.YYYY).
  • Concatenation/Splitting: Combine first and last names, split composite addresses.
  • Lookup Tables: Map D365 product categories to SAP material types, or D365 payment terms to SAP payment keys.
  • Conditional Logic: Apply different pricing rules based on customer segment or product type. Set SAP Business Partner roles based on D365 Account attributes.
  • Default Values: Assign default values for non-mandatory fields if source data is missing.

🛡️ Error Handling

  • Transient API errors: Handled by automated retries with exponential backoff.
  • Data validation failures: Messages routed to dead-letter queue for manual review/correction.
  • Business logic errors: Alerts sent to business users for process review.
  • Connectivity issues: Automated alerts and circuit breaker patterns to prevent system overload.
  • Duplicate records: AI-assisted merging or flagging for manual deduplication.
Pricing

Simple, transparent pricing for Dynamics 365 + SAP.

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 Integration FAQs

▸ What is the best way to integrate Dynamics 365 with SAP?
The optimal approach is to use a modern Integration Platform as a Service (iPaaS). An iPaaS provides pre-built connectors for both Dynamics 365 (OData, webhooks) and SAP (OData for S/4HANA, BAPIs/RFCs/IDocs for ECC via Cloud Connector), enabling API-first, event-driven, and low-code integration. This ensures real-time data synchronization, robust error handling, and scalability.

Technical FAQs

▸ How do I handle complex data transformations between Dynamics 365 and SAP?
Complex data transformations should be handled within the iPaaS's visual mapping engine. This allows you to define rules, use functions for data manipulation, and even leverage AI-assisted mapping to convert data structures and values between Dynamics 365's Dataverse schema and SAP's intricate entity structures. This ensures data integrity and consistency without coding.
▸ Can I integrate Dynamics 365 with older SAP ECC systems?
Yes, absolutely. While Dynamics 365 is cloud-native and uses modern APIs, our iPaaS can seamlessly connect to older SAP ECC systems using specialized connectors that leverage traditional SAP interfaces like BAPIs, RFCs, and IDocs. The SAP Cloud Connector is typically used to establish a secure, reverse-invoke tunnel for on-premise ECC systems, bridging the gap to modern cloud applications.

Low-Code FAQs

▸ Can I use low-code/no-code tools to automate Dynamics 365 and SAP workflows?
Absolutely. Modern iPaaS platforms offer extensive low-code/no-code capabilities, enabling business users and citizen integrators to design, build, and deploy sophisticated workflows between Dynamics 365 and SAP. This democratizes integration, accelerates automation initiatives, and reduces reliance on specialized developers, making your organization more agile.

Financial Integration FAQs

▸ What are the common challenges when integrating Dynamics 365 Finance with SAP FI?
Common challenges include reconciling payment transactions from external gateways with D365 and SAP, ensuring accurate ledger postings and financial dimensions, 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.

AI Features FAQs

▸ How does AI enhance Dynamics 365 and SAP integrations?
AI significantly enhances integrations by providing intelligent capabilities such as automated mapping suggestions, anomaly detection for data validation (e.g., detecting unusual invoice amounts), proactive error resolution, and intelligent deduplication. This shifts workflows from merely automated to truly autonomous, reducing manual intervention and improving data quality across both systems.

Security & Compliance FAQs

▸ How can I ensure data security and compliance during Dynamics 365 and SAP integrations?
Security and compliance are paramount. Best practices include using Azure AD OAuth 2.0 for Dynamics 365 and appropriate secure methods for SAP (OAuth 2.0, X.509 certificates), encrypting data in transit (TLS 1.2+) and at rest, implementing the principle of least privilege for API access, redacting sensitive information from logs, and ensuring your iPaaS adheres to relevant data privacy regulations (e.g., GDPR, CCPA, PCI DSS). SAP Cloud Connector is key for secure on-premise SAP connectivity.

Performance FAQs

▸ What are the typical API rate limits for Dynamics 365 and SAP, and how are they managed?
Dynamics 365 imposes 'Service Protection API Limits' (e.g., 429 errors). SAP S/4HANA Cloud also has rate limits. To manage these, our iPaaS implements strategies like intelligent request queuing, dynamic throttling with exponential backoff, batching operations where possible, and prioritizing event-driven updates to minimize unnecessary API calls. This ensures system stability and fair usage.
Implementation Timeline

Go live with Dynamics 365 + SAP 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, 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 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 + SAP.

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 + SAP 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