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Unify Dynamics 365 and Syspro: Intelligent ERP-CRM Integration for Modern Enterprises

Connect your sales, customer service, and finance operations in Dynamics 365 with Syspro's robust ERP, driving real-time data flow, automated workflows, and unparalleled business efficiency.

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The Challenge

The Challenge: Bridging the Gap Between Front-Office Sales & Back-Office ERP

In today's fast-paced business environment, disjointed systems like Dynamics 365 (CRM/Sales/Finance) and Syspro (ERP/Manufacturing/Accounting) create significant operational bottlenecks. Manual data transfer, inconsistent information, and delayed processes hinder agility, increase costs, and impact customer satisfaction.

  • Data Silos & Inconsistency: Critical customer, order, product, and financial data reside in separate systems, leading to conflicting information and a lack of a unified view.
  • Manual Processes & Redundancy: Repetitive data entry for sales orders, invoices, and inventory updates wastes valuable time, introduces errors, and slows down operations.
  • Delayed Information & Decision-Making: Lack of real-time synchronization means sales teams operate with outdated inventory, finance struggles with reconciliation, and management lacks accurate insights.
  • Compliance & Reporting Headaches: Disconnected financial data makes accurate reporting and adherence to compliance standards complex and time-consuming.
  • Suboptimal Customer Experience: Inaccurate stock levels, delayed order processing, and inconsistent customer information lead to frustration and lost business.
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Dynamics 365 & Syspro Integration with iPaaS

Our powerful iPaaS (Integration Platform as a Service) provides a unified, intelligent, and low-code solution to seamlessly connect Dynamics 365 and Syspro. It's designed to automate complex workflows, ensure real-time data synchronization, and provide a single source of truth across your enterprise, leveraging the strengths of both systems.

  • Pre-built, configurable connectors for Dynamics 365 and Syspro.
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • AI-assisted data mapping and transformation engine.
  • Event-driven architecture for real-time data synchronization.
  • Robust error handling, logging, and monitoring capabilities.
Implementation Timeline

Go live with Dynamics 365 + Syspro 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 Syspro, 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 + Syspro 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 Syspro.
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • AI-assisted data mapping and transformation engine.
  • Event-driven architecture for real-time data synchronization.
  • Robust error handling, logging, and monitoring capabilities.
  • Scalable cloud-native infrastructure to support business growth.
  • Comprehensive security and compliance features.

Dynamics 365 & Syspro Integration: Technical Deep Dive

Our iPaaS provides a robust, secure, and scalable framework for integrating Dynamics 365 and Syspro. We leverage API-first, event-driven architectures to ensure real-time data flow, comprehensive error handling, and unparalleled data integrity.

Data Flow Steps

Secure Connection Setup: Establish authenticated connections to Dynamics 365 via Azure AD OAuth 2.0 and to Syspro via Harmony API (API Keys/OAuth 2.0).

Trigger Definition: Configure triggers based on business events (e.g., D365 webhook for new Sales Order, Syspro event for inventory change, or scheduled polling for batch updates).

Data Extraction: Extract relevant data from the source system's API (e.g., D365 Sales Order details, Syspro Inventory Item data).

Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas and AI-assisted tools to transform source data fields into the target system's schema. Apply business rules and data enrichment.

Data Validation: Implement AI-powered validation rules to check data quality, format, and adherence to business logic before it reaches the target system.

Data Loading: Use the target system's API to create or update records (e.g., Syspro Sales Order POST, D365 Account PATCH).

Error Handling & Notification: Implement retry mechanisms, dead-letter queues for persistent failures, and automated alerts for critical issues.

Logging & Monitoring: Log all transaction details and monitor integration flow performance from a centralized dashboard.

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Payment Transaction, Vendor, Purchase Order, General Ledger Account.
Syspro: Sales Order, Inventory Item, Customer, Purchase Order, Vendor, Invoice (Accounts Receivable), General Ledger Account, Work Order, Shipment.

"Dynamics 365 (Event/API Call) --> iPaaS (Extract, Transform, Validate, Map) --> Syspro (API Call) --> iPaaS (Response Handling, Logging) --> Dynamics 365 (Update/Notification) OR Syspro (Event/API Call) --> iPaaS --> Dynamics 365."

Pricing

Simple, transparent pricing for Dynamics 365 + Syspro.

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

Our iPaaS provides robust, AI-assisted mapping capabilities to ensure seamless data flow between Dynamics 365 and Syspro. Below are critical entities and typical mapping considerations.

Customer / Account

Synchronizing customer master data is fundamental for a unified customer view, ensuring consistent billing, shipping, and credit information.

Dynamics 365 Fields

Account (Dynamics 365): accountid, name, accountnumber, primarycontactid, address1_composite, creditlimit Contact (Dynamics 365): contactid, firstname, lastname, emailaddress1, parentcustomerid

Syspro Fields

Customer (Syspro): CustomerCode, CustomerName, Address (BillTo, ShipTo), ContactPerson, CreditLimit, TermsCode

Mapping Notes

Map D365 'Account' to Syspro 'Customer'. 'accountnumber' in D365 often maps to 'CustomerCode' in Syspro as the primary unique identifier. Address fields (`address1_composite` in D365) require parsing into structured Syspro address fields. D365 'Contact' can map to Syspro 'ContactPerson' or a related contact entity. Credit limits and payment terms must be synchronized bi-directionally, with Syspro often being the master for financial terms.

Next Steps

See Dynamics 365 + Syspro 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

Seamlessly transfer sales orders from your eCommerce platform (via Dynamics 365 Sales/Commerce) directly into Syspro, trigger inventory allocation, shipping, and invoice generation, then update D365 with fulfillment status and payment details.

Integration Steps:

  1. 0 New order placed on eCommerce platform (triggers D365 Sales Order creation).
  2. 1 D365 Sales Order syncs to Syspro Sales Order (including line items, customer details).
  3. 2 Syspro allocates inventory, updates stock, generates picking slip and shipment.
  4. 3 Shipment details (tracking, carrier) flow from Syspro to D365 and eCommerce.
  5. 4 Syspro Invoice generated upon shipment, syncs to D365 for billing and AR.
  6. 5 Payment transaction from D365 or payment gateway reconciles with Syspro AR.

Business Outcome

Reduced manual order entry errors, faster order fulfillment, real-time inventory accuracy, accelerated cash flow, 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.

Real-time Operational Visibility
Gain an immediate, unified view of your sales, inventory, customer, and financial data across Dynamics 365 and Syspro. Make informed decisions faster with up-to-the-minute insights.
Automated Workflow Efficiency
Eliminate manual data entry and redundant tasks between systems. Automate critical processes like order fulfillment, inventory updates, and financial postings, freeing up valuable staff time.
Enhanced Data Accuracy & Integrity
Ensure consistent and accurate data across Dynamics 365 and Syspro with AI-powered validation, transformation, and conflict resolution, minimizing errors and improving data quality.
Accelerated Order-to-Cash Cycle
Streamline the entire order fulfillment process, from sales order creation in Dynamics 365 to inventory allocation, shipping, and invoicing in Syspro, leading to faster revenue recognition.
Improved Customer Experience
Provide accurate product availability, faster order processing, and a consistent customer journey by unifying customer profiles and sales information between CRM and ERP.
Scalable & Future-Proof Architecture
Build an integration foundation that grows with your business. Our iPaaS handles increasing data volumes and complex workflows, adapting to future system changes with ease.
✨

Real-time Operational Visibility

90% Faster data access

📋 What You Get

Gain an immediate, unified view of your sales, inventory, customer, and financial data across Dynamics 365 and Syspro. Make informed decisions faster with up-to-the-minute insights.

💼 Business Impact

This benefit directly contributes to 90% improvement in Faster data access, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics 365 + Syspro 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 Syspro, 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 + Syspro 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 Common Data Model (Dataverse) entities across all Dynamics 365 modules (Sales, Service, Finance, SCM). Used for Accounts, Contacts, Products, Sales Orders, Invoices, Vendors, etc.
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts in Dynamics 365 Sales/CRM. For creating new accounts, updating existing ones, or retrieving account details.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders in Dynamics 365 Sales/Commerce. Critical for eCommerce integrations to create, update, and retrieve order information.
GET /api/data/v9.x/msdyn_inventoryonhands Retrieve real-time inventory on-hand data from Dynamics 365 Supply Chain Management. Crucial for accurate stock synchronization with Syspro and eCommerce platforms.

⚡ Transformation Logic

  • Data Type Conversion: Automatically convert data types (e.g., string to integer, date formats).
  • Value Mapping: Translate picklist values (e.g., 'Open' in D365 to 'Pending' in Syspro).
  • Concatenation/Splitting: Combine or split fields (e.g., D365 First Name + Last Name to Syspro ContactPerson).
  • Conditional Logic: Apply transformations based on specific conditions (e.g., if D365 'Customer Type' is 'Wholesale', set Syspro 'Pricing Group' to 'B').
  • Lookup Tables: Use internal or external lookup tables for complex data translations (e.g., product category codes).
  • Currency Conversion: Automated multi-currency conversions with exchange rate lookups.

🛡️ Error Handling

  • Transient Network Errors: Handled by automatic retries with exponential backoff.
  • API Rate Limit Exceeded: Managed by dynamic throttling and queuing.
  • Data Validation Failures: Messages routed to DLQ; alerts triggered for review.
  • Schema Mismatch: AI suggests mapping corrections; developer intervention for complex changes.
  • Referential Integrity Issues: (e.g., 'Customer Not Found' for a Sales Order) Messages quarantined for manual correction or creation of missing master data.
Pricing

Simple, transparent pricing for Dynamics 365 + Syspro.

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 Syspro?
The optimal approach is to use a modern iPaaS (Integration Platform as a Service) that provides pre-built connectors for both Dynamics 365 (OData APIs, webhooks) and Syspro (Harmony API). This enables an API-first, event-driven architecture with low-code mapping, robust error handling, and AI-assisted capabilities for real-time synchronization and workflow automation.

AI & Automation FAQs

▸ How does AI enhance Dynamics 365 and Syspro integrations?
AI significantly enhances integrations by providing intelligent mapping suggestions, detecting anomalies in data flows, automating data validation, and even suggesting or auto-applying fixes for common errors. This moves workflows from automated to autonomous, reducing manual intervention and improving data quality and reliability.

Low-Code/No-Code FAQs

▸ Can I use low-code/no-code tools to automate Dynamics 365 and Syspro 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 Syspro using visual drag-and-drop interfaces. This democratizes integration and accelerates automation initiatives.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Dynamics 365 and Syspro, and how are they addressed?
Common challenges include reconciling payment transactions, ensuring accurate inventory levels, handling complex data transformations, and managing API rate limits. Our iPaaS mitigates these by providing strong data validation, automated reconciliation logic, intelligent throttling, and AI-assisted mapping to ensure data integrity and system performance.

Security & Compliance FAQs

▸ How do you ensure data security and compliance during Dynamics 365 and Syspro integrations?
Security and compliance are paramount. We use Azure AD OAuth 2.0 for Dynamics 365, API Keys/OAuth 2.0 for Syspro, enforce TLS 1.2+ encryption for data in transit, and encrypt data at rest. The principle of least privilege is applied to API access, sensitive information is redacted from logs, and the iPaaS adheres to regulations like GDPR, CCPA, and PCI DSS.

API & Connectivity FAQs

▸ What kind of APIs do Dynamics 365 and Syspro offer for integration?
Dynamics 365 primarily offers OData (Open Data Protocol) v4 REST APIs for its Common Data Model (Dataverse), along with webhooks and event mechanisms. Syspro provides its modern RESTful Harmony API and older e.net Solutions (COM-based). Our iPaaS supports all these options for comprehensive connectivity.

Error Management FAQs

▸ How are errors and failures handled in Dynamics 365 and Syspro integration workflows?
A robust error handling strategy includes comprehensive logging, automatic retries for transient errors with exponential backoff, routing persistent failures to a dead-letter queue for manual review, and automated alerts to notify relevant teams. AI can further assist by analyzing error patterns and suggesting corrective actions.

Development & Maintenance FAQs

▸ What is the benefit of reusable integration components for Dynamics 365 and Syspro?
Reusable components (e.g., common data mappings, error handling patterns, authentication flows) significantly reduce development time, improve consistency, and simplify maintenance for Dynamics 365 and Syspro integrations. They promote standardization and accelerate the deployment of new workflows.
Implementation Timeline

Go live with Dynamics 365 + Syspro 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 Syspro, 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 + Syspro 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 + Syspro.

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 + Syspro 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