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Unify Dynamics 365 & TIMS: Drive Operational Excellence with Intelligent Integration

Break down data silos, automate end-to-end workflows, and gain a real-time 360-degree view of your business by seamlessly connecting Microsoft Dynamics 365 with TIMS ERP.

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The Challenge

Disconnected Operations: The Cost of Dynamics 365 and TIMS Data Silos

Operating Dynamics 365 and TIMS as separate systems creates significant operational inefficiencies, data discrepancies, and inhibits a holistic view of your business. Manual data transfers are prone to errors and costly delays.

  • Manual Data Entry & Reconciliation: Tedious, error-prone, and time-consuming tasks like entering sales orders into TIMS after creation in Dynamics 365, or reconciling invoices and payments.
  • Inaccurate Inventory Levels: Discrepancies between D365 SCM and TIMS lead to overselling, stockouts, and poor customer experience.
  • Delayed Financial Reporting: Slow month-end closes due to fragmented financial data, impacting strategic decision-making.
  • Inconsistent Customer Data: Different customer profiles in Dynamics 365 (CRM) and TIMS (AR) lead to disjointed customer experiences and poor personalization.
  • Lack of Real-time Visibility: Inability to track the complete order lifecycle or procure-to-pay status in real-time across both systems.
  • Compliance & Audit Risks: Difficulty in maintaining a complete audit trail and ensuring data integrity across disparate systems.
Integration Diagram
Solution Illustration
The Solution

Seamless Integration for Dynamics 365 & TIMS: Your Unified Business Platform

Our AI-first iPaaS solution provides a comprehensive, low-code platform to seamlessly connect Dynamics 365 with TIMS. It orchestrates complex workflows, harmonizes data, and automates processes across sales, finance, inventory, and procurement, delivering a single source of truth and empowering your enterprise.

  • Bi-directional Data Synchronization: Keep core entities like Customers, Products, Sales Orders, Invoices, and Vendors consistently updated in both Dynamics 365 and TIMS.
  • Event-Driven Architecture: Leverage webhooks and Dataverse events for real-time updates, minimizing latency and ensuring data freshness.
  • Advanced Data Mapping & Transformation: Visually design complex data mappings and apply transformation rules to ensure data integrity and compatibility between systems.
  • Automated Workflow Orchestration: Build end-to-end automated processes from order capture to financial posting and inventory updates, reducing manual intervention.
  • Robust Error Handling & Monitoring: Proactive identification of integration failures, automated retries, dead-letter queues, and comprehensive monitoring dashboards.
Implementation Timeline

Go live with Dynamics 365 + TIMS 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 TIMS, 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 + TIMS 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: Keep core entities like Customers, Products, Sales Orders, Invoices, and Vendors consistently updated in both Dynamics 365 and TIMS.
  • Event-Driven Architecture: Leverage webhooks and Dataverse events for real-time updates, minimizing latency and ensuring data freshness.
  • Advanced Data Mapping & Transformation: Visually design complex data mappings and apply transformation rules to ensure data integrity and compatibility between systems.
  • Automated Workflow Orchestration: Build end-to-end automated processes from order capture to financial posting and inventory updates, reducing manual intervention.
  • Robust Error Handling & Monitoring: Proactive identification of integration failures, automated retries, dead-letter queues, and comprehensive monitoring dashboards.
  • Scalable & Secure Infrastructure: A cloud-native iPaaS designed for high-volume transactions, ensuring data security and compliance with industry standards.

Dynamics 365 & TIMS Integration: The Technical Blueprint

Our iPaaS solution facilitates a robust, API-first, and event-driven integration between Dynamics 365 and TIMS. It acts as the intelligent middleware, orchestrating data flow, ensuring security, and providing comprehensive monitoring across your connected enterprise.

Data Flow Steps

Secure Connection Establishment: Configure OAuth 2.0 authentication for Dynamics 365 (Azure AD) and TIMS (OAuth 2.0 / API Keys) within the iPaaS credential vault.

Source & Target Configuration: Define Dynamics 365 and TIMS as source/target systems, specifying instances and connection details.

Trigger Definition: Set up event-driven triggers (webhooks for TIMS, Dataverse events for D365) or scheduled polling for specific entities (e.g., changes in Sales Orders, new Customer records).

Data Extraction: iPaaS extracts relevant data from the source system using optimized API calls (e.g., OData queries for D365, REST GET for TIMS).

Transformation & Harmonization: Data is transformed using visual mapping tools to match the target system's schema. This includes data type conversions, concatenations, lookups, and applying business rules.

Validation & Enrichment: Data undergoes validation checks (e.g., mandatory fields, format rules) and can be enriched with additional information from other systems if necessary.

Loading to Target: Transformed and validated data is loaded into the target system via its respective APIs (e.g., D365 PATCH/POST, TIMS POST/PUT).

Error Handling & Monitoring: Any failures are logged, retries are attempted, and critical errors trigger alerts. Real-time dashboards provide end-to-end visibility.

Status Updates: Integration can push status updates back to the source system or other relevant platforms (e.g., order status to eCommerce).

Data Touchpoints

Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Vendor, Purchase Order, General Ledger Account, Payment Transaction, msdyn_inventoryonhands.
TIMS: Customer, Product/Item, Sales Order, Invoice (AR/AP), Payment (AR/AP), Vendor, Purchase Order, General Ledger Entry, Inventory Adjustment, Shipment.

"The integration architecture centers around a cloud-native iPaaS. Events or scheduled jobs trigger data extraction from either Dynamics 365 or TIMS via their respective APIs. The iPaaS's powerful transformation engine then maps, validates, and cleanses the data, ensuring it conforms to the target system's schema. Finally, the transformed data is loaded into the target system via its APIs. Robust error handling, logging, and monitoring are embedded throughout this bi-directional flow."

Pricing

Simple, transparent pricing for Dynamics 365 + TIMS.

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

Harmonizing Core Entities: Dynamics 365 and TIMS Data Mapping

Achieving seamless integration relies on precise mapping and transformation of key business entities between Dynamics 365 and TIMS. Our iPaaS provides a visual canvas to define these relationships, ensuring data integrity and consistency.

Customer / Account

Synchronization of customer master data, ensuring consistent profiles for sales, service, and accounting.

Dynamics 365 Fields

[field, accountid],[type, GUID],[notes, Primary unique identifier] [field, name],[type, String],[notes, Company Name] [field, accountnumber],[type, String],[notes, Internal customer ID] [field, primarycontactid],[type, Lookup],[notes, Link to associated Contact] [field, address1_composite],[type, String],[notes, Full billing address] [field, address2_composite],[type, String],[notes, Full shipping address] [field, telephone1],[type, String] [field, emailaddress1],[type, String] [field, creditlimit],[type, Money],[notes, Customer's credit limit]

TIMS Fields

[field, CustomerID],[type, Int/String],[notes, TIMS unique ID] [field, ExternalID],[type, String],[notes, Mapped to D365 accountid for lookup] [field, CompanyName],[type, String] [field, FirstName],[type, String],[notes, From primary contact] [field, LastName],[type, String],[notes, From primary contact] [field, Email],[type, String],[notes, From primary contact] [field, Phone],[type, String] [field, BillingAddress],[type, String] [field, ShippingAddress],[type, String] [field, PaymentTerms],[type, String] [field, CreditLimit],[type, Decimal]

Mapping Notes

Dynamics 365 'Account' typically maps to TIMS 'Customer'. 'Contact' entity in D365 needs to be linked to the 'Account' and its details (FirstName, LastName, Email) mapped to TIMS 'Customer' fields. 'accountid' from D365 should be stored in TIMS 'ExternalID' for bi-directional lookup. Address parsing from composite fields is crucial.

Next Steps

See Dynamics 365 + TIMS 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.

End-to-End eCommerce Order Processing

Automate the entire journey of an online order, from its placement on an eCommerce platform to its fulfillment in Dynamics 365 Supply Chain Management and financial posting in TIMS. This includes customer creation/updates, sales order entry, inventory allocation, shipment tracking, and invoice/payment reconciliation.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 iPaaS triggers on new order, creates/updates Customer in D365 (Account/Contact) and TIMS (Customer).
  3. 2 Sales Order and Line Items created in D365 (Sales Order, Sales Order Detail) and TIMS (Sales Order).
  4. 3 Inventory adjusted in TIMS and D365 SCM, then updated on eCommerce platform.
  5. 4 Shipment confirmation from D365 SCM (or WMS) updates TIMS (Shipment) and eCommerce with tracking.
  6. 5 Invoice generated in D365 (Invoice) and TIMS (Invoice AR), payment status synchronized.

Business Outcome

Faster order fulfillment, accurate inventory, reduced manual errors, improved cash flow, enhanced customer experience.

Frequency

Real-time

Business Value

Key Integration Benefits

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

Boost Operational Efficiency
Automate manual data entry and reconciliation tasks between Dynamics 365 and TIMS, freeing up staff and accelerating critical business cycles like order processing and financial closes.
Ensure Real-time Data Accuracy
Maintain consistent, up-to-date information for customers, products, inventory, and financials across both systems, eliminating data discrepancies and improving decision-making.
Accelerate Financial Close Cycles
Streamline financial data flow from Dynamics 365 to TIMS, automating GL postings, invoice reconciliation, and payment applications for faster, more accurate period closes.
Enhance Customer Experience
Provide a unified customer view and real-time order status, enabling better customer service, personalized interactions, and on-time fulfillment.
Optimize Inventory Management
Achieve real-time inventory synchronization between D365 SCM and TIMS, preventing overselling, reducing stockouts, and optimizing stock levels across all channels.
Strengthen Compliance & Security
Leverage enterprise-grade security features, audit trails, and data governance capabilities of the iPaaS to ensure compliance with data privacy regulations and protect sensitive information.
✨

Boost Operational Efficiency

70%+ Reduction in Manual Data Entry

📋 What You Get

Automate manual data entry and reconciliation tasks between Dynamics 365 and TIMS, freeing up staff and accelerating critical business cycles like order processing and financial closes.

💼 Business Impact

This benefit directly contributes to 70%+ improvement in Reduction in Manual Data Entry, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics 365 + TIMS 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 TIMS, 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 + TIMS 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 Dataverse CRUD operations across all D365 modules (Accounts, Contacts, Sales Orders, Invoices, Products, etc.).
GET/POST/PATCH /api/data/v9.x/accounts Manage customer accounts. Used for creating/updating accounts or retrieving details for synchronization.
GET/POST/PATCH /api/data/v9.x/salesorders Manage sales orders and their line items. 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 PIM or eCommerce.
GET/POST/PATCH /api/data/v9.x/invoices Manage customer invoices. 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. Crucial for accurate stock synchronization.
GET/POST/PATCH /api/data/v9.x/msdyn_purchaseorders Manage purchase orders in D365 SCM. Used for procure-to-pay automation and vendor management.

⚡ Transformation Logic

  • Field Concatenation/Splitting: Combining D365 FirstName and LastName to TIMS FullName, or splitting D365 composite addresses.
  • Data Type Conversion: Converting string IDs to GUIDs, decimal quantities to integers, date formats.
  • Lookup Tables: Mapping D365 OptionSet values (e.g., 'statuscode') to TIMS string representations (e.g., 'OrderStatus').
  • Conditional Logic: Applying discounts based on customer segment, or routing invoices based on total amount.
  • Default Values: Setting default values for non-mandatory fields if source data is missing.
  • Currency Conversion: Automatically converting monetary values if systems operate in different base currencies.

🛡️ Error Handling

  • Transient API Failures: (e.g., network issues, temporary D365/TIMS service unavailability) handled by automated retries with exponential backoff.
  • Data Validation Errors: (e.g., missing mandatory fields, invalid data types) routed to dead-letter queues for manual correction or triggering specific error workflows.
  • Business Logic Errors: (e.g., customer not found, product SKU invalid) typically result in a failed transaction that is logged and alerted, potentially triggering a human intervention workflow.
  • Rate Limit Exceeded: Handled by intelligent throttling and queuing mechanisms within the iPaaS, with alerts if persistent.
  • Authentication Failures: Trigger immediate alerts for credential issues or token expiration.
Pricing

Simple, transparent pricing for Dynamics 365 + TIMS.

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 TIMS?
The primary benefit is achieving a unified view of your business operations and financial data. This eliminates data silos, reduces manual data entry and errors, accelerates critical workflows (like order-to-cash and procure-to-pay), and enables real-time reporting for better decision-making. It significantly boosts operational efficiency and data accuracy.

Technical FAQs

▸ How does an iPaaS facilitate Dynamics 365 and TIMS integration?
A modern iPaaS (Integration Platform as a Service) acts as intelligent middleware. It provides pre-built connectors for both Dynamics 365 and TIMS, a visual low-code/no-code interface for designing workflows, robust data mapping and transformation capabilities, and enterprise-grade features for error handling, monitoring, and security. It enables API-first, event-driven synchronization.
▸ How are API rate limits handled for Dynamics 365 and TIMS?
Our iPaaS intelligently manages API rate limits for both systems. It employs strategies like request queuing, dynamic throttling with exponential backoff, and batching operations (where supported) to optimize API usage. This ensures high throughput without exceeding service protection limits in Dynamics 365 or specific endpoint limits in TIMS.

Data Flow FAQs

▸ Can I synchronize customer and product data bi-directionally between Dynamics 365 and TIMS?
Absolutely. Our integration solution supports robust bi-directional synchronization for core entities like Customers/Accounts and Products/Items. This ensures that any updates made in Dynamics 365 (e.g., new contact details) or TIMS (e.g., updated product pricing) are consistently reflected in both systems, maintaining a single source of truth.

AI Features FAQs

▸ How does AI enhance the Dynamics 365 and TIMS integration?
AI significantly enhances the integration by providing capabilities such as AI-assisted mapping suggestions, intelligent data validation (e.g., detecting anomalies in invoice amounts or GL postings), automated exception handling, and predictive insights into integration performance. This moves workflows from simple automation to autonomous, intelligent operations.

Security FAQs

▸ What are the security considerations for integrating Dynamics 365 and TIMS?
Security is paramount. Best practices include using Azure AD OAuth 2.0 for Dynamics 365 and OAuth 2.0/API keys for TIMS with the principle of least privilege, encrypting all data in transit (TLS 1.2+) and at rest, redacting sensitive information from logs, implementing IP whitelisting, and ensuring the iPaaS adheres to compliance standards like GDPR, CCPA, and SOC 2.

Customization FAQs

▸ Can I customize the integration workflows without coding?
Yes, absolutely. Our iPaaS offers a powerful low-code/no-code visual designer that empowers business users and citizen integrators to customize, extend, and create new integration workflows. You can modify data mappings, add conditional logic, define business rules, and even integrate custom fields without writing a single line of code.

Error Handling FAQs

▸ What happens if an integration fails? How is error handling managed?
The iPaaS has robust, multi-tiered error handling. It includes comprehensive logging of all failures, automated retries with exponential backoff for transient issues, routing of persistent errors to dead-letter queues for manual review, and automated alerts to notify relevant teams. AI can further assist in analyzing error patterns and suggesting corrective actions.
Implementation Timeline

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

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 + TIMS 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