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Unify Your Enterprise: Seamless Dynamics AX & Dynamics 365 Integration

Bridge your legacy ERP with modern cloud capabilities for real-time data flow, automated workflows, and a unified view of your business.

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The Challenge

The Challenge of Disconnected Microsoft Dynamics Environments

Operating with Dynamics AX and Dynamics 365 in silos creates significant operational hurdles. Businesses often grapple with outdated data, inefficient manual processes, and a lack of holistic visibility, hindering agility and growth.

  • Data Silos: Critical information like customer profiles, sales orders, and inventory levels are fragmented across AX and D365.
  • Manual Reconciliation: Tedious and error-prone manual data entry and reconciliation between systems consume valuable time and resources.
  • Delayed Insights: Batch-based or non-existent synchronization leads to stale data, impacting reporting and decision-making.
  • Operational Inefficiencies: Disconnected workflows cause bottlenecks in sales, finance, supply chain, and customer service processes.
  • High Maintenance Costs: Custom point-to-point integrations are brittle, difficult to maintain, and expensive to update.
  • Compliance Risks: Lack of consistent data and audit trails can lead to compliance issues and financial discrepancies.
Integration Diagram
Solution Illustration
The Solution

Unified Operations with Intelligent Dynamics AX & Dynamics 365 Integration

Our iPaaS-driven solution provides the intelligent bridge between Dynamics AX and Dynamics 365, transforming your disconnected systems into a cohesive, automated, and insight-driven enterprise. By centralizing integration management, we enable real-time data flow, orchestrate complex workflows, and empower your business with a single source of truth.

  • Pre-built Connectors: Accelerate integration with optimized connectors for Dynamics AX (AIF, custom services) and Dynamics 365 (OData, Dataverse events).
  • Real-time & Batch Sync: Support for both immediate, event-driven data synchronization and efficient batch processing for large data volumes.
  • Bi-directional Data Flow: Configure data synchronization in any direction to suit your business processes (AX to D365, D365 to AX, or both).
  • Advanced Data Mapping & Transformation: Visually map complex data structures and apply sophisticated transformation rules without coding.
  • Centralized Monitoring & Governance: Gain complete visibility into integration health, performance, and security from a single dashboard.
Implementation Timeline

Go live with Dynamics AX + Dynamics 365 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 AX and Dynamics 365, 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 AX + Dynamics 365 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: Accelerate integration with optimized connectors for Dynamics AX (AIF, custom services) and Dynamics 365 (OData, Dataverse events).
  • Real-time & Batch Sync: Support for both immediate, event-driven data synchronization and efficient batch processing for large data volumes.
  • Bi-directional Data Flow: Configure data synchronization in any direction to suit your business processes (AX to D365, D365 to AX, or both).
  • Advanced Data Mapping & Transformation: Visually map complex data structures and apply sophisticated transformation rules without coding.
  • Centralized Monitoring & Governance: Gain complete visibility into integration health, performance, and security from a single dashboard.
  • Robust Error Handling & Recovery: Implement automated retry logic, alerts, and dead-letter queues to ensure data integrity and business continuity.
  • Scalable & Secure Architecture: Built on a cloud-native platform designed for high performance, reliability, and enterprise-grade security.

Technical Integration Overview: Bridging Dynamics AX and Dynamics 365

Our iPaaS acts as the central hub, orchestrating data exchange and workflow automation between Dynamics AX and Dynamics 365. This involves leveraging the native integration capabilities of both systems, abstracting complexities, and ensuring secure, scalable, and reliable data flow.

Data Flow Steps

Connection Establishment: Securely connect to Dynamics AX via its Application Integration Framework (AIF) services (SOAP/XML), custom web services (X++), or direct database access (for specific scenarios). Connect to Dynamics 365 using its OData v4 REST APIs and Dataverse event model (webhooks).

Event & Trigger Configuration: Configure event listeners for D365 Dataverse events (e.g., 'on create of salesorder') or webhooks. For AX, implement scheduled polling for specific tables/journals, or leverage custom X++ event handlers for real-time triggers where feasible.

Data Extraction & Ingestion: Extract relevant data from the source system. For AX, this might involve AIF 'read' services or custom data entities. For D365, OData 'GET' requests or change tracking mechanisms are used.

Data Transformation & Harmonization: The iPaaS's visual mapping engine transforms the extracted data from the source schema to the target schema. This includes complex field-level mappings, data type conversions, value lookups, and applying business rules (e.g., currency conversion, tax calculations). AI-assisted mapping accelerates this process.

Data Validation: Implement robust validation rules to ensure data quality and integrity before it reaches the target system. This includes schema validation, business rule checks, and AI-driven anomaly detection.

Data Loading & Posting: Load the transformed and validated data into the target system. For AX, this involves AIF 'create'/'update' services (e.g., 'SalesOrderService/create', 'InventItemService/update'). For D365, OData 'POST'/'PATCH' requests to specific entities (e.g., '/api/data/v9.x/salesorders', '/api/data/v9.x/accounts').

Error Handling & Monitoring: Implement comprehensive error logging, automated retry mechanisms with exponential backoff for transient issues, and dead-letter queues for persistent failures. Real-time monitoring dashboards provide visibility into integration health and performance.

Data Touchpoints

Dynamics AX: Sales Order, Customer, Product (Item), Vendor, Purchase Order, Inventory Journal, General Ledger Journal, Invoice, Payment, Employee.
Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Payment Transaction (custom), Vendor, Purchase Order, General Ledger Account.

"Dynamics AX <--- iPaaS (Connectors, Transformation, Rules, AI) ---> Dynamics 365. Data flows bi-directionally for core entities like Customers, Products. Unidirectional flows for specific workflows like eCommerce Orders (D365 -> AX) or Financial postings (AX -> D365). iPaaS handles API abstraction, data mapping, error resolution, and ensures secure, performant data exchange."

Pricing

Simple, transparent pricing for Dynamics AX + Dynamics 365.

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 AX

Integrating Dynamics AX 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 Entity Mapping: Dynamics AX to Dynamics 365

Successful integration hinges on precise mapping of core business entities. Our iPaaS provides a visual, low-code canvas to define these mappings, ensuring data consistency and integrity across Dynamics AX and Dynamics 365.

Customer / Account

Synchronizing customer master data is fundamental for sales, service, and finance. This involves linking Dynamics AX's 'Customer' entity to Dynamics 365's 'Account' and 'Contact' entities.

Dynamics AX Fields

[field, CustAccount],[type, string],[notes, Primary key, unique identifier.] [field, Name],[type, string],[notes, Customer's official name.] [field, PartyId],[type, guid],[notes, Links to global address book party, important for consistent identity.] [field, Currency],[type, string],[notes, Default currency for the customer.] [field, PaymentTerms],[type, string],[notes, Payment terms code.] [field, CustGroup],[type, string],[notes, Customer group classification.] [field, Address (composite)],[type, object],[notes, Billing and delivery addresses.]

Dynamics 365 Fields

[field, accountid],[type, guid],[notes, Primary key for Account.] [field, name],[type, string],[notes, Account name.] [field, accountnumber],[type, string],[notes, Unique identifier, often external key.] [field, primarycontactid],[type, lookup],[notes, Link to associated Contact.] [field, address1_composite],[type, object],[notes, Primary address, often needs parsing.] [field, defaultpricelevelid],[type, lookup],[notes, Associated price list.] [field, transactioncurrencyid],[type, lookup],[notes, Transaction currency.] [field, paymenttermscode],[type, optionset],[notes, Payment terms.]

Mapping Notes

AX's `CustAccount` typically maps to D365's `accountnumber` for matching. `Name` maps directly. AX's `PartyId` can be used for ensuring global address book consistency with D365's `Account` and `Contact` `partyid` (if applicable). Address mapping requires careful parsing of composite fields. Deduplication logic is crucial during initial sync.

Next Steps

See Dynamics AX + Dynamics 365 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.

E-commerce Order to AX Fulfillment & D365 Finance

Automate the complete sales order lifecycle from an eCommerce platform (integrating with D365 Sales/Commerce) into Dynamics AX for inventory allocation, fulfillment, and invoicing. This workflow ensures real-time data consistency and accelerates order processing, with financial posting eventually flowing back into D365 Finance.

Integration Steps:

  1. 0 Customer places order on eCommerce site (e.g., Shopify, Magento).
  2. 1 Order lands in Dynamics 365 Sales/Commerce.
  3. 2 iPaaS triggers, creates Sales Order, Customer, and Product (if new) in Dynamics AX.
  4. 3 AX processes order, allocates inventory, and generates shipment/invoice.
  5. 4 iPaaS updates D365 Sales with fulfillment status and syncs Invoice to D365 Finance.
  6. 5 Payment reconciliation occurs in D365 Finance.

Business Outcome

Reduced order processing time, eliminated manual data entry, improved inventory accuracy, faster cash cycle, enhanced customer satisfaction.

Frequency

Real-time for order creation, near real-time for status updates.

Business Value

Key Integration Benefits

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

Unified Data Visibility
Achieve a single, consistent view of your critical business data – customers, products, sales orders, and financials – across both Dynamics AX and Dynamics 365 in real-time.
Automated End-to-End Workflows
Automate complex business processes like order-to-cash, procure-to-pay, and master data management, eliminating manual handoffs and speeding up operations.
Enhanced Operational Efficiency
Reduce manual data entry, reconciliation efforts, and human errors, allowing your teams to focus on strategic initiatives rather than repetitive tasks.
Accelerated Financial Close
Streamline financial data flow from sub-ledgers and invoices into Dynamics AX and D365 Finance, ensuring timely and accurate reporting and faster period closes.
Improved Customer 360
Maintain consistent customer master data across all touchpoints, enabling personalized experiences and informed decision-making for sales, service, and marketing.
Optimized Inventory & Supply Chain
Ensure accurate, real-time inventory levels across AX, D365 Supply Chain Management, and eCommerce platforms, preventing stockouts and optimizing fulfillment.
Future-Proofed ERP Strategy
Maximize your Dynamics AX investment while strategically leveraging Dynamics 365's modern cloud innovations and scalability without a disruptive rip-and-replace.
✨

Unified Data Visibility

30% Reduction in data discrepancies

📋 What You Get

Achieve a single, consistent view of your critical business data – customers, products, sales orders, and financials – across both Dynamics AX and Dynamics 365 in real-time.

💼 Business Impact

This benefit directly contributes to 30% improvement in Reduction in data discrepancies, 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
POST /AIF/SalesOrderService/create Creates new sales orders and their lines in Dynamics AX. Used for inbound orders from D365 or eCommerce.
POST /AIF/CustomerService/create Creates or updates customer master data in Dynamics AX from D365.
POST /AIF/InventItemService/update Updates product/item master data or inventory details in Dynamics AX.
POST /AIF/GeneralLedgerJournalService/create Creates and posts general ledger journals in Dynamics AX. Used for financial postings from D365 Finance.
POST /AIF/VendInvoiceService/create Posts vendor invoices into Dynamics AX from D365 Finance or OCR systems.
POST Custom X++ Service For complex or bespoke business logic not covered by standard AIF services, often for real-time triggers or specific data manipulations.

⚡ Transformation Logic

  • Field-level mapping: `D365.Account.accountnumber` -> `AX.Customer.CustAccount`.
  • Data Type Conversion: D365 `datetime` to AX `date` format.
  • Value Mapping: D365 `statuscode` (integer) to AX `SalesStatus` (enum string).
  • Concatenation/Splitting: Combine `FirstName` and `LastName` from D365 `Contact` into AX `Name` field.
  • Lookup: Resolve D365 `defaultuomid` lookup to AX `UnitId` string.
  • Conditional Logic: Apply different pricing rules based on customer group or product type.
  • Financial Dimension Construction: Build AX `LedgerDimension` string from multiple D365 financial dimension fields.

🛡️ Error Handling

  • Transient Network Errors: Handled by automatic retries with backoff.
  • Data Validation Failures: (e.g., invalid item ID) Logged, moved to DLQ, and alerts sent.
  • Business Logic Conflicts: (e.g., attempting to fulfill an order with insufficient AX inventory) Routed to exception handling workflow.
  • API Rate Limit Exceeded: iPaaS throttles requests and retries automatically.
  • Authentication Failure: Alerts triggered for credential issues.
  • Schema Mismatch: Identified during mapping or runtime, leading to transformation errors.
Support & Information

Frequently Asked Questions

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

Challenges FAQs

▸ What are the common challenges when integrating Dynamics AX with Dynamics 365?
Common challenges include bridging different API technologies (AIF/SOAP vs. OData/REST), managing complex data model discrepancies, ensuring real-time data consistency, handling security and authentication across disparate systems, and overcoming the limitations of AX's older integration frameworks for modern cloud-based demands. Our iPaaS abstracts these complexities.

iPaaS Benefits FAQs

▸ How does an iPaaS improve Dynamics AX & D365 integration compared to custom coding?
An iPaaS offers visual, low-code/no-code development, pre-built connectors, robust data mapping and transformation, centralized monitoring, and support for API-first and event-driven patterns. This significantly reduces development time, maintenance costs, improves scalability, reliability, and empowers business users, unlike custom coding which is expensive, time-consuming, and hard to maintain.

Real-time Sync FAQs

▸ Is real-time integration possible between Dynamics AX and Dynamics 365?
Yes, absolutely. While AX's native capabilities might lean towards batch processing, a modern iPaaS can leverage AX's AIF services, custom web services, or database change data capture (CDC) mechanisms to capture and push data in near real-time. For Dynamics 365, webhooks and Dataverse events enable instant, event-driven synchronization. The iPaaS orchestrates these for true real-time data flow.

AI Features FAQs

▸ What role does AI play in this integration solution?
AI significantly enhances AX & D365 integrations by providing intelligent automation. This includes AI-driven data validation, anomaly detection in financial transactions, smart routing of exceptions, automated mapping suggestions between complex schemas, and predictive insights, reducing manual effort, improving data quality, and increasing operational resilience.

Data Management FAQs

▸ How do you ensure data consistency between Dynamics AX and Dynamics 365?
Data consistency is ensured through a multi-faceted approach: (1) Robust data mapping and transformation within the iPaaS, (2) Implementing a canonical data model for shared entities, (3) Defining clear business rules for data synchronization and conflict resolution (e.g., master system ownership), (4) Real-time validation, and (5) AI-driven anomaly detection to proactively identify and resolve discrepancies.

Security FAQs

▸ What security considerations are crucial for Dynamics AX & D365 integrations?
Key security considerations include robust authentication and authorization for all integration endpoints (Azure AD OAuth 2.0 for D365, secure service accounts/certificates for AX), data encryption in transit (TLS 1.2+) and at rest, secure storage of credentials, IP whitelisting, and strict adherence to data privacy regulations (e.g., GDPR, SOX). Comprehensive auditing of all integration activities is also essential.

Ecosystem Integration FAQs

▸ Can I integrate Dynamics AX with other Microsoft products like Power Platform?
Yes, absolutely. Our iPaaS can facilitate robust integrations between Dynamics AX and other Microsoft products beyond D365, including Power Platform (Power Apps, Power Automate, Power BI) and Azure services. This allows you to extend the capabilities of your legacy AX system with modern low-code applications, advanced analytics, and intelligent automation, creating a truly connected Microsoft ecosystem.
Pricing

Simple, transparent pricing for Dynamics AX + Dynamics 365.

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 AX + Dynamics 365 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