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Connect™

Unify Dynamics AX & Dynamics CRM: Achieve a 360° View & Automate Workflows

Break down data silos between your ERP and CRM. Our intelligent iPaaS delivers real-time synchronization, empowering your sales, service, and finance teams with accurate, unified data.

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The Challenge

The Challenge: Disconnected Dynamics AX & Dynamics CRM Environments

Operating Dynamics AX and Dynamics CRM as separate systems creates significant operational inefficiencies and limits strategic insights. Without a cohesive integration strategy, businesses struggle with fragmented data and manual processes that hinder growth and customer satisfaction.

  • Manual data entry leading to errors and delays
  • Inconsistent customer and product information across systems
  • Delayed sales order processing and fulfillment
  • Lack of financial context for sales and service teams
  • Inefficient lead-to-cash cycles and reporting
  • Duplicate records and data quality issues
  • Difficulty in achieving a true 360-degree customer view
Integration Diagram
Solution Illustration
The Solution

The Solution: Intelligent Integration for Dynamics AX & Dynamics CRM

Our iPaaS-driven solution provides a comprehensive framework to seamlessly connect Dynamics AX and Dynamics CRM. We leverage a modern, API-first, and event-driven architecture to ensure real-time data synchronization, automated workflows, and a unified view of your entire business operation, from initial lead capture to financial settlement.

  • Bi-directional data synchronization for core entities
  • Real-time and scheduled sync options
  • Low-code/no-code workflow automation
  • AI-driven data mapping and validation
  • Centralized monitoring and error handling
Implementation Timeline

Go live with Dynamics AX + Dynamics CRM 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 CRM, 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 CRM 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
  • Real-time and scheduled sync options
  • Low-code/no-code workflow automation
  • AI-driven data mapping and validation
  • Centralized monitoring and error handling
  • Scalable and resilient architecture

Seamless Data Flow & Workflow Orchestration

Our iPaaS acts as the central nervous system, orchestrating complex data flows and business logic between Dynamics AX and Dynamics CRM. It ensures reliable, secure, and performant integration, adapting to both systems' unique API structures and data models.

Data Flow Steps

Connection Establishment: Securely connect to Dynamics AX via AIF services/custom endpoints and Dynamics CRM via Dataverse Web API.

Event Triggering: Monitor for changes (e.g., new customer in CRM, sales order status update in AX) using webhooks, Dataverse events, or scheduled polling.

Data Extraction: Retrieve relevant data from the source system.

Data Transformation & Mapping: Map source fields to target fields, applying business rules, lookups, and data cleansing as defined in the iPaaS.

Data Validation: Validate data against predefined rules and target system schemas, often enhanced by AI for anomaly detection.

Data Loading: Push transformed and validated data to the target system via its respective APIs.

Error Handling & Notification: Log any failures, initiate retries for transient issues, and alert relevant teams for persistent errors.

Monitoring & Auditing: Provide real-time dashboards for flow health, data volumes, and compliance auditing.

Data Touchpoints

Customer/Account: Bi-directional sync for master data (name, address, contact info, payment terms).
Sales Order: CRM initiates order, AX processes fulfillment & invoicing, AX updates status back to CRM.
Product/Item: AX is master for product details, pricing, inventory; syncs to CRM.
Lead/Opportunity: CRM-driven, upon qualification, creates customer/order in AX.
Invoice (Sales): AX generates invoices, key details can be pushed to CRM for visibility.
Case (Service): CRM-driven, may pull order/customer details from AX for context.

"Dynamics CRM (Lead, Account, Contact, Opportunity) → iPaaS (Transform, Validate) → Dynamics AX (Customer, Sales Order). Dynamics AX (Sales Order Status, Inventory) → iPaaS (Transform, Validate) → Dynamics CRM (Sales Order, Product). Bi-directional for Customer/Account and Product."

Pricing

Simple, transparent pricing for Dynamics AX + Dynamics CRM.

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

Critical Entities & Intelligent Mapping for Unified Data

Effective integration hinges on precise mapping of core business entities between Dynamics AX and Dynamics CRM. Our iPaaS provides the tools and intelligence to handle the complexity, ensuring data integrity and consistency.

Customer (AX) / Account (CRM)

Represents the core customer record. Essential for sales, service, and finance.

Dynamics AX Fields

CustAccount Name PartyId Currency PaymentTerms CreditLimit CustGroup Address (Invoice, Delivery)

Dynamics CRM Fields

accountid name accountnumber primarycontactid address1_composite creditonhold creditlimit

Mapping Notes

AX's `CustAccount` typically maps to CRM's `accountnumber`. `Name` and `Address` require careful handling of multiple address types and potential formatting differences. `PartyId` is crucial for consistency in Microsoft ecosystems. AI can assist in harmonizing address formats and suggesting deduplication rules.

Next Steps

See Dynamics AX + Dynamics CRM 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.

Lead-to-Order Synchronization

Automate the entire sales cycle by synchronizing qualified leads and opportunities from Dynamics CRM to customer and sales order creation in Dynamics AX.

Integration Steps:

  1. 0 New Lead created/qualified in Dynamics CRM.
  2. 1 iPaaS triggers conversion of Lead to Account/Contact/Opportunity in CRM.
  3. 2 Account/Contact data synced from CRM to Dynamics AX as Customer record.
  4. 3 Opportunity details (e.g., quoted products) mapped to Sales Order in CRM.
  5. 4 Sales Order created in Dynamics AX for fulfillment and invoicing.
  6. 5 Order status updates (e.g., 'Shipped', 'Invoiced') from AX sync back to CRM Sales Order.

Business Outcome

Accelerated sales cycle, reduced manual data entry, consistent customer and order data, 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.

Accelerated Order-to-Cash Cycle
Automate sales order creation in Dynamics AX directly from Dynamics CRM, reducing manual effort and processing time by up to 70%.
Enhanced Customer 360-Degree View
Provide sales and service teams with real-time access to customer master data, order history, financial status, and service cases from both AX and CRM.
Improved Data Accuracy & Consistency
Eliminate manual data entry errors and ensure consistent customer, product, and sales order data across both Dynamics AX and Dynamics CRM.
Streamlined Business Workflows
Automate critical processes like lead conversion, sales order updates, and inventory synchronization, freeing up valuable employee time.
Faster Decision-Making
Empower management with real-time, integrated data for better forecasting, resource allocation, and strategic planning.
Reduced IT Development & Maintenance Costs
Leverage a low-code iPaaS with pre-built connectors and AI assistance to minimize custom coding and ongoing maintenance.
Scalability & Future-Proofing
Build an integration foundation that can easily adapt to evolving business needs, new systems, and higher data volumes without re-architecture.
✨

Accelerated Order-to-Cash Cycle

70% Faster Order Processing

📋 What You Get

Automate sales order creation in Dynamics AX directly from Dynamics CRM, reducing manual effort and processing time by up to 70%.

💼 Business Impact

This benefit directly contributes to 70% improvement in Faster Order Processing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics AX + Dynamics CRM 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 CRM, 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 CRM 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
POST /AIF/SalesOrderService/create Creating new sales orders in Dynamics AX from CRM or other external systems, including header and lines.
POST /AIF/CustomerService/create Creating new customer records in Dynamics AX, often originating from CRM account creation.
POST /AIF/InventItemService/update Updating product/item master data or inventory levels in Dynamics AX, often from a PIM or WMS. Can be used for price updates.
POST /AIF/SalesOrderService/read Retrieving sales order details, including status, from Dynamics AX for synchronization back to CRM.

⚡ Transformation Logic

  • Data Type Conversion: Convert string to numeric, date formats (e.g., AX date to CRM datetime).
  • Lookup & Enrichment: Use AX `CustGroup` to enrich CRM Account records with customer segmentation details.
  • Conditional Logic: Only sync leads to AX as customers if they meet specific qualification criteria in CRM.
  • Default Values: Set default `InventDimId` in AX for products if not specified from CRM.
  • Concatenation/Splitting: Combine CRM `FirstName` and `LastName` into AX `Name` field, or split AX address into CRM components.
  • Unit of Measure Conversion: Convert quantities between different units of measure used by AX and CRM.

🛡️ Error Handling

  • Data Validation Failure: Incoming data from one system doesn't meet the schema or business rules of the other (e.g., missing required field). Mitigation: iPaaS validation, dead-letter queue.
  • Duplicate Record Creation: Attempting to create a customer in AX that already exists. Mitigation: Deduplication logic, `find` before `create`.
  • API Rate Limit Exceeded: Too many requests to Dynamics CRM Web API. Mitigation: Batching, queuing, exponential backoff retries.
  • Authentication Failure: Invalid credentials or expired tokens. Mitigation: Secure credential management, token refresh logic, alerting.
  • Business Logic Conflict: An update in CRM conflicts with an AX business rule (e.g., trying to update an already invoiced order). Mitigation: Conflict resolution rules, error notification, manual intervention.
Pricing

Simple, transparent pricing for Dynamics AX + Dynamics CRM.

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 are the common challenges when integrating Dynamics AX and Dynamics CRM?
Common challenges include the complexity of AX's data model, differing API approaches (SOAP vs. REST), managing data consistency for entities like Customer/Account and Sales Order, handling real-time vs. batch requirements, and the need for robust error handling. Our iPaaS addresses these by abstracting complexity, offering visual mapping, and supporting both API-first and event-driven patterns.

iPaaS Benefits FAQs

▸ How does iPaaS improve Dynamics AX & CRM integration compared to traditional methods?
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, and improves the scalability and reliability compared to custom point-to-point coding.

Technical Capabilities FAQs

▸ Is real-time integration possible between Dynamics AX and Dynamics CRM?
Yes, absolutely. While AX's native capabilities might lean towards batch processing, a modern iPaaS can leverage AIF services, custom web services, or database triggers to capture and push data in near real-time. For CRM, Dataverse events and webhooks enable instant data synchronization, making real-time workflows between the two systems fully achievable.

AI Enhancement FAQs

▸ What is the role of AI in Dynamics AX & CRM integrations?
AI augments AX and CRM integrations by providing intelligent automation. This includes AI-driven data validation, anomaly detection in financial transactions or sales data, smart routing of exceptions, automated mapping suggestions for complex schemas, and predictive insights, reducing manual effort and improving data quality and operational resilience.

Low-Code FAQs

▸ How do low-code/no-code workflows benefit Dynamics AX & CRM users?
Low-code/no-code workflows empower business users and analysts to build and modify integrations with both Dynamics AX and Dynamics CRM using visual interfaces, rather than relying solely on developers. This accelerates project delivery, reduces IT backlog, and allows business teams to quickly adapt workflows to changing needs and extend functionality without coding.

Security FAQs

▸ What security considerations are crucial for Dynamics AX & CRM integrations?
Key security considerations include robust authentication and authorization (OAuth 2.0 for CRM, AAD/Windows Auth for AX) for all integration endpoints, data encryption in transit (TLS/SSL), secure storage of credentials, IP whitelisting, and strict adherence to data privacy regulations (e.g., GDPR, SOX). Comprehensive auditing of integration activities is also essential.

Data Management FAQs

▸ How can I ensure data consistency between Dynamics AX and Dynamics CRM?
Data consistency is achieved through a well-designed iPaaS integration that employs robust data harmonization, transformation, and validation rules. This includes defining canonical data models, implementing deduplication logic, and using conflict resolution strategies. AI can also assist in identifying and resolving data discrepancies proactively, ensuring a single source of truth.

Ecosystem Integration FAQs

▸ Can I integrate Dynamics AX with other Microsoft products like Power Platform?
Yes, an iPaaS can facilitate robust integrations between Dynamics AX and other Microsoft products, including Dynamics 365 Finance & Operations (the successor to AX), and the Power Platform (Power Apps, Power Automate, Power BI). This allows for seamless data flow and process automation across your entire Microsoft ecosystem, leveraging the strengths of both legacy and modern applications.
Implementation Timeline

Go live with Dynamics AX + Dynamics CRM 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 CRM, 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 CRM 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 AX + Dynamics CRM.

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 AX + Dynamics CRM 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