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Unify Dynamics AX & Epicor P21: Powering Intelligent Enterprise Operations

Achieve real-time data synchronization, automate critical workflows, and eliminate operational silos between your Dynamics AX and Epicor P21 systems with a powerful, AI-driven integration platform.

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The Challenge

The Challenge: Disconnected ERPs & Stifled Operations

Running critical business processes across two distinct ERP systems like Dynamics AX and Epicor P21 introduces significant operational hurdles. Data silos, manual reconciliation, and delayed information flow impede efficiency, increase costs, and hinder strategic decision-making.

  • Manual data entry leading to errors and delays.
  • Lack of real-time visibility into inventory, sales, and financial positions.
  • Inconsistent master data (customer, product, vendor) across systems.
  • Complex and costly custom point-to-point integrations.
  • Compliance risks due to fragmented audit trails and data discrepancies.
  • Limited agility to adapt to market changes or new business requirements.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Bridging Dynamics AX and Epicor P21 with iPaaS

Our powerful iPaaS solution provides a unified platform to seamlessly connect Dynamics AX and Epicor P21, orchestrating real-time, bi-directional data flow. We transform your disconnected ERP landscape into a cohesive, automated ecosystem, driven by intelligent workflows and AI-enhanced capabilities.

  • Pre-built, configurable connectors for Dynamics AX (AIF/custom services) and Epicor P21 (REST/Service Connect).
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • Real-time and event-driven data synchronization capabilities.
  • Robust data mapping and transformation engine with AI assistance.
  • Centralized monitoring, error handling, and alerting.
Implementation Timeline

Go live with Dynamics AX + Epicor P21 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 Epicor P21, 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 + Epicor P21 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 AX (AIF/custom services) and Epicor P21 (REST/Service Connect).
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • Real-time and event-driven data synchronization capabilities.
  • Robust data mapping and transformation engine with AI assistance.
  • Centralized monitoring, error handling, and alerting.
  • Support for complex business logic and conditional routing.
  • Comprehensive security, compliance, and governance features.

Technical Integration Details: Connecting AX and P21

Our iPaaS provides a robust, secure, and scalable framework for integrating Dynamics AX and Epicor P21. We leverage the most efficient API endpoints and communication protocols from both systems, ensuring reliable and high-performance data exchange.

Data Flow Steps

Secure Connectivity: Establish secure, authenticated connections to both Dynamics AX and Epicor P21 using specific connectors.

Event Listener/Polling: Configure iPaaS to listen for events (webhooks) from P21 or poll AX services (AIF/custom services) for changes in key entities.

Data Extraction: Extract relevant data from the source system (e.g., new Sales Order from AX).

Transformation & Mapping: Apply sophisticated data mapping and transformation logic to align source data schema with the target system's schema (e.g., AX Sales Order fields to P21 Sales Order fields).

Validation: Implement business rules and AI-driven validation to ensure data quality and integrity before pushing to the target.

Data Loading: Insert or update records in the target system (e.g., create Sales Order in P21) via its respective APIs.

Error Handling & Logging: Capture all transaction details, log errors, and trigger alerts for failures, with automated retry mechanisms.

Status Updates: Propagate status updates back to the source system or notify relevant stakeholders (e.g., P21 Shipment status to AX).

Data Touchpoints

Dynamics AX: Sales Order, Customer, Product (Item), Vendor, Purchase Order, Inventory Journal, General Ledger Journal, Invoice, Payment, Employee
Epicor P21: Customer, Sales Order, Inventory Item, Purchase Order, Vendor, Invoice (Accounts Receivable), Cash Receipt, Shipment, General Ledger (GL) Account, Warehouse

"Conceptual Flow: Source System (Dynamics AX or Epicor P21) -> iPaaS Connector (Authentication, Extraction) -> iPaaS Transformation & Mapping (AI-assisted, Validation) -> iPaaS Orchestration Engine (Business Logic, Error Handling) -> iPaaS Connector (Data Loading) -> Target System (Epicor P21 or Dynamics AX)"

Pricing

Simple, transparent pricing for Dynamics AX + Epicor P21.

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 Entities & Intelligent Data Mapping

Effective integration hinges on precise mapping between the complex data models of Dynamics AX and Epicor P21. Our iPaaS provides a visual, AI-assisted canvas to define transformations, ensuring data integrity and consistency across core business entities.

Customer

Master data for individuals or organizations purchasing from the business. Central to sales, marketing, and finance.

Dynamics AX Fields

CustAccount Name PartyId Currency PaymentTerms CreditLimit CustGroup Address (multiple types)

Epicor P21 Fields

CustomerID CustomerName Address1 City State Zip PhoneNum Email TaxExempt TermsCode

Mapping Notes

Requires careful harmonization of address formats and contact details. `CustAccount` (AX) and `CustomerID` (P21) are critical for reconciliation. Consider a master data management (MDM) approach for unique ID generation or conflict resolution strategies.

Next Steps

See Dynamics AX + Epicor P21 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 Fulfillment & Financial Posting

Automate the entire order-to-cash process, from capturing sales orders in Dynamics AX (potentially from an eCommerce platform) to fulfilling them in Epicor P21, and then synchronizing financial postings back to AX's General Ledger.

Integration Steps:

  1. 0 New Sales Order created in Dynamics AX (or external eCommerce platform synced to AX).
  2. 1 iPaaS detects new AX Sales Order event.
  3. 2 Sales Order data is mapped and transformed to Epicor P21's 'Sales Order' entity, including line items, pricing, customer details.
  4. 3 Sales Order is created in Epicor P21, initiating inventory reservation and fulfillment.
  5. 4 P21 'Shipment' confirmation triggers an iPaaS event, updating AX (e.g., Sales Order status).
  6. 5 Epicor P21 generates an 'Invoice (Accounts Receivable)' upon shipment.
  7. 6 iPaaS captures P21 Invoice event, maps it to Dynamics AX's 'Invoice (Sales/Free Text)', and posts it to AX.
  8. 7 Customer payments processed via external gateways are posted as 'Cash Receipt' in P21, then synchronized as 'Payment' in AX, applying to the corresponding invoice.

Business Outcome

Accelerated order processing by 40%, real-time inventory accuracy, reduced manual invoicing errors, and faster revenue recognition.

Frequency

Real-time / Event-driven

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 AX and Epicor P21, freeing up your teams to focus on higher-value activities.
Achieve Real-time Data Visibility
Gain a single, unified view of your sales, inventory, and financial data across both ERPs, enabling faster, more informed decision-making.
Accelerate Business Cycles
Streamline critical processes like order-to-cash and procure-to-pay by eliminating bottlenecks and ensuring instant data flow.
Enhance Data Accuracy & Quality
Minimize errors, duplicates, and inconsistencies with automated data validation and AI-driven anomaly detection across AX and P21.
Reduce IT Costs & Complexity
Leverage a low-code iPaaS to build and maintain integrations faster, reducing reliance on costly custom development and minimizing technical debt.
Improve Compliance & Auditability
Maintain comprehensive audit trails of all data transactions between systems, ensuring regulatory compliance (e.g., SOX, GDPR) and easier audits.
Scalable & Future-Proof Architecture
Build integrations that grow with your business, supporting high volumes and adapting to evolving Dynamics AX and Epicor P21 versions or new system additions.
✨

Boost Operational Efficiency

30-50% Reduction in manual effort

📋 What You Get

Automate manual data entry and reconciliation tasks between Dynamics AX and Epicor P21, freeing up your teams to focus on higher-value activities.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Reduction in manual effort, 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 Creating new sales orders in Dynamics AX from external systems (e.g., from P21 order confirmations or an eCommerce platform).
POST /AIF/SalesOrderService/updateStatus Updating the status of existing sales orders (e.g., shipped, invoiced) in AX, often triggered by P21 fulfillment events.
POST /AIF/CustomerService/create Creating new customer records in Dynamics AX, synchronized from Epicor P21 or CRM.
POST /AIF/InventItemService/update Updating product/item master data or inventory details in Dynamics AX, synchronized from P21 or a PIM system.
POST /AIF/VendInvoiceService/create Posting vendor invoices into Dynamics AX, often from external OCR solutions or P21 AP processes.
POST /AIF/GeneralLedgerJournalService/create Creating and posting general ledger journals from external financial systems, including aggregated data from Epicor P21.
POST, GET, PUT Custom AX Services (SOAP/REST) For specific business logic or entities not covered by standard AIF services, custom X++ developed services can be exposed.

⚡ Transformation Logic

  • Data Type Conversion: Convert strings to integers, decimals, dates as required by target schema.
  • Lookup & Translation: Map internal codes (e.g., AX `PaymentTerms` to P21 `TermsCode`) using configurable lookup tables.
  • Concatenation/Splitting: Combine or split fields (e.g., first name + last name, full address split into components).
  • Conditional Logic: Apply transformations based on specific conditions (e.g., if `ItemType` is 'Service', then map to specific P21 GL Account).
  • Default Values: Assign default values for optional fields not present in the source.
  • Mathematical Operations: Calculate derived fields (e.g., total amount, tax).
  • Date/Time Formatting: Standardize date and time formats across systems.

🛡️ Error Handling

  • Data Validation Failure: Incoming data does not meet target system's schema or business rules.
  • API Rate Limit Exceeded: Too many requests sent to AX or P21 within a short period.
  • Network Connectivity Issues: Temporary outages between iPaaS and ERP systems.
  • Authentication Failure: Invalid credentials or expired tokens.
  • Business Logic Conflict: An update violates a specific business rule in the target ERP (e.g., trying to ship an unconfirmed order).
  • Duplicate Record: Attempting to create a record that already exists (e.g., customer with same ID).
Support & Information

Frequently Asked Questions

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

General FAQs

▸ What are the common challenges when integrating Dynamics AX and Epicor P21?
Common challenges include the complexity of both ERPs' data models, differing API capabilities (AIF/legacy vs. modern REST), managing data consistency across systems, the need for custom development for unique business logic, and ensuring real-time synchronization without impacting performance. Our iPaaS addresses these by abstracting complexity, providing flexible mapping, and supporting event-driven architectures.

iPaaS Benefits FAQs

▸ How does an iPaaS improve Dynamics AX and Epicor P21 integration compared to traditional methods?
An iPaaS offers visual, low-code/no-code development, pre-built connectors for both ERPs, 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, reliability, and agility of your AX-P21 integrations over custom coding or point-to-point solutions.

Technical Capabilities FAQs

▸ Is real-time integration possible between Dynamics AX and Epicor P21?
Yes, absolutely. With a modern iPaaS, real-time or near real-time integration is achievable. By leveraging webhooks (from P21) or smart polling/custom events (from AX), the iPaaS can capture and push data instantly, ensuring critical information like sales orders, inventory levels, and customer updates are synchronized immediately.

AI Features FAQs

▸ What role does AI play in Dynamics AX and Epicor P21 integrations?
AI significantly augments AX-P21 integrations by providing intelligent automation. This includes AI-driven data validation, anomaly detection in financial transactions or inventory, smart routing of exceptions, automated mapping suggestions, and predictive insights. AI reduces manual effort, improves data quality, and enhances operational resilience across both ERPs.

Data Management FAQs

▸ How can I ensure data consistency between Dynamics AX and Epicor P21?
A robust iPaaS with strong data mapping, transformation, and validation capabilities is key. Implement a canonical data model for common entities, define clear business rules for data synchronization (including ownership), and use conflict resolution strategies for bidirectional flows. AI can also assist in proactively identifying and resolving data discrepancies.

Security & Compliance FAQs

▸ What security considerations are crucial for Dynamics AX and Epicor P21 integrations?
Key security considerations include robust authentication and authorization for all integration endpoints (OAuth, service accounts, least privilege), end-to-end data encryption in transit (TLS/SSL) and at rest, secure storage of credentials, IP whitelisting, and strict adherence to data privacy regulations (e.g., GDPR, SOX, PCI DSS). Comprehensive auditing of all integration activities is also essential.

Low-Code Benefits FAQs

▸ How do low-code/no-code workflows benefit Dynamics AX and Epicor P21 users?
Low-code/no-code workflows empower business users and analysts to build and modify integrations with Dynamics AX and Epicor P21 using visual interfaces, without relying solely on developers. This accelerates project delivery, reduces IT backlog, and allows business teams to quickly adapt workflows to changing needs, fostering greater business agility.
Pricing

Simple, transparent pricing for Dynamics AX + Epicor P21.

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 + Epicor P21 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