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Unify Sales, Service & Finance: Dynamics CRM + AX Integration

Break down data silos with our AI-powered iPaaS, creating a 360-degree view of your customer and operations. Automate workflows from lead to cash, boost efficiency, and drive growth.

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The Challenge

The Cost of Disconnected Dynamics CRM and Dynamics AX Systems

Without a robust integration between your Dynamics CRM and Dynamics AX systems, critical information remains trapped in silos. This leads to operational inefficiencies, frustrated teams, and missed business opportunities.

  • Data Inconsistency: Customer, product, and order data varies between CRM and AX.
  • Manual Data Entry: Sales and service teams spend hours re-entering data into AX.
  • Delayed Insights: Lack of real-time financial or fulfillment data impacts sales decisions.
  • Poor Customer Experience: Sales or service reps lack a complete customer history (e.g., outstanding invoices).
  • Inventory Discrepancies: CRM quotes might use outdated product or stock information.
  • Compliance Risks: Manual processes increase the risk of errors in financial reporting.
Integration Diagram
Solution Illustration
The Solution

The Intelligent iPaaS Solution for Dynamics CRM and Dynamics AX Integration

Our AI-powered iPaaS provides a robust, low-code platform to seamlessly connect Dynamics CRM and Dynamics AX. We orchestrate real-time, event-driven data flows, automate complex business processes, and ensure a unified view of your customer and enterprise operations.

  • Pre-built Connectors: Optimized connectors for Dynamics CRM (Dataverse API) and Dynamics AX (AIF services, custom services).
  • Visual Workflow Designer: Drag-and-drop interface for building complex integration flows without coding.
  • Advanced Data Mapping & Transformation: Intuitive tools to harmonize disparate data schemas between CRM and AX.
  • Real-time Event Processing: Leverage webhooks and Dataverse events for instant data synchronization.
  • Centralized Monitoring & Alerting: Comprehensive dashboards to track integration health and proactively identify issues.
Implementation Timeline

Go live with Dynamics CRM + Dynamics AX 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 CRM and Dynamics AX, 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 CRM + Dynamics AX 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: Optimized connectors for Dynamics CRM (Dataverse API) and Dynamics AX (AIF services, custom services).
  • Visual Workflow Designer: Drag-and-drop interface for building complex integration flows without coding.
  • Advanced Data Mapping & Transformation: Intuitive tools to harmonize disparate data schemas between CRM and AX.
  • Real-time Event Processing: Leverage webhooks and Dataverse events for instant data synchronization.
  • Centralized Monitoring & Alerting: Comprehensive dashboards to track integration health and proactively identify issues.
  • Robust Error Handling & Retry Logic: Automated mechanisms to ensure data integrity and system resilience.
  • Scalable & Secure Architecture: Designed for high-volume transactions and enterprise-grade security.

Technical Integration Details: Connecting Dynamics CRM and Dynamics AX

Our iPaaS acts as the intelligent orchestration layer, providing secure, scalable, and efficient connectivity between Dynamics CRM and Dynamics AX. We leverage modern API capabilities and robust integration patterns to ensure seamless data flow and process automation.

Data Flow Steps

1. Secure Connection Establishment: Authenticate and establish secure connections to Dynamics CRM via OAuth 2.0 (Azure AD) and to Dynamics AX via AIF services, custom web services, or secure file transfers.

2. Event & Trigger Configuration: Set up Dataverse events/webhooks in CRM for real-time changes. Configure custom services or scheduled extractors in AX to detect relevant data modifications.

3. Data Mapping & Transformation: Utilize the iPaaS's visual designer to map fields and entities between the disparate schemas of CRM and AX. Apply complex transformation rules, data cleansing, and enrichment logic.

4. Workflow Orchestration: Design multi-step workflows that define the sequence of operations (e.g., read from CRM, transform, write to AX, handle errors, update CRM).

5. Error Handling & Monitoring: Implement robust error handling, automated retries, dead-letter queues, and real-time monitoring dashboards with alerts for proactive issue resolution.

6. Deployment & Governance: Deploy integration flows across development, QA, and production environments with version control and CI/CD pipelines, ensuring consistency and reliability.

Data Touchpoints

CRM: Account, Contact, Lead, Opportunity, Product, Sales Order, Case, Price List Item, User, Queue, Quote, Activity
AX: Customer, Sales Order, Product (Item), Vendor, Purchase Order, Inventory Journal, General Ledger Journal, Invoice, Payment, Employee

"The integration architecture features the iPaaS as a central hub. Dataverse events or API calls originating from Dynamics CRM (e.g., new Sales Order) trigger an iPaaS workflow. The iPaaS then orchestrates data transformation, potentially performs lookups in other systems, and invokes Dynamics AX AIF services (e.g., SalesOrderService/create) to create or update records. Conversely, events or scheduled extractions from Dynamics AX (e.g., Sales Order status update) are processed by the iPaaS, transformed, and used to update Dynamics CRM via its Web API. All data movement is secured, logged, and monitored."

Pricing

Simple, transparent pricing for Dynamics CRM + Dynamics AX.

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 CRM

Integrating Dynamics CRM 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 Data Entities: Harmonizing Dynamics CRM and Dynamics AX

Effective integration hinges on robust mapping and synchronization of core business entities. Our iPaaS provides granular control over how these entities flow between Dynamics CRM and Dynamics AX, ensuring data integrity and consistency.

Account / Customer

Represents the primary business entity. CRM's 'Account' manages customer relationships, while AX's 'Customer' handles financial and operational aspects. Unifying these is critical for a 360-degree view.

Dynamics CRM Fields

[field, accountid],[type, GUID],[notes, Unique identifier for CRM Account.] [field, name],[type, String],[notes, Account name.] [field, accountnumber],[type, String],[notes, External account number, often synced from ERP.] [field, primarycontactid],[type, Lookup],[notes, Link to primary contact.] [field, address1_composite],[type, String],[notes, Formatted address.]

Dynamics AX Fields

[field, CustAccount],[type, String],[notes, Unique customer ID in AX.] [field, Name],[type, String],[notes, Customer name.] [field, PartyId],[type, Int64],[notes, Internal party identifier.] [field, Currency],[type, String],[notes, Default currency for customer.] [field, PaymentTerms],[type, String],[notes, Customer payment terms.] [field, CreditLimit],[type, Decimal],[notes, Customer's credit limit.] [field, CustGroup],[type, String],[notes, Customer group classification.]

Mapping Notes

The `accountid` from CRM can be stored in a custom external key field in AX's Customer entity. `name` and `address1_composite` are crucial for deduplication. `CreditLimit` and `PaymentTerms` typically flow from AX to CRM for sales visibility.

Next Steps

See Dynamics CRM + Dynamics AX 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.

Automated Lead-to-Opportunity-to-Sales Order (CRM to AX)

This workflow automates the entire sales process, from initial lead capture in Dynamics CRM, through qualification and opportunity management, culminating in the creation of a sales order in Dynamics AX for fulfillment.

Integration Steps:

  1. 0 1. Lead Creation (CRM): New lead captured in Dynamics CRM (from web form, marketing, etc.).
  2. 1 2. Lead Qualification (CRM): Sales rep qualifies lead, converting it to an Account, Contact, and Opportunity in CRM.
  3. 2 3. Opportunity to Sales Order (CRM): As the opportunity progresses and a quote is accepted, a Sales Order is generated in CRM.
  4. 3 4. Sales Order Synchronization (iPaaS): The iPaaS detects the new Sales Order in CRM (via Dataverse event/webhook).
  5. 4 5. Customer Lookup/Creation (AX): iPaaS checks if the associated customer exists in AX; if not, it creates a new Customer record in AX.
  6. 5 6. Sales Order Creation (AX): iPaaS transforms CRM Sales Order data (header and line items, products, pricing) and creates a corresponding Sales Order in Dynamics AX via AIF service.
  7. 6 7. Status Update (AX to CRM): AX processes the order. Any status changes (e.g., 'In Progress', 'Shipped', 'Invoiced') are synced back to the Sales Order in CRM via iPaaS, keeping sales and service teams informed.

Business Outcome

Accelerated sales cycle, accurate order processing, real-time visibility into order status for all stakeholders, reduced manual data entry and errors, improved customer satisfaction.

Frequency

Real-time/Event-driven for Sales Order creation and status updates; Near real-time for Customer creation.

Business Value

Key Integration Benefits

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

Achieve True Customer 360
Provide sales, service, and finance teams with a complete, real-time view of customer interactions, orders, and financial history directly within Dynamics CRM, leading to more informed decisions and personalized engagement.
Accelerate Order-to-Cash Cycles
Automate the entire process from lead qualification in CRM to order fulfillment and invoicing in AX, drastically reducing manual handoffs and speeding up revenue recognition.
Eliminate Manual Data Entry & Errors
Automate data synchronization between Dynamics CRM and AX, removing the need for manual data input, reducing human errors, and freeing up staff for higher-value tasks.
Boost Operational Efficiency
Streamline cross-functional workflows, ensure data consistency, and improve collaboration between front-office (CRM) and back-office (AX) teams, leading to overall operational excellence.
Gain Real-time Business Insights
With synchronized data, leverage combined analytics from CRM and AX to gain deeper insights into sales performance, customer behavior, and financial health, enabling better strategic planning.
Ensure Data Governance & Compliance
Implement robust data validation, security protocols, and audit trails across both systems to maintain data quality, adhere to regulatory standards, and reduce compliance risks.
✨

Achieve True Customer 360

360-degree view Customer Data Accuracy

📋 What You Get

Provide sales, service, and finance teams with a complete, real-time view of customer interactions, orders, and financial history directly within Dynamics CRM, leading to more informed decisions and personalized engagement.

💼 Business Impact

This benefit directly contributes to 360-degree view improvement in Customer Data Accuracy, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics CRM + Dynamics AX 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 CRM and Dynamics AX, 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 CRM + Dynamics AX 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/accounts Manage customer accounts. Used for creating new accounts from AX, or updating CRM accounts with AX financial data.
GET, POST, PATCH, DELETE /api/data/v9.x/salesorders Manage sales orders. Used for creating new sales orders from CRM workflows and updating their status based on AX fulfillment.
GET, POST, PATCH, DELETE /api/data/v9.x/products Manage product master data. Used for synchronizing product details and pricing from AX.
GET, POST, PATCH, DELETE /api/data/v9.x/incidents Manage customer service cases. Can be enriched with AX data for a 360-degree view.

⚡ Transformation Logic

  • ID Management: Map CRM `GUID`s to AX `String` IDs, often using custom external ID fields for cross-referencing.
  • Attribute Mapping: Convert CRM `Option Sets` to AX `Enums` or lookup values, and vice-versa.
  • Data Enrichment: Pull `CreditLimit` from AX and add it to the CRM `Account` record.
  • Conditional Logic: Only sync 'Active' `Sales Orders` from CRM to AX. Apply different pricing based on `CustGroup`.
  • Data Aggregation/Splitting: Combine CRM `Opportunity Product` items into AX `Sales Order Lines`. Split AX addresses into CRM fields.
  • Date/Time Conversion: Ensure consistent date and time formats across both systems, accounting for time zones.

🛡️ Error Handling

  • Invalid Data Format: Data from source does not match target system's expected format (e.g., incorrect date string).
  • Business Logic Violation: Data fails a custom validation rule (e.g., `SalesPrice` cannot be zero).
  • Referential Integrity Failure: Attempting to create a `Sales Order` in AX for a `CustAccount` that does not exist.
  • API Throttling: Dynamics CRM rate limits exceeded, triggering backoff retries.
  • System Downtime: One of the connected systems is temporarily unavailable, handled by retries and circuit breakers.
Pricing

Simple, transparent pricing for Dynamics CRM + Dynamics AX.

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

▸ Why is integrating Dynamics CRM and Dynamics AX crucial for my business?
Integrating Dynamics CRM and AX eliminates data silos, providing a unified 360-degree view of your customers, sales, and financial operations. This leads to streamlined workflows (e.g., lead-to-cash), improved data accuracy, enhanced customer service, and better decision-making across your organization. It bridges the gap between front-office engagement and back-office operations.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Dynamics CRM and AX, and how does your iPaaS solve them?
Common challenges include complex data models, disparate API technologies (REST vs. SOAP/AIF), data inconsistencies, and managing real-time vs. batch synchronization. Our iPaaS addresses these with pre-built connectors, a visual low-code mapping engine, AI-assisted schema harmonization, robust error handling, and support for event-driven architectures, abstracting much of the underlying complexity.

Workflows FAQs

▸ Can I automate complex workflows like Lead-to-Cash between CRM and AX?
Absolutely. Our iPaaS is designed to automate complex, end-to-end workflows like Lead-to-Cash. It captures new leads in CRM, qualifies them into opportunities, generates sales orders, pushes them to AX for fulfillment and invoicing, and syncs status updates back to CRM, ensuring a seamless, automated process from initial contact to revenue.

AI Features FAQs

▸ How does AI enhance the Dynamics CRM and AX integration process?
AI significantly augments the integration by providing intelligent capabilities such as auto-suggesting field mappings, detecting anomalies in data before synchronization, predicting potential integration errors, and even proposing optimal workflow designs. This reduces manual effort, improves data quality, and accelerates the development and maintenance of integrations.

Technical FAQs

▸ What authentication methods are used for connecting to Dynamics CRM and AX?
For Dynamics CRM (Dataverse), we primarily use OAuth 2.0 with Azure Active Directory (Azure AD) for secure, token-based authentication. For Dynamics AX, authentication typically involves secure service accounts with specific permissions, AIF message-level security (e.g., X.509 certificates), or, for newer deployments, Azure AD OAuth 2.0. Our iPaaS securely manages all these credentials.

Data Management FAQs

▸ How do you handle data consistency and conflicts during bi-directional synchronization?
Our iPaaS employs robust data harmonization and conflict resolution strategies. This includes defining a canonical data model, applying data validation rules, and configuring explicit conflict resolution rules such as 'last-write-wins', 'source-of-record' precedence, or intelligent merging logic. For complex conflicts, messages can be routed to a human-in-the-loop queue for manual review.

Customization FAQs

▸ Is it possible to integrate custom fields and entities between Dynamics CRM and AX?
Yes, our iPaaS offers full support for custom fields and entities in both Dynamics CRM and Dynamics AX. Our visual mapping canvas allows you to easily map and transform data for any standard or custom attribute, ensuring your unique business data is seamlessly integrated. AI can even suggest mappings for custom fields.

Operations FAQs

▸ What kind of monitoring and error handling is in place for these integrations?
We provide comprehensive, real-time monitoring dashboards that track integration health, performance, and error rates. Our platform includes detailed logging, automated retry mechanisms with exponential backoff for transient errors, and dead-letter queues for persistent failures. Proactive alerts notify relevant teams via email, Slack, or PagerDuty for critical issues, enabling rapid resolution.
Implementation Timeline

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

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 CRM + Dynamics AX 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