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Connect™

Unify Dynamics CRM & Epicor: Drive Sales, Streamline Operations

Connect your customer-facing and back-office systems with intelligent, real-time integration. Achieve a 360° view of your business, automate workflows, and enhance decision-making.

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The Challenge

The Challenge of Disconnected Sales & Operations

In today's fast-paced business environment, siloed systems like Dynamics CRM and Epicor ERP create significant operational bottlenecks, data inconsistencies, and hinder strategic decision-making. The gap between customer interactions and backend operations leads to inefficiencies, frustrated teams, and missed opportunities.

  • Manual data entry between CRM and ERP
  • Delayed order processing and fulfillment
  • Inaccurate inventory and pricing information for sales teams
  • Lack of a unified customer view (sales, service, finance)
  • Inefficient customer service due to missing ERP data
  • Compliance risks from disparate data sources
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Connecting Dynamics CRM and Epicor with iPaaS

Our powerful iPaaS solution bridges the gap between Dynamics CRM and Epicor, creating a cohesive, intelligent ecosystem. By leveraging pre-built connectors and a low-code platform, we enable rapid deployment of robust, scalable integrations that automate workflows, synchronize critical data, and empower your business with a single source of truth.

  • Pre-built, configurable connectors for Dynamics CRM & Epicor
  • Bi-directional data synchronization for key entities
  • Real-time and event-driven workflow automation
  • Visual drag-and-drop data mapping and transformation
  • Robust error handling and monitoring dashboards
Implementation Timeline

Go live with Dynamics + CRM Epicor 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 and CRM Epicor, 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 Epicor 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 CRM & Epicor
  • Bi-directional data synchronization for key entities
  • Real-time and event-driven workflow automation
  • Visual drag-and-drop data mapping and transformation
  • Robust error handling and monitoring dashboards
  • Scalable, cloud-native architecture

Technical Integration Details: Dynamics CRM & Epicor

Our iPaaS provides a robust and flexible framework for connecting Dynamics CRM and Epicor. Leveraging native APIs, event-driven architecture, and advanced transformation capabilities, we ensure secure, scalable, and high-performance data synchronization.

Data Flow Steps

System Connection: Establish secure, authenticated connections to Dynamics CRM (Dataverse Web API via OAuth 2.0/Azure AD) and Epicor (REST APIs via OAuth 2.0/token-based authentication).

Event/Trigger Configuration: Configure Dynamics CRM Dataverse events/webhooks or Epicor Business Process Management (BPM) triggers to initiate workflows on specific data changes.

Data Mapping & Transformation: Design visual data maps between source and target entities, applying necessary transformations (e.g., data type conversion, lookup, concatenation).

Business Logic Implementation: Embed conditional logic, data validation rules, and custom scripting within the iPaaS workflow to meet specific business requirements.

Error Handling & Monitoring: Implement comprehensive error handling (retries, dead-letter queues, alerts) and configure real-time monitoring dashboards.

Deployment & Governance: Deploy integration flows through Dev, QA, and Production environments with version control and automated testing.

Data Touchpoints

Dynamics CRM: Account, Contact, Lead, Opportunity, Product, Sales Order, Case, Price List Item, User, Quote, Activity.
Epicor: Customer, SalesOrder, Part, Supplier, PurchaseOrder, Invoice, JobHead, LaborDtl, ShipVia, GLAccount.

"Dynamics CRM (Event/API) --> iPaaS (Connectors, Mapping, Transformation, Logic, Error Handling) --> Epicor (API) --> iPaaS (Event/API) --> Dynamics CRM"

Pricing

Simple, transparent pricing for Dynamics + CRM Epicor.

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

Integrating Dynamics 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 Mapping

A successful integration hinges on precise mapping and robust transformation of key business entities. Our iPaaS provides a comprehensive framework to manage these complex data relationships, augmented by AI for accelerated and accurate configuration.

Account (Dynamics CRM) <-> Customer (Epicor)

Foundation of customer data. Synchronize company profiles, addresses, and contacts to ensure a unified customer record for sales, service, and finance.

Dynamics Fields

accountid name accountnumber primarycontactid address1_composite telephone1 emailaddress1

CRM Epicor Fields

CustNum CustID Name Address1 City State Zip Country ContactName PhoneNum EmailAddress BillToNum ShipToNum

Mapping Notes

Map CRM 'Account' to Epicor 'Customer'. Establish a unique external ID for cross-reference. Ensure address fields are harmonized. Contact associated with CRM Account should map to Epicor Customer's primary contact.

Next Steps

See Dynamics + CRM Epicor 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-Opportunity to Sales Order Automation

Automate the entire sales process from initial lead capture in CRM to order fulfillment in Epicor. When a lead is qualified in Dynamics CRM, it's converted to an Opportunity. Upon 'Closed Won', a new Customer record is created in Epicor (if it doesn't exist), and a Sales Order is automatically generated in Epicor for fulfillment. Status updates from Epicor (e.g., 'Shipped', 'Invoiced') are pushed back to the Dynamics CRM Sales Order.

Integration Steps:

  1. 0 Lead captured in Dynamics CRM (from web form, marketing platform).
  2. 1 Lead qualified and converted to Opportunity in Dynamics CRM.
  3. 2 Opportunity 'Closed Won' in Dynamics CRM triggers iPaaS workflow.
  4. 3 iPaaS checks for existing Customer in Epicor; creates new if not found.
  5. 4 iPaaS creates SalesOrder and OrderDtl in Epicor from CRM Sales Order.
  6. 5 Epicor processes order (inventory allocation, shipping).
  7. 6 Epicor status updates (e.g., 'Shipped', 'Invoiced') trigger iPaaS workflow.
  8. 7 iPaaS updates Sales Order status in Dynamics CRM.

Business Outcome

Faster sales cycles, accurate order processing, reduced manual data entry, improved customer satisfaction with real-time updates.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Unified Customer View
Provide sales, service, and finance teams with a complete, 360-degree view of every customer, consolidating data from Dynamics CRM and Epicor.
Accelerated Lead-to-Cash
Automate lead qualification, opportunity management in CRM, and seamless sales order creation in Epicor for faster order fulfillment.
Optimized Inventory Management
Synchronize real-time inventory levels from Epicor to Dynamics CRM, preventing overselling and ensuring accurate product availability for sales.
Enhanced Operational Efficiency
Eliminate manual data entry, reduce errors, and automate repetitive tasks across sales, service, and operations.
Improved Decision Making
Gain access to consistent, real-time data for better forecasting, strategic planning, and performance analysis.
Superior Customer Experience
Provide faster, more accurate responses to customer inquiries with integrated order, shipping, and financial data.
Reduced IT Burden & Cost
Leverage a low-code iPaaS to reduce custom coding, accelerate deployment, and simplify maintenance of integrations.
✨

Unified Customer View

360° Customer View

📋 What You Get

Provide sales, service, and finance teams with a complete, 360-degree view of every customer, consolidating data from Dynamics CRM and Epicor.

💼 Business Impact

This benefit directly contributes to 360° improvement in Customer View, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics + CRM Epicor 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 and CRM Epicor, 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 Epicor 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 in CRM.
GET, POST, PATCH, DELETE /api/data/v9.x/contacts Manage individual contacts linked to accounts.
GET, POST, PATCH, DELETE /api/data/v9.x/salesorders Create and update sales orders in CRM.
GET, POST, PATCH, DELETE /api/data/v9.x/products Synchronize product catalog details.
GET, POST, PATCH, DELETE /api/data/v9.x/incidents Manage customer service cases.
GET, POST, PATCH, DELETE /api/data/v9.x/pricelevelitems Update product pricing on price lists.

⚡ Transformation Logic

  • Data Type Coercion: Automatically convert data types (e.g., text to number, date formats).
  • Lookup Tables: Map internal codes (e.g., Epicor ShipViaCode) to external descriptions (Dynamics CRM Shipping Method).
  • Concatenation/Splitting: Combine or split fields (e.g., FirstName + LastName to FullName).
  • Conditional Logic: Apply rules like 'if customer type is premium, then apply discount in Epicor'.
  • Value Mapping: Transform specific values (e.g., Epicor 'Open' status to CRM 'Active').
  • Date/Time Conversion: Ensure consistent time zones and formats across systems.
  • Currency Conversion: Handle multi-currency transactions and conversions if applicable.

🛡️ Error Handling

  • API Authentication Failure: Incorrect credentials or expired tokens. (Mitigation: Secure credential management, token rotation, immediate alerts).
  • Data Validation Error: Attempting to create an Epicor SalesOrder with an invalid PartNum. (Mitigation: Pre-validation in iPaaS, AI-driven suggestions, dead-letter queue).
  • System Downtime: One system is temporarily unavailable. (Mitigation: Retries with exponential backoff, circuit breaker pattern, alerts).
  • Duplicate Record Attempt: Creating a new Customer in Epicor when one already exists. (Mitigation: Deduplication logic, idempotent operations, update existing if match found).
  • Schema Mismatch: A field is removed or changed in one system. (Mitigation: Version control, automated testing, AI-assisted re-mapping, alerts).
Pricing

Simple, transparent pricing for Dynamics + CRM Epicor.

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 integrate Dynamics CRM with Epicor?
Integrating Dynamics CRM with Epicor eliminates data silos between your customer-facing sales and service operations and your back-office ERP functions. This creates a unified view of customers, orders, inventory, and financials, leading to improved sales efficiency, accurate order fulfillment, better customer service, and streamlined financial processes.

Technical FAQs

▸ How does an iPaaS facilitate Dynamics CRM and Epicor integration?
A modern iPaaS (Integration Platform as a Service) provides pre-built connectors, a low-code visual interface for mapping and transformation, robust error handling, and monitoring capabilities. It orchestrates complex data flows between Dynamics CRM's Dataverse and Epicor's REST APIs, enabling real-time or event-driven synchronization without extensive custom coding.
▸ How do I handle Dynamics CRM and Epicor API rate limits in my integrations?
To manage API rate limits, our iPaaS employs strategies such as batching requests for bulk operations, implementing queuing mechanisms, optimizing OData queries to retrieve only necessary data, and leveraging asynchronous event-driven patterns. Continuous monitoring of API usage through the Power Platform Admin Center (for CRM) and Epicor logs is also crucial.

Data Sync FAQs

▸ Can I synchronize product and inventory data between Epicor and Dynamics CRM?
Yes, product (Part) and inventory data can be synchronized from Epicor (often the system of record) to Dynamics CRM. This ensures sales teams have access to the latest product descriptions, pricing (Price List Item), and real-time stock levels (OnHandQty) for accurate quoting and order creation, preventing overselling and improving customer satisfaction.
▸ What are the common data entities synchronized in a Dynamics CRM Epicor integration?
Key entities synchronized typically include: Dynamics CRM Account/Contact to Epicor Customer, Dynamics CRM Product/Price List Item to Epicor Part, Dynamics CRM Sales Order to Epicor SalesOrder, and Epicor Invoice/Cash Receipt summaries back to Dynamics CRM Account for financial visibility.

AI Features FAQs

▸ How does AI enhance Dynamics CRM and Epicor integrations?
AI augments these integrations by providing intelligent capabilities like automated data validation, anomaly detection in transaction flows, intelligent field mapping suggestions, predictive analytics for sales and operations, and smart routing of service cases. This reduces manual effort, improves data quality, and provides actionable insights.

Security FAQs

▸ What are the security considerations when integrating Dynamics CRM and Epicor?
Key security considerations include using OAuth 2.0/token-based authentication, encrypting all data in transit with HTTPS/TLS 1.2+, implementing least-privilege access for integration users, and securely managing API keys/credentials in a secrets vault. Regular security audits and compliance with data privacy regulations (e.g., GDPR, CCPA) are also crucial.

Deployment FAQs

▸ Can I integrate Dynamics CRM with on-premise Epicor deployments?
Yes, a flexible iPaaS platform can connect cloud-based Dynamics CRM with on-premise Epicor deployments. This often involves using secure hybrid integration agents or gateways that facilitate secure communication between your on-premise network and the cloud iPaaS, ensuring data privacy and connectivity.
Implementation Timeline

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

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 Epicor 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