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Dynamics + CRM Infor Integration

Clarity Connect™ integrates Dynamics with CRM Infor, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Dynamics and CRM Infor through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Dynamics and CRM Infor.

  • Automatically map custom fields from Dynamics CRM entities (e.g., Account, Opportunity, Sales Order) to corresponding custom fields in Infor (e.g., Customer, Sales Order).
  • Create new custom fields in either system directly from the iPaaS mapping interface.
  • Define transformation logic for custom fields (e.g., format conversion, concatenation).
Implementation Timeline

Go live with Dynamics + CRM Infor 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 Infor, 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 Infor deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Automatically map custom fields from Dynamics CRM entities (e.g., Account, Opportunity, Sales Order) to corresponding custom fields in Infor (e.g., Customer, Sales Order).
  • Create new custom fields in either system directly from the iPaaS mapping interface.
  • Define transformation logic for custom fields (e.g., format conversion, concatenation).

Robust Integration Architecture for Scalability & Reliability

Our integration architecture leverages a modern iPaaS platform as the central hub, ensuring secure, scalable, and fault-tolerant connectivity between Dynamics CRM and Infor. It prioritizes event-driven patterns and API-first design for real-time data exchange.

Data Flow Steps

API-First Integration: Utilize native APIs for both systems for robust and real-time connectivity.

Event-Driven Architecture: Leverage Dynamics CRM Dataverse events and Infor webhooks (where available) for immediate data propagation.

Canonical Data Model: Define a standard data representation within the iPaaS to simplify mapping between disparate schemas.

Asynchronous Processing: Decouple systems using message queues for non-critical or high-volume updates, improving responsiveness.

Idempotent Operations: Design integration flows to safely handle duplicate requests without adverse effects.

Data Touchpoints

iPaaS Platform: Low-code/no-code environment for building, deploying, and managing integrations.
Dynamics CRM Connector: Pre-built, optimized connector for Dataverse Web API and events.
Infor Connector: Specialized connector for Infor's diverse module APIs (e.g., Financials, SCM).
Message Queues/Event Bus: For asynchronous processing, decoupling systems, and handling high-volume data.
Data Transformation Engine: Handles complex mapping, validation, and business logic.
Monitoring & Alerting: Real-time dashboards and notification systems.
Secrets Management: Secure storage for API keys and credentials.

"Conceptual Diagram: Dynamics CRM (left) <-> iPaaS (center) <-> Infor (right). iPaaS includes: Connectors (for CRM & Infor APIs), Message Queues, Transformation Engine, Workflow Orchestrator, Monitoring & Logging. Webhooks/Events flow into the iPaaS. Scheduled jobs for batch syncs."

Pricing

Simple, transparent pricing for Dynamics + CRM Infor.

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

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Account / Customer

Unifies customer records across both systems, providing a single source of truth for all customer interactions and financial transactions.

Dynamics Fields

accountid name accountnumber primarycontactid address1_composite creditlimit (from Infor sync)

CRM Infor Fields

CustomerID CustomerName BillingAddress ShippingAddress ContactEmail PhoneNumber PaymentTerms CreditLimit

Mapping Notes

Bi-directional synchronization is key. Dynamics CRM 'Account' maps to Infor 'Customer'. Robust matching logic (e.g., by name, account number, or unique external ID) is essential to prevent duplicates. Consider a unique 'External ID' field in both systems for reliable cross-system identification.

Next Steps

See Dynamics + CRM Infor 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-Cash Automation

Automate the entire sales cycle from a qualified lead in Dynamics CRM to order fulfillment and invoicing in Infor.

Integration Steps:

  1. 0 New Lead captured/qualified in Dynamics CRM (from web form, marketing platform).
  2. 1 Lead converted to Opportunity, Account, and Contact in Dynamics CRM.
  3. 2 Sales Order created in Dynamics CRM from a won Opportunity.
  4. 3 Sales Order synchronized to Infor for inventory allocation, fulfillment, and invoicing.
  5. 4 Order status, shipment details, and invoice status updated back to Dynamics CRM from Infor.

Business Outcome

Accelerated sales cycles, reduced manual order entry errors, faster cash collection, and improved customer satisfaction.

Frequency

Real-time / Event-driven

Implementation Timeline

Go live with Dynamics + CRM Infor 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 Infor, 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 Infor 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 Dynamics CRM.
GET, POST, PATCH, DELETE /api/data/v9.x/contacts Manage individual contacts in Dynamics CRM.
GET, POST, PATCH, DELETE /api/data/v9.x/salesorders Manage sales orders in Dynamics CRM, often originating from won opportunities or external systems.
GET, POST, PATCH, DELETE /api/data/v9.x/products Synchronize product details and pricing into Dynamics CRM.
GET, POST, PATCH, DELETE /api/data/v9.x/incidents Manage customer service cases, potentially linking to Infor service orders.

⚡ Transformation Logic

  • Field mapping (e.g., 'name' in CRM to 'CustomerName' in Infor)
  • Data type conversions (e.g., string to decimal, date formatting)
  • Conditional logic (e.g., only sync orders above a certain value, apply specific pricing rules)
  • Lookup transformations (e.g., map CRM 'Payment Terms' to Infor's specific codes)
  • Concatenation/Splitting of fields (e.g., full address into street, city, state, zip)
  • Default value assignments for missing data
  • Custom business logic for complex scenarios (e.g., territory assignment, lead routing)

🛡️ Error Handling

  • Dynamics CRM API rate limit exceeded.
  • Infor API validation error (e.g., invalid product SKU).
  • Duplicate record creation attempt (handled by upsert logic).
  • Network connectivity issues between iPaaS and systems.
  • Data type mismatch during transformation.
  • Missing mandatory fields in source system.
Pricing

Simple, transparent pricing for Dynamics + CRM Infor.

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.

Benefits FAQs

▸ What are the primary benefits of integrating Dynamics CRM with Infor?
Integrating Dynamics CRM with Infor provides a unified customer view, automates the order-to-cash process, ensures real-time inventory and pricing accuracy, reduces manual data entry, and improves overall operational efficiency and decision-making across sales, service, and finance.

Technology FAQs

▸ How does an iPaaS facilitate the Dynamics CRM and Infor integration?
A modern iPaaS acts as a central hub, offering pre-built connectors for both Dynamics CRM (Dataverse) and Infor APIs. It provides a low-code environment for visual workflow design, robust data mapping and transformation, automated error handling, and end-to-end monitoring, making complex integrations manageable and scalable.

Customization FAQs

▸ Can I synchronize custom fields between Dynamics CRM and Infor?
Absolutely. Our iPaaS supports the synchronization of custom fields in both Dynamics CRM and Infor. You can easily map these fields using our visual interface, apply transformation logic, and even leverage AI to suggest appropriate mappings, ensuring all your critical business data is aligned.

Data FAQs

▸ What are the common data entities synchronized between Dynamics CRM and Infor?
Key entities typically synchronized include Customer/Account, Contact, Sales Order, Product, Inventory Item, and Invoice. Bi-directional synchronization is often implemented for customer master data, while order and product data usually flow from CRM to Infor and then back for status updates.

AI FAQs

▸ How does AI enhance the Dynamics CRM and Infor integration process?
AI significantly augments the integration by offering intelligent data mapping suggestions, anomaly detection in data flows, predictive insights for sales and inventory, automated data validation, and smart error resolution. This reduces manual effort, improves data quality, and accelerates integration development.

Performance FAQs

▸ How do you handle API rate limits for Dynamics CRM and Infor?
Our iPaaS is designed to manage API rate limits for both systems through strategies like batch processing for bulk operations, intelligent queuing and throttling mechanisms, and implementing exponential backoff for retries. Proactive monitoring helps us anticipate and prevent throttling issues, ensuring optimal performance.

Security FAQs

▸ What security measures are in place for this integration?
Security is paramount. We employ OAuth 2.0 with Azure AD for Dynamics CRM and robust authentication for Infor, TLS/SSL encryption for data in transit, encryption at rest, strict Role-Based Access Control (RBAC), and secure credential management. We adhere to industry standards like ISO 27001, SOC 2, and relevant data privacy regulations.

Modules FAQs

▸ Is it possible to integrate Dynamics CRM with specific Infor modules like Financials or SCM?
Yes, our iPaaS provides specialized connectors and flexible mapping capabilities to interact with Infor's various modules, including Financials (GL, AP, AR), Supply Chain Management (inventory, procurement, orders), and Human Capital Management. This ensures that data integrity is maintained across all Infor functions.
Implementation Timeline

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

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 Infor 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