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Unify Your Enterprise: Dynamics CRM & Syspro Integration for 360° Business Control

Bridge the gap between customer engagement and operational excellence with real-time, bi-directional data synchronization, powered by an intelligent iPaaS.

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The Challenge

The Disconnect: Why Dynamics CRM and Syspro Can't Operate in Silos

Without a robust integration, your Dynamics CRM and Syspro systems operate as isolated islands, leading to critical inefficiencies, frustrated teams, and missed opportunities. This disconnect creates a fractured view of your business and customers.

  • Manual Data Entry & Duplication: Sales orders, customer details, and product information are often manually re-entered, leading to errors, delays, and wasted time.
  • Inaccurate Customer 360: Sales and service teams lack real-time visibility into customer financial status, order history, and payment details stored in Syspro.
  • Delayed Order Processing: The lag between CRM sales order creation and Syspro fulfillment initiation slows down the entire order-to-cash cycle.
  • Outdated Inventory & Pricing: Sales reps in CRM quote incorrect prices or promise unavailable products due to stale data, leading to customer dissatisfaction.
  • Fragmented Reporting: Business leaders struggle to get a unified view of sales performance, operational costs, and financial health.
Integration Diagram
Solution Illustration
The Solution

Your Unified Solution: Intelligent Dynamics CRM & Syspro Integration

Our iPaaS-driven solution provides the robust, flexible, and intelligent bridge between Dynamics CRM and Syspro, transforming your operations from siloed to synchronized. Experience real-time data flow, automated workflows, and a single source of truth for your entire business.

  • Real-time, Bi-directional Data Synchronization: Keep Account/Customer, Sales Orders, Products/Inventory, and financial data consistently updated across both systems.
  • Pre-built Connectors & Templates: Accelerate deployment with ready-to-use connectors for Dynamics CRM (Dataverse Web API) and Syspro (Harmony API).
  • Low-Code/No-Code Workflow Automation: Empower business users to design and manage complex integration flows without extensive coding.
  • AI-Powered Data Mapping & Validation: Intelligently harmonize disparate schemas, detect anomalies, and ensure data quality before it enters either system.
  • Event-Driven Architecture: React instantly to critical business events in either system, enabling dynamic and responsive workflows.
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Real-time, Bi-directional Data Synchronization: Keep Account/Customer, Sales Orders, Products/Inventory, and financial data consistently updated across both systems.
  • Pre-built Connectors & Templates: Accelerate deployment with ready-to-use connectors for Dynamics CRM (Dataverse Web API) and Syspro (Harmony API).
  • Low-Code/No-Code Workflow Automation: Empower business users to design and manage complex integration flows without extensive coding.
  • AI-Powered Data Mapping & Validation: Intelligently harmonize disparate schemas, detect anomalies, and ensure data quality before it enters either system.
  • Event-Driven Architecture: React instantly to critical business events in either system, enabling dynamic and responsive workflows.
  • Robust Error Handling & Monitoring: Centralized dashboards, automated retries, and proactive alerts ensure data integrity and operational continuity.

Integration Details: How Dynamics CRM & Syspro Connect

Our iPaaS solution facilitates seamless data exchange between Dynamics CRM (leveraging Dataverse Web API) and Syspro (via Harmony API), enabling robust, real-time workflows. This section outlines the technical underpinnings and best practices for building a resilient integration.

Data Flow Steps

API Connectivity: Establish secure connections using Dynamics CRM's OAuth 2.0 with Azure AD and Syspro's Harmony API (API Key/OAuth 2.0).

Event Triggering: Configure webhooks or Dataverse events in Dynamics CRM, and utilize Syspro's eventing mechanisms (or scheduled polling for less critical data) to initiate workflows.

Data Transformation: Utilize the iPaaS's visual mapping canvas and AI-assisted transformers to convert data structures between Dynamics CRM's Common Data Model and Syspro's specific schemas.

Workflow Orchestration: Design multi-step integration flows, incorporating business logic, conditional routing, data validation, and error handling.

Data Synchronization: Implement bi-directional sync patterns for master data (Customer, Product) and one-way sync for transactional data (Orders, Invoices) as per business needs.

Monitoring & Alerting: Deploy comprehensive monitoring to track API calls, data volumes, and identify any integration failures for proactive resolution.

Data Touchpoints

Dynamics CRM: Account, Contact, Lead, Opportunity, Product, Sales Order, Case, Price List Item, Activity
Syspro: Customer, Sales Order, Inventory Item, Purchase Order, Vendor, Invoice, GL Account, Work Order, Shipment

"A central iPaaS acts as the orchestration layer. Dynamics CRM events (e.g., new Sales Order) trigger workflows. Data is pulled from CRM, transformed, validated, and pushed to Syspro's Harmony API (e.g., creating a Syspro Sales Order). Syspro events (e.g., shipment update) then trigger reverse flows back to CRM. Master data like Customer and Product flows bi-directionally."

Pricing

Simple, transparent pricing for Dynamics + CRM Syspro.

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

Core Data Entities & Intelligent Mapping

Effective integration relies on precise mapping of key business entities between Dynamics CRM and Syspro. Our iPaaS provides an intuitive visual mapping canvas, augmented by AI, to ensure data consistency and integrity.

Customer (Dynamics CRM Account/Contact <-> Syspro Customer)

Synchronize customer master data to provide a unified 360-degree view, encompassing CRM interactions and Syspro financial/transactional history.

Dynamics Fields

Account: accountid, name, accountnumber, primarycontactid, address1_composite Contact: contactid, firstname, lastname, emailaddress1, parentcustomerid

CRM Syspro Fields

Customer: CustomerCode, CustomerName, Address (BillTo, ShipTo), ContactPerson, CreditLimit, TermsCode

Mapping Notes

Dynamics CRM 'Account' typically maps to Syspro 'Customer'. 'Contact' in CRM can map to Syspro's 'ContactPerson' or be a separate customer record if applicable. Requires robust deduplication logic based on name, address, and/or email. AI can assist in harmonizing address formats and detecting potential duplicates.

Next Steps

See Dynamics + CRM Syspro 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-Cash Workflow

From a qualified lead in Dynamics CRM to an invoiced order in Syspro, automate every step to accelerate revenue recognition.

Integration Steps:

  1. 0 Lead captured in Dynamics CRM (e.g., from marketing campaign).
  2. 1 Lead qualified and converted to Account, Contact, and Opportunity in Dynamics CRM.
  3. 2 Quote generated in Dynamics CRM, approved, and converted to Sales Order.
  4. 3 iPaaS detects new Dynamics CRM Sales Order, maps to Syspro Sales Order.
  5. 4 Syspro creates Sales Order, reserves inventory, and initiates fulfillment.
  6. 5 Syspro updates (e.g., 'Shipped', 'Invoiced') flow back to Dynamics CRM Sales Order and related Case.
  7. 6 Payment received in Syspro is synced to Dynamics CRM for customer financial view.

Business Outcome

Streamlined sales process, faster order fulfillment, improved cash flow, enhanced customer experience.

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 the entire sales order process from Dynamics CRM to Syspro, significantly reducing manual effort and processing delays.
Enhanced Customer 360-Degree View
Provide sales and service teams with real-time access to customer financial data, order history, and service cases from both CRM and ERP.
Optimized Inventory & Product Data
Synchronize Syspro's inventory levels and product information with Dynamics CRM to prevent overselling and ensure accurate quoting.
Reduced Manual Errors & Duplication
Eliminate manual data entry between systems, leading to fewer errors, higher data quality, and saved administrative time.
Improved Financial Visibility
Sync financial data like outstanding invoices and payments from Syspro to Dynamics CRM, empowering sales and service teams with critical insights.
Agile Business Operations
Leverage low-code tools and AI to quickly adapt integration workflows to changing business needs and market demands.
✨

Accelerated Order-to-Cash Cycle

30% Faster Order Processing

📋 What You Get

Automate the entire sales order process from Dynamics CRM to Syspro, significantly reducing manual effort and processing delays.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Order Processing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics + CRM Syspro 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 Syspro, 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 Syspro 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 bi-directional customer master data sync.
GET, POST, PATCH, DELETE /api/data/v9.x/contacts Manage individual contacts. Used for bi-directional customer master data sync.
GET, POST, PATCH, DELETE /api/data/v9.x/salesorders Manage sales orders. Key for order-to-cash flow, pushing orders to Syspro and receiving status updates.
GET, POST, PATCH, DELETE /api/data/v9.x/products Manage products. Used for receiving product master data and pricing from Syspro.
GET, POST, PATCH, DELETE /api/data/v9.x/incidents Manage customer service cases. Can be enriched with Syspro order/financial data.

⚡ Transformation Logic

  • Field Mapping: Direct mapping of fields with similar semantics (e.g., CRM 'name' to Syspro 'CustomerName').
  • Data Type Conversion: Convert data types as required (e.g., date formats, string to numeric).
  • Lookup & Enrichment: Perform lookups (e.g., map CRM 'Product ID' to Syspro 'StockCode') and enrich data (e.g., pull full product details from Syspro for CRM).
  • Concatenation/Splitting: Combine or split fields (e.g., CRM 'first name' + 'last name' to Syspro 'ContactPerson').
  • Conditional Logic: Apply rules based on data values (e.g., 'If CRM Sales Order Type = X, then assign Syspro GL Account = Y').

🛡️ Error Handling

  • Transient API errors: Network issues, temporary service unavailability (handled by retries).
  • Data validation errors: Missing required fields, incorrect data types (routed to DLQ, alerts).
  • Business logic errors: Invalid product codes, insufficient inventory (alerts, potential workflow re-routing).
  • Duplicate record creation: Handled by idempotent operations or auto-update logic.
  • Rate limit exhaustion: Managed by queuing and throttling mechanisms.
Pricing

Simple, transparent pricing for Dynamics + CRM Syspro.

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

▸ What are the primary benefits of integrating Dynamics CRM with Syspro?
The primary benefits include automating your order-to-cash cycle, achieving a 360-degree view of your customers (combining sales, service, and financial data), synchronizing real-time inventory and product information, reducing manual data entry errors, and improving overall operational efficiency and decision-making.

Technical FAQs

▸ How does an iPaaS facilitate Dynamics CRM and Syspro integration?
An iPaaS (Integration Platform as a Service) acts as a central hub, providing pre-built connectors for both Dynamics CRM (Dataverse Web API) and Syspro (Harmony API). It offers low-code/no-code visual tools for designing workflows, mapping data, and orchestrating complex processes, along with robust error handling, monitoring, and AI-powered automation.

Data Flow FAQs

▸ Can I synchronize customer master data bi-directionally between Dynamics CRM and Syspro?
Yes, bi-directional synchronization of customer master data (Dynamics CRM Accounts/Contacts with Syspro Customers) is a key use case. The iPaaS handles deduplication, conflict resolution, and ensures updates in one system are reflected in the other, maintaining a single source of truth.

Performance FAQs

▸ How does the integration handle Dynamics CRM API rate limits and Syspro performance?
Our iPaaS is designed with performance in mind. It uses strategies like intelligent batching for bulk operations, queuing mechanisms to manage API requests, optimizing OData queries for Dynamics CRM, and leveraging Syspro's Harmony API efficiently. This prevents rate limit breaches and ensures optimal throughput for both systems.

AI FAQs

▸ What role does AI play in enhancing Dynamics CRM and Syspro integrations?
AI significantly enhances integrations by providing intelligent field mapping suggestions, automated data validation and anomaly detection, predictive insights (e.g., sales forecasting, inventory needs), and even self-healing capabilities for common errors. This reduces manual effort and improves data quality and reliability.

Customization FAQs

▸ Is it possible to integrate custom fields and workflows from both systems?
Absolutely. The iPaaS allows for mapping and synchronizing custom fields defined in both Dynamics CRM and Syspro. Furthermore, its low-code workflow designer enables you to extend and customize integration logic to incorporate specific business processes unique to your organization.

Security FAQs

▸ How do you ensure data security and compliance during integration?
We adhere to enterprise-grade security standards (e.g., ISO 27001, SOC 2). All data in transit is encrypted with TLS 1.2+, and data at rest is encrypted. We implement OAuth 2.0 for Dynamics CRM, secure API keys for Syspro, least privilege access, PII masking, and comprehensive audit trails to ensure compliance with regulations like GDPR and CCPA.

Support FAQs

▸ What kind of support is available for Dynamics CRM and Syspro integrations?
We offer comprehensive support models, including self-service resources, dedicated technical support with various SLA options, and professional services for complex integration design and implementation. Our team of experts is available to assist you throughout your integration journey.
Implementation Timeline

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

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 Syspro 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