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Unify Sales & Finance: Dynamics CRM + TIMS ERP Integration

Break down data silos, automate your lead-to-cash process, and achieve a 360-degree customer view with intelligent, real-time integration.

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The Challenge

The Disconnect Between Sales, Service & Finance

Without a robust integration, your Dynamics CRM and TIMS ERP operate as isolated islands, leading to inefficiencies, inaccuracies, and lost opportunities. This disconnect impacts customer experience and your bottom line.

  • Manual data entry of sales orders into TIMS, prone to errors and delays.
  • Sales teams lack real-time visibility into customer financial status (outstanding invoices, credit limits) in Dynamics CRM.
  • Inconsistent customer records across systems, leading to duplicate efforts and poor personalization.
  • Delayed order fulfillment due to slow data transfer from CRM to ERP.
  • Inaccurate inventory or pricing information in CRM, leading to incorrect quotes and customer frustration.
  • Complex and time-consuming financial reporting requiring manual data consolidation.
Integration Diagram
Solution Illustration
The Solution

Seamless Connectivity: Dynamics CRM & TIMS with iPaaS

Our intelligent iPaaS solution provides a robust, real-time bridge between Dynamics CRM and TIMS, orchestrating complex workflows and ensuring data integrity across your entire organization. Leverage low-code capabilities and AI-driven automation to transform your sales-to-finance processes.

  • Bidirectional Customer & Account Synchronization
  • Automated Sales Order & Invoice Flow
  • Real-time Product & Inventory Updates
  • Customizable Workflow Orchestration
  • Robust Error Handling & Data Validation
Implementation Timeline

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

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Bidirectional Customer & Account Synchronization
  • Automated Sales Order & Invoice Flow
  • Real-time Product & Inventory Updates
  • Customizable Workflow Orchestration
  • Robust Error Handling & Data Validation
  • Centralized Monitoring & Governance

Technical Integration Overview: Dynamics CRM & TIMS

Our iPaaS acts as the intelligent orchestration layer, connecting Dynamics CRM's Dataverse Web API with TIMS's RESTful API. This robust framework ensures secure, scalable, and real-time data exchange, enabling complex business process automation.

Data Flow Steps

Connectivity & Authentication: Secure OAuth 2.0 connections are established for both Dynamics CRM (via Azure AD) and TIMS, using service principals with least privilege access.

Event & Trigger Configuration: Webhooks and Dataverse events are configured in Dynamics CRM to notify the iPaaS of critical changes (e.g., new Sales Order, updated Account). TIMS uses its native REST API for both polling and event-based (if available) data extraction/updates.

Data Extraction & Transformation: The iPaaS retrieves data from the source system, applies pre-defined transformation rules (e.g., currency conversion, address formatting), and enriches it if necessary.

Schema Mapping & Validation: A visual mapping canvas allows for precise field-level mapping between Dynamics CRM and TIMS entities. AI-assisted mapping suggests optimal connections, while validation rules ensure data quality.

Business Logic & Orchestration: Low-code workflows define the sequence of operations, conditional logic, and error handling for each integration scenario.

Data Ingestion & Update: Transformed and validated data is pushed to the target system via its respective API, ensuring atomicity and transactional integrity.

Error Handling & Monitoring: Robust error handling, including retries, dead-letter queues, and real-time alerts, ensures data consistency. Centralized dashboards provide end-to-end visibility.

Data Touchpoints

Dynamics CRM: Account, Contact, Lead, Opportunity, Sales Order, Product, Price List Item, Case, Activity, User
TIMS: Customer, Product/Item, Sales Order, Invoice (AR), Payment (AR), Vendor, Purchase Order, General Ledger Entry, Inventory Adjustment, Shipment

"Dynamics CRM (Event/Webhook) <-> iPaaS (Extract, Transform, Map, Orchestrate) <-> TIMS (API Call)"

Pricing

Simple, transparent pricing for Dynamics + CRM TIMS.

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 between Dynamics CRM and TIMS

This integration focuses on harmonizing critical business entities, ensuring a 'single source of truth' and enabling seamless workflow automation. Our iPaaS provides visual, AI-assisted mapping to simplify complex data transformations.

Customer / Account & Contact

Synchronizes customer master data, ensuring consistent records across sales, service, and finance. Dynamics CRM's Account and Contact entities map to TIMS's Customer.

Dynamics Fields

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

CRM TIMS Fields

Customer: CustomerID, ExternalID (for CRM ID), CompanyName, FirstName, LastName, Email, Phone, BillingAddress, ShippingAddress, PaymentTerms

Mapping Notes

Primary mapping uses `Dynamics CRM Account.accountid` to `TIMS Customer.ExternalID` for robust cross-system lookup. Contact information from CRM's `PrimaryContact` often maps to TIMS's `ContactPerson` fields. Address fields require careful harmonization due to potential format differences.

Next Steps

See Dynamics + CRM TIMS 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.

Sales Order Automation (CRM to ERP)

Automate the creation of sales orders in TIMS directly from won opportunities or sales orders in Dynamics CRM, including all line items, pricing, and customer details. Updates to order status in TIMS can also be pushed back to CRM.

Integration Steps:

  1. 0 Opportunity closed as 'Won' or Sales Order created in Dynamics CRM.
  2. 1 iPaaS triggers on Dynamics CRM 'Sales Order' creation/update event.
  3. 2 Data mapped from Dynamics CRM Sales Order, Account, Contact, and Product entities.
  4. 3 Sales Order created in TIMS, including customer, shipping, billing, and line item details.
  5. 4 TIMS processes order, allocates inventory, and updates order status.
  6. 5 Order status updates from TIMS (e.g., 'Invoiced', 'Shipped') are synced back to Dynamics CRM.

Business Outcome

Reduced manual data entry, faster order fulfillment, improved sales-finance alignment, accurate 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.

Unified Customer 360 View
Provide sales, service, and finance teams with a complete, real-time view of every customer, encompassing their interactions, orders, and financial history.
Automated Lead-to-Cash Cycle
Streamline the entire sales process from lead qualification in CRM to order fulfillment and invoicing in ERP, eliminating manual handoffs and delays.
Enhanced Data Accuracy & Consistency
Ensure master data (customer, product) is consistent and accurate across Dynamics CRM and TIMS, reducing errors and improving data reliability.
Real-time Financial Visibility
Empower sales teams with instant access to customer financial data (e.g., outstanding invoices, credit limits) directly within Dynamics CRM.
Optimized Inventory Management
Synchronize product and inventory levels between TIMS and Dynamics CRM for accurate quoting and improved order fulfillment efficiency.
Reduced Operational Costs
Eliminate manual data entry, reconciliation efforts, and associated human errors, leading to significant operational cost savings.
Accelerated Decision Making
Access to real-time, harmonized data across sales and finance enables faster, more informed business decisions.
✨

Unified Customer 360 View

30% Increase in Customer Satisfaction

📋 What You Get

Provide sales, service, and finance teams with a complete, real-time view of every customer, encompassing their interactions, orders, and financial history.

💼 Business Impact

This benefit directly contributes to 30% improvement in Increase in Customer Satisfaction, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics + CRM TIMS 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 TIMS, 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 TIMS 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 for master data sync and sales context.
GET, POST, PATCH, DELETE /api/data/v9.x/contacts Manage individual contacts linked to accounts for customer 360 view.
GET, POST, PATCH, DELETE /api/data/v9.x/salesorders Create and update sales orders that originate from CRM and push to TIMS.
GET, POST, PATCH, DELETE /api/data/v9.x/products Synchronize product catalog details and pricing from TIMS to CRM.
GET, POST, PATCH, DELETE /api/data/v9.x/incidents Manage customer service cases, potentially linking to TIMS for order context.

⚡ Transformation Logic

  • Data Type Conversion: e.g., String to Decimal for amounts, Date format standardization.
  • Field Concatenation: e.g., Combining `FirstName` and `LastName` to `FullName`.
  • Lookup Tables: e.g., Mapping CRM `PaymentTermsCode` to TIMS `PaymentTermsID`.
  • Conditional Logic: e.g., Apply different tax codes based on `ShippingAddress` location.
  • Data Masking/Redaction: For sensitive PII or PCI data in logs.
  • Default Value Assignment: For missing non-critical fields.

🛡️ Error Handling

  • Transient API Errors: Handled by automated retries with exponential backoff.
  • Business Validation Errors: (e.g., invalid CustomerID, missing required field) Routed to dead-letter queue or human exception handler.
  • Schema Mismatch: Identified during mapping and prevented by validation rules; if unforeseen, flagged for re-mapping.
  • Duplicate Record Attempts: Handled by deduplication logic (update instead of create, or flag for review).
  • Rate Limit Exceeded: Managed by queuing and throttling mechanisms within the iPaaS.
Pricing

Simple, transparent pricing for Dynamics + CRM TIMS.

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 TIMS ERP?
The primary benefits include unifying customer data across sales and finance, automating the lead-to-cash process, providing real-time financial visibility to sales teams, streamlining product and inventory information, reducing manual data entry, and improving overall operational efficiency and decision-making.

Technical FAQs

▸ How does an iPaaS facilitate real-time data synchronization between Dynamics CRM and TIMS?
An iPaaS uses an event-driven architecture, leveraging webhooks and Dataverse events from Dynamics CRM and optimized API polling or webhooks (if supported) from TIMS. When a relevant event occurs (e.g., new sales order in CRM, inventory update in TIMS), the iPaaS instantly triggers a workflow to synchronize the data, ensuring near real-time consistency.
▸ How are API rate limits handled for Dynamics CRM and TIMS?
The iPaaS employs several strategies to manage API rate limits, including batching requests for bulk operations, implementing intelligent queuing mechanisms to space out calls, optimizing OData queries to retrieve only necessary data, and applying exponential backoff for retries when limits are temporarily exceeded. We also monitor API usage to anticipate and prevent throttling.

Customization FAQs

▸ Can I customize the integration workflows to fit my specific business processes?
Absolutely. Our iPaaS offers a low-code, drag-and-drop visual designer that allows you to easily customize integration workflows. You can define conditional logic, apply specific transformation rules, integrate with other systems, and even embed custom code snippets for highly unique requirements, all without extensive coding.
▸ Can I integrate custom fields from Dynamics CRM or TIMS?
Yes, the iPaaS automatically detects custom fields in both Dynamics CRM and TIMS. You can easily map these custom fields using the visual mapping canvas, ensuring that your unique business data is synchronized accurately across systems. The platform supports both existing custom fields and the ability to create new ones in target systems.

AI Features FAQs

▸ How does AI enhance the Dynamics CRM and TIMS integration?
AI significantly enhances integration by providing intelligent features like auto-suggested field mappings, anomaly detection in data flows (e.g., unusual order values), automated data validation, and smart error resolution. This accelerates development, improves data quality, and reduces manual intervention in managing exceptions.

Security FAQs

▸ What security measures are in place for this integration?
Security is paramount. We implement robust measures including OAuth 2.0 with Azure AD for authentication, HTTPS/TLS 1.2+ encryption for all data in transit, secure credential management (secrets vault), least privilege access principles, data masking for sensitive information in logs, and comprehensive audit trails. Our platform adheres to industry standards like ISO 27001 and SOC 2.

Error Handling FAQs

▸ What happens if an integration fails? How is data integrity maintained?
Our platform has robust error handling. Failed integrations trigger automated retries with exponential backoff for transient issues. Persistently failing messages are moved to dead-letter queues for manual review and reprocessing. Proactive alerts notify relevant teams of critical failures. Comprehensive logging and audit trails ensure full data traceability and assist in maintaining data integrity.
Implementation Timeline

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

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 TIMS 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