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Unify Sales & ERP: Seamless Microsoft Dynamics AX & QuoteWerks Integration

Automate your quote-to-cash process, eliminate manual data entry, and gain real-time visibility across sales and finance with our powerful integration solution.

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The Challenge

The Disconnect Between Sales Quoting and ERP

Sales teams using QuoteWerks often operate in a silo from the core financial and operational data residing in Microsoft Dynamics AX. This disconnect leads to significant inefficiencies, errors, and delays that hinder business growth.

  • Manual re-entry of quote data into Dynamics AX, leading to errors and delays.
  • Outdated product pricing and inventory information in QuoteWerks, resulting in inaccurate quotes and customer dissatisfaction.
  • Lack of real-time visibility into sales pipeline and order status for finance and operations.
  • Inconsistent customer master data across systems, causing reconciliation headaches.
  • Bottlenecks in the order-to-cash cycle due to manual handoffs and approvals.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Integration Solution for Dynamics AX & QuoteWerks

Our modern iPaaS provides a comprehensive, low-code solution to seamlessly connect Microsoft Dynamics AX and QuoteWerks, automating critical workflows and ensuring data consistency across your sales and financial operations.

  • Bi-directional Customer & Contact Synchronization
  • Real-time Product, Pricing, and Inventory Synchronization from AX to QuoteWerks
  • Automated Quote-to-Sales Order Creation in Dynamics AX
  • Custom Field and Workflow Extensibility
  • Centralized Monitoring & Error Handling
Implementation Timeline

Go live with Quotewerks Microsoft + 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 Quotewerks Microsoft 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 Quotewerks Microsoft + 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

  • Bi-directional Customer & Contact Synchronization
  • Real-time Product, Pricing, and Inventory Synchronization from AX to QuoteWerks
  • Automated Quote-to-Sales Order Creation in Dynamics AX
  • Custom Field and Workflow Extensibility
  • Centralized Monitoring & Error Handling

Deep Dive: Microsoft Dynamics AX & QuoteWerks Integration Architecture

Our integration solution leverages a modern iPaaS to create a robust, scalable, and secure bridge between Microsoft Dynamics AX's ERP capabilities and QuoteWerks' sales quoting functionalities. It abstracts the complexities of AX's AIF services and QuoteWerks' APIs into manageable, low-code workflows.

Data Flow Steps

Connection Establishment: Securely connect to Dynamics AX via AIF (SOAP-based web services) and QuoteWerks via its exposed REST/SOAP APIs, utilizing appropriate authentication methods (e.g., service accounts, OAuth 2.0).

Data Extraction: iPaaS initiates data extraction from the source system based on predefined triggers (webhooks from QuoteWerks, event listeners for AX, or scheduled polling for less critical data).

Data Transformation & Harmonization: Extracted data is transformed using visual mapping tools and AI-assisted logic to match the target system's schema and business rules. This includes data type conversions, concatenations, lookups, and conditional logic.

Data Validation: Before sending data to the target system, the iPaaS performs comprehensive validation against predefined rules and AI-driven anomaly detection to ensure data integrity and prevent errors.

Data Loading: Transformed and validated data is then pushed to the target system via its respective API endpoints (e.g., Dynamics AX AIF SalesOrderService/create, QuoteWerks Product API update).

Error Handling & Monitoring: Integrated error logging, automated retry mechanisms, dead-letter queues, and real-time dashboards ensure visibility and resilience for all integration flows.

Data Touchpoints

QuoteWerks: Quotes, Products, Customers, Contacts, Pricing, Discounts
Microsoft Dynamics AX: SalesOrder, EcoResProduct, CustCustomer, InventOnHand, SalesPrice, CustInvoiceJour

"QuoteWerks (Quote Status Change) -> iPaaS (Extract Quote Data, Map to AX SalesOrder, Validate) -> Dynamics AX (Create Sales Order via AIF) -> iPaaS (Update QuoteWerks with AX Sales Order ID). Bi-directional flow for Customer/Product/Inventory data between AX and QuoteWerks via iPaaS."

Pricing

Simple, transparent pricing for Quotewerks Microsoft + 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 Quotewerks Microsoft

Integrating Quotewerks Microsoft 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 & Data Mapping between Dynamics AX and QuoteWerks

The integration focuses on harmonizing core business entities to ensure a unified view across sales and ERP. Our iPaaS provides a visual mapping canvas to define precise field-level transformations.

Quote (QuoteWerks) <-> SalesOrder (Dynamics AX)

The critical entity for sales-to-cash. An approved quote in QuoteWerks becomes a new SalesOrder in Dynamics AX.

Quotewerks Microsoft Fields

SalesId (generated by AX) CustAccount (mapped from QuoteWerks Customer) OrderDate (from QuoteWerks quote date) SalesType (e.g., SalesOrder) CurrencyCode SalesOriginId DeliveryDate CustPurchaseOrder (from QuoteWerks PO#) SalesLine (line items: ItemId, Qty, SalesPrice, LineAmount, ProductDimensions)

Dynamics AX Fields

QuoteNumber CustomerName CustomerPO QuoteDate ExpirationDate LineItems (ProductCode, Description, Quantity, UnitPrice, ExtendedPrice) TotalAmount Status (e.g., 'Approved', 'Ordered')

Mapping Notes

Requires careful mapping of QuoteWerks line items to AX SalesLine, including product codes, quantities, and pricing. Discounts and taxes need specific transformation logic. CustAccount lookup is crucial.

Next Steps

See Quotewerks Microsoft + 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 Quote-to-Sales Order Creation

Transform approved quotes in QuoteWerks into fully formed Sales Orders within Microsoft Dynamics AX, ensuring immediate processing and inventory allocation.

Integration Steps:

  1. 0 Sales Rep marks QuoteWerks quote as 'Approved' or 'Ordered'.
  2. 1 iPaaS detects status change via QuoteWerks webhook/API polling.
  3. 2 Quote data is extracted, validated, and mapped to Dynamics AX SalesOrder and SalesLine entities.
  4. 3 SalesOrder is created in Dynamics AX using AIF SalesOrderService/create.
  5. 4 Confirmation and AX Sales Order ID are updated back in QuoteWerks.

Business Outcome

Reduced order processing time from hours to minutes, elimination of manual data entry errors, accelerated 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.

Accelerated Quote-to-Cash Cycle
Automate the conversion of approved quotes into Dynamics AX Sales Orders, drastically reducing order processing time and accelerating revenue recognition.
Enhanced Data Accuracy & Consistency
Eliminate manual data entry errors and ensure real-time synchronization of product, pricing, customer, and order data between QuoteWerks and Dynamics AX.
Improved Sales Productivity
Free up sales teams from administrative tasks, allowing them to focus on selling with up-to-date information and streamlined workflows.
Real-time Business Visibility
Gain immediate insights into sales pipeline, order status, inventory levels, and financial impact across both systems for better decision-making.
Reduced Operational Costs
Minimize rework, reconciliation efforts, and IT overhead associated with managing disparate systems and custom integrations.
Superior Customer Experience
Deliver accurate quotes faster, fulfill orders more efficiently, and provide consistent information to your customers.
✨

Accelerated Quote-to-Cash Cycle

30-50% Faster Order Processing

📋 What You Get

Automate the conversion of approved quotes into Dynamics AX Sales Orders, drastically reducing order processing time and accelerating revenue recognition.

💼 Business Impact

This benefit directly contributes to 30-50% improvement in Faster Order Processing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Quotewerks Microsoft + 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 Quotewerks Microsoft 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 Quotewerks Microsoft + 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
POST /AIF/SalesOrderService/create Create new Sales Orders in Dynamics AX from approved QuoteWerks quotes.
POST /AIF/CustCustomerService/create Create new customer records in Dynamics AX from QuoteWerks.
POST /AIF/CustCustomerService/update Update existing customer records in Dynamics AX with changes from QuoteWerks.
POST /AIF/EcoResProductService/read Retrieve product master data from Dynamics AX for synchronization to QuoteWerks.
POST /AIF/InventOnHandService/find Query real-time inventory availability from Dynamics AX.

⚡ Transformation Logic

  • Product Code Mapping: Map QuoteWerks ProductCode to Dynamics AX ItemId, handling any variations or aliases.
  • Pricing Harmonization: Apply AX's sales pricing rules and discounts to QuoteWerks quotes, or transform QuoteWerks pricing to fit AX's structure.
  • Address Normalization: Standardize customer address formats for consistency between systems.
  • Status Mapping: Translate QuoteWerks quote statuses (e.g., 'Accepted') to appropriate Dynamics AX Sales Order statuses (e.g., 'Open Order').
  • Dimension Mapping: Automatically assign financial dimensions from QuoteWerks data to Dynamics AX SalesOrder lines.

🛡️ Error Handling

  • Product Not Found: QuoteWerks product code doesn't exist in AX; iPaaS flags, potentially creates placeholder or routes for manual intervention.
  • Invalid Customer Account: Customer from QuoteWerks cannot be matched or created in AX; iPaaS triggers alert, quarantines record.
  • AX AIF Service Unavailable: iPaaS retries with backoff; if persistent, alerts IT and stores messages in dead-letter queue.
  • Pricing Mismatch: AI detects a significant deviation in calculated price versus AX's expected price; flags for manual review.
  • Inventory Shortage: Real-time check shows insufficient stock in AX for a quoted item; iPaaS can update QuoteWerks, mark as backorder, or alert sales.
Pricing

Simple, transparent pricing for Quotewerks Microsoft + 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 Integration FAQs

▸ What is the best way to integrate Microsoft Dynamics AX with QuoteWerks?
The most effective approach is to use a modern Integration Platform as a Service (iPaaS). An iPaaS provides dedicated connectors for both Dynamics AX (leveraging its AIF services) and QuoteWerks, enabling low-code, event-driven workflows, visual data mapping, and robust error handling without extensive custom coding.

Workflow Automation FAQs

▸ Can I automate the conversion of quotes to sales orders?
Absolutely. A core capability of this integration is the automated conversion of approved quotes from QuoteWerks directly into Sales Orders within Microsoft Dynamics AX. This eliminates manual data entry, speeds up your order-to-cash cycle, and significantly reduces errors.

Data Synchronization FAQs

▸ How do you ensure product pricing and inventory are always accurate in QuoteWerks?
We establish a one-way, near real-time synchronization from Microsoft Dynamics AX (EcoResProduct, InventOnHand) to QuoteWerks. Any updates to product master data, pricing, or inventory levels in AX are automatically pushed to QuoteWerks, ensuring your sales team always quotes with the most current and accurate information.

Data Mapping FAQs

▸ What kind of data can be synchronized between Dynamics AX and QuoteWerks?
Key entities synchronized include: Quotes (to AX Sales Orders), Customers (bi-directionally), Products (from AX to QuoteWerks), Pricing (from AX to QuoteWerks), and Inventory Levels (from AX to QuoteWerks). Custom fields and additional related data can also be configured for synchronization.

AI Capabilities FAQs

▸ How does AI enhance this integration?
AI significantly boosts integration efficiency and data quality. It assists with intelligent field mapping suggestions, performs advanced data validation to prevent errors, detects anomalies in transaction patterns (e.g., unusual order values), and can even suggest automated business rules, turning reactive processes into proactive ones.

Customization FAQs

▸ Is it possible to customize the integration workflows?
Yes, our iPaaS offers extensive customization capabilities. You can use low-code/no-code tools to modify existing workflows, add conditional logic, map custom fields, and integrate additional steps or systems to perfectly align with your unique business processes without needing extensive coding.

Security FAQs

▸ How is data security handled during the integration?
Security is paramount. All data in transit is encrypted using TLS 1.2+. Data at rest within the iPaaS is also encrypted. We employ strict access controls, dedicated service accounts with least privilege, and adhere to industry security standards (e.g., ISO 27001, SOC 2) to protect your sensitive business data.

Error Handling FAQs

▸ What happens if an integration fails?
Our iPaaS provides robust error handling. It includes automated retry mechanisms with exponential backoff for transient issues. For persistent failures, messages are routed to a dead-letter queue, and proactive alerts are sent to relevant teams, allowing for quick investigation and resolution, ensuring no data is lost.
Implementation Timeline

Go live with Quotewerks Microsoft + 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 Quotewerks Microsoft 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 Quotewerks Microsoft + 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 Quotewerks Microsoft + 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 Quotewerks Microsoft + 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