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Unify Sage 100 & Dynamics 365: Intelligent Automation for Your Enterprise

Bridge your financial core with comprehensive business operations. Automate workflows, gain real-time visibility, and drive efficiency with an AI-powered iPaaS.

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The Challenge

The Challenge: Disconnected Operations Between Sage 100 & Dynamics 365

Operating Sage 100 as your financial backbone alongside Dynamics 365 for CRM, sales, or other business functions often leads to a fragmented enterprise. Manual data transfers, inconsistent information, and delayed insights hinder agility and growth.

  • Data Silos: Critical information like customer profiles, sales orders, inventory levels, and financial postings are trapped in separate systems, leading to incomplete views.
  • Manual Processes: Tedious, error-prone manual data entry for sales orders, invoices, and customer updates consumes valuable time and resources.
  • Delayed Insights: Lack of real-time synchronization means business decisions are based on outdated information, impacting sales, inventory, and financial forecasting.
  • Inconsistent Customer Experience: Disparate customer data across systems leads to disjointed interactions and a poor customer journey.
  • Compliance Risks: Manual reconciliation and lack of audit trails increase the risk of errors and make compliance challenging.
  • Scalability Issues: As your business grows, manual integration methods become unsustainable, bottlenecking operations and limiting expansion.
Integration Diagram
Solution Illustration
The Solution

The Solution: AI-Powered iPaaS for Sage 100 & Dynamics 365

Our AI-powered Integration Platform as a Service (iPaaS) provides the intelligent bridge between Sage 100 and Dynamics 365. It automates complex workflows, ensures data consistency, and delivers real-time insights, transforming your disparate systems into a cohesive, intelligent operational ecosystem.

  • Pre-built Connectors: Instant connectivity to Sage 100 (via BOI/ODBC) and Dynamics 365 (OData/REST APIs).
  • Visual Workflow Designer: Drag-and-drop interface for building complex integration flows without coding.
  • AI-Assisted Mapping & Transformation: Intelligent suggestions for data field mapping and transformation rules.
  • Real-time Event-Driven Architecture: Process data as it happens, rather than relying on batch updates.
  • Robust Error Handling & Monitoring: Automated retries, dead-letter queues, and proactive alerts.
Implementation Timeline

Go live with Sage 100 + Dynamics 365 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 Sage 100 and Dynamics 365, 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 Sage 100 + Dynamics 365 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 Connectors: Instant connectivity to Sage 100 (via BOI/ODBC) and Dynamics 365 (OData/REST APIs).
  • Visual Workflow Designer: Drag-and-drop interface for building complex integration flows without coding.
  • AI-Assisted Mapping & Transformation: Intelligent suggestions for data field mapping and transformation rules.
  • Real-time Event-Driven Architecture: Process data as it happens, rather than relying on batch updates.
  • Robust Error Handling & Monitoring: Automated retries, dead-letter queues, and proactive alerts.
  • Centralized Governance & ALM: Manage, test, deploy, and version integrations with enterprise-grade controls.
  • Scalability & Resilience: Designed to handle high data volumes and ensure continuous operation.

Sage 100 & Dynamics 365 Integration: Technical Deep Dive

This integration leverages a modern iPaaS as the central orchestration layer, connecting Sage 100's robust but traditional interfaces with Dynamics 365's comprehensive OData REST APIs and event architecture. The iPaaS handles complex data transformations, protocol conversions, and workflow automation, ensuring secure, scalable, and resilient data flow.

Data Flow Steps

Connectivity Layer: Establish secure connections using dedicated iPaaS connectors for Sage 100 (wrapping BOI/ODBC) and Dynamics 365 (native OData/REST).

Event & Trigger Configuration: Configure Sage 100 connectors for Change Data Capture (CDC) or scheduled polling, and Dynamics 365 connectors for webhooks and Dataverse events.

Data Mapping & Transformation: Visually map source fields from one system to destination fields in the other. Apply transformation rules using low-code functions (e.g., concatenate, lookup, conditional logic).

Workflow Orchestration: Design multi-step, conditional workflows. For example, a new Sales Order in D365 triggers a lookup for the customer in Sage 100, then creates the order, and finally updates inventory.

Error Handling & Monitoring: Implement robust error handling with automatic retries, dead-letter queues, and real-time alerts. Monitor dashboard provides end-to-end visibility.

Deployment & Governance: Utilize iPaaS ALM features for structured deployment across Dev, QA, and Production environments, with version control and audit trails.

Data Touchpoints

Sage 100: ARCustomer, SOSalesOrderHeader, SOSalesOrderDetail, CIItem, IMItemWarehouse, APVendor, POPurchaseOrderHeader, APInvoiceHeader, GLAccount, GLJournalHeader/Detail.
Dynamics 365: Account, Contact, Product, Sales Order, Sales Order Detail, Invoice, Vendor, Purchase Order, General Ledger Account, Payment Transaction (custom).

"The integration architecture centers around a cloud-native iPaaS. Sage 100 connects via a secure gateway that exposes its Business Object Interface (BOI) and ODBC access as API endpoints. Dynamics 365 connects directly via its OData REST APIs and webhooks. Data flows bidirectionally, orchestrated by the iPaaS's visual workflows. Events originating in either system trigger transformations and updates in the other, ensuring real-time synchronization. AI capabilities within the iPaaS enhance data validation, mapping, and error resolution."

Pricing

Simple, transparent pricing for Sage 100 + Dynamics 365.

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 Sage 100

Integrating Sage 100 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 for Sage 100 & Dynamics 365

Achieving seamless integration hinges on accurate mapping and transformation of core business entities. Our iPaaS provides intelligent tools to synchronize these critical data points, ensuring consistency and integrity.

Customer / Account & Contact

Synchronizes customer master data, ensuring a unified view for sales, service, and finance.

Sage 100 Fields

CustomerNo (Key) CustomerName AddressLine1 City State AccountStatus CreditLimit EmailAddress

Dynamics 365 Fields

accountid (Key) name accountnumber primarycontactid address1_composite contactid firstname lastname emailaddress1

Mapping Notes

Map Sage 100's CustomerNo to Dynamics 365's accountnumber (custom field if needed) for unique identification. Address fields require parsing and standardization. Handle potential duplicates using AI-driven matching rules before creation.

Next Steps

See Sage 100 + Dynamics 365 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.

eCommerce Order-to-Cash Automation

Automate the entire sales order lifecycle from an eCommerce platform to Dynamics 365 Sales, then to Sage 100 for fulfillment and financial posting, leveraging an iPaaS for data transformation and orchestration.

Integration Steps:

  1. 0 Customer places order on eCommerce site.
  2. 1 iPaaS captures new order via webhook.
  3. 2 Customer (Account/Contact) created/updated in Dynamics 365, then synchronized to Sage 100 (AR_Customer).
  4. 3 Sales Order (SO_SalesOrderHeader/Detail) created in Dynamics 365.
  5. 4 Sales Order transmitted to Sage 100 for inventory allocation (IM_ItemWarehouse) and order processing.
  6. 5 Inventory levels updated bidirectionally (Sage 100 <-> Dynamics 365 <-> eCommerce).
  7. 6 Invoice (AP_InvoiceHeader) generated in Sage 100 upon shipment, payment status synced back to Dynamics 365.

Business Outcome

Accelerated order processing, real-time inventory accuracy, reduced manual data entry and errors, improved customer satisfaction.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

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

Real-time Data Sync & Accuracy
Ensure immediate, consistent data across Sage 100 and Dynamics 365. Prevent data discrepancies, eliminate manual reconciliation, and make informed decisions with up-to-the-minute information.
Automated Workflows
Streamline critical business processes like order-to-cash, procure-to-pay, and customer updates. Reduce manual effort, accelerate cycle times, and free up staff for strategic tasks.
360-Degree Customer View
Unify customer data from Dynamics 365 CRM with financial history from Sage 100. Empower sales, service, and finance teams with a complete, accurate customer profile.
Optimized Inventory & Operations
Synchronize inventory levels between Sage 100, Dynamics 365 SCM, and sales channels in real-time. Prevent overselling, reduce stock-outs, and optimize supply chain efficiency.
Faster Financial Close
Automate AP invoice processing, expense reporting, and GL postings. Reduce month-end reconciliation efforts and achieve quicker, more accurate financial reporting.
Enhanced Data Security & Compliance
Leverage secure iPaaS architecture with encryption, access controls, and audit trails. Ensure compliance with data privacy regulations (GDPR, CCPA) and financial standards.
Scalability & Future-Proofing
Build integrations that grow with your business. The cloud-native iPaaS platform supports increasing data volumes and easily integrates new systems as your technology stack evolves.
✨

Real-time Data Sync & Accuracy

99% Data Consistency

📋 What You Get

Ensure immediate, consistent data across Sage 100 and Dynamics 365. Prevent data discrepancies, eliminate manual reconciliation, and make informed decisions with up-to-the-minute information.

💼 Business Impact

This benefit directly contributes to 99% improvement in Data Consistency, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Sage 100 + Dynamics 365 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 Sage 100 and Dynamics 365, 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 Sage 100 + Dynamics 365 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/PUT/GET /AR/Customer Create, update, or retrieve customer records (AR_Customer) for CRM or eCommerce sync. Accessed via iPaaS wrapping BOI/ODBC.
POST/PUT/GET /SO/SalesOrder Create, update, or retrieve sales orders (SO_SalesOrderHeader/Detail) from eCommerce or POS. Accessed via iPaaS wrapping BOI/ODBC.
GET/PUT /CI/Item Retrieve product information (CI_Item) or update item details from PIM/eCommerce. Accessed via iPaaS wrapping BOI/ODBC.
GET/PUT /IM/ItemWarehouse Retrieve or update item inventory quantities (IM_ItemWarehouse) for real-time stock sync. Accessed via iPaaS wrapping BOI/ODBC.
POST/GET /AP/Invoice Create or retrieve Accounts Payable invoices (AP_InvoiceHeader/Detail) from procurement/OCR. Accessed via iPaaS wrapping BOI/ODBC.
POST /GL/JournalEntry Post general ledger journal entries (GL_JournalHeader/Detail) from expense systems or other financial sources. Accessed via iPaaS wrapping BOI/ODBC.

⚡ Transformation Logic

  • Data Type Conversion: (e.g., String to Decimal, Date formatting).
  • Lookups: Map IDs from one system to another (e.g., D365 Product ID to Sage 100 ItemCode).
  • Concatenation/Splitting: Combine or separate fields (e.g., D365 First/Last Name to Sage 100 Contact Name).
  • Conditional Logic: Apply rules based on field values (e.g., if OrderTotal > $10k, flag for review).
  • Default Values: Assign default values for missing fields.
  • Calculations: Perform arithmetic operations (e.g., calculate extended price).
  • Standardization: Cleanse and format data (e.g., address standardization, phone number formatting).

🛡️ Error Handling

  • Data Format Mismatch: Incorrect data types or unexpected values.
  • Missing Required Fields: Essential fields not provided by source system.
  • Reference Data Not Found: (e.g., CustomerNo or ItemCode does not exist in target system).
  • API Rate Limit Exceeded: Target system rejects requests due to excessive volume.
  • Network Connectivity Issues: Temporary or persistent loss of connection.
  • Business Logic Violation: Data fails a custom validation rule.
  • Duplicate Record Creation: Attempting to create an entity that already exists.
Pricing

Simple, transparent pricing for Sage 100 + Dynamics 365.

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 Sage 100 with Dynamics 365?
The most effective and modern approach is to use an AI-powered iPaaS (Integration Platform as a Service). It provides pre-built connectors, robust mapping engines, and orchestration capabilities to seamlessly bridge Sage 100's traditional interfaces with Dynamics 365's modern APIs, automating complex workflows and ensuring data consistency.

Technical FAQs

▸ Does Sage 100 have a native REST API for modern integrations with Dynamics 365?
While Sage 100 has powerful underlying interfaces like the Business Object Interface (BOI) and ODBC access, it traditionally lacks a comprehensive, native RESTful API. Our iPaaS acts as an abstraction layer, wrapping these existing Sage 100 interfaces and exposing them as API-like endpoints, making integration with Dynamics 365's REST APIs much easier and more flexible.
▸ Can I manage different integration environments (dev, QA, prod) for Sage 100 and Dynamics 365?
Yes, a professional iPaaS provides robust Application Lifecycle Management (ALM) features. This allows you to develop and test integrations for Sage 100 and Dynamics 365 in isolated development and QA environments before promoting them to production. This ensures stability, minimizes risks, and supports a structured deployment lifecycle, including version control and rollback capabilities.

Data Management FAQs

▸ How does an iPaaS handle data transformation between Sage 100 and Dynamics 365?
An iPaaS uses powerful, visual mapping engines to transform data fields and structures between Sage 100's specific schema (e.g., AR_Customer) and Dynamics 365's Dataverse entities (e.g., Account). It can handle complex data manipulations, validations, lookups, and even leverage AI to suggest optimal mappings and business rules, ensuring data integrity and consistency across both platforms.

Use Cases FAQs

▸ Can I automate my eCommerce order processing from Dynamics 365 to Sage 100?
Absolutely. By integrating your eCommerce platform with Dynamics 365 and then to Sage 100 via an iPaaS, you can fully automate order creation, inventory synchronization, customer updates, and fulfillment status notifications. This eliminates manual data entry, reduces errors, and ensures real-time inventory accuracy for both your D365 Sales/SCM and Sage 100 ERP.

AI Capabilities FAQs

▸ How does AI enhance Sage 100 and Dynamics 365 integration workflows?
AI significantly boosts integration efficiency and accuracy. It can auto-suggest field mappings, detect anomalies in financial transactions or order quantities, validate data proactively, and even infer business rules for transformations. AI also assists in testing, version comparison, and providing self-healing capabilities for common errors, moving beyond automation to intelligent automation.

Challenges & Solutions FAQs

▸ What are the common challenges when integrating Sage 100 with Dynamics 365 and how are they solved?
Common challenges include Sage 100's lack of a native REST API, ensuring data consistency across disparate schemas, managing custom code, and handling error detection and resolution. A modern iPaaS addresses these by providing a centralized, resilient framework that abstracts Sage 100's interfaces, offers visual mapping for schema differences, and includes robust error handling with AI assistance.

Security & Compliance FAQs

▸ How do I ensure data security and compliance during Sage 100 and Dynamics 365 integrations?
Security is paramount. Best practices include using dedicated service accounts with minimal permissions for Sage 100, Azure AD OAuth 2.0 for Dynamics 365, encrypting all data in transit (TLS 1.2+) and at rest, storing credentials securely in an iPaaS vault, implementing IP whitelisting, and conducting regular security audits. Our iPaaS is designed with compliance standards like GDPR, CCPA, and PCI DSS in mind.
Implementation Timeline

Go live with Sage 100 + Dynamics 365 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 Sage 100 and Dynamics 365, 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 Sage 100 + Dynamics 365 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 Sage 100 + Dynamics 365.

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 Sage 100 + Dynamics 365 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