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SAP Business ByDesign + Microsoft Dynamics CRM Integration

Clarity Connect™ integrates SAP Business ByDesign with Microsoft Dynamics CRM, 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 SAP Business ByDesign and Microsoft Dynamics CRM 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 SAP Business ByDesign and Microsoft Dynamics CRM.

  • Our iPaaS seamlessly supports custom fields in both SAP Business ByDesign and Microsoft Dynamics CRM. These fields can be easily mapped and transformed using our visual interface, ensuring all relevant business data flows correctly.
  • AI-assisted mapping can intelligently suggest mappings for similarly named custom fields, accelerating development.
Implementation Timeline

Go live with SAP Business ByDesign + Microsoft Dynamics CRM 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 SAP Business ByDesign and Microsoft Dynamics CRM, 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 SAP Business ByDesign + Microsoft Dynamics CRM deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Our iPaaS seamlessly supports custom fields in both SAP Business ByDesign and Microsoft Dynamics CRM. These fields can be easily mapped and transformed using our visual interface, ensuring all relevant business data flows correctly.
  • AI-assisted mapping can intelligently suggest mappings for similarly named custom fields, accelerating development.

Robust & Scalable Integration Architecture

Our recommended architecture for SAP Business ByDesign and Microsoft Dynamics CRM integration is built on an API-first, event-driven iPaaS, ensuring high performance, scalability, and resilience for your mid-sized enterprise.

Data Flow Steps

API-First Integration: Prioritize using standard APIs (OData, Web API) for robust and well-defined interfaces.

Event-Driven Architecture: Leverage Dataverse webhooks and iPaaS event triggers for real-time synchronization, reducing latency and resource consumption.

Canonical Data Model: Define a standardized internal data model within the iPaaS to simplify complex many-to-many integrations.

Microservices-based Flows: Break down complex integration logic into smaller, independent, and reusable flows for better maintainability and scalability.

Hub-and-Spoke Model: Position the iPaaS as the central hub connecting various spokes (ByDesign, Dynamics CRM, other systems).

Data Touchpoints

iPaaS Core Engine: Manages workflow execution, scheduling, and monitoring.
SAP Business ByDesign Connector: Securely connects to ByDesign's OData/SOAP APIs.
Microsoft Dynamics CRM Connector: Securely connects to Dynamics CRM's Web API and Dataverse events.
Message Queues/Event Bus: Decouples systems and handles asynchronous processing for scalability.
Data Transformation Engine: Visual mapping, data enrichment, and business rule application.
AI/ML Module: For intelligent mapping, anomaly detection, and predictive error resolution.
Centralized Monitoring & Logging: Provides real-time visibility and audit trails.
API Gateway: Manages API traffic, security, and rate limiting.

"A central iPaaS acts as the orchestration layer between SAP Business ByDesign (ERP) and Microsoft Dynamics CRM (CRM). Connectors for each system facilitate API communication. Event buses or webhooks trigger real-time data flows. A data transformation engine handles mapping and business logic. An AI module provides intelligent assistance for mapping, validation, and error handling. Centralized monitoring and governance ensure operational stability."

Pricing

Simple, transparent pricing for SAP Business ByDesign + Microsoft Dynamics CRM.

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 SAP Business ByDesign

Integrating SAP Business ByDesign 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.

Customer / Account

The core business partner record, representing companies or organizations.

SAP Business ByDesign Fields

ID Name Street City Country Email PhoneNumber AccountType

Microsoft Dynamics CRM Fields

Account Name Account Number Primary Contact (lookup) Industry Website URL Address (composite)

Mapping Notes

Requires careful deduplication and a 'golden record' strategy. ByDesign distinguishes between 'Account' and 'Contact Person'. Dynamics CRM uses 'Account' as the primary company record. Mapping 'AccountType' from ByDesign to 'Industry' or a custom field in Dynamics CRM might be necessary.

Next Steps

See SAP Business ByDesign + Microsoft Dynamics CRM 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 process from lead generation in Dynamics CRM to order fulfillment and invoicing in SAP Business ByDesign.

Integration Steps:

Business Outcome

Frequency

Implementation Timeline

Go live with SAP Business ByDesign + Microsoft Dynamics CRM 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 SAP Business ByDesign and Microsoft Dynamics CRM, 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 SAP Business ByDesign + Microsoft Dynamics CRM 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, GET, PATCH /sap/byd/odata/v1/cust/SalesOrderCollection Create, retrieve, and update sales orders, typically initiated from Dynamics CRM.
POST, GET, PATCH /sap/byd/odata/v1/cust/CustomerCollection Manage customer master data, ensuring synchronization with Dynamics CRM Accounts.
GET, PATCH /sap/byd/odata/v1/cust/ProductCollection Retrieve product master data and potentially update inventory levels for CRM visibility.
POST /sap/byd/odata/v1/cust/PaymentAcknowledgementCollection Acknowledge incoming payments, potentially synced from payment gateways linked to ByDesign for CRM visibility.

⚡ Transformation Logic

  • Status Mapping: Map Dynamics CRM 'Opportunity Status' (e.g., 'Closed Won') to SAP ByDesign 'Sales Order Status' (e.g., 'Open').
  • Currency Conversion: Handle multi-currency transactions, ensuring consistency between systems based on predefined exchange rates or real-time lookups.
  • Address Normalization: Standardize address formats (street, city, zip code) for consistent customer records.
  • Product ID Matching: Ensure accurate matching of Dynamics CRM 'Product ID' to SAP ByDesign 'Product ID', potentially using cross-reference tables for aliases.
  • Date Format Standardization: Convert date formats to ensure compatibility (e.g., YYYY-MM-DD).

🛡️ Error Handling

  • Transient API Errors: Temporary network issues or service unavailability (handled by retries).
  • Data Validation Failures: Invalid product ID, missing required customer fields (routed to dead-letter queue).
  • Authentication Errors: Expired tokens, incorrect credentials (alerts and re-authentication).
  • Duplicate Record Creation: Attempting to create an existing customer/account (handled by idempotency logic and deduplication).
  • Schema Mismatch: Field type or format incompatibility (flagged during development/testing).
Pricing

Simple, transparent pricing for SAP Business ByDesign + Microsoft Dynamics CRM.

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

▸ Why should I integrate SAP Business ByDesign with Microsoft Dynamics CRM?
Integrating ByDesign (ERP) and Dynamics CRM (CRM) eliminates data silos between sales and finance. It automates the lead-to-cash process, ensures a unified 360-degree view of your customers, reduces manual data entry errors, and provides real-time insights for better decision-making, ultimately boosting efficiency and revenue.

Data & Entities FAQs

▸ What are the common data entities synchronized between ByDesign and Dynamics CRM?
Key entities synchronized include: Customers (ByDesign) / Accounts & Contacts (Dynamics CRM), Sales Orders (bi-directional or CRM to ByDesign), Products & Pricing (ByDesign to CRM), Opportunities (Dynamics CRM, triggering ByDesign Sales Orders), and potentially Invoices (ByDesign to CRM for visibility).

Technology FAQs

▸ How does an iPaaS facilitate this integration, especially with low-code/no-code?
A modern iPaaS (Integration Platform as a Service) acts as the central hub, providing pre-built connectors for both ByDesign and Dynamics CRM. Its low-code/no-code visual interface allows business users to design, map, and deploy complex integration workflows with drag-and-drop simplicity, reducing reliance on IT and accelerating development.

AI & Automation FAQs

▸ Can AI enhance my SAP ByDesign and Dynamics CRM integration?
Absolutely. AI can be embedded into integration workflows to automate data validation, detect anomalies in transactions (e.g., mismatched invoices), suggest optimal data mappings, perform intelligent document processing, and even auto-resolve routine exceptions, leading to higher data quality and reduced manual effort.

Security FAQs

▸ What are the security considerations for integrating these two cloud systems?
Security is paramount. Key considerations include using OAuth 2.0 for API authentication, implementing IP whitelisting, encrypting all data in transit (TLS 1.2+) and at rest, enforcing least privilege access for integration accounts, and maintaining comprehensive audit trails for all data exchanges to ensure compliance (GDPR, CCPA, SOX).

Performance FAQs

▸ How do you handle API rate limits for SAP ByDesign and Dynamics CRM?
Our iPaaS implements intelligent strategies to manage API rate limits for both systems. This includes exponential backoff for retries, batching multiple records into single API calls, using message queues to smooth out traffic spikes, and leveraging Dataverse change tracking for efficient delta synchronization. This prevents service interruptions and ensures optimal performance.

Data Flow FAQs

▸ Is real-time data synchronization possible, or is it always batch processing?
Real-time synchronization is a core capability. By leveraging event-driven architecture, Dataverse webhooks from Dynamics CRM, and ByDesign's APIs, the iPaaS can trigger immediate updates between systems when critical events occur (e.g., a 'Closed Won' opportunity in CRM, a customer update in ByDesign). This reduces data latency significantly compared to traditional batch processing.

Error Handling FAQs

▸ How does the integration handle errors and ensure data consistency?
Our solution employs robust error handling with automated retries for transient issues, and a dead-letter queue for persistent errors requiring manual review. Comprehensive logging, automated alerts, and AI-driven anomaly detection ensure issues are quickly identified and resolved. Data consistency is maintained through a 'golden record' strategy, defined conflict resolution rules, and continuous data validation.
Implementation Timeline

Go live with SAP Business ByDesign + Microsoft Dynamics CRM 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 SAP Business ByDesign and Microsoft Dynamics CRM, 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 SAP Business ByDesign + Microsoft Dynamics CRM 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 SAP Business ByDesign + Microsoft Dynamics CRM.

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 SAP Business ByDesign + Microsoft Dynamics CRM 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