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Unify Spend & Sales: Seamless SAP Concur & Microsoft Dynamics CRM Integration

Automate expense management, enrich customer profiles, and gain complete financial visibility across your sales cycle with a powerful iPaaS.

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The Challenge

The Cost of Disconnected Spend and Sales Data

Without a robust integration, SAP Concur and Microsoft Dynamics CRM operate in silos, creating significant operational inefficiencies, data discrepancies, and missed opportunities for strategic insights.

  • Manual entry of expense data into CRM for customer context is time-consuming and error-prone.
  • Sales teams lack visibility into client-related travel, entertainment, and project expenses affecting profitability.
  • Discrepancies in vendor and employee data between systems lead to reconciliation nightmares and compliance risks.
  • Delayed financial postings due to manual approval processes and lack of automated data transfer.
  • Incomplete 360-degree customer view, hindering sales strategies and customer service effectiveness.
  • Difficulty in correlating spend data with sales performance and customer lifetime value.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Bridging SAP Concur and Microsoft Dynamics CRM with iPaaS

Our modern iPaaS solution provides a robust, low-code/no-code platform to seamlessly connect SAP Concur and Microsoft Dynamics CRM, transforming your spend management and customer relationship processes. By leveraging API-first, event-driven architecture, we ensure real-time data synchronization, intelligent automation, and a unified view of your financial and sales operations.

  • Pre-built, configurable connectors for SAP Concur and Microsoft Dynamics CRM (Dataverse).
  • Visual drag-and-drop workflow builder for custom integration logic.
  • AI-powered data mapping and validation for enhanced accuracy.
  • Real-time event-driven synchronization for immediate data updates.
  • Centralized monitoring and error handling dashboard.
Implementation Timeline

Go live with SAP Concur + 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 Concur 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 Concur + 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

  • Pre-built, configurable connectors for SAP Concur and Microsoft Dynamics CRM (Dataverse).
  • Visual drag-and-drop workflow builder for custom integration logic.
  • AI-powered data mapping and validation for enhanced accuracy.
  • Real-time event-driven synchronization for immediate data updates.
  • Centralized monitoring and error handling dashboard.
  • Support for complex data transformations and business rules.
  • Secure, compliant data transfer and storage.

Technical Integration Overview: SAP Concur & Microsoft Dynamics CRM

This integration leverages an iPaaS to orchestrate secure, efficient, and scalable data flows between SAP Concur and Microsoft Dynamics CRM. We utilize an API-first, event-driven approach where possible, ensuring data consistency and real-time updates across both critical business systems.

Data Flow Steps

Secure Connection Establishment: Configure OAuth 2.0 authentication for both SAP Concur and Microsoft Dynamics CRM (Dataverse) within the iPaaS, ensuring least-privilege access for integration service accounts.

API Event/Polling Configuration: Set up event listeners (webhooks from Concur if available, or scheduled polling with change detection) and Dataverse events/webhooks for Dynamics CRM to capture relevant data changes.

Data Extraction: Extract source data (e.g., Concur Expense Report, User, Vendor; Dynamics CRM Account, Contact) via their respective APIs.

Transformation & Harmonization: Use the iPaaS's visual mapping engine to transform data structures, apply business rules (e.g., categorize expense types, enrich CRM contacts with Concur IDs), and harmonize field values for target system compatibility.

Data Validation: Implement pre-posting validation checks using the iPaaS's rules engine and AI-assisted anomaly detection to ensure data quality before writing to the target system.

Target System Posting: Insert or update records in the target system (e.g., create an Activity in Dynamics CRM from a Concur Expense Report, update a Concur User from a Dynamics CRM Contact) using their respective APIs.

Error Handling & Monitoring: Configure robust error handling, automated retries with exponential backoff, and real-time monitoring dashboards within the iPaaS to ensure data integrity and operational visibility.

Data Touchpoints

Concur: Expense Report, Expense Entry, User, Vendor/Supplier, Invoice, Company Card Transaction, Cost Center, GL Account, Policy Rule
Dynamics CRM: Account, Contact, Opportunity, Lead, Order, Product, Case, Activity, Invoice, Quote, Marketing List

"Concur (Event/Polling) -> iPaaS (Extract, Transform, Validate) -> Dynamics CRM (API Write). Bi-directional flows follow similar pattern. Example: Concur Expense Report (Approved) -> iPaaS -> Dynamics CRM (Create Activity on Account). Dynamics CRM Account (New/Updated) -> iPaaS -> Concur (Update Vendor)."

Pricing

Simple, transparent pricing for SAP Concur + 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 Concur

Integrating SAP Concur 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 & Field Mappings for Concur & Dynamics CRM Integration

Harmonizing data between SAP Concur and Microsoft Dynamics CRM requires careful mapping of key entities and their respective fields. Our iPaaS provides visual tools and AI assistance to streamline this complex process, ensuring data integrity and accurate information flow.

Expense Report (Concur) to Activity/Custom Entity (Dynamics CRM)

Link approved expense reports in Concur to specific accounts or opportunities in Dynamics CRM to provide sales and finance with a unified view of client-related spend.

SAP Concur Fields

ReportID (Key) EmployeeID ReportName Status (Approved) TotalAmount Currency SubmissionDate GLPostingStatus Custom Fields (e.g., CRMAccountID, CRMOpportunityID)

Microsoft Dynamics CRM Fields

Activity.Subject (mapped from ReportName) Activity.RegardingObjectId (lookup to Account/Opportunity) Activity.Description (mapped from Concur report description + link) Activity.ActivityType (custom: 'Client Expense') Activity.OwnerId (mapped from Concur EmployeeID to CRM User) Custom Entity: ExpenseReportID (mapped from ReportID) Custom Entity: TotalAmount, Currency, Status

Mapping Notes

Concur's 'Expense Report' doesn't have a direct 1:1 match in standard CRM. It often maps to a custom entity, an Activity, or updates fields on an existing Account/Opportunity. Custom fields in Concur are crucial for linking to CRM records. TotalAmount and Currency need direct mapping.

Next Steps

See SAP Concur + 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.

Expense Report to CRM Account/Opportunity Linking

Automatically link employee expense reports from Concur to specific Accounts or Opportunities in Dynamics CRM, providing sales teams with financial context on client engagements.

Integration Steps:

  1. 0 Employee submits an expense report in Concur, tagging it with a CRM Account ID or Opportunity ID.
  2. 1 Upon approval in Concur, the iPaaS captures the 'Expense Report Approved' event.
  3. 2 iPaaS extracts key expense details (total amount, expense type, vendor, description) and associated CRM identifiers.
  4. 3 Data is transformed and mapped to create a new Activity (e.g., 'Client Expense') or update a custom field on the corresponding Account/Opportunity in Dynamics CRM.
  5. 4 A link back to the Concur expense report can be stored in CRM for easy access to full details.

Business Outcome

Sales teams gain immediate visibility into project-related expenses, improving profitability analysis and customer intelligence. Finance reduces manual data entry for cost allocation.

Frequency

Event-driven (on Concur expense report approval)

Business Value

Key Integration Benefits

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

Accelerate Expense Reconciliation
Automate the posting of approved Concur expense reports directly to relevant Dynamics CRM Accounts or Opportunities, eliminating manual data entry and speeding up financial close cycles.
Enrich Customer 360 View
Provide sales and service teams with direct visibility into customer-related expenses (T&E, project costs) from Concur within Dynamics CRM, enabling more informed decision-making.
Harmonize Master Data
Ensure consistent vendor and employee data across Concur and Dynamics CRM, reducing duplicates, improving data quality, and streamlining procurement and HR processes.
Boost Sales Productivity
Free up sales representatives from manual expense tracking and data entry, allowing them to focus on selling and customer engagement.
Enhance Compliance & Auditability
Automate policy checks and maintain detailed audit trails for all financial transactions and associated CRM activities, simplifying compliance with internal policies and external regulations.
Real-time Spend Visibility
Gain immediate insights into project and client-specific spending within Dynamics CRM, enabling better budget management and profitability analysis.
✨

Accelerate Expense Reconciliation

30% Faster Reconciliation

📋 What You Get

Automate the posting of approved Concur expense reports directly to relevant Dynamics CRM Accounts or Opportunities, eliminating manual data entry and speeding up financial close cycles.

💼 Business Impact

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

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT /v3.0/expense/reports Retrieve, create, or update expense reports and their statuses. Crucial for syncing approved expenses to CRM.
GET, POST, PUT /v3.0/expense/entries Manage individual expense entries within reports, including details and attachments. Used for granular expense data.
GET, POST, PUT /v3.0/invoice/invoices Access and manage vendor invoices, including creation, approval status, and line items. Essential for invoice visibility in CRM.
GET, POST, PUT /v3.0/common/users Provision and manage user profiles, including employee details, roles, and permissions. Used for employee sync to CRM Contacts.
GET, POST, PUT /v3.0/common/vendors Synchronize and manage vendor master data for invoice processing. Used for vendor sync to CRM Accounts.

⚡ Transformation Logic

  • Expense Type Categorization: Map Concur expense types to CRM activity categories or custom spend categories.
  • Currency Conversion: Standardize currency codes and perform conversions if necessary based on defined exchange rates.
  • ID Harmonization: Map Concur's internal IDs (e.g., EmployeeID, VendorID) to corresponding CRM IDs (ContactID, AccountID) or store them in custom fields for cross-referencing.
  • Date Formatting: Ensure consistent date and time formats between systems.
  • Data Enrichment: Augment CRM records with aggregated spend data from Concur or vice-versa.

🛡️ Error Handling

  • Concur API rate limit exceeded (handled by queuing/retries).
  • Dynamics CRM validation rule failure (logged, dead-lettered for review).
  • Network connectivity issues (handled by retries with backoff).
  • Invalid lookup ID (e.g., CRM_AccountID not found in Dynamics CRM - logged, potentially routed for manual correction).
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General FAQs

▸ Why is a modern iPaaS essential for SAP Concur and Dynamics CRM integration?
A modern iPaaS (Integration Platform as a Service) moves beyond simple point-to-point connections, offering a centralized hub for all Concur and Dynamics CRM integrations. It provides robust capabilities for data mapping, workflow orchestration, API management, error handling, and security, essential for complex enterprise environments. This ensures scalable, resilient, and auditable data flow between these critical systems, unlike fragile custom code.

AI Capabilities FAQs

▸ How does AI enhance SAP Concur and Dynamics CRM workflows?
AI augments these integrated workflows by automating tasks like intelligent field mapping suggestions, real-time data validation to prevent errors, anomaly detection in spending patterns, and even assisting in generating complex transformation logic. This significantly reduces manual effort, improves data accuracy, and provides proactive insights for better spend management and customer intelligence.

Use Cases FAQs

▸ Can I integrate SAP Concur with Dynamics CRM for a Customer 360 view?
Absolutely. By integrating SAP Concur with Dynamics CRM, you can link customer-related expense reports, invoices, and even corporate card transactions directly to Accounts and Opportunities in CRM. This provides sales and service teams with a comprehensive 360-degree view of the customer, including their financial interactions and associated spend, enabling more informed decision-making and better relationship management.

Technology FAQs

▸ What are the benefits of low-code/no-code for Concur and Dynamics CRM integrations?
Low-code/no-code tools empower finance, sales operations, and business analysts to build and modify Concur and Dynamics CRM workflows without extensive coding. This accelerates development cycles, reduces reliance on IT, and allows business users to quickly adapt automation to changing policies or operational needs, such as custom approval routing or data validation rules.

Workflows FAQs

▸ How do you handle corporate credit card transaction reconciliation with Concur and CRM?
We automate this process by integrating with corporate card providers to import daily transaction feeds into Concur. The iPaaS then facilitates intelligent matching of these transactions with employee-submitted receipts and expense entries. Relevant reconciled data can then be pushed to Dynamics CRM, linked to specific accounts or opportunities, providing a complete financial picture of customer interactions.

Security FAQs

▸ What are the key security considerations for Concur and Dynamics CRM API integrations?
Key considerations include using OAuth 2.0 for secure authentication to both systems, encrypting all data in transit and at rest, implementing the principle of least privilege for integration user accounts, and maintaining comprehensive audit trails. Regular security audits and adherence to compliance standards like SOC 2, ISO 27001, and GDPR are also crucial to protect sensitive financial and customer data.

Master Data FAQs

▸ How can I ensure data consistency between Concur, Dynamics CRM, and my HRIS?
By establishing an event-driven integration between your HRIS, Concur, and Dynamics CRM via an iPaaS. This ensures that employee onboarding, profile updates (like department or manager changes), and offboarding events in the HRIS automatically trigger real-time provisioning or updates in Concur, which then flow to Dynamics CRM. This maintains accurate employee data and approval hierarchies across all systems.

Operations FAQs

▸ What kind of error handling is implemented for Concur and Dynamics CRM integrations?
Our integrations include robust error handling with detailed logging, automated retry mechanisms (e.g., exponential backoff for transient API errors), and dead-letter queues for unprocessable messages. A centralized monitoring dashboard provides real-time visibility into integration failures, allowing for quick identification and resolution, ensuring data eventual consistency and minimal manual intervention.
Pricing

Simple, transparent pricing for SAP Concur + 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

$599 /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 Concur + 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