Custom Development

Dynamics CRM Integration & Implementation

Updated  |  2 min read
Microsoft Partner.

Professional MS CRM Implementation

Microsoft Dynamics CRM is the customer relationship management tool of choice for many businesses, especially those that value versatility, security, and powerful extensions. Its value also lies in its ability to be on-premise, extremely customizable, and completely controlled by the host company.

The power of Dynamics CRM can be fully realized with the right implementation. Depending on your company's needs, the CRM can be implemented in one of a variety of different ways, the most common being a Dynamics CRM integration to eCommerce. Many businesses will request a standard implementation, but others might need an agile or rapid approach. For enterprises, the implementation of multiple instances might be required.

Advantages of Microsoft Dynamics CRM

  • Reduce cost and increase profitability with automated & efficient processes
  • Increase customer retention & loyalty
  • Get data to the right people, at the right times for accurate decision making
  • Maximize value from all of your sales/marketing/service departments, 24/7

Clarity's Track Record

  • Working with Fortune 500s to startups since 2006
  • 650+ clients and 1,300+ projects completed
  • Microsoft Dynamics Certified Partner
  • Dynamics CRM eCommerce integration
  • Over 350 years of combined experience on our development staff

Custom Microsoft CRM Implementation

Not only can Clarity customize the way in which our developers implement your instance of Microsoft CRM, but we can also customize within the application to ensure that it fits your business processes and conventions. This is valuable for businesses that have custom workflows within their sales and marketing departments, and need their CRM to reflect that and mold to it. This is normally achieved with a Dynamics eCommerce integration.

An example of this is a company with unique ways of qualifying and processing leads. Traditionally CRMs will support conditions such as contacts, opportunities, and leads. Some companies, however, have additional "states" that the prospects go through before becoming a customer. Additionally, within these states, the salesmen will sometimes need to enter proprietary data or qualifiers about those prospects into the system. Custom implementation can account for and provide these in your CRM. You've also got Microsoft's core BANT system. They practically invented the standard lead qualification process.

Clarity Dynamics CRM integration solutions.

Dynamics CRM for the Modern Business

MS Dynamics CRM is so popular, partly because it is based on Microsoft's .NET technology, has powerful features and ensures top notch security. But Microsoft has also made sure that with the evolution of business in the modern age, that their CRM system kept up, moving from version 4.0, 2011, 2013 to Dynamics 365. The best side effect from the version upgrades is that it went from a $50,000 minimum cost to a few dollars a month per user for the Dynamics 365 solution. You'll need a Dynamics CRM integrator.


Benefit from Expert Integration

Our experts can help you gain all the benefits from Dynamics CRM integration. We offer a free discovery session with our experts to go over your business needs and what solutions would work best. We also offer a free demo or consultation. Click the button below to request your free session—with no obligation to work with us after.



MS Dynamics integration involves connecting Microsoft Dynamics ERP and CRM software with other systems or applications. It enables the seamless exchange of data and information, improving efficiency and accuracy. Integration methods include data, application, process, cloud, and custom integration. Benefits include enhanced data accuracy, streamlined processes, reduced manual effort, improved collaboration, and better decision-making. Overall, MS Dynamics integration optimizes business operations by providing a unified view of data and enabling efficient workflows.


CRM integration involves connecting a Customer Relationship Management (CRM) system with other software applications or platforms within an organization. It enables seamless data flow and collaboration, providing a unified view of customer interactions. Integration methods include data, communication, lead capture, financial, and collaboration integration. Benefits include streamlined processes, enhanced customer insights, improved customer service, increased productivity, and better decision-making. CRM integration maximizes the value of the CRM system by optimizing operations, improving customer experiences, and driving business growth.


Yes, Microsoft Dynamics CRM (now known as Microsoft Dynamics 365 Customer Engagement) provides the Dynamics 365 Web API, which is a RESTful API. This API allows developers to programmatically interact with the CRM system, performing operations such as creating, retrieving, updating, and deleting records, executing queries, and managing relationships. The Dynamics 365 Web API supports various authentication methods and enables integration with external applications, custom integrations, and other platforms. It allows developers to build custom applications, automate business processes, extract analytics, and perform CRM-related tasks programmatically. It is recommended to refer to the official Microsoft documentation for the most up-to-date information on the Dynamics 365 Web API.

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Autumn Spriggle is a Content Writer at Clarity Ventures who stays up to date on the latest trends in eCommerce, software development, and related topics to provide readers with the latest and greatest. She strives to help people like you realize the full potential for their eCommerce business.