Connect Acumatica and Microsoft Dynamics 365 CRM

Connecting Acumatica and Microsoft Dynamics 365 CRM could enable data to be exchanged between financial and customer relationship management functions. This could allow for more accurate customer records, streamlined order processing, and improved reporting by ensuring that key information, such as sales and payment data, is consistently available in both systems.

You can build this integration on the System2System platform. We design the connection between Acumatica and Microsoft Dynamics 365 CRM around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Acumatica and Microsoft Dynamics 365 CRM?

A company that operates both Acumatica and Microsoft Dynamics 365 CRM could benefit from enabling these systems to exchange data, as this could help ensure that information is consistent and up to date across the business. Without such a connection, teams may need to enter the same data into both systems, which increases the risk of errors and wastes time. Over time, records in each system could diverge, leading to situations where decisions are made based on outdated or conflicting information. This could undermine customer relationships, financial accuracy, and operational efficiency. Data that could be exchanged between an ERP system like Acumatica and a CRM system such as Microsoft Dynamics 365 CRM includes customer records, sales orders, invoices, payment status, and inventory levels. Sharing this information could help sales and finance teams work from the same set of facts, avoid duplication, and provide better service to customers. The specific data that can be exchanged depends on what each system exposes through its API, and is determined per situation.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Acumatica and Microsoft Dynamics 365 CRM make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.