Connect Expandable and Microsoft Dynamics 365 CRM

Connecting Expandable and Microsoft Dynamics 365 CRM for a company would involve establishing a way to transfer relevant data between the two platforms. This could enable the sharing of customer information, sales data, or financial records, supporting more coordinated operations and improved visibility across departments that use either system.

You can build this integration on the System2System platform. We design the connection between Expandable 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 Expandable and Microsoft Dynamics 365 CRM?

A company operating both Expandable and Microsoft Dynamics 365 CRM could benefit from connecting the two systems to support more accurate, timely, and consistent information across business functions. Without such a connection, users may be required to enter the same data into both systems, increasing the risk of errors and consuming unnecessary time. Discrepancies can arise as records in each system drift apart, leading to situations where decisions are made based on outdated or incomplete information. For example, customer information, sales data, or order statuses may be updated in one system but not the other, causing confusion and misalignment between departments such as sales, finance, and operations. If a connection were established, the types of data that could be exchanged between an enterprise resource planning system like Expandable and a customer relationship management system such as Microsoft Dynamics 365 CRM would depend on the needs of the business. Commonly, this could include customer master data, sales orders, invoices, product details, and payment information. Synchronizing this information could help streamline processes, reduce manual work, and improve overall data quality. However, what can actually 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 Expandable 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.