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Connect Infor and Microsoft Dynamics 365 CRM

Connecting Infor and Microsoft Dynamics 365 CRM could enable a company to exchange key business data between its enterprise resource planning and customer relationship management functions. Such a connection could support more efficient processes by reducing manual data entry, improving data consistency, and providing better visibility across finance, operations, and customer management activities.

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

A company operating both Infor and Microsoft Dynamics 365 CRM could benefit from enabling data exchange between the two systems. Such a connection could help eliminate the need for duplicate data entry, which is a common source of errors and inefficiencies when teams must manually update customer, sales, or inventory information in more than one place. Without this connection, records in Infor and Microsoft Dynamics 365 CRM could drift apart over time, leading to inconsistencies that complicate reporting and decision-making. For example, a sales team using Dynamics 365 CRM might not have access to the latest order fulfillment or inventory status from Infor, risking commitments based on outdated information. Similarly, finance or operations teams relying on Infor could lack insight into recent customer interactions or sales pipeline updates tracked in Dynamics 365 CRM, resulting in decisions made on stale figures. Common types of data that could be exchanged between these systems include customer records, sales orders, product information, pricing, and inventory levels. The specific data that can actually be exchanged depends on what each system exposes through its API and is determined on a case-by-case basis.

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 Infor 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.

About these systems

Read more about each system and what it can be connected to

Looking to connect these systems?

Talk to us about what your setup needs. No obligation.

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