Connect Microsoft Dynamics 365 BC and Microsoft Dynamics 365 CRM

Connecting Microsoft Dynamics 365 BC and Microsoft Dynamics 365 CRM for a company could enable the transfer of financial and customer data between the two systems. This could support more accurate sales, invoicing, and reporting processes, and reduce the need for manual data entry by allowing information to be shared between finance and customer relationship management functions.

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

A company that runs both Microsoft Dynamics 365 Business Central (BC) and Microsoft Dynamics 365 CRM could benefit from connecting the two systems in order to reduce manual data entry and ensure that information stays consistent across business functions. Without a connection, users may need to enter the same data, such as customer details or sales orders, into both systems separately. This can lead to discrepancies, where records in one system do not match the other, and can result in business decisions being made using outdated or incomplete data. Errors and delays may also arise if sales, finance, or customer service teams rely on different versions of customer or transaction information. If a connection were established, it could allow for the exchange of data such as customer records, sales orders, invoices, and payment status between the two platforms. This could help align front-office and back-office operations, improve reporting accuracy, and support better customer service. However, the specific data that can be exchanged depends on what each system exposes through its API and must be determined for each situation individually.

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 Microsoft Dynamics 365 BC 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.