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Connect Microsoft Dynamics 365 BC and SharpSpring

Connecting Microsoft Dynamics 365 BC and SharpSpring for a company would involve enabling the transfer of relevant data between financial management and marketing automation functions. This could make it possible to synchronize customer information, support coordinated sales and marketing activities, and help ensure that business processes make use of up-to-date data from both systems.

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

A company running both Microsoft Dynamics 365 BC and SharpSpring could benefit from connecting the two systems to enable data exchange between finance, operations, and marketing or sales functions. Without such a connection, teams may have to enter the same customer or transaction data in both systems, increasing the risk of errors, wasted time, and inconsistent records. As a result, information in one system could become outdated compared to the other, leading to decisions based on incomplete or inaccurate data. Data that could be exchanged between these systems includes customer contact details, sales leads, account information, and possibly transactional data relevant to sales and marketing activities. The actual data that can 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 Microsoft Dynamics 365 BC and SharpSpring 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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