Connect Microsoft Dynamics 365 F&SCM and Microsoft Dynamics 365 CRM

Connecting Microsoft Dynamics 365 F&SCM and Microsoft Dynamics 365 CRM for a company could enable the transfer of financial, supply chain, and customer data between the two environments. This connection could support unified reporting, coordinated business processes, and improved visibility across customer relationship management and operations functions.

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

A company operating both Microsoft Dynamics 365 F&SCM and Microsoft Dynamics 365 CRM could benefit from connecting these systems to enable more consistent and timely data exchange between operational and customer relationship processes. Without such a connection, staff may need to enter the same data in both systems, increasing the risk of errors and consuming additional time. Over time, information such as customer records, orders, and inventory levels could diverge between the two environments, leading to decisions based on outdated or incomplete data. This can impact customer service, reporting accuracy, and operational efficiency. The kinds of data that could be exchanged between systems of these types include customer and account information, sales orders, invoices, product details, pricing, and inventory status. Sharing this information could help ensure that sales and support teams have up-to-date operational data, while finance and operations teams could gain better visibility into customer interactions and sales pipeline activity. 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 Microsoft Dynamics 365 F&SCM 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.