Connect Microsoft Dynamics AX and Microsoft Dynamics 365 CRM

Connecting Microsoft Dynamics AX and Microsoft Dynamics 365 CRM for a company could enable the transfer of customer, sales, and financial data between the two platforms. This could support unified reporting, improved customer relationship management, and more efficient business processes by reducing manual data entry and ensuring data consistency across financial and sales operations.

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

A company operating both Microsoft Dynamics AX and Microsoft Dynamics 365 CRM could benefit from connecting these systems to enable more accurate and timely data flow between finance, operations, and customer relationship management. Without such a connection, teams might be forced to enter the same data into both systems, increasing the risk of errors and consuming valuable staff time. Over time, records could diverge, with customer or transaction details updated in one system but not the other, leading to decisions based on outdated or incomplete information. If a connection were to be established, it could support the exchange of customer details, sales orders, invoices, and payment status, among other types of business data. This could allow sales and support staff to view up-to-date account information, while finance and operations would have better visibility into customer interactions and commitments. The specific data that can be exchanged depends on what each system exposes through its API and must be determined according to the needs and technical capabilities of each 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 AX 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.