Connect Orderwise and Microsoft Dynamics 365 CRM

Connecting Orderwise and Microsoft Dynamics 365 CRM could enable a company to transfer customer, order, and inventory data between the two systems. This could support unified customer records, improved sales and service processes, and more accurate reporting by ensuring that information is consistent and accessible across both platforms.

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

A company running both Orderwise and Microsoft Dynamics 365 CRM could benefit from connecting these systems so that critical business data flows automatically between them. If the systems do not exchange data, staff may need to enter the same information in both places, which increases the risk of errors and consumes valuable time. Over time, discrepancies can develop between records in each system, which means teams may act on outdated or inconsistent information. This can lead to poor customer service or missed business opportunities if, for example, sales or inventory figures are not current in both systems. If a connection were established, the types of data that could be exchanged would depend on the business processes involved. For these systems, this often includes customer details, sales orders, product information, and inventory levels. Keeping such data in sync could help ensure that sales and operations teams always have access to the same, up-to-date information, supporting better decision-making across the company. The exact data that can be exchanged, and the direction in which it can flow, would depend on what each system exposes through its API and would need to be defined for each specific 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 Orderwise 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.