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Connect SAP and Microsoft Dynamics 365 CRM

Connecting SAP and Microsoft Dynamics 365 CRM for a company could enable the transfer of key business data such as customer information, sales orders, and financial records between the two systems. This could support improved data accuracy, reduce manual entry, and provide a more unified view of business operations across departments using each platform.

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

A company that uses both SAP and Microsoft Dynamics 365 CRM could benefit from having these systems exchange data, as this could provide a more unified and accurate view of business operations. Without a data connection between them, employees might have to enter the same information into both systems, which increases the risk of errors and wastes time. Over time, records in SAP and Microsoft Dynamics 365 CRM could drift apart, leading to inconsistencies that make it difficult to trust reports or make timely decisions. For example, sales teams working in Microsoft Dynamics 365 CRM could be working with outdated customer or product information if updates made in SAP are not reflected in the CRM system. Similarly, finance or operations teams relying on SAP could miss out on the latest sales activities or customer interactions captured in the CRM, leading to decisions based on incomplete data. Data that could be exchanged between these systems includes customer and contact records, sales orders, invoices, product information, and account balances. What can actually be exchanged depends entirely 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 SAP 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.

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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