Dynamics 365 Sales in your end-to-end customer process – not as an enterprise CRM that stops at order handover.
Connecting Microsoft Dynamics 365 Sales – Custom and Seamless
Microsoft Dynamics 365 Sales is the enterprise CRM solution within the Microsoft ecosystem – with lead management, opportunity tracking, forecasting, and AI-powered sales support. Companies use Dynamics 365 Sales to manage sales pipelines, nurture customer relationships, and create revenue forecasts. For operationally complex companies, Dynamics 365 Sales becomes relevant when sales data should not remain isolated in the CRM – but instead function as a continuous process from inquiry to order fulfillment and beyond. We integrate Dynamics 365 Sales into custom business software. No pre-made standard connections, no plug-in with limitations – instead, a tailored interface that fits perfectly with your processes and your system.
What We Connect
| Integration Options | |
|---|---|
| 🔄 | Automatically synchronize leads, opportunities, accounts, and contacts into the central system |
| 📊 | Represent pipeline status, forecasts, and win rates in overarching reporting |
| 📄 | Automatically create orders, projects, or onboarding workflows from won opportunities |
| ⚡ | Event-driven workflows – e.g., create an order upon opportunity closure, create a sales task upon lead receipt |
| 🔗 | Bidirectional data exchange between Dynamics 365, ERP, project management, accounting, and other systems |
How the Integration Works
We work directly with the Dynamics 365 Web API (OData v4) and webhook mechanisms. The connection is developed as an integral part of your operating system – no third-party middleware, no workaround. What this specifically means:
| 🏗️ | Custom connection – built for your processes, not the average |
| 🔄 | Automatic data flow – no manual data transfers between sales and operations |
| 🗄️ | A single data source – Dynamics 365 data flows into your central system |
| 🛡️ | Secure and GDPR-compliant – Azure AD authenticated, encrypted, and documented |
Typical Use Case
An industrial service provider with 90 employees manages sales through Dynamics 365 Sales. When an opportunity is won, the manual handover begins – typing customer data into the ERP, creating an order, informing the project team. Sales loses track after the closure. Project status and customer satisfaction exist in a separate system.
With the integration, a won opportunity automatically generates the order in the operating system. Customer data flows in without typing, the onboarding workflow starts. Project status and satisfaction data flow back to Dynamics 365 – sales sees how the project is progressing and where follow-up potential exists. Management sees the pipeline, project progress, and revenue in one view.
Part of Your Operating System
Dynamics 365 Sales is a powerful enterprise CRM platform. But when used in isolation, it ends at contract signing – then the manual handover begins. Only as part of an integrated system does Dynamics 365 realize its full benefits – when opportunities automatically trigger follow-up processes and sales are continuously connected to operations. We develop AI-powered operating systems for operationally complex companies. The Dynamics 365 Sales integration is one building block of that.