Dynamics 365 integration services
About Itransition
Providing IT consulting and software development services since 1999
A certified Microsoft Partner since 2008
10+ years of experience in delivering ERP and CRM solutions
150+ successful ERP and CRM projects
Connect your Dynamics 365 solution with the Microsoft ecosystem
Our team helps set up secure integrations both within Dynamics 365 applications and between Dynamics 365 and the broader Microsoft ecosystem.
Microsoft 365 productivity & collaboration apps
We configure the out-of the box Dynamics 365 integrations to help you securely connect to Microsoft 365 (Office 365) applications for maximized productivity and streamlined cooperation between employees and partners.
- Microsoft Excel to enable multi-user document management and analytical reporting based on data from your Dynamics 365 CRM and ERP systems.
- SharePoint to enable easy sharing and organization of any type of content, including documents, reports, images, videos, web pages, and project tasks.
- Outlook to synchronize customer communication history, appointments, and customer-related tasks and contact information between the Dynamics 365 and Outlook apps.
- Teams to facilitate communication with colleagues and external parties, with data automatically updated in the Dynamics 365 application.
Power Platform apps
Our team leverages Microsoft Power Platform to expand the out-of-the-box capabilities of Dynamics 365, create tailored solutions, connect with other applications, and gain data-driven insights.
- Power Apps to create custom software solutions and cover unique business processes with low/no-code tools and Dynamics 365 data and processes.
Power BI to analyze the information stored in your Dynamics 365 and make informed decisions with real-time dashboards and reports.
- Power Automate to automate critical Dynamics 365 workflows and tasks as well as to schedule data imports/exports to other systems.
We can connect Dynamics 365 applications with any Azure service to enable:
- Powerful data analytics capabilities
- Artificial intelligence and machine learning enablement
- Internet of Things connectivity
- Workflow automation
- Efficient management of IT infrastructure security, performance, and scalability
Enhance your operational efficiency with tailored Dynamics 365 integrations
Integrate Dynamics 365 with third-party applications
We can set up secure integration between Microsoft Dynamics 365 software and non-Microsoft systems you rely on, facilitating a 360-degree view of your corporate processes and a streamlined two-way data flow.
Customer relationship management software
We establish Dynamics 365 - CRM integration (e.g., platform solutions based on Salesforce) to synchronize customer data, leads, opportunities, customer interactions, and sales orders and ensure information consistency across your teams.
Enterprise resource planning system
We integrate Dynamics 365 apps with your ERP solution to facilitate financial, inventory, and supply chain data exchange and automate invoicing, order creation, and other business operations.
Marketing automation tools
We connect your Dynamics 365 applications with marketing tools (e.g., Hubspot) for synchronized contacts, leads, and accounts information, efficient lead nurturing, marketing campaign tracking, and comprehensive marketing analytics.
Ecommerce platforms
Our team integrates Dynamics 365 with your ecommerce platform (e.g., Shopify, Amazon Marketplace, or Adobe Commerce) to track omnichannel sales, streamline inventory, marketing, and customer management, and improve customer experience.
Industry-specific apps
We connect Dynamics 365 apps with industry-specific solutions (e.g., healthcare EHR/EMR systems, manufacturing PLM systems, retail PoS systems, etc.) to help you seamlessly share information between departments, automate workflows, and improve efficiency and reporting.
Why choose Itransition
Microsoft expertise
As a certified Microsoft partner, we meticulously follow Microsoft’s guidelines and best practices and adhere to the Success by Design framework in every Dynamics 365 integration initiative, ensuring efficient project execution and optimal outcomes.
Industry experience
Relying on our vast experience in delivering software across 20+ industries, including manufacturing, healthcare, retail, and fintech, we make sure to fully meet your business needs and successfully connect your industry-specific solutions with Dynamics 365.
Focus on quality & security
Itransition has established quality and security management systems in compliance with the ISO 9001 and ISO 27001 requirements to ensure the high quality of our services and the security of the data we access during our cooperation.
Our Dynamics 365 integration process
1
Requirements gathering
Our team analyzes your business processes and needs and audits the existing technology environment to define the Dynamics 365 integration scope.
2
Planning
We design the integration architecture and data flows between the systems, outline an integration strategy, define project steps, timelines, and resources, and choose relevant technology.
3
Integration setup
Our team uses pre-built connectors, third-party integration middleware, or creates custom integrators to connect your Dynamics 365 system with the required software systems.
4
Testing
We assure that the established connections work as intended, ensuring smooth data flows back and forth between the systems.
5
Integration delivery
We deliver the integration to the production environment and track integration performance to address possible issues.
Dynamics 365 integration benefits
Better visibility
Seamless exchange of corporate information between various business systems increases the transparency of your operations.
Increased productivity
Automated data synchronization helps minimize manual data entry and enhance employee effectiveness.
Data-driven decision-making
Unifying data across the organization helps companies build a single source of truth and make informed business decisions.
Improved collaboration
Continuous and stable data exchange company-wide streamlines cooperation between departments and increases operational efficiency.
Entrust your Dynamics 365 integration project to Itransition
More Dynamics 365 services from Itransition
Сonsulting
We offer advisory support for Dynamics 365 products, helping companies conceptualize their solutions, develop implementation roadmaps, as well as assist with platform adoption, user training, and knowledge base setup.
Implementation
Our team provides Dynamics 365 implementation services, handling the project end-to-end, from requirements gathering and planning to software integration, data migration, and after-launch support.
Support
We offer Dynamics 365 support services, including application administration, monitoring and troubleshooting, user support and training, as well as functionality improvement, to ensure the stable functioning of your enterprise Dynamics 365 solution.
FAQs
What Dynamics 365 applications do you integrate?
Our team can integrate any on-premises or SaaS Dynamics 365 application you use, including Dynamics 365 Business Central, Microsoft Dynamics 365 CRM (Dynamics 365 Sales, Customer Insights, Customer Service, Contact Center, and Field Service), as well as Dynamics 365 Commerce, Supply Chain Management, Finance, Human Resources, and Project Operations modules.
We can also assist with integrating Dynamics 365 extensions and add-ons you already have.
What tools do you use to integrate Dynamics 365?
The choice of integration tools strongly depends on the types of software you connect. Depending on the Dynamics 365 integration scenario, we use such tools as:
- Microsoft integration tools (Excel import/export for data integration, Power Automate, Dataverse, Azure Logic apps, Azure functions)
- Web APIs
- Third-party integration solutions like Zappier middleware
- Custom integration connectors
How do you ensure integration security?
To guarantee the security of your Dynamics 365 integration, we set up necessary user permissions and authentication mechanisms so that only authorized employees can access the integrated applications.
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