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Dynamics 365 integration services
About Itransition
Providing IT consulting and software development services since 1998
Certified Microsoft Partner since 2008
10+ years of experience in delivering ERP and CRM solutions
100+ completed CRM projects
50+ ERP projects in our track record
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 out-of-the-box integrations to connect the Dynamics 365 solution to Microsoft 365 (formerly known as Office 365) applications for maximized user productivity and streamlined cooperation between employees and partners.
- Microsoft Excel
enable multi-user document management and analytical reporting based on data from your Microsoft Dynamics 365 CRM and ERP systems. - OneNote
centralize meeting notes, customer interactions, and business documentation to maintain complete customer context and streamline information management across teams. - SharePoint
enable easy sharing and organization of any type of content, including documents, reports, images, videos, web pages, and project tasks. - Outlook
synchronize customer communication history, appointments, customer-related tasks, and contact information between the Dynamics 365 and Outlook apps. - Microsoft Teams
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
create custom software solutions and cover unique business processes with low-code or no-code tools and Dynamics 365 data and processes. - Power BI
analyze the information stored in your Dynamics 365 and make informed decisions with real-time dashboards and reports. - Power Automate
enable process automation across Dynamics 365 solutions.
Azure services
We connect Dynamics 365 applications with any Azure service to enable:
- Advanced data analytics
process large datasets to enable actionable predictive insights. - AI & machine learning
deploy custom models for automated decision-making. - IoT integration
connect onsite devices directly to your Dynamics 365 platform. - Robust infrastructure
unlock 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 solutions you rely on, including legacy systems, facilitating a 360-degree view of your corporate processes and a streamlined two-way data flow.
Microsoft Dynamics 365
Customer relationship management software
Enterprise resource planning system
Marketing automation tools
Ecommerce platforms
Industry-specific apps
Customer relationship management software
We synchronize Dynamics 365 platforms with Salesforce and other third-party CRM solutions to maintain business process and data integrity. We ensure leads, opportunities, customer interactions, and sales orders remain consistent across departments, preventing duplicate entries and providing teams with a unified view of the entire customer journey.
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, MailChimp) 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, WooCommerce, Adobe Commerce (formerly known as Magento), or BigCommerce) to help maximize your retail potential. This integration enables real-time inventory management, streamlined marketing and sales, automated order processing, and omnichannel customer experiences.
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.
30%
increase in operational efficiency100%
compliance with African regulatory requirements and IFRS standards95%
user adoption rate achieved within three months
We designed and implemented a digital transformation solution based on Microsoft Dynamics 365 Finance and Supply Chain Management for a globally operating food manufacturer and distributor. Our team integrated the new platform into the client’s existing tech environment and business workflows, including Kyriba-based treasury management system, logistics and vessel-tracking systems, and weighbridge software. As a result, the client got a comprehensive ERP system that ensured greater operational clarity and stability, enabled more efficient decisions and smoother coordination across regions.
28%
order processing time reduction50%
faster order dispatch25%
fewer delivery errors
Itransition’s team conducted business discovery and supported project coordination and delivery for a global company specializing in the design, production, and distribution of fashion accessories. We ensured smooth integration of the new Microsoft Dynamics 365 Finance and Supply Chain Management ERP solution with the customer’s existing systems with order-to-cash workflow, third-party logistics and delivery systems, as well as custom data warehouse solution to ensure greater operational efficiency, scalability, and business agility.
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. This approach, combined with 25+ years of software engineering experience, guarantees efficient project execution and optimal outcomes in all our Dynamics 365 integrations.
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
Discovery & requirements gathering
Our team audits your current business processes and tech stack and maps them to Dynamics 365 capabilities to define the required scope of integrations.
2
Planning
We design the integration architecture and data flows between the systems, identify the most suitable integration patterns, 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 eliminates data silos, enabling real-time visibility into business processes and metrics.
Increased productivity
Automated data synchronization helps minimize manual data entry, optimize workflows, 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
Real-time data access and reliable data exchange company-wide streamline cooperation between departments and increase operational efficiency.
Entrust your Dynamics 365 integration project to Itransition
More Dynamics 365 services from Itransition
Consulting
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
Our professionals ensure interoperability between any Microsoft Dynamics CRM or ERP application you use and your on-premises or SaaS systems. Our team can integrate Dynamics 365 Business Central, as well as Dynamics 365 Sales, Customer Service, Customer Insights, Contact Center, Field Service, Dynamics 365 Finance, Commerce, Dynamics 365 Supply Chain Management, Human Resources, and Project Operations modules.
If your Dynamics 365 setup includes additional functionality beyond out-of-the-box modules, we can also assist with integrating these MS Dynamics 365 extensions and add-ons with other systems.
The choice of integration tools strongly depends on the types of software you connect. As part of our Dynamics 365 and Azure integration services, we select the most appropriate integration tools based on your specific integration scenario, such as:
- Microsoft integration tools (Excel import/export for data integration, Power Automate, Dataverse, Azure Logic Apps, and Azure Functions)
- Web API integrations
- Third-party integration solutions like Zapier middleware
- Custom integration connectors
To guarantee the security of your Dynamics 365 integration, we implement multi-layered security protocols, including OAuth 2.0 authentication, role-based access control (RBAC), and encrypted data transit. This way, we can ensure only authorized employees can access sensitive business data within the integrated business applications.
The pricing for integrating your Dynamics 365 solution with other applications depends on multiple factors, including the particular integration use case (e.g., app integration within the Microsoft ecosystem or an external ERP integration), the number of systems you need to connect, and data volumes to be migrated. To get a ballpark estimate, share your integration project details with our Microsoft consultants.
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