Better data quality
Reduce duplicate entry and errors by maintaining information in the appropriate system and keeping it synchronised across your business.
Services / Integrations
Integrations
Connect Dynamics 365 Customer Engagement (CE) with the systems your business already uses
We can help connect your Microsoft Dynamics 365 CE environment with the applications your organisation already relies on, reducing duplicate entry, improving data accuracy, and making important information available where your people need it.
Dynamics 365 CE
Integration hub
CRM
Finance
Portal
Power BI
Azure
Automation
Data
Microsoft 365
Business value
Why integrate Dynamics 365 CE with your systems
Connecting Dynamics 365 CE with finance, operational, and other business systems ensures information moves securely and reliably between them, while remaining managed in the right place.
More efficient processes
Automate handoffs, trigger actions, and keep work moving across systems and teams.
A clearer customer view
Bring relevant information together so teams can understand customer activity, history, and needs more quickly.
Support growth
Connect your systems so existing tools work better together and new capabilities can be added as your business evolves.
Connected systems
What can be integrated with Dynamics 365 CE
Dynamics 365 CE can integrate with a wide range of systems, depending on your processes, existing technology, and the information your teams need to access or update.
Microsoft applications and services
If you already use Microsoft technology, standard connectors and Microsoft platform capabilities provide an efficient starting point.
- Outlook and Exchange for email and activities
- SharePoint for document management
- Teams for collaboration
- Power BI for reporting and dashboards
- Power Automate for workflows and notifications
- Power Apps for additional business applications
- Business Central or other Microsoft applications
Other business systems
Not every application has a standard connector. We design and build custom integrations between D365 and the systems you rely on.
- Finance or accounting systems
- ERP and inventory systems
- Membership, booking, or registration platforms
- Websites, online forms, and customer portals
- Operational or industry-specific systems
- Data warehouses and reporting platforms
- Third-party service providers
- Legacy applications
Approach
Our approach to integrations
We design practical, reliable integrations with clear data ownership, secure information flows, and outcomes that support how your teams work.
Understand the process and outcome
Identify what information needs to move, why it matters, and how it supports your people and business processes.
Define the source of truth
Establish which system owns each piece of information and where that information needs to be available.
Choose the right integration approach
Use standard connectors where they fit, and Microsoft or Azure integration capabilities where more tailored solutions are required.
Design for usability and reliability
Plan for user experience, data quality, security, error handling, monitoring, and issue resolution.
Build, test, and deploy
Develop and thoroughly test the integration, confirming that the right information flows securely and reliably at the right time.
Next step
Ready to connect Dynamics 365 with the systems you use every day?
Let’s talk about how integration can improve your processes and your data.
Talk to OA