Connect Your Systems. Keep Work Moving⁠.

We connect Dynamics 365 and Business Central with the applications your business depends on. We configure available integrations and build custom connections to third-party platforms, legacy software, on-premise systems, websites, and portals.

Start with the Integrations Already Available.

Bring documents, communication, marketing, reporting, and financial operations into the way your teams work. We configure supported integrations around your records, responsibilities, and everyday processes.

Business Central & Dynamics 365 Sales

Let sellers manage relationships and opportunities in Dynamics 365 Sales while Business Central handles orders, inventory, invoicing, and finance. Connect the information each team needs to complete the next step.

Quote
Order
Fulfilment
Invoice

Scope & Prerequisites

What We Configure

Match customers and contacts across the two applications.
Share items, resources, and supported price information.
Transfer agreed quotes and submitted sales orders for processing.
Provide relevant order, availability, invoice, and payment visibility.
Define synchronisation direction, timing, and exception handling.

What We Agree First

The company and environment structure, record matching, pricing rules, data ownership, and selected order-synchronisation mode. Additional applications and custom fields are assessed separately.

Business Central Page

Business Central & Dynamics 365 Field Service

Let your service team plan visits, manage work orders, and record parts and time in Dynamics 365 Field Service while Business Central handles inventory, invoicing, and finance. Connect the work completed on site with the information your finance team needs.

Work Order
Service Delivery
Parts & Time
Invoice

Scope & Prerequisites

What We Configure

Connect Field Service work orders to Business Central projects or service orders.
Synchronise relevant customers, items, and resources.
Transfer parts used and service time for costing, posting, and invoicing.
Give technicians visibility of item availability.
Define synchronisation timing, record ownership, and exception handling.

What We Agree First

The Business Central edition, company and environment structure, integration type, record matching, and posting rules. Setup requires the relevant integration apps and connections to Dataverse and Dynamics 365 Sales. Integrating Business Central service management requires Premium. Additional applications and custom fields are assessed separately.

Business Central Page

SharePoint

Connected to Dynamics 365

Open and manage customer, opportunity, and case documents from the relevant CRM record, with SharePoint providing the document storage and collaboration capabilities.

Scope & Prerequisites

What We Configure

Document management for the selected CRM records.
Libraries, folder structure, naming, and record-to-document links.
SharePoint access, versioning, and retention requirements.
Notes and attachment migration, where separately agreed.

SharePoint access is managed separately from CRM record permissions. We review both permission models and validate access with the intended users.

Finance & Operations

Connected to Dynamics 365 Sales

Connect sales activity with Dynamics 365 Finance and Supply Chain Management so customer, product, and order information can support the operational process.

Scope & Prerequisites

What We Configure or Extend

Customer, account, product, and price mappings.
Approved quote and sales-order handovers.
Agreed inventory, fulfilment, and invoice information.
Validation, failed-transaction handling, and reconciliation.

We select the supported integration approach for your applications and versions, then define which system owns each record. Financial posting remains subject to the agreed ERP controls.

Power BI

Connected to Dynamics 365 data

Turn CRM records into useful sales, service, and management reporting. Agree the measures first, then connect the data and build views people can use.

Scope & Prerequisites

What We Configure or Build

Dataverse connections and reusable reporting models.
Agreed KPI definitions, dashboards, and drill-down views.
Report access, workspace permissions, and row-level security.
Refresh schedules, monitoring, and additional data sources.

Import or DirectQuery is selected around the reporting need. Refresh frequency, data permissions, and Power BI sharing or embedding licences are agreed separately.

Outlook & Exchange

Connected to Dynamics 365

Keep relevant emails and appointments connected to CRM records. Help sales and service teams follow the conversation and pick up the next action with context.

Scope & Prerequisites

What We Configure

Server-side synchronisation with the supported Exchange setup.
Dynamics 365 App for Outlook and record tracking.
Selected appointment, contact, and task synchronisation rules.
User and queue mailbox setup, testing, and monitoring.

We agree which activity belongs in CRM and validate mailbox permissions and tracking filters. The scope follows supported mailbox and synchronisation capabilities.

LinkedIn Sales Navigator

Connected to Dynamics 365 Sales

Bring LinkedIn profile and company context into the sales workflow. Help sellers identify relevant people, understand accounts, and find useful connections for an introduction.

Scope & Prerequisites

What We Configure

Sales Navigator controls on the agreed CRM forms.
Lead and account insights within the seller's workflow.
Supported CRM sync and activity write-back, where enabled.
User access, record matching, and team enablement.

The integration requires LinkedIn Sales Navigator Advanced Plus and the appropriate Dynamics 365 licences, or Microsoft Relationship Sales. CRM sync requires a compatible online environment and additional setup.

Sales Navigator remains an available integration. The separate LinkedIn lead-generation capability in Dynamics 365 was deprecated in December 2024.

Click

Formerly ClickDimensions

Connect marketing activity with the leads and contacts your sales team uses in Dynamics 365. Configure email campaigns, forms, and follow-up journeys around a shared customer record.

Scope & Prerequisites

What We Configure

Email marketing and campaign automation.
Web forms, landing pages, and website engagement tracking.
Subscription preferences and campaign reporting.
Social marketing or SMS where included in the selected plan and setup.

Click is a separately licensed marketing product integrated with Dynamics 365. We confirm the package, supported CRM environment, sending domains, preferences, and selected channels.

Connect the Systems That Matter to Your Business.

Your processes may depend on applications outside the Microsoft ecosystem. We design and build connections around the information that needs to move, the decisions it supports, and the people responsible for the work.

Third-Party Platforms, CRMs & ERPs

Connect Dynamics 365 with the applications used by sales, service, finance, and operations. Share agreed customer, product, order, and status information so teams can complete the process across systems.

Legacy & on-Premise Systems

Keep useful existing systems involved in the process. We assess their interfaces, data, access, and operating constraints, then agree a supported connection through APIs, secure gateways, or controlled data exchanges.

Websites, Portals & Mobile Apps

Connect enquiries, appointments, orders, and service requests to the business systems behind them. Give customers, suppliers, partners, or employees access to the information and actions relevant to their role.

Payments, Signatures & Communications

Connect payment providers, signature services, and communication platforms to the agreed business process. Validate events and references before updating an invoice, releasing an order, or triggering the next action.

See What Integration Makes Possible.

Start with a task that should work better. These examples show what we can configure or build; the applications, data, and required connections are agreed for each engagement.

Website & CRM · Custom Integration

Turn an Enquiry into a Clear Next Action.

Website enquiry
CRM lead
Assigned follow-up

Capture a website enquiry in Dynamics 365, check for an existing contact, retain the enquiry source, and route the next action to the responsible team.

Sales & ERP · Available Integration

Move the Agreed Order into Operations.

Sales order
ERP processing
Status visibility

Transfer an approved or submitted sales order to Business Central or the agreed ERP. Share the relevant fulfilment and invoice information with sellers as the order progresses.

Click & Dynamics 365 · Available Integration

Connect Campaign Responses to Sales Follow-Up.

Campaign response
CRM context
Sales action

Connect Click form submissions and marketing engagement to the relevant Dynamics 365 lead or contact. Configure follow-up rules so sales can act with the campaign context.

SharePoint & CRM · Available Integration

Keep Documents with the Customer Context.

CRM record
Linked documents
Team access

Link proposals, contracts, and supporting files to the relevant account, opportunity, or case. Define access and document structure so the next person can find the right file.

Legacy & Modern CRM · Custom Integration

Keep an Existing CRM Connected.

Existing CRM
Agreed exchange
Dynamics 365

Share selected customer or operational updates while an existing system remains in use. Define which application owns each record and when the information should move.

Payments & Finance · Custom Integration

Connect a Payment to the Right Invoice.

Invoice
Verified payment
Matched receipt

Offer a payment link tied to the invoice reference, validate the provider's confirmation, and match the receipt in Business Central or the agreed finance system. Route exceptions for review.

Portal, Signature & ERP · Custom Integration

Turn Accepted Terms into an Approved Order.

Customer quote
Confirmed acceptance
Approved order

Present an approved quote through a portal, capture the agreed acceptance or required signature, verify any deposit, and create the order after the commercial prerequisites are met.

CRM, ERP & Power BI · Available + Custom

Review Performance Across Connected Systems.

Business data
Agreed measures
Shared reporting

Combine selected CRM, financial, and operational information in Power BI. Agree definitions and access so teams can review pipeline, delivery, and revenue with consistent context.

Agree the Handover. Then Build the Connection.

We involve the people who use and own the systems, test complete business scenarios, and make operating responsibilities clear.

Understand the Process

Identify the task, systems, people, and information involved. Agree what a completed handover looks like.

Define the Connection

Agree mappings, ownership, permissions, timing, exceptions, and the scope of configuration or development.

Build & Validate

Test realistic records, duplicate handling, failed exchanges, and recovery with the teams who will use the result.

Launch & Adopt

Prepare users, documentation, monitoring, and support responsibilities for the transition to everyday use.

Review & Improve

Review the agreed measures and exceptions with your team, then prioritise the next improvements.

Explore Our Delivery Approach

Before We Start.

What does Available Integration mean?

It means an integration or supported connection approach is available as a starting point. We still configure it for your applications, data, permissions, licences, and process. Any additional development or migration is agreed in the scope.

Can you connect a system that is not listed?

Yes, we assess third-party, legacy, on-premise, and custom applications. We review the available interfaces and constraints, then propose a practical connection and define what can be delivered.

Will every record synchronise instantly in both directions?

The right approach depends on the process. Some records need a timely event-driven update; others suit scheduled exchanges or a read-only view. We agree the direction, frequency, owner, and conflict rules for each type of information.

Is LinkedIn Sales Navigator integration still available?

Microsoft continues to document Sales Navigator integration with Dynamics 365 Sales, including the required Advanced Plus or Relationship Sales licensing. The LinkedIn lead-generation capability deprecated in December 2024 is a separate feature. We check the current setup and licensing before implementation.

What should we bring to the first conversation?

The systems you use, the task you want to improve, the information that needs to move, and the person responsible for each system. Existing interface documentation and a few example records help us define a useful starting point.

Which Connection Would Make Work Easier?

Tell us where information gets re-entered, a handover slows down, or your team loses context. We will help you identify a practical starting point.

Discuss Your Integration