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Microsoft Dynamics 365 CRM

Use Flowgear's pre-built connector to integrate with Microsoft Dynamics 365 CRM
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Flowgear unlocks the true capabilities of Microsoft Dynamics 365 CRM.

Microsoft Dynamics 365 CRM streamlines critical lead, opportunity, and service workflows for growing organizations.

Flowgear integrates Microsoft Dynamics 365 CRM with ERP, finance, marketing, and support platforms – syncing data in real time, eliminating manual work, and giving every team a single source of truth.

Microsoft Dynamics is a versatile ERP and CRM solution that drives business growth, but to maximize its effectiveness, it needs seamless integration with other systems across the business. Flowgear enables real-time data synchronization and process automation between Microsoft Dynamics and other key platforms, eliminating manual work and ensuring streamlined operations.

Popular examples and use cases

Share Data Across The Entire Organization with a Single Source of Truth
Centralize Core Data
Synchronize customers, orders, inventory, and financial records so every platform - from CRM to ERP - shows the same up to date facts.
Eliminate Duplicate Entry
Flowgear captures a change in one system and propagates it everywhere else, freeing staff from copy paste work.
Real Time Analytics
Stream cleaned data into BI tools the moment it is created so leaders work with live metrics.
Sales
Quote to Order Automation
Reps convert approved quotes into ERP orders with one click.
Live Price and Stock
Real time ERP pricing and inventory appear inside the quote.
360 Account View
Finance and support data surface in CRM for full context.
Marketing
Campaign ROI with Revenue
Invoice totals flow back to campaigns so marketers prove real profit.
Lead Score Feedback
Converted deals automatically boost scores in nurture journeys.
Behavior Triggered Journeys
Purchase events fire relevant emails and ads, increasing loyalty.
Customer Support
360 Case Context
Agents see order, invoice, and shipping data inside tickets.
RMA and Warranty Automation
Approved returns create RMA orders and labels automatically.
Proactive Renewal Tasks
Expiring contracts spawn renewal tasks weeks ahead.

Free Proof of Concept for your Microsoft Dynamics 365 CRM Integration

Not sure how the Microsoft Dynamics 365 CRM integration would work on your own systems? Test before you buy!
See the Microsoft Dynamics 365 CRM integration in action with our complimentary proof of concept. Register for our free trial and the Flowgear integration experts will build a free proof of concept workflow based on your own integration requirements. No credit card needed and no obligation! We’re happy to demonstrate how Flowgear’s enterprise-grade integration platform can be applied to your organization and how a single workflow can boost your productivity and profitability.
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How to videos

Using the generic Rest Request Connector
Use Case: Consume an open API definition (Swagger) to expose it's capabilities using Flowgear's generic Rest Request Connector.
Using the generic Web Request Connector
Use Case: Connect to APIs that do not have an exposed consumable API Definition using Flowgear's generic Web Request Connector.
Enterprise API to ConnectWise Manage
Use Case: Capture real-time data from external sources to log service tickets in ConnectWise Manage using Flowgear's Enterprise API.

Help Articles

Microsoft Dynamics 365 CRM

Information on integrating with Microsoft Dynamics 365. This Connector must be run at a DropPoint.

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Shared Workflows examples

Sample workflow for Microsoft Dynamics 365 CRM

View shared workflow

Popular examples and use cases

Practical examples and use cases where Flowgear can enhance Microsoft Dynamics 365 CRM's use across multiple departments in your business.

Share Data Across The Entire Organization with a Single Source of Truth

  • Integrate with Internal Systems

    Integrate Microsoft Dynamics 365 CRM with other critical business systems like ERP, eCommerce, Finance, Warehouse Management, Payroll, and Customer Service.

  • Integrate with Customer and Supplier Systems

    Seamlessly connect Dynamics 365 CRM with client and supplier platforms to enhance communication, automate order tracking, and streamline invoicing processes.

Finance and Accounting

  • Automated Data Capture from Flat Files

    Flowgear integrates Microsoft Dynamics 365 CRM with financial systems, automating the ingestion and processing of flat file data (e.g., Excel, CSV, PDF). This streamlines manual workflows, eliminates errors, and ensures real-time updates for precise financial reporting and reconciliation.

  • Automated Bank Reconciliation

    Flowgear integrates Microsoft Dynamics with banking platforms, automating transaction matching and reconciliation to ensure that financial records are always accurate and up to date.

  • Multi-Currency and Global Financial Management

    For businesses operating internationally, Flowgear integrates Dynamics with currency conversion platforms, ensuring accurate financial reporting and compliance with global accounting standards.

  • Month-End Close Automation

    By integrating Microsoft Dynamics with other financial systems, Flowgear automates journal entries, account reconciliations, and financial adjustments, accelerating the month-end closing process.

Sales

  • Quote-to-Cash Automation

    Flowgear connects Microsoft Dynamics with CRM systems, eCommerce platforms, and financial tools, automating the entire quote-to-cash process from sales order creation to payment and revenue recognition.

  • Sales Performance Tracking

    Integrating Microsoft Dynamics with sales enablement and commission management tools, Flowgear ensures real-time tracking of sales performance, commissions, and incentives, giving sales teams clear visibility into their earnings.

  • CRM and ERP Integration

    Flowgear ensures seamless synchronization of customer data, sales orders, and financials between Dynamics CRM and ERP systems, enabling sales teams to provide personalized service and quickly close deals.

Operations and Inventory Management

  • Real-Time Inventory Visibility

    Flowgear integrates Microsoft Dynamics with warehouse management systems (WMS), providing up-to-the-minute inventory updates, helping businesses avoid stockouts, and optimizing fulfillment efficiency.

  • Supply Chain and Procurement Automation

    Flowgear connects Microsoft Dynamics with supplier platforms and procurement tools, automating purchase orders, delivery tracking, and vendor payments to streamline supply chain management.

  • Production Planning and Scheduling

    By integrating Microsoft Dynamics with production systems, Flowgear automates the scheduling of production tasks based on real-time inventory levels, ensuring that operations run smoothly and efficiently.

Human Resources and Payroll

  • Payroll Integration

    Flowgear integrates Microsoft Dynamics with payroll platforms like ADP, Paychex, or Workday, automating payroll data synchronization, tax calculations, and salary disbursements, reducing manual intervention and ensuring timely payments.

  • Employee Expense Management

    Automate the process of capturing, approving, and reimbursing employee expenses by integrating Microsoft Dynamics with expense management platforms, ensuring accurate and compliant expense tracking.

  • HR Data Sync and Reporting

    Flowgear enables seamless synchronization of employee data, attendance records, and compensation between HR systems and Microsoft Dynamics, ensuring accurate workforce reporting and compliance.

Procurement

  • Automated Purchase Orders

    Flowgear integrates Microsoft Dynamics with procurement systems, automating the generation and approval of purchase orders, streamlining the procurement process, and ensuring accurate inventory replenishment.

  • Supplier Onboarding and Management

    Automate supplier onboarding and management by integrating Microsoft Dynamics with vendor platforms, ensuring that supplier data is updated in real time and that vendor payments are processed smoothly.

  • Spend Management and Procurement Tracking

    Flowgear enables businesses to track and manage spending in real time by integrating procurement platforms with Microsoft Dynamics, ensuring that purchases are within budget and that procurement processes are fully transparent.

Cross-Departmental Collaboration

  • Real-Time Reporting and Insights

    Flowgear integrates Microsoft Dynamics with business intelligence tools (e.g., Power BI, Tableau), enabling real-time access to financial, sales, and operational data for better decision-making across departments.

  • Compliance and Audit Automation

    Automate compliance reporting by integrating Microsoft Dynamics with regulatory and audit systems, ensuring accurate, up-to-date financial records and reducing the time required for audits.

  • Data Synchronization Across Teams

    Flowgear connects Microsoft Dynamics with collaboration platforms (e.g., Microsoft Teams, Slack) to facilitate seamless data sharing across departments, improving cross-team communication and project collaboration.

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Flowgear - Workflows

Flowgear’s integration solutions are designed as workflows. A workflow is a visual representation of an integration task that is composed of a series of steps called nodes.

Intuitively build sophisticated workflows with our drag and drop visual designer, powerful logic functions and real-time processing.

Use our revolutionary DropPoints to gain instant secure access to all on-premise applications. Our collaboration tools increase productivity by enabling users to control asset versions and share resources.

Workflow example: How to Extract data from a SQL database

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