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Clarity Connect integration

Dynamics 365 Integration

Connect Dynamics 365 Sales, Business Central or Finance and Supply Chain Management to your store and other systems, through the API Microsoft documents for each app.

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  • Salesforce
  • SAP
  • Oracle
  • Shopify
  • HubSpot
  • WooCommerce
Dynamics 365 connected to the store, CRM, carriers and gateways around it

Which Dynamics 365 are you connecting?

Dynamics 365 is a family of Microsoft business apps rather than one system. The customer engagement apps, such as Dynamics 365 Sales and Customer Service, store their data in Microsoft Dataverse. Business Central, the successor to Dynamics NAV, is Microsoft's main ERP for small and mid-sized businesses, and the finance and operations apps, Dynamics 365 Finance and Supply Chain Management, replaced Dynamics AX. Each has its own data model and API, so the first step is working out which apps hold the records you need.

Records synced with Dynamics 365

  • Accounts and contacts
  • Customers
  • Sales orders
  • Items and products
  • Inventory
  • Sales invoices
  • Shipments and order status

Three APIs, one platform to run them

Dynamics 365 Sales and Customer Service are reached through the Dataverse Web API, which implements OData version 4.0 over RESTful HTTP. Business Central has its own REST API (v2.0) with standard resources such as salesOrders, customers, items, salesInvoices and salesShipments. Finance and Supply Chain Management publish an OData endpoint that exposes every public data entity with full create, read, update and delete support.

Dynamics 365 Finance & Operations, Business Central and Customer Engagement are all on the list of ERP connectors built into Clarity eCommerce, and Clarity Connect links them to other stores and systems.

Clarity eCommerce connector setup listing Dynamics 365 Finance & Operations, Business Central and CE

How a Dynamics 365 integration runs

Cloud to cloud

When Dynamics 365 runs in Microsoft's cloud and your store or CRM is cloud-hosted too, Connect runs in the cloud as well, with access limited to the applications each task needs.

Live where it counts

Orders can reach Business Central or Finance and Supply Chain Management as they're placed, and new web accounts can appear in Dynamics 365 Sales straight away. Catalog and stock updates usually run on a set schedule instead.

Upgrades from NAV, GP and AX

Microsoft points Dynamics NAV, GP and SL customers to Business Central and AX customers to Finance and Supply Chain Management. Mapping your integration once lets the store and CRM side stay put while the ERP connection switches to the new app's API.

See Clarity Connect move an order

Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.

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Systems we connect to Dynamics 365

Two Dynamics 365 pairings have their own pages: Dynamics 365 and SAP and Dynamics 365 and Oracle. For the CRM side under its older name, see Dynamics CRM integration. Names in the list that are linked have their own integration page.

eCommerce platforms

Marketplaces

  • Amazon Fulfillment
  • Amazon Marketplace
  • Amazon Seller Central
  • eBay
  • Etsy
  • Walmart Marketplace
  • Wayfair

ERP and accounting

CRM

  • Agile CRM
  • Dynamics CRM
  • HubSpot
  • Pipedrive
  • Podio
  • QuoteWerks
  • Salesforce
  • Salesforce Marketing Cloud
  • Streak
  • SugarCRM
  • Zendesk
  • Zoho

Payments

  • Authorize.net
  • BNG
  • BridgePay
  • Chase Orbital Paymentech
  • Cybersource
  • Fiserv (First Data)
  • GoCardless
  • Heartland
  • Opayo (formerly Sage Pay)
  • Payeezy
  • Payoneer
  • PayPal
  • PayTrace
  • Stripe
  • Worldpay (formerly Vantiv)

Shipping and freight

  • A. Duie Pyle
  • AAA Cooper Transportation
  • ABF Freight System
  • Averitt Express
  • Day & Ross
  • Daylight Transport
  • Dayton Freight Lines
  • DHL
  • DPD
  • Estes Express Lines
  • FedEx
  • FedEx Freight
  • Oak Harbor Freight Lines
  • Parcelforce
  • Pitt Ohio
  • R+L Carriers
  • Roadrunner Freight
  • Saia
  • ShipStation
  • Southeastern Freight Lines
  • TForce Freight (UPS Freight)
  • TNT (FedEx)
  • UPS
  • USPS
  • Werner Enterprises
  • XPO

Content management

Marketing automation

  • Act-On
  • ActiveCampaign
  • Adobe Marketo Engage
  • ClickDimensions
  • Ontraport
  • Salesforce Account Engagement (Pardot)
  • SharpSpring

Email

  • Dotdigital (formerly dotmailer)
  • Elastic Email
  • Mailchimp
  • Mailjet
  • Microsoft Exchange
  • SendGrid
  • SMTP2GO

Social media

  • Facebook
  • Instagram
  • LinkedIn
  • Pinterest
  • X (Twitter)
  • YouTube

Analytics

  • Google Analytics
  • Google Tag Manager
  • Qualtrics

File storage

  • Amazon S3
  • Box
  • Dropbox
  • Google Drive
  • Google Workspace (G Suite)
  • OneDrive

Databases

  • Amazon RDS
  • Amazon Redshift
  • Microsoft SQL Server
  • MySQL
  • PostgreSQL

EHR and EMR

  • eClinicalWorks
  • Epic
  • LabVantage LIMS
  • LabWare LIMS
  • PioneerRx
  • STARLIMS
  • Thermo Fisher SampleManager LIMS
  • TIMS

Other systems

  • Aareon QL
  • Abillity
  • Clickatell
  • Eventbrite
  • FTP
  • Groupon
  • HCL Notes (Lotus Notes)
  • Jira
  • Metapack
  • OData
  • Rithum (ChannelAdvisor)
  • SFTP
  • Slack
  • SurveyMonkey
  • Zoho People

Linked names have their own integration page.

How Clarity Connect runs it

Clarity Connect is the platform Clarity builds integrations on. It keeps a persistent, two-way connection between Dynamics 365 and every other system in the project and runs as many tasks as you need, each real-time or scheduled. Clarity has delivered more than 3,000 integrations on it, and the platform and connector source code is available.

How a Clarity Connect project runs

  1. Discovery

    A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.

  2. Tasks and mapping

    Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.

  3. Testing

    Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.

  4. Live, with a dashboard

    Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.

Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.

Questions

Can Clarity integrate Dynamics 365 Sales as well as the ERP apps?

Yes. Dynamics 365 CE, Business Central and Finance & Operations are all on Clarity eCommerce's list of built-in connectors, and Clarity Connect links each of them to other systems. The Sales and Customer Service apps are reached through the Dataverse Web API.

Is Dynamics 365 Business Central the same as Dynamics NAV?

Business Central is where Microsoft's upgrade path from NAV leads, but its integration interface is different: a REST API (v2.0) instead of NAV's SOAP and OData web services. See Dynamics NAV integration.

What replaced Dynamics AX?

Microsoft's finance and operations apps: Dynamics 365 Finance, Supply Chain Management, Commerce and Project Operations. See Dynamics AX integration.

How is Clarity Connect priced?

Either $599 a month as SaaS or a $15,000 one-time license with no ongoing fees, with larger projects priced to scope. See pricing.

Related resources

GuideDynamics 365 Business Central explainedPaymentsBusiness Central payment processingPaymentsDynamics 365 Finance payment processingArticleIntegrating with the Dynamics 365 CRM APIsDirectoryAll Clarity Connect integrations

Plan your Dynamics 365 integration

Tell us which Dynamics 365 apps you use and which systems need their data. A Clarity business analyst will document the records and workflows with your team first. Call (800) 928-8160, email sales@clarity-ventures.com or get a consultation.

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