Clarity Connect integration
Dynamics 365 SAP Integration
Keep Dynamics 365 Sales and Customer Service in step with SAP S/4HANA, so accounts, products, orders and invoices match in both, with Clarity Connect running the sync.
What moves between Dynamics 365 and SAP
The usual pairing is Microsoft's CRM apps, Dynamics 365 Sales and Customer Service, with SAP as the ERP. Most searches for it name SAP S/4HANA, so that is the SAP described here; ECC estates follow the same pattern with different SAP interfaces.
Dynamics 365 is where sellers manage accounts, opportunities and quotes, and where service agents handle cases. SAP is where the order is priced, fulfilled, billed and booked. The integration makes the account and product data the same in both, hands accepted quotes or orders to SAP, and returns order and invoice status to the people who talk to the customer.
Dynamics 365 Sales and Customer Service
Data stored in Microsoft Dataverse
- Accounts and contacts
- Products
- Opportunities and quotes
- Orders
- Invoices
- Cases
SAP S/4HANA
Where orders are fulfilled and billed
- Business partners (customers)
- Products (materials)
- Sales orders
- Deliveries
- Billing documents
Dynamics 365 to SAP S/4HANA record mapping
Dynamics 365 names are Dataverse table names; SAP names are plain descriptions of the S/4HANA business objects. Discovery confirms which fields and rules apply.
| Dynamics 365 (Dataverse table) | SAP S/4HANA | Direction |
|---|---|---|
| account | Business partner (customer) | SAP to Dynamics 365, or both ways |
| contact | Contact person | Both ways |
| product | Product (material) and price | SAP to Dynamics 365 |
| quote / salesorder | Sales order | Dynamics 365 to SAP |
| salesorder status | Delivery status | SAP to Dynamics 365 |
| invoice | Billing document | SAP to Dynamics 365 |
How the Dynamics 365 sync runs
Accounts and products, one version
SAP is usually the master for customers and products, because credit limits, prices and tax settings live there. Connect writes SAP business partners and materials into Dataverse as accounts, contacts and products, with the SAP number stored on each row, so sellers never quote an item or a customer the ERP doesn't know.
Won business goes to SAP as a sales order
When a quote is accepted or an order is submitted in Dynamics 365 Sales, Connect reads it through the Dataverse Web API and creates the sales order in S/4HANA through SAP's sales order API. The SAP order number is written back to the Dynamics 365 order, so either team can find it.
Order, delivery and invoice status for sales and service
Delivery and billing status from SAP flows back onto the Dynamics 365 order and invoice rows. A service agent working a case in Customer Service can see whether the order shipped and whether it was invoiced, without a login to SAP.
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.
Microsoft's own SAP connectors, and dual-write
Dynamics 365 Sales and Customer Service store their data in Dataverse, whose Web API implements OData 4.0. On the SAP side, S/4HANA's APIs, including its sales order and business partner APIs, are catalogued on the SAP Business Accelerator Hub.
Microsoft also offers SAP connectors. The Power Platform SAP ERP connector calls SAP RFCs and BAPIs through an on-premises data gateway and needs SAP's .NET Connector 3.1, 64-bit; the Azure Logic Apps SAP connector adds IDoc support. They suit individual flows built in Power Automate or Logic Apps. A full order-to-invoice integration also needs mapping, queuing and retries across many flows, which is the job Clarity Connect does.
If you run Dynamics 365 Finance or Supply Chain Management rather than SAP, Microsoft links it to Dataverse with dual-write, and you don't need this page. For SAP ECC, SAP's mainstream maintenance for Business Suite 7 runs to the end of 2027, so an ECC integration should be planned with the S/4HANA move in mind.
How Clarity Connect runs it
Clarity Connect is Clarity's integration platform. It keeps a persistent, two-way connection between Dataverse and SAP and runs each flow, such as accounts to Dynamics 365 or orders to SAP, as its own task, in real time or on a schedule. For SAP inside your network, Connect can run behind the firewall and reach Dynamics 365 in the cloud outbound only. Clarity has built more than 3,000 integrations on Connect; recorded demos are in the Clarity Connect video playlist.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
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.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
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
Which Dynamics 365 apps does this cover?
Dynamics 365 Sales and Customer Service, which store their data in Dataverse. Dynamics 365 Finance and Supply Chain Management link to Dataverse through Microsoft's dual-write instead.
Can we use Microsoft's SAP connector instead?
For a handful of calls, perhaps. The Power Platform SAP ERP connector calls RFCs and BAPIs through an on-premises data gateway. A complete integration also needs field mapping, queues and retries across every flow.
Does it work with SAP ECC as well as S/4HANA?
Yes. The Dynamics 365 side is the same; ECC is usually reached through BAPIs and IDocs rather than S/4HANA's OData APIs.
Which system owns the customer record?
Usually SAP, because credit, pricing and tax data live there. Discovery confirms it, along with whether new accounts may start in Dynamics 365.
Related resources
Connect Dynamics 365 and SAP
Tell us where your sales process ends and SAP takes over. A Clarity business analyst will map accounts, products, orders and invoices with your team before anything is built.
Book a demo