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Microsoft Dynamics CRM Integration

Integrate. Automate. Take Dynamics CRM to the next level.

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Data integration built for Dynamics CRM.

  • Integrate with all standard and custom data, multiple organizations, multiple instances.
  • Use advanced steps from CRM SDK & API.
  • Transform data the way Dynamics CRM requires – easily work with entity lookups, activity parties, entity changes, attachments, and option sets.

All without a developer.

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Two-way integration for Dynamics CRM with Dynamics GP, NAV, Xero, Zendesk and more.

  • Automate sales order processing.
  • Give your team the right visibility into data.
  • Improve your data quality and never re-key data again.
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VIEW TEMPLATES
VIEW ALL CONNECTORS

Connect CRM with your cloud apps to more intelligently engage with your customers.

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Zendesk

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Dynamics 365

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Shopify

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API – REST/SOAP

Bring integrations to market faster.

  • Configure your integrations and easily make changes within your integration setup.
  • View documents that failed during the integration, fix them, and reprocess.
  • Handle complex transformations without a headache – access a full library of functions, translation tables, dates, ‘that next number’, alternate keys, SQL lookups, and scripting.
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No-Code, Scalable, and Configurable Integration

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DYNAMICS CRM TECHNICAL HIGHLIGHTS
  • Read data with the CRM Query Builder from all standard and custom entity data in Microsoft Dynamics CRM. (Yes, you can integrate with your customizations!).
  • Create, update, delete, merge, convert, and handle many-to-many associations when writing back to Dynamics CRM.
  • Easily specify primary and alternate keys.
  • Utilize CRM SDK messages such as inserting or updating option values, inserting or updating states, reassigning objects to a team or user.
  • Option to turn duplicate detection on or off.
  • Integrate with multiple CRM instances, multiple CRM organizations.
  • Simplified built-in transformations and wizard-based functions to handle entity lookups, multi-entity lookups, activity parties, list option sets, relationships, and that next number.
  • Compatibility with Microsoft Dynamics CRM 2016, 2015, 2013, 2011, and 4.0.
  • Secure connectivity options for CRM Online Federation, Active Directory Federation Services (ADFS), and Internet Facing Deployment (IFD).

 Recommended Templates


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How much does the CRM Connector cost?

The Dynamics CRM Connector is included with the cost of SmartConnect. Simply purchase SmartConnect and integrate CRM with any available connections. Integration templates, test licenses, and access for unlimited users are also included. No hidden fees.

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