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Microsoft Dynamics Integration

See the Power of Microsoft Dynamics Integration, Seamlessly

Rolustech helps businesses unlock the full potential of their CRM ecosystem by integrating Microsoft Dynamics 365 with a wide range of enterprise systems. Whether you’re already using Salesforce, SugarCRM, ERP platforms, or third-party applications, we bridge the gap with secure, scalable, and real-time integrations tailored to your workflows.

Our certified CRM consultants and integration experts specialize in multi-platform CRM solutions. With over 15 years of experience and more than 900 global projects, we ensure your Microsoft Dynamics integration is smooth, intelligent, and delivers measurable value.

Microsoft Dynamics Integration Configuration

Microsoft Dynamics Integration Configuration

Dynamics 365 provides rich APIs and native connectors. Our team configures your integration environment using best practices in Azure Logic Apps, Dataverse, Power Automate, and custom middleware to deliver reliable connections between Microsoft Dynamics and other platforms.

Our Dynamics Configuration Services include:

  • Connecting Microsoft Dynamics with Salesforce, SugarCRM, or HubSpot
  • Integration with ERP systems like SAP, Oracle, and QuickBooks
  • Email, calendar, and contact sync with Outlook and Exchange
  • Lead and Opportunity data sharing across platforms
  • Secure API-based integration using Azure tools

Dynamics 365 Business Central or Finance module connections

Microsoft Dynamics Integration Customization

We tailor integrations to match your unique processes, data structures, and compliance needs. Whether you require one-way sync, bi-directional data flow, or complex logic, our developers build fully custom integrations that ensure accurate data exchange.

Our Microsoft Dynamics Customizations include:

  • Custom API endpoints and middleware scripting
  • Data mapping and transformation layers
  • Power Platform logic customization (Power Automate + Power BI)
  • Real-time sync and conflict resolution protocols
  • Embedded dashboards showing cross-platform metrics
  • Role-based integration, access, and audit controls
Microsoft Dynamics Integration Customization

How We Configure and Customize Dynamics Integrations

Identify Integration Goals and Systems

We work with your team to understand your tech stack, including CRM, ERP, marketing tools, and databases, and define the purpose of the integration (e.g., lead synchronization, financial data sharing).

Monitor, Secure, and Optimize

We enable logging, retry mechanisms, and error handling frameworks to ensure integrations run 24/7. All integrations are compliant with data security and GDPR standards.

Design Integration Architecture

Using Microsoft best practices, we design a secure and scalable architecture that leverages APIs, Logic Apps, custom connectors, and on-premises gateways.

Build, Configure, and Test

Our experts develop and deploy integrations, transform data models, and configure synchronization schedules to ensure seamless data integration and synchronization. Rigorous QA ensures every use case is covered.

Platforms We Integrate with Microsoft Dynamics

Rolustech has experience integrating Microsoft Dynamics 365 with numerous tools and platforms to build a connected enterprise:

  • Salesforce CRM
  • SugarCRM
  • Microsoft SharePoint
  • SAP, Oracle NetSuite, QuickBooks
  • Outlook, Gmail, Exchange
  • HubSpot, Marketo, Mailchimp
  • Shopify, Magento, WooCommerce
  • Custom databases and legacy systems
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Sales perfomance

Microsoft Dynamics UX Optimization

We optimize the user experience of integrated systems by customizing Dynamics 365 forms, dashboards, and views to enhance user productivity and efficiency. We create intuitive experiences that surface relevant cross-platform data right within Dynamics so your teams never need to leave the CRM interface.

Smart App Development for Dynamics

Rolustech develops mobile and web applications that leverage Microsoft Dynamics as the backend. Whether it’s a field service app, partner portal, or sales dashboard, we build secure, scalable apps that connect directly with your Dynamics instance via secure APIs and Dataverse connectors.

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Personalized Integration Themes and Training

Personalized Integration Themes and Training

We ensure your integration reflects your branding and team structure. Rolustech also provides comprehensive documentation and training sessions for your teams, ensuring long-term sustainability and a positive return on investment (ROI) from the integration.

Benefits of Microsoft Dynamics Integration Services

Unified Data Access

Access all your key business data in one place, from sales and marketing to finance and support.

Reduced Errors and Redundancy

Bi-directional sync and validation logic ensure clean, consistent, and accurate records.

Better Decision-Making

Use real-time data sharing and reporting to align operations across departments.

Custom Fit for Your Workflow

We build integrations to work with your process, not the other way around.

Enhanced Productivity

Automate manual data entry and eliminate silos between teams and systems.

Faster ROI from Dynamics 365

Connect your CRM to the rest of your ecosystem to maximize the value of your Microsoft investment.
FAQs

Freequently Asked Question

Microsoft Dynamics 365 can integrate with a wide range of platforms, including Salesforce, SugarCRM, SAP, Oracle, QuickBooks, SharePoint, Outlook, and marketing tools like Mailchimp and HubSpot.
Integration timelines vary based on complexity, but most Microsoft Dynamics 365 integrations can be completed in 3 to 8 weeks. We provide a detailed timeline after assessing your requirements.
Yes. We support both real-time and scheduled synchronization using Azure Logic Apps, Power Automate, and custom middleware solutions tailored to your business logic.
No. We use best practices and non-invasive methods to ensure your existing setup remains intact. All changes are tested in a sandbox environment before going live.
Absolutely. Rolustech provides comprehensive documentation, training, and ongoing support packages to ensure your integration remains stable, secure, and up-to-date.