After the birth Dynamics 365 both ERP and CRM are taken in to single umbrella. So single umbrella means it should be easy to integrate these two applications. Yes, first we will see what the traditional ways are to Integrate and later we will see the new approach based on D365.
The familiar approach is using Dynamics Connector released by Microsoft to Connect CRM with all the other ERP using their respective adapters. But after the release of D365 this tool is depreciated by Microsoft.
Using third party tools- there are many tools available in market which provides seamless integration. These tools can be classified in to two types. Using webservice and Using SSIS. Some of the familiar tools are Scribe Insight and KingswaySoft.
Set up custom developed integration using webservice or using SSIS. This approach requires a lot of product knowledge from both the ends.
D365 provides two ways of integration.
- Microsoft Flows
Microsoft Flows is a powerful feature released by Microsoft. Using this we can create automated workflows between your favorite apps and services to get notifications, synchronize files, collect data and much more.
When coming to Dynamics 365 Sales and 365 Finance and Operations, yes, we can set up the one-way integration from CRM to Finance and Operations. But it is not possible to set up other way around since there are no triggers available for finance and Operations.
- Power apps
Microsoft released a new solution using Power apps and Common data service to implement a seamless integration between these two applications. The Prospect to cash solution provides direct synchronization across Dynamics 365 for Finance and Operations, and Dynamics 365 for Sales. There are some predefined templates available to enable the flow of data for accounts, contacts, products, sales quotations, sales orders and sales invoices between finance and operations and sales. This solution also facilitates to set up integration between custom entities.
Overview of implementing the solution
Sign into Power Apps: https://powerapps.com/
Create the necessary connections to set up the integration.
Go to Power Apps Admin Centre in the Setting Dropdown Menu
Create the Environments on clicking on NEW Environment.
Select the Data Integration tab in the left-hand navigation pane.
Select the Connection Sets tab and select New connection set
Once the connection is setup, we can create projects using existing templates based on our requirement.
For detailed information about setting up the integration, please follow the below link https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/sales-marketing/prospect-to-cash