Custom Microsoft Dynamics 365 integration
Appfront develops custom integrations between Microsoft Dynamics 365 and your existing application landscape. Via the Dataverse Web API, we connect modules such as Business Central, Finance, Sales and Supply Chain Management with webshops, data warehouses, planning tools and in-house applications. Automated data flows, with no manual re-keying.
Dataverse as the Heart of Your Business Software
Microsoft Dynamics 365 is Microsoft's cloud ERP/CRM platform, built modularly around Dataverse, a shared data layer where all business data comes together. Whether your organisation uses Business Central for financial management, Sales for the sales pipeline, Supply Chain Management for logistics, or Customer Service for customer support, the underlying data is stored in the same structured environment.
A Dynamics 365 integration connects that central data layer with the rest of your application landscape. Think of web shops that forward orders to Business Central, planning tools that pull service tickets from Field Service, or a data warehouse that consolidates financial reporting data from Finance. The Dataverse Web API, a RESTful interface based on OData v4, makes it possible to read, write and synchronise entities such as accounts, contacts, sales orders, invoices and custom tables programmatically.
Appfront builds these integrations to measure. We analyse which modules and entities are relevant to your situation, design the data flows and implement an integration that suits your transaction volume, synchronisation frequency and security requirements. The result: systems that work together without your team having to transfer data by hand.
Modular Architecture
Integrate precisely the Dynamics 365 modules your organisation uses. From Business Central and Finance to Sales, Customer Service and Field Service, each module can be integrated individually or combined through the same Dataverse layer.
Bidirectional Synchronisation
Data flows in both directions. Changes in Dynamics 365 are passed on to connected systems and vice versa, with built-in conflict resolution and delta synchronisation via Dataverse's change tracking functionality.
OData v4 and REST
The Dataverse Web API follows the OData v4 protocol, an open standard for RESTful APIs. That means standard HTTP methods, server-side filtering, batch operations and predictable endpoints for every entity.
Our development process for Dynamics 365 integrations
Dynamics 365 integrations often touch several business processes at once. That's why we work in stages: we first map out the scope and dependencies, validate the architecture with your team, and build the integration iteratively. Each phase delivers a concrete, testable result, so you can steer along the way before the full integration goes live.
We map out which Dynamics 365 modules, Dataverse entities and external systems are involved. For each data flow, we document direction, frequency, volume and business rules.
We design the integration architecture, configure Microsoft Entra ID with the correct app registrations and permissions, and decide whether to use direct API calls, middleware or an event-driven approach.
The integration is built and tested entity by entity. Automated tests validate data mappings, error scenarios and edge cases. You'll see working builds in a staging environment along the way.
A controlled go-live with data validation and monitoring. After launch, we provide ongoing management: alerting on anomalies, proactive maintenance when APIs change, and further development when your processes evolve.
What a Dynamics 365 integration delivers in practice
Every integration is tailored specifically to your business processes and the Dynamics 365 modules you use. Below are the integration patterns we most often build for organisations that want to connect their Dynamics 365 environment with the rest of their software landscape.
Webshop-to-ERP integration
Orders, customer details and payments from Magento, Shopify, WooCommerce or a custom webshop flow automatically into Business Central or Finance. Products, stock levels and prices are synchronised in the other direction, so your webshop always shows up-to-date information.
CRM synchronisation
Customer data, contacts and sales opportunities from Dynamics 365 Sales are synchronised with external systems, or vice versa. Sales teams work with current information on quotes, orders and payment history, regardless of which system they happen to be using.
Financial data pipeline
Financial transactions, budgets and general ledger data from Finance or Business Central are consolidated into a data warehouse or BI tool. Ideal for management reporting that combines data from multiple sources, for example through a Power BI integration.
Supply chain synchronisation
Products, stock movements, purchase orders and supplier details from Supply Chain Management are synchronised with WMS systems, production planning or external supplier portals. Every link in the chain works with the same current data.
Field service & scheduling
Work orders, technician scheduling and service history from Field Service are linked to your internal planning software, route optimisation or customer portal. Field staff and back office work from the same view, without duplicate data entry.
Invoicing automation
Based on sales orders, project hours or service contracts, sales invoices are automatically created and posted in Business Central or Finance. Ideal for organisations with periodic, volume-based or project-based invoicing that want to eliminate the manual process.
Typical use cases in practice
What a Dynamics 365 integration looks like differs greatly from one type of organisation to another. It depends on which modules you use, which external systems are involved and what your business processes look like. Below are four patterns we come across regularly.
E-commerce and retail
Retailers and webshops using Dynamics 365 Business Central for financial management benefit from a direct integration between the webshop and the ERP system. Orders are automatically processed into sales invoices, customer data is synchronised bidirectionally and stock levels are available in real time in the webshop. This prevents overselling, eliminates manual data entry and keeps your financial administration consistent with what is actually being sold.
Professional services
Consultancies, IT service providers and engineering firms using Dynamics 365 Project Operations or Business Central integrate their time registration, project planning and invoicing workflow. Recorded hours and expenses flow automatically into the finance module, where they are turned into claims or sales invoices. The result is a closed loop from project to invoice, with no manual work in between.
Manufacturing and supply chain
Manufacturers working with Dynamics 365 Supply Chain Management integrate the system with MES software, WMS systems or supplier portals. Production orders, bills of materials, purchase orders and quality checks are synchronised so that the entire chain, from raw material intake to delivery, works with the same up-to-date data. This reduces stock discrepancies and shortens the lead time from order to delivery.
Service organisations with field operations
Organisations using Dynamics 365 Field Service for work order management and technician scheduling integrate the system with their own customer portal, route optimisation or IoT platform. Service tickets, parts, time registration and customer communication are synchronised between Field Service and the rest of the application landscape, so that field engineers and the back office work from the same picture.
Technology we use
We build Dynamics 365 integrations with modern, maintainable stacks that fit within the Microsoft ecosystem. The precise choice depends on your situation, existing infrastructure and preferences, so that your own team or a future supplier can manage and further develop the integration. We deliver clear documentation and are happy to work alongside your internal IT department or Microsoft partner.
Why choose Appfront for your Dynamics 365 integration?
Appfront has extensive experience building API integrations for mid-sized and large organisations in the Netherlands. A Dynamics 365 integration often touches several departments at once, including finance, sales, operations and customer service, and therefore requires an approach that goes beyond purely technical implementation. We always start with a thorough analysis of the processes, systems and stakeholders involved.
Every integration is delivered with clear documentation, so that your own team, or a future supplier, can understand, manage and further develop the integration. No black box, but transparent code, clear architecture diagrams and agreements on monitoring and alerting.
You work with a fixed point of contact who understands both the technical and the functional side. That keeps lines short and prevents miscommunication, especially in integrations where several departments and systems come together. We liaise directly with your IT team, Microsoft partner or Dynamics 365 consultant whenever that is needed.
See also our wider services around API integrations, middleware, custom software development and web app development.
- Experience with Dataverse Web API, Power Platform and Azure integrations
- Knowledge of all common Dynamics 365 modules (Business Central, Finance, Sales, SCM, Field Service)
- Structured error handling, retry mechanisms and dead-letter queues
- Comprehensive logging and monitoring from day one
- Clear documentation your team can read and manage
- A fixed point of contact, no account managers passed around
- Collaboration with your Microsoft partner or internal IT department
- Ongoing maintenance and proactive further development
Security and privacy in Dynamics 365 integrations
Dynamics 365 holds customer data, financial transactions, employee information and confidential business data. Appfront treats every integration with that data as a starting point. Authentication runs through Microsoft Entra ID using OAuth 2.0, and we work with service principals that hold only the minimum permissions required. Tokens are managed securely through secrets management and are never stored in code or configuration files.
All data is encrypted in transit using TLS 1.2+ and, where necessary, at rest. We document the data flows per entity, so that your record of processing activities remains complete and you can demonstrate which personal data is exchanged through the integration. Data minimisation is the guiding principle: only the fields necessary for the integration are retrieved and passed on.
Dynamics 365 also offers built-in security layers such as Business Unit structures, Security Roles and Field-level Security. Our integrations respect this authorisation layer and operate within the boundaries set by your Dynamics 365 administrator.
- GDPR-compliant data processing and data minimisation
- Microsoft Entra ID authentication with service principals
- Encryption in transit (TLS 1.2+) and at rest
- Least-privilege principles per Dataverse entity
- Audit logs with traceable data flows per entity
- Respects Dynamics 365 Security Roles and Business Units
- Secrets management in line with best practice (no tokens in code)
- Documentation for your record of processing activities
Frequently asked questions about Dynamics 365 integrations
Answers to the questions we are asked most often about custom integrations with Microsoft Dynamics 365.
A Microsoft Dynamics 365 integration is a technical integration that automatically exchanges data from Dynamics 365 — Microsoft's cloud ERP/CRM platform — with other software systems. This is done via the Dataverse Web API (OData v4), custom connectors or Power Automate flows. This lets customer data, financial transactions, orders, stock levels or service tickets stay in sync with your web shop, data warehouse, planning software or other business applications.
Appfront connects all the main Dynamics 365 modules: Business Central (the ERP for SMEs covering financial management, purchasing and inventory), Finance (enterprise financial management), Sales (CRM and sales pipeline), Customer Service (ticketing and knowledge base), Supply Chain Management (logistics and production), Field Service (field operations and scheduling) and Project Operations (project administration and time tracking). Each module has its own entities in Dataverse, which we access via the Web API.
The Dataverse Web API is a RESTful interface based on the OData v4 protocol. Every table in Dynamics 365 — accounts, contacts, invoices, salesorders and so on — is available as an endpoint. You can retrieve, create, update and delete records using standard HTTP methods (GET, POST, PATCH, DELETE). Authentication runs through Microsoft Entra ID (formerly Azure AD) using OAuth 2.0. The API supports batch operations, server-side filtering with $filter and $expand, and change tracking for efficient incremental synchronisation. You can find more technical details in the official Dataverse Web API documentation.
A custom integration makes sense when standard connectors (such as those in Power Automate or via the Azure Marketplace) are too limited for your specific business logic. Think of complex data mappings between systems, bidirectional synchronisation with conflict resolution, high transaction volumes that require batch processing, or integration with systems for which no ready-made connector exists. Organisations that want full control over error handling, logging, retry strategies and monitoring also often opt for a purpose-built solution.
The lead time depends on the number of modules to connect, the complexity of the data mappings and the state of your current IT landscape. A simple one-way integration, for example orders from a webshop to Business Central, can be operational within a few weeks. A bidirectional integration between several Dynamics 365 modules and external systems typically takes longer. After an intake meeting, we provide a realistic schedule with concrete milestones, so you know when each phase will be delivered.
The investment is determined by the scope of the integration: the number of Dynamics 365 modules and external systems, the direction and frequency of the data flows, the complexity of the business logic (transformations, validations, conflict resolution), and the level of monitoring and management you want after go-live. Authentication setup and any Azure infrastructure also play a part. We always provide a clear quote following a no-obligation analysis of your situation, so you know in advance what the investment will be.
Yes. Authentication runs through Microsoft Entra ID using OAuth 2.0, with service principals and least-privilege access. All data is encrypted in transit using TLS 1.2+ and, where necessary, at rest too. Our integrations respect the built-in security layers of Dynamics 365, such as Security Roles and Field-level Security. We document the data flows per entity so that your record of processing activities remains complete, and we apply data minimisation: only the fields necessary for the integration are exchanged.
Yes. Appfront regularly takes over existing integrations, even if they were originally built by another party or an internal team. We carry out a code and architecture review, document the integration and draw up a maintenance plan. This applies to both custom code and Power Automate flows, Logic Apps or Azure-based integrations. From that point on, we can handle changes, extensions, monitoring and ongoing management.
Ready to build your Dynamics 365 integration?
Tell us which Dynamics 365 modules you use, which systems you want to connect and which processes you want to automate. We are happy to think along with you on the architecture and deliver a working integration that suits your situation. A no-obligation first conversation will give you a clear picture of the possibilities within half an hour.