16 Best Microsoft Dynamics Integrations to Level Up your Business

on Microsoft Dynamics 365, Project Management Tool • December 27th, 2021

Microsoft Dynamics Integrations- Featured Image

Most companies seeking superior growth aim for better analytical tools and alignment between their Finance, Sales, Customer Relations, and Operations. Microsoft Dynamics 365 is a splendid CRM & ERP tool for interacting with customers and making more informed business decisions. It offers a common working environment for various types of teams with a simple & user-friendly interface. It’s simple to set up, scalable and comes with plenty of third-party integrations (add-ons) to help expand its functionality. 

In this blog, we have compiled a list of the 16 best Microsoft Dynamics integrations to help you accelerate your business and improve customer relationships. Whether you are a sports team, own a restaurant business, or an online retailer, you’ll find an add-on for that. All these integrations can be readily integrated into your Dynamics environment, giving you access to all of the tools and data you require. Start building your Dynamics functionality by browsing the Dynamics integrations below.

Table of Contents

What is Microsoft Dynamics 365?

Microsoft Dynamics 365: Microsoft Dynamics Integrations
Image Source: Conntect World

We live in a day and age where agility and innovation are the hallmarks of a resilient business. Our modern-day problems and actions require ever-ready and agile services to efficiently handle all the business operations, even in times of uncertainty.

Microsoft Dynamics 365 is the right package for businesses seeking an ultimate 360-degree view of their customers and business operations. Microsoft Dynamics 365 unifies the best of Microsoft’s Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solutions into one fully integrated cloud service.  It integrates deeply with Office 365 and enables you to customize your deployment with powerful productivity tools to support critical business activities such as Sales, Customer Care, Finance, Field Service, Operations, Marketing, and Project Service Automation. 

Microsoft Dynamics 365 apps include the following:

  • Dynamics 365 Marketing
  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Finance
  • Dynamics 365 Supply Chain Management
  • Finance and Operations cross-app capabilities
  • Dynamics 365 Commerce
  • Dynamics 365 Business Central, and many more.

Find more specifics on these apps here- Microsoft Dynamics 365.

What are the Business Benefits of Using Microsoft Dynamics 365?

Ask any business professional about the many common problems they face while handling their business from multiple applications, and it’s highly probable you’ll hear terms like inefficiency and disconnected data. 

With regards to businesses, it is a waste of time and money to deploy and manage too many software programs that do not interact effectively. Microsoft Dynamics acknowledges this, which is why they provide an integrated suite of all Microsoft products from Microsoft 365 (previously known as Office 365). Microsoft Dynamics 365 now gets included as part of the Microsoft 365 subscription.

If your business uses Microsoft products to carry out your daily business operations, with Microsoft Dynamics 365, you can avail yourself benefits like:

  • Accurate Unified View: Microsoft Dynamics 365 drives digital transformation for your business by giving you a unified view of all your activities through its portfolio of intelligent business applications. With strong data insights, Dynamics 365 empowers your employees to deliver operational excellence and create more engaging customer experiences.
    Users benefit from the Dynamics 365’ unified interface since they do not have to switch apps or transfer data while working.
  • Access Data Everywhere: Being an integrated suite, Microsoft Dynamics 365 can connect with hundreds of data sources including your most used applications like Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Azure, and LinkedIn. Microsoft Dynamics 365 syncs all your data to the cloud which means your team can collaborate from anywhere and from any device. 
  • Smart Actionable Insights: Microsoft 365 subscription lets users avail the benefit of its AI-powered insights using rich data visualizations and dashboards. This functionality comes in through the use of Power BI, a Microsoft-owned Business Intelligence tool.
  • Enhanced Protection: Dynamics 365 protects your data and maintains compliance with Identity Protection, Encryption, as well as Role-Based Auditing and Logging Access. Microsoft assures to secure your company’s and customers’ data and gives users total control over it.
  • Limitless Analytics: Users can enrich their customer data with operational and Internet of Things (IoT) data using Azure Synapse Analytics. Azure Synapse Analytics offers predictive modeling and advanced analysis to derive insights from Data Warehouses with blazing speed.

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Microsoft Dynamics Integrations for Better Business

Here is a list of the 16 best Microsoft Dynamics integrations that foster central communication and facilitate better decision-making for your teams.

Microsoft Dynamics Integrations for Finance and Operations

Jet Reports

Jet Reports: Microsoft Dynamics Integrations
Image Source: Insightsoftware

Jet Reports is a fast and accurate business reporting tool for Microsoft Dynamics 365 Business Central. It gives unparalleled data access through Flexible Reporting, Fast Analytics, and Controlled Budgeting. Through speedy access and complete data control, businesses using Microsoft Dynamics 365 Business Central can make accurate and profitable decisions in a jiffy.

Key Features of Dynamics 365 Integration

  • Create financial reports quickly within Microsoft Excel.
  • Drag and drop data from any table and build reports with the click of a button.
  • Reduce risks and eliminate errors while making reports. 
  • Cut reporting time and cost.
  • Make sound judgments with accurate data.
  • Share reports with other internal and external teams.
  • Earn success in business operations and sales.

Supported Editions

Jet Reports supports the Essential and Premium editions of Dynamics 365 Business Central.

Link to Microsoft Dynamics Integration

Jet Reports

Scaptify

Scaptify: Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

Scaptify is a Shopify Store connector for Microsoft Dynamics 365 Business Central. It helps users monitor business processes such as Order Picking, Shipping, and Invoicing right from their Dynamics environment. 

For online merchants, managing products and selling goods becomes easy with Microsoft Dynamics CRM. It serves as a double positive since they get to combine Shopify Store Management features with Microsoft’s reliable ERP system. This allows them to effectively handle prospects and customers.

Key Features of Dynamics 365 Integration

  • Avoid double entry, human errors, and delays.
  • Automate your process to save time.
  • Sync data in both ways and synchronize your Shopify directly to Microsoft ERP; without using a converter tool.
  • Use Shopify POS to accept payments and sell anywhere.
  • Combine your Shopify Store with the business flows of Dynamics 365 Business Central.

Supported Editions

Scaptify supports the Essential and Premium editions of Dynamics 365 Business Central.

Link to Microsoft Dynamics Integration

Scaptify

MAX PAY GLOBAL – Credit Card Payment Processing

MAX Pay Global: Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

MAX Pay Global is a centralized and omnichannel Enterprise Payment Solution for all types of retailers. In addition to supporting the basic credit card and debit card transactions, MAX Pay Global provides more payment options like PayPal, Apple Pay, Google Pay, Tap and Go, Alipay, WeChat Pay, and many more. It is a fully integrated Dynamics add-on with the strictest privacy and safety regulations.

Key Features of Dynamics 365 Integration

  • Supports online E-commerce (Microsoft and Third-party) and 3DS.
  • Compatible with leading card processing devices like Ingenico, Clover, Verifone, PAX, BPPOS, Innowi, ID TECH, etc.
  • Receive payments from 125 Countries.
  • Get an all-in-one Smart Terminal on Mobile with POS and Payments.
  • Offer recurring/subscription billing to your customers.
  • Include club memberships for the loyal base. 

Supported Editions

MAX Pay Global supports Dynamics 365 Commerce and Dynamics 365 Finance.

Link to Microsoft Dynamics Integration

MAX Pay Global

MobileNAV

MobileNAV: Microsoft Dynamics Integrations
Image Source: Google Play

MobileNAV is an ultimate mobile ERP solution designed to support Dynamics users working on the field far away from the office. This Dynamics integration brings in the full functionality of Sales, Service, Warehouse Servicing, Project, and Production Management on the phone. It’s a fantastic solution for peripatetic individuals and businesses that have no fixed workplaces.

Key Features of Dynamics 365 Integration

  • Compatible with every Mobile Platform like Android handheld device, iPhone and iPad, Windows 8 and 10, Windows Phone, Windows CE/Mobile, and Blackberry, etc.
  • Houses sophisticated barcode reading capability. 
  • For Warehouses: Scan, print, track, pick, put, classify or manage with existing equipment and MobileNAV.

Supported Editions

MobileNAV supports the Essential and Premium editions of Dynamics 365 Business Central.

Link to Microsoft Dynamics Integration

MobileNAV

Microsoft Dynamics Integrations for Commerce

LS First for Restaurants

LS First: Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

For restaurant owners out there, LS First for Restaurants by LS Retail is an effective solution to run your restaurant business. LS First is a comprehensive management system that covers your entire restaurant operations including menus, seating arrangements, inventory, production, kitchen display routing, and many more. 

Key Features of Dynamics 365 Integration

  • Reduce manual work and increase business efficiency.
  • Streamline your stock, production, and menu management.
  • Control everything from Microsoft ERP.
  • Make timely, informed decisions based on up-to-date data.
  • Configure the POS interface to suit your needs.
  • Offer quicker, better service to customers and decrease table turn times.

Supported Editions

LS First supports Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Commerce.

Link to Microsoft Dynamics Integration

LS First for Restaurants

Fast Simon – Search, Filters, and Merchandising

Fast Simon: Microsoft Dynamics Integrations
Image Source: Retail TouchPoints

Fast Simon is an AI-Based Shopping Optimization Service for delivering fast and awesome search experiences for customers. Within Microsoft Dynamics 365, Fast Simon provides online merchants and businesses with InstantSearch, Collection filters, Merchandising, Personalization, and Professional Analytics to increase conversion rates.

Key Features of Dynamics 365 Integration

  • Offer instant search and autocomplete capabilities to your visitors. 
  • Bring refined results with search filters. 
  • Use look-a-likes & visually similar recommendation widgets to boost sales. 
  • Automatically create SEO-friendly landing pages.
  • Provide support for Mobile Platforms.

Supported Editions

Fast Simon is compatible with Dynamics 365 Finance and Dynamics 365 Commerce.

Link to Microsoft Dynamics Integration

Fast Simon – Search, Filters, and Merchandising

Microsoft Dynamics Integrations for Sales and Marketing

Twilio SMS for Dynamics Marketing

Twilio SMS: Microsoft Dynamics Integrations
Image Source: J2Store

Twilio is a unified platform for handling SMS, WhatsApp Messages, Voice, Video, and Email. It can support high volume/bulk messaging to a global audience with ease. 

ITSOURCING.TECH provides this Dynamics 365 connector, making it a third-party offering. Businesses can use Dynamics 365 integration with their Twilio account to send marketing text messages to their Leads and Contacts with US A2P 10 DLC codes.

Key Features of Dynamics 365 Integration

  • Send SMS, Emails, or WhatsApp messages directly from Microsoft Dynamics 365 CRM.
  • Provide enriching customer service using contextual data, flexible workflows, and seamless cross-channel communications.  
  • Deliver 1:1 messages that customers care about using existing CRM data. 
  • Use Twilio’s built-in intelligence, and global infrastructure to support business at any scale.

Supported Editions

Twilio SMS for Dynamics Marketing is compatible with Dynamics 365 Finance, Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Marketing, Dynamics 365 Field Service, Dynamics 365 Project Service Automation, and Power Apps. 

Link to Microsoft Dynamics Integration

Twilio SMS for Dynamics Marketing

Check out more on Twilio Webhooks integration here- Twilio Webhooks Integration.

PROS Smart Configure Price Quote (CPQ)

PROS Smart Configure Price Quote (CPQ): Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

PROS Smart Configure Price Quote (CPQ) by Pros is a Selling Automation Service to drive Sales Intelligence & Acceleration in your business. It features Sales Automation by delivering Performance Quoting, a Centralized Product Catalog, and Approval Workflows to all types of channels: direct, partner, and E-commerce. PROS Smart Configure Price Quote (CPQ) houses AI Intelligence and Machine Learning Capabilities to provide Sales and Marketing Teams with science-derived insights, helping them make effective decisions.

Key Features of Dynamics 365 Integration

  • Accelerate quoting speed from weeks to minutes.
  • Increase deal sizes with AI recommendations.
  • Develop sales discount discipline.
  • Streamline your approval process.
  • Get analytical insights for faster deal analysis and decision-making.
  • One central point of management for all your quoting and sales agreement needs.

Supported Editions

PROS Smart Configure Price Quote (CPQ) is compatible with Dynamics 365 Sales, and Power Apps. 

Link to Microsoft Dynamics Integration

PROS Smart Configure Price Quote (CPQ)

Simple Marketing Hub

Simple Marketing Hub: Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

Simple Marketing Hub, as the name suggests is a simple interface for managing and coordinating Marketing Operations. Oftentimes, with large projects and large teams, workflows tend to become complicated and frustrating at times because of multiple Campaigns, KPIs, and Customer Communications. But with Simple Marketing Hub, different activities like Marketing Resource Management, Digital Asset Management, and Traffic Management become simple and less stressful.

Key Features of Dynamics 365 Integration

  • Get real clarity on which marketing efforts are working and which aren’t.
  • Identify hidden waste, redundancy, and associated process improvements.
  • Keep your brand’s global reputation intact. 
  • Develop less complexity and more effective business operations. 
  • Collaborative and guide workflow processes with ease.
  • Eliminate wasteful spending by recognizing pain points. 

Supported Editions

Simple Marketing Hub is compatible with Dynamics 365 Sales, Dynamics 365 Marketing, Dynamics 365 Customer Service, Dynamics 365 Voice, and Power Apps. 

Link to Microsoft Dynamics Integration

Simple Marketing Hub

Microsoft Dynamics Integrations for Project Management and Automation

Time Tracking for PSA and PO

Time Tracking for PSA and PO: Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

Time Tracking for PSA and PO is a time tracker and timesheet app that lets you track work hours across projects. It comes with more control and precise, simplified time tracking features. This creates increased accountability in employees and lets decision-makers know of tasks where resource demands are high or low. 

Time Tracking extends the standard Professional Services Automation (PSA) functionality by adding the following features:

Key Features of Dynamics 365 Integration

  • Specify start and end times for each entry.
  • Get informed through scheduler view for convenient tracking and overview.
  • Work with a tree view of project assignments in time & expense form.
  • Easily switch between different working hours models.

Supported Editions

Time Tracking for PSA and PO is compatible with Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Project Service Automation, and Power Operations. 

Link to Microsoft Dynamics Integration

Time Tracking for PSA and PO

proRM Fast Start – Resource and Project Management

proRM Fast Start: Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

proRM Fast Start is a Project and Resource Management integration for Microsoft Dynamics 365. This Dynamics add-on helps you track time and expenses for project tasks and do it quickly, simply, and precisely. 

Overall, proRM can drive operational efficiency by providing a rundown on time spent doing routine tasks, discerning optimized vs unthrifty work patterns, and monitoring administrative costs. 

proRM provides four different features, which are listed below:

Key Features of Dynamics 365 Integration

  • proRM Tracking to allow users to track working hours and expenses precisely.
  • proRM Approval Manager for Project Managers to filter data, edit entries before approval, and unapprove employee’ entries.
  • proRM Gantt Chart to visualize the entire lifecycle of one or all projects from a single view. 
  • proRM Invoicing Manager to bill customers and create invoices efficiently.

Supported Editions

proRM Fast Start supports Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Project Service Automation, and Power Operations. 

Link to Microsoft Dynamics Integration

proRM Fast Start – Resource and Project Management

Microsoft Dynamics Integrations for Customer Services and Voice

Dynamics 365 Customer Voice

Dynamics 365 Customer Voice: Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

Dynamics 365 Customer Voice is an Enterprise Feedback Management tool to keep track of customer metrics. Customer satisfaction is important because it directly impacts a brand’s word of mouth and secures businesses of recurring revenue. Dynamics 365 Customer Voice lets you track your customer satisfaction through Email, Web, Text, QR Code, and Mobile. You can even craft personalized surveys using ready-to-use templates to know better about customer needs.

Key Features of Dynamics 365 Integration

  • Automate tailored/generic surveys with the Microsoft Power Platform (Power Apps and Power Automate).
  • Visualize customers’ received information and insights in the profile dashboard. 
  • Integrate feedback and future plans to tackle upcoming initiatives across Microsoft Dynamics 365 Business Applications. 
  • Set triggers within business processes to automatically alert and predict when customers need attention. 

Supported Editions

Dynamics 365 Customer Voice supports Dynamics 365 Sales and Dynamics 365 Field Service. 

Link to Microsoft Dynamics Integration

Dynamics 365 Customer Voice

SportsRM

SportsRM: Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

SportsRM by EngageRM is a Business Automation, and Data Analytics add-on for sports brands. As sports and entertainment are evolving with the use of technology, it’s important to unify intelligence and operations for the best team performance. SportsRM is a highly useful tool for staff, administrators, and board members to manage relationships with a diverse range of stakeholders-partners, fans, and the community.

Key Features of Dynamics 365 Integration

  • Manage sports events, activations, digital inventory, entitlements, tickets, and many more with ease.
  • Eliminate the hassle of using spreadsheets for Data Management and Analytics.
  • Use built-in AI tools to provide better service to clients and make prudent decisions.
  • Manage sponsors, corporate agreements, and game-day signage smoothly. 

Supported Editions

SportsRM supports Dynamics 365 Sales, Dynamics 365 Marketing, Dynamics 365 Field Service, and Power Apps. 

Link to Microsoft Dynamics Integration

SportsRM

Microsoft Dynamics Integrations for Human Resources

HR Management for Microsoft Dynamics 365

HR Management: Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

HR Management for Microsoft Dynamics 365 by Hubdrive is a complete human resource management solution. It includes a plethora of features like Time and Attendance, Recruiting & Onboarding, Staff Administration & Automation, Talent & Performance Management, Training & eLearning, and many more.

Key Features of Dynamics 365 Integration

  • Use both ways- either install locally on your company or use it on the cloud. 
  • Take advantage of Office 365 by working on HR admin tasks in Outlook and Excel.
  • Achieve economic advantages by streamlining communication.
  • Answer employee questions or tickets immediately.
  • Assess the company better with deep impressions of employees and management.
  • Increase convenience with integrated and automated work.

Supported Editions

HR Management for Microsoft Dynamics 365 supports Dynamics 365 Sales, Dynamics 365 Marketing, Dynamics 365 Customer Service, Dynamics 365 Field Service, and Power Apps.

Link to Microsoft Dynamics Integration

HR Management for Microsoft Dynamics 365

Microsoft Dynamics Integrations for Supply Chain Management

DiscreteXpress

DiscreteXpress: Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

DiscreetXpress is rapid deployment template system that supports more than 1000 business processes. It consists of a fully configured, readily deployable toolset that enables quick implementation of your processes into the Microsoft Dynamics 365 environment. It also features automated guidance on regular business processes and a set of more than 700 detailed task guides to make your tasks easier.

Key Features of Dynamics 365 Integration

  • Streamline a majority of business processes in Dynamics 365 to get up and running quickly.
  • Accelerate and complete the optimization of critical business processes.
  • Leverage the benefits of historical data and intelligent reporting.
  • Ensure consistency, predictability, and a shortened timeline across all tasks.

Supported Editions

DiscreteXpress supports Dynamics 365 Supply Chain Management and Dynamics 365 Finance.

Link to Microsoft Dynamics Integration

DiscreteXpress

Sunrise 365 Supply Chain and Retail

Sunrise Supply Chain and Retail : Microsoft Dynamics Integrations
Image Source: Microsoft AppSource

Sunrise 365 Supply Chain and Retail is an intelligent Supply Chain Management solution built on top of Microsoft Cloud for retail. It provides innovative insights and controls overstock, inventory, merchandise, etc. When used with Dynamics 365, Sunrise 365 brings in added advantages like Advanced Forecast Netting, Omni-channel Inventory Optimization, Soft Allocation, and Embedded Supply Chain Business Intelligence.

Key Features of Dynamics 365 Integration

  • Purchase more effectively and meet cyclical supply needs.
  • Produce, procure, and sell the needed commodities within the shortest possible time frame.
  • Identify inventory requirements and planning modifications holistically.
  • Optimize sales while ensuring priority customers are satisfied.
  • Analyze supply and demand risks with confidence.
  • Stock stores intelligently depending on retail performance, seasonal needs, and aggregate supplies.
  • Fill orders fast and efficiently.

Supported Editions

Sunrise 365 Supply Chain and Retail supports Dynamics 365 Supply Chain Management,  Dynamics 365 Commerce, and Dynamics 365 Finance.

Link to Microsoft Dynamics Integration

Sunrise 365 Supply Chain and Retail

Conclusion

We presented to you a curated list of the 16 best Microsoft Dynamics integrations to unlock more from your Dynamics environment. Using these integrations, you get:

  • A 360-degree view of customers and business processes.
  • Improved decision-making in areas where Dynamics 365 falls short.
  • Elimination of double work, or need of integrating a different application.
  • Unified dashboard for every add-on.

As organizations are becoming more data-driven, their data sources are also becoming more distributed and fragmented than ever before. There comes an utmost need to connect these data sources that contain valuable customer and business data. By integrating them across departments, organizations are able to achieve One-point Data Storage (e.g. through the use of a Data Warehouse) and access, Data Availability, and Data Quality. 

Hevo Data is specifically designed to address all your Data Management needs. All it takes is a few clicks to set up your Data Pipeline and connect your applications to a Data Warehouse. You don’t need to write code or anything, Hevo can seamlessly integrate your frequently used applications within a few minutes. 

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Hevo Data will automate your data transfer process, hence allowing you to focus on other aspects of your business like Analytics, Customer Management, etc. This platform connects to 100+ multiple sources to transfer data to Cloud-based Data Warehouses like Snowflake, Google BigQuery, Amazon Redshift, and Firebolt. It will provide you with a hassle-free experience and make your work life much easier.

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Which Microsoft Dynamics 365 integrations do you use or are planning to use? Share in the comments.

No Code Data Pipeline For Microsoft Dynamics 365