Dynamics integrates 365 applications with other Microsoft or third -party applications and enables other solutions to exchanging data with other solutions, which can establish a centralized, harmonious business software system, which is more efficient than a set of separated, disconnected applications.
Check this article by specifying the convenience of the Dynamics 365, emphasizing its advantages, highlighting the potential integration options and specifying three general integration methods.
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Microsoft Dynamics 365 Integration Facility
- Data -driven decision -making: With the inflamed data flows across different applications, employees can easily access relevant corporate data and gain a wide view of the business, to increase the decision -making possible in the organization.
- Increased productivity: Real-time data synchronization in applications allows a company to automatically automatically automatically, with routine data entry, helping to focus on more high-valued activities that contribute to employees’ earnings.
- Flowing cooperation: Integrated data availability all over your category guarantees that staff stay on the same page and help productively.
General options for Microsoft Dynamics 365 Integration
All Dynamics 365 integration Can be classified in two major groups:
Integrating with Microsoft software
Microsoft 365 Productivity and Cooperation Equipment: Businesses can connect their Dynamics 365 applications with Dynamics 365 ecosystem to enhance reporting workflow and a solution to improve the management of the projects to enhance the management work. In addition, traders can integrate Dynamics 365 applications with teams to automatically update Dynamics 365 records with data collected with colleagues and partners. Dynamics 365 applications and Outlook allows business customers to sync to the communication information and communication history.
Power platform app: Dynamics 365 and power applications help to create customized dynamics 365 solutions using low-code or no-code tools, while integrating with Power BI helps to carry out an advanced analysis of data stored in Dynamics 365.
Service in Azure: Companies can connect Dynamics 365 applications to various azure services to get additional AI and ML capacity access, to enhance their data analytics initiatives and enable IoT connection.
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Integrating with third -party applications
CRM: Other integration involves the attachment of mobility to 365 with third -party CRM equipment Salesforce, GossipOr Pipprive To sync sales, marketing and customer service data across different systems and teams.
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ERP: Dynamics with corporate integrates 365 app ERP solutionA company can encourage the exchange of inventory and financial information between different software systems, which can help achieve the transparency and visibility of the advanced supply chain.
Marketing Automation: Companies can additionally connect the Dynamics 365 applications with Marketo and Marketing Automation Tools Melchimp Activ campaign and Pardot, sync to lead and possibilities and facilitate marketing data analytics.
E-commerce platform: Businesses can integrate 365 with e-commerce platforms ShopfiAdobe trade, and Woocommerce To increase customer experience and support public marketing and sales.
Industrial-specific software: Lastly, however, no company can connect its dynamics 365 solutions to applications that solve the unique challenges of a particular vertical, in examples with electronic health records (EHR) software and production execution system (MES).
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How to integrate Microsoft Dynamics 365 with other tools
Usually, there are three ways to connect Dynamics 365 applications with other software:
Pre-Bilt Integrations
You can use low-code and no-code solutions provided by Microsoft, such as included Microsoft Power Automatic PlatformDynamics 365 and other applications to ensure data synchronization. All you have to do is choose one of the readymade integration templates and configure it to perform specific verbs across Dynamics 365 (Creating Records, update, etc.) according to your company’s business work flow.
This method is not technically claimed, which makes it suitable for small companies and limited number of in-house IT experts. At the same time, you should keep in mind that readymade integration can only be used with a limited number of data sources and applications, so this method cannot be considered universally applicable.
Middleware
Box connectors out of Microsoft are not consistent with solutions that you want to integrate, you can use third -party middleware tools such as Mossoft or Boomi. These tools allow companies to easily synchronize data in Dynamics 365 and other solutions, as they do not require broad programming knowledge.
Despite its relative simplicity, this method cannot be considered as a silver bullet, as the middleware may lack the ability to integrate some of the necessary. For example, it may not enable Dynamics 365 and integration of new or emerging technologies.
Custom connector
Creating custom connectors from scratch can integrate Dynamics 365 applications with any solutions and give complete freedom to how the solutions should be exchanged. However, this approach is also the most demanding, because it requires stiff coding and test skills, because companies must fully examine custom connectors to avoid software performance and avoidance. Data protection Issue
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Final thought
If you are implementing the Dynamics 365 solutions to manage sales, field services, human resources or other business aspects, you should consider your relevant business software to maintain your ecosystem more integrated and stronger and improve your entire company’s effectiveness in the long run.
Nevertheless, consider the appointment of Microsoft experts certified for your project, why you are not going to integrate your Dynamics 365 solution with Microsoft or third party applications. They can correctly analyze the requirements of your unique business, defining the appropriate integrity method and creating technical integration functions such as custom connectors and conduct integration tests.
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