MS Dynamics 365 CRM to Dynamics AX Integration
Overview
About the Client
Blueflame Labs was approached by a client who needed assistance in integrating their Microsoft Dynamics 365 CRM (Customer Relationship Management) system with their Dynamics AX (Enterprise Resource Planning) platform. The objective was to fetch account data from Dynamics CRM and map it to the corresponding customer data in Dynamics AX. Blueflame Labs took on the challenge to streamline the integration process and ensure seamless data synchronization between the two systems.
Problem Statement
The client faced difficulties in synchronizing customer data between their Dynamics 365 CRM and Dynamics AX systems. The existing manual processes were time-consuming and error-prone, resulting in inconsistencies and delays in updating customer information. They sought a solution that would automate the data integration process, reducing manual efforts and enhancing data accuracy.
Our Solutions
Blueflame Labs proposed the implementation of Dell Boomi, an Integration Platform as a Service (iPaaS), to address the integration challenges. Leveraging the capabilities of Dell Boomi, our team designed and developed a streamlined process to facilitate the exchange of data between Dynamics CRM and Dynamics AX.
The solution involved utilizing the CRM HTTP client connector, CRM standard connector, and AX connector provided by Dell Boomi. Our experts mapped the relevant fields from Dynamics CRM to Dynamics AX, ensuring a seamless transfer of customer data. The integration process was designed to handle both the creation of new customers in Dynamics AX as well as updates to existing customer records.
Results
The integration project successfully resolved the data synchronization challenges faced by the client. By implementing the Dell Boomi iPaaS platform and customizing the integration process, Blueflame Labs achieved the following results:
- Automation: The integration process automated the retrieval of account data from Dynamics CRM and its mapping to the corresponding customer data in Dynamics AX. This eliminated the need for manual data entry, saving time and reducing errors.
- Data Accuracy: The automated integration process ensures accurate and up-to-date customer information across both systems, improving data integrity and eliminating inconsistencies.
- Efficiency: By streamlining the data exchange between Dynamics CRM and Dynamics AX, the client experienced improved operational efficiency and reduced manual efforts. Real-time updates and synchronization between the systems enabled seamless collaboration across departments.
Blueflame Labs successfully addressed the integration challenges faced by the client by implementing Dell Boomi as the integration platform. The custom integration process developed by our team streamlined the exchange of customer data between Microsoft Dynamics 365 CRM and Dynamics AX, resulting in improved efficiency, data accuracy, and automated workflows. Through this project, Blueflame Labs demonstrated its expertise in Salesforce, Microsoft, and Oracle NetSuite consulting, delivering high-quality solutions to help clients achieve their business goals.
