1. Discovery & Mapping: We workshop your business processes, identify key entities (orders, products, customers, invoices), and map schemas between Dynamics and target systems.

2. Architectural Design: We propose an optimal middleware solution—Logic Apps, Azure Functions, or custom .NET microservices—based on volume, latency, and security requirements.

3. Implementation & Authentication: We register Azure AD apps, configure OAuth2 flows (client credentials or authorization code), and deploy connectors. We secure data in transit with HTTPS and at rest with Azure Key Vault.

4. Data Transformation: Using Azure Data Factory or custom transformation layers, we normalize payloads, apply business rules (tax, discounts), and enrich data with external sources (e.g., tax engines, shipping rates).

5. Testing & Validation: Automated unit tests, integration tests, and UAT scripts ensure data integrity. We perform reconciliation between source and target systems.

6. Deployment & Monitoring: We release to staging and production, set up Azure Monitor, Application Insights, and custom dashboards. Alerts notify your team of any failures or throttling.

7. Ongoing Support: As your long-term software partner, we provide SLA-based support, performance tuning, and iterative enhancements.

Dynamics 365 integration is the seamless connection between Microsoft’s suite of business applications and your other enterprise systems via the Dynamics 365 Web APIs (OData), Power Platform connectors, or Azure API Management. It automates workflows—sales orders, invoicing, inventory updates, customer records, and financial postings—by exchanging data in real time or in scheduled batches, eliminating manual entry and providing a unified operational view.

Our solution spans the full Dynamics 365 portfolio: Business Central for finance & operations; Sales for CRM; Customer Service and Field Service for support workflows; Supply Chain Management for inventory; and Project Operations for services. We leverage Dataverse, OData v4 endpoints, custom entities, and Power Platform connectors to tailor functionality per module and environment (sandbox or production).

Typical Dynamics 365 integration projects run 4–6 weeks, depending on complexity and number of modules. We start with discovery and mapping, then design and implement Azure AD app registration, data transformation functions (Azure Functions, Logic Apps), error handling, and webhook/event handlers. After QA, UAT, and performance tuning, we deploy to staging and production, providing training and documentation throughout.

1. In the Azure portal, go to Azure Active Directory → App registrations → New registration.

2. Enter a name, choose supported account types (e.g. single tenant), and set redirect URIs (for interactive flows).

3. After creation, note the Application (client) ID and Directory (tenant) ID.

4. Under Certificates & secrets, create a client secret.

5. Under API permissions, add Dynamics 365 permissions (e.g. `user_impersonation`) and grant admin consent.

• Server-to-server (client credentials): The Azure AD app exchanges its client ID and secret for an access token via the client credentials flow. Use this in backend jobs or services.
• User context (authorization code): In interactive scenarios, users sign in and consent. Your app receives an authorization code to exchange for access and refresh tokens. Tokens go in the Authorization: Bearer <token> header.

To import orders, POST to `/businesscentral/companies({id})/salesOrders` or `/data/v9.0/salesorders` with your order payload. To update orders, PATCH to `/salesOrders({orderId})` with the changed fields. Our integration handles ID mapping, field validation, and retries on transient errors.

Yes—Dynamics 365’s OData v4 endpoints support the `$batch` protocol. Bundle multiple create, update, delete, or query operations into one request to `/api/data/v9.0/$batch`. We configure optimal batch sizes, implement delta queries for incremental sync, and monitor throughput to avoid throttling.

We implement exponential backoff and intelligent retry policies using Azure API Management and Logic Apps to gracefully handle throttling, ensuring data continuity even under peak loads.

Yes—our integration supports multi-currency conversions via Business Central exchange rate services and handles localization for dates, numbers, and language-specific fields to meet global requirements.

We set up Azure Monitor, Application Insights, and custom dashboards to track throughput, errors, and latency. Alerts via email, SMS, or Teams notify your team of any failures or performance degradation.

We enforce Azure AD–based role and permission management, use TLS 1.2+ for all transport, and encrypt sensitive data at rest with Azure Key Vault. Regular security audits and penetration tests ensure compliance.

Yes—we build custom connectors and flows in Power Automate, and embed data within Power Apps, enabling low-code extensions of your Dynamics data into mobile and web applications.

We use Azure DevOps pipelines and ARM templates to export and import integration artifacts, including Azure Functions, API Management configurations, and Logic App workflows, ensuring consistent dev-test-prod promotion.

Absolutely—leveraging Azure Event Grid, Service Bus, or Azure Functions triggers, we enable reactive, event-driven processing for real-time responsiveness across your systems.