March 31, 2023 10:30 AM

Best Practices for Integrating Dynamics 365 with SAP

Microsoft Dynamics 365 and SAP integration enhances both Customer Relationship Management (CRM) and Enterprise Resource Management (ERP) seamless functionalities, improves productivity, and synchronizes an organization's business operations. This integration boosts manufacturing organizations, who can integrate field service with the SAP Plant Maintenance and SAP Industry-Specific Utility (IS-U) modules. We can integrate this by connecting SAP to the Common Data Model used by the Field Service and other Dynamics 365 modules.

The SAP S/4HANA and Microsoft Dynamic 365 connector can automate critical business processes and streamline your organizational data efficiently. Both companies provide the best practices for integrating Dynamics 365 and SAP. SAP delivers a Microsoft Dynamics CRM adapter, included with any license of SAP Cloud Integration and SAP Integration Suite, and Microsoft provides Dynamics 365 SAP Connector. We can use any one of the following methods.

Dynamics 365 and SAP ERP Integration

You can make these two systems communicate with each other in real-time, seamlessly across your entire enterprise. You can integrate Dynamics 365 Field Service with SAP S/4HANA Cloud to streamline your work order scheduling systems to your enterprise resource planning (ERP) system. You can incorporate Field Service with the SAP Planned Maintenance and SAP Industry-Specific Utility (IS-U) modules. You can connect SAP to the Dataverse (formerly Common Data Service), which Field Service is built on, along with other Dynamics 365 modules.

SAP provides Microsoft Dynamics Adapter

You can discover Microsoft Dynamics CRM entities and their properties using Eclipse Plugin. Its functionalities are:

Support many operations.

Support for OData Query.

Support for FetchXML Query.

Processing data in single or batch mode.

Ability to expand Navigation Properties.

Support outbound headers.

Support pagination.

Secure authentication with Oauth 2.0: Every REST call between Dynamics CRM and SAP CPI is secured by the Oauth 2.0 industry-standard protocol for authorization.

Supports dynamic configuration with headers and properties.

Support for XML and JSON formats.

The adapter has an Eclipse Plugin, which generates XSDs representing the object in Dynamics CRM.

Microsoft provides Dynamics 365 SAP Connector Core

Dynamics 365 SAP Connector features:

  • Master data synchronization
  • Seamless integration of relevant master data such as accounts and contracts.
  • Synchronization of transaction data
  • Seamless integration of relevant transaction data such as orders and invoices.
  • Comprehensive process integration
  • Connection of NON-SAP systems
  • 360° view of the customer from the Dynamics CRM system
  • Customer account data for sales and marketing are also available offline.
  • Flexible, adaptable, and expandable interface templates
  • The interface has ready-made integration templates, which can be adapted flexibly.
  • You can create several integration templates based on the interface.
  • Synchronous and asynchronous replication of data in real-time
  • Batch or online data transfer can be set individually for each data entity.

As a trusted Microsoft partner and consultant, Web Synergies analyzes your business operating environment and implements the right Microsoft solution to boost your business value. We use Analytical frameworks to evaluate the impact of the factors affecting your company's systems, technology, business process, and environment. With our deep domain expertise, Microsoft consultants engage effectively with our customers to share all the Microsoft offers in designing a winning Dynamics 365 and SAP integrated business solution.

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