Integration scenarios

Every project is different, and integration requirements will vary, depending on the scope and needs of a project. However, there are some common areas where most businesses have processes that require integration. The following table shows the common integration points and possible scenarios:


Possible scenarios


Customers need to be maintained in the CRM system, which needs to be synced with the ERP system.

Sales orders

Integrating web orders with the ERP system, which includes delivery notification, invoicing, and payments or with customer systems directly (for example, EDI integration).

Product and inventory (on hand)

Receiving product data from a PLM system. Sending the ...

Get Implementing Microsoft Dynamics 365 for Finance and Operations Apps - Second Edition now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.