MSD 365 Integration

Maximize the potential of your business with our tailored integration solutions for Microsoft Dynamics 365, delivering seamless connectivity and enhanced capabilities.


Microsoft Dynamic 365 Integration Overview

Microsoft Dynamic 365 Integration Solution

Explore the full power of this comprehensive business application suite. Connect Dynamics 365 with your existing systems with ease. Enable efficient data exchange, improved collaboration, and streamlined workflows.

Unlock real-time insights, drive intelligent decision-making, and enhance customer engagement with our customized integration solutions, tailored to optimize your business processes within the Microsoft Dynamics 365 ecosystem.
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Microsoft Dynamics 365

Microsoft Dynamics 365

Our Expertise


Techniques for establishing Microsoft Dynamics 365 Integration Solution

The following steps make up the full Microsoft Dynamics 365 Integration Solution we'll use to work on your project.

  • Interacting with clients to understand their software integration needs.
  • Identifying and document the specific requirements and desired outcomes.

  • Evaluating the technical and practical feasibility of integrating the required systems.
  • Analyzing potential challenges, risks, and constraints.
  • Determining if the integration solution is viable and beneficial for the enterprise.

  • Designing the overall architecture and framework for the integration solution.
  • Defining the components, modules, and data flows involved.
  • Determining the appropriate technologies and protocols for seamless integration.

  • Creating an intuitive and user-friendly interface for the integrated system.
  • Ensuring efficient and effective interaction between users and integrated components.
  • Considering usability principles and design best practices.

  • Implementing the integration solution based on the defined architecture and design.
  • Developing the necessary code, scripts, and configurations.
  • Designing and implementing the required database structures and data mappings.

  • Conducting rigorous testing to validate the integration solution.
  • Performing functional testing to ensure all requirements are met.
  • Performing performance and load testing to assess system scalability and stability.
  • Identifying and fixing any defects or issues.

  • Preparing the integration solution for production use.
  • Coordinating with clients to ensure smooth installation and configuration.

  • Providing ongoing support and maintenance for the integrated system.
  • Address user queries, issues, and enhancement requests.
  • Monitoring and optimizing the system for performance, efficiency, and security.
  • Implementing updates, patches, and upgrades as necessary.

Case Study

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Magicrete, a leading provider of innovative construction solutions, faced challenges in managing their distributors and their orders within Microsoft Dynamics 365 due to the absence of a dedicated dealer/distributor module.

They wanted to leverage the existing MSD 365 setup for their core business operations and sought a well-integrated application to enable their dealers and distributors to place orders directly. The pricing for distributors needed to be dynamic, based on agreed-upon prices.


Instance IT Solutions provided Magicrete a comprehensive mobile e-commerce application that empowered their distributors to place orders smoothly. Dynamic pricing functionality allowed for individualized pricing for each distributor based on their agreement.

The solution automated the sales documentation process by streamlining it into just a few clicks, eliminating manual paperwork. Additionally, finance automation reduced the possibility of human errors and minimized additional costs associated with manual data entry.

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Sourabh Bansal


“We want an App that should interface with the dynamics of ERP and CRM. We reach out at Instance IT Solutions and we are glad to work with the company as the understanding of the business processes and how to translate it in UI is best. We are amazed by delivering the speed of our required customized App. Wishing you for success and all endeavors”

Identifying Client Needs.
Exceeding Client Expectations


Projects Deployed




Hours of Development



Value We Deliver


Integrating Microsoft Dynamics 365 with your enterprise systems enables a holistic view of your customers and streamlines business processes. It improves sales and customer service by providing comprehensive customer data, enhances marketing effectiveness through targeted campaigns, and enables efficient financial management and operations.

Common integration scenarios for Microsoft Dynamics 365 include integrating with CRM systems for data consolidation, integrating with ERP systems for end-to-end business process management, integrating with marketing automation platforms for lead management, and integrating with collaboration tools for seamless communication.

Yes, Microsoft Dynamics 365 integration is always tailored to meet your specific business needs. It provides flexible integration options and tools, allowing you to customize the integration to your unique requirements, system architecture, and business processes.

The complexity of Microsoft Dynamics 365 integration can vary depending on the systems and applications involved, as well as the specific requirements of your organization. Dynamics 365 provides various integration options, including pre-built connectors, APIs, and third-party integration tools. The complexity can be influenced by factors such as the scope of integration, data volume, customization needs, and system compatibility. In any case, you don’t need to worry. We’ve got your back!

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