The Complete Microsoft Dynamics 365 Integration Guide
Integrating Microsoft Dynamics 365 into your business operations is no longer optional — it’s essential for organisations looking to streamline processes, improve data accuracy, and enhance decision-making. Whether you use Dynamics 365 Business Central, Dynamics 365 for Finance & Operations, or other modules in the suite, its true potential is unlocked when seamlessly integrated with the applications and tools your business relies on daily. This unified ERP and CRM platform not only boosts efficiency and reduces costs but also provides real-time data insights to drive smarter, faster business decisions.
In this comprehensive guide, we’ll explore why Microsoft Dynamics 365 integration is essential, best practices for implementation, and the top integrations you should consider. This includes:
- Continia integration with Dynamics 365 Business Central
- Insight Works with Dynamics 365
- Sana Commerce with Dynamics 365
- Tasklet's Mobile WMS with Dynamics 365
- Yavrio Integration with Business Central
- Shopify integration with Dynamics 365
- SharePoint with Dynamics 365
- Microsoft Power BI with Dynamics 365
- BigCommerce with Dynamics 365
- Magento with Dynamics 365
By the end, you’ll have a clear roadmap for maximising your business efficiency through Dynamics 365 integrations.
Why Microsoft Dynamics 365 Integration Matters
Today’s businesses manage a complex ecosystem of applications — from finance and CRM to eCommerce, HR, logistics, and data analytics. Operating these systems in silos leads to:
- Data inconsistencies and duplication
- Time-consuming manual processes
- Lack of real-time visibility
- Delayed or poor decision-making
Dynamics 365 integration solves these challenges by enabling seamless communication between different applications, leading to:
- Real-time data synchronisation
- Streamlined workflows across departments
- Enhanced customer experiences
- Accurate and timely business insights
For instance, integrating Shopify with Dynamics 365 automates order processing and inventory updates, while Microsoft Power BI with Dynamics 365 provides real-time analytics for smarter business decisions.
Key Microsoft Dynamics 365 Integrations for Businesses
Below, we’ll cover the most impactful integrations businesses use to boost efficiency and enhance productivity.
1. Continia integration with Dynamics 365 Business Central
What it is
Continia helps automate financial processes like expense management, invoice automation, and payment approvals. Integrating it with Dynamics 365 Business Central streamlines accounting workflows, reduces errors, and speeds up payment cycles.
Why it matters
Automates many finance tasks: scanning invoices, approving expenses, controlling document output. Reduces errors and frees up time for strategic tasks. Your finance team spends less time on manual paperwork.
What to look for
- How the expense app syncs with Business Central: receipt scanning (OCR), mobile apps, offline capability.
- Is the integration native or via middleware?
- Support & updates in UK / region.
- Licensing, cost vs benefit.
2. Insight Works with Dynamics 365
What it is
Insight Works provides manufacturing and distribution add-ons for Dynamics 365, including inventory management, barcode scanning, and production scheduling. This integration enhances supply chain transparency and optimises production processes.
Why it matters
If you run distribution, warehousing or manufacturing, precision and speed matter. Insight Works helps you reduce waste, improve order fulfilment speed, and maintain tighter control.
What to look for
- Hardware compatibility (barcode scanners etc)
- Usability, how quickly staff can adopt
- Real-time updates or sync within Business Central
- Cost of scaling (if many warehouses or high transaction volumes)
3. Sana Commerce with Dynamics 365
What it is
Sana Commerce integration transforms your Dynamics 365 system into a central hub for eCommerce operations. Real-time product updates, pricing, and inventory synchronisation improve customer experiences and order accuracy.
Why it matters
If you want your web store and ERP to work as one system: product data, pricing, customer data, inventory all stay in sync. This reduces errors (e.g. overselling), improves customer satisfaction, helps with B2B e-commerce.
What to look for
- How real-time the integration is: does the web store reflect current inventory & pricing properly?
- How orders flow: do sales orders placed on the website immediately appear in Dynamics 365?
- Does the platform support B2B requirements (multiple price tiers, customer specific pricing etc.)?
- Payment gateways, global scaling, tax/shipping localization.
4. Tasklet’s Mobile WMS with Dynamics 365
What it is
Tasklet’s Mobile WMS is a warehouse management solution with mobile & barcode scanning functionality, designed to integrate with Dynamics 365 Business Central and NAV. It supports receiving, picking, counting, moving stock and has offline capabilities.
Why it matters
Warehouses often suffer from delays, errors, poor visibility. With Tasklet’s Mobile WMS you get better accuracy, reduce paper work, get faster processing, and visibility over real warehouses.
What to look for
- Offline mode (when networks are spotty)
- User interface & training overhead
- Integration latency: how fast do transactions sync to Dynamics 365?
- Support in UK, hardware compatibility etc.
5. Yavrio Integration with Business Central
What it is
Yavrio provides bank feed/integration/fintech-type services for Business Central. For example, Yavrio Open Banking allows live bank feeds and payments functionality.
Why it matters
Financial reconciliation, cash flow visibility and payments management are critical. Having live banking data reduces manual reconciliation, improves forecasting, and gives more timely insight for finance teams.
What to look for
- Security and compliance (bank data)
- Supported banks and countries (UK banks etc.)
- Real-time vs scheduled syncing
- How much manual mapping is needed
6. Shopify integration with Dynamics 365
What it is
Integrating Shopify e-commerce platform with Dynamics 365 (especially Business Central or Sales) enables order, inventory, customer, product synchronization between Shopify and Dynamics.
Why it matters
If your business uses Shopify for online selling but uses Dynamics for backend management, this integration bridges the gap: automated fulfilment, accurate stock levels, customer history syncing etc.
What to look for
- Does the connector support two-way sync (from Shopify → Dynamics & vice versa)?
- Handling of variants, product options, SKU mapping
- Dealing with taxes, shipping rules in UK/EU
- How returns & refunds are handled
7. SharePoint with Dynamics 365
What it is
Using Microsoft SharePoint in conjunction with Dynamics 365 (Business Central or other modules) for document management, collaboration, storing attachments, perhaps workflow etc.
Why it matters
Many businesses have large volumes of documents: invoices, contracts, specs etc. SharePoint can centralise them, make searching easier, ensure version control and secure access, looping seamlessly with Dynamics records.
What to look for
- How documents from Dynamics are linked to SharePoint (e.g. via metadata, custom fields)
- Access permissions and security / governance
- Latency and search performance
- Versioning & backups
8. Microsoft Power BI with Dynamics 365
What it is
Power BI is Microsoft’s data visualisation and business intelligence tool. When integrated with Dynamics 365, it allows dashboards, reports, data modelling etc. using your Dynamics data.
Why it matters
Data-driven decisions are key: see sales trends, financial KPIs, operations metrics. BI dashboards help executives, finance, operations get insights without manual Excel manipulations.
What to look for
- Data latency: how soon after transactions do the dashboards update?
- Data security & row-level permissions
- Warehouse of data: prebuilt data models or custom ones?
- Cost of storing history and scaling reports
9. BigCommerce with Dynamics 365
What it is
BigCommerce is another e-commerce platform. The integration of BigCommerce with Dynamics 365 allows syncing of product data, orders, customers, inventory etc.
Why it matters
If BigCommerce is your e-commerce front, integrating with Dynamics 365 removes manual overhead, reduces double entry, and improves customer satisfaction through accurate inventory & order tracking.
What to look for
- Supported connectors / apps (is there a reliable third-party or native connector?)
- Mapping of product attributes, product options, currencies
- Handling shipping, tax, returns in your region
- Support & updates
10. Magento with Dynamics 365
What it is
Magento (Adobe Commerce) integration with Dynamics 365 works similarly: store orders, customer data, product info etc.
Why it matters
Magento is powerful and popular among merchants needing heavy customisation. Having tight integration helps unify sales, operations and finance and avoid silos.
What to look for
- Middleware or connector quality (Magento tends to require more customisation)
- Version compatibility (Magento open source vs commerce)
- How data flows for customers, orders, refunds
- Performance (especially with large catalogs)
Best Practices for Successful Dynamics 365 Integration
- Define Clear Objectives – Identify business pain points and desired outcomes before starting integration.
- Choose the Right Integration Tools – Middleware solutions like KingswaySoft, Scribe, or Power Automate simplify complex integrations.
- Ensure Data Security – Implement role-based access, encryption, and compliance checks.
- Test Thoroughly – Conduct testing in stages to minimise disruptions.
- Train Employees – Ensure staff understand new workflows and tools.
- Monitor and Optimise – Regularly review integrations to ensure optimal performance.
Example Integration Scenarios
Here are a few common business use cases to help you see how all of this fits together.
- A wholesaler in the UK using Business Central with Shopify for online orders, Sana Commerce for a web store, Tasklet Mobile WMS for their warehouse, and Power BI dashboards for sales & operations insights.
- A manufacturer-distributor who uses Business Central, integrates Continia for finance automation, Insight Works for inventory & barcoding, Magento for B2B portal, and SharePoint to store technical documentation.
- A fast-moving eCommerce startup that uses BigCommerce or Shopify, needs live inventory sync, returns processing, live reporting via Power BI, and tight bank integration via Yavrio.
Future Trends in Dynamics 365 Integration
- AI-Powered Insights: Combining Microsoft Power BI with Dynamics 365 for predictive analytics.
- IoT Connectivity: Linking IoT devices for real-time asset tracking.
- Robotic Process Automation (RPA): Automating repetitive workflows across integrated systems.
- Advanced eCommerce Integrations: Enhanced APIs for Shopify, BigCommerce, and Magento with Dynamics 365.
FAQs on Microsoft Dynamics 365 Integration
Q1: How long does it take to integrate Dynamics 365 with other systems?
It depends on complexity. Simple integrations take days, while complex setups may require weeks.
Q2: Do I need coding skills for integrations?
Not necessarily. Many third-party tools offer no-code or low-code options for smooth integration.
Q3: Is data migration included in integration?
Yes, most integration projects involve secure data migration from legacy systems.
Q4: Which eCommerce platforms integrate best with Dynamics 365?
Popular options include Shopify, BigCommerce, Magento, and Sana Commerce.
Q5: Can Power BI integrate with all Dynamics 365 modules?
Yes, Microsoft Power BI with Dynamics 365 works across finance, sales, operations, and marketing modules.
Conclusion
Microsoft Dynamics 365 integration enables organisations to unify their operations, automate workflows, and make data-driven decisions. Whether it’s Continia integration with Dynamics 365 Business Central, Insight Works with Dynamics 365, Sana Commerce with Dynamics 365, or Shopify integration with Dynamics 365, each integration adds immense value to business operations.
By adopting the right strategy and following best practices, businesses can achieve seamless connectivity and long-term scalability. For expert assistance with Dynamics 365 integrations, contact Dynamics Square UK.