InterWeave MS Dynamics Integration

by InterWeave SmartSolutions
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The InterWeave MS Dynamics Integration delivers a unified, intelligent connection between Microsoft Dynamics 365 Business Central (or other Dynamics platforms) and Creatio CRM.
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Overview

Product overview

Product description

The Creatio to Microsoft Dynamics 365 SmartTracks Integration leverages a configurable, API-driven connector to synchronize data between the Creatio CRM platform and Microsoft Dynamics 365. It supports uni-directional or bi-directional workflows at the object level, ensuring records such as Accounts, Contacts, Leads, Opportunities, Orders, Invoices, Products, Activities, and custom entities are created or updated consistently across both systems.

 

The solution supports standard and custom field mappings and includes built-in error handling, monitoring, and configurable business logic to maintain data integrity between CRM and operational platforms. Integration tracks and mapping rules can be tailored to meet specific business requirements, enabling seamless data flow between front-office sales and service teams in Creatio and downstream operational processes managed in Dynamics 365.

Business Benefits

  • Automated CRM and Operational Workflows
    By automating the synchronization of leads, opportunities, orders, invoices, and customer updates between Creatio and Microsoft Dynamics 365, organizations eliminate manual re-entry, reduce errors, and accelerate sales, service, and fulfillment processes.
  • Data Consistency and Accuracy
    Bi-directional synchronization ensures that customer, product, and transaction data remains accurate and up to date across both platforms, improving reporting reliability and reducing reconciliation issues.
  • Improved Cross-Team Visibility
    Sales, operations, and service teams gain a unified view of customer interactions and transaction status, enabling better coordination, faster decision-making, and improved customer experiences.
  • Reduced Manual Effort and Operational Risk
    Eliminating duplicate data entry and manual handoffs reduces administrative overhead and minimizes the risk of data inconsistencies or process breakdowns.
  • Enhanced Operational Efficiency
    End-to-end automation between Creatio and Dynamics 365 streamlines order management, invoicing, and downstream processes, reducing cycle times and improving scalability.
  • Scalable and Flexible Architecture
    The configurable SmartTracks platform allows organizations to adapt workflows, extend object coverage, and scale integrations over time without heavy custom development, supporting long-term growth and evolving business needs.

Key Features

Challenges Without Integration

Challenges Without Integration: Teams rely on manual entry, spreadsheets, and disconnected systems, causing duplicate records, inconsistent financial data, and delays in billing and order processing. Limited visibility across CRM and accounting leads to errors, higher costs, and slower customer response. Without integration, sales, finance, and operations struggle to stay aligned, impacting revenue and customer experience.

InterWeave Solution Overview

InterWeave Solution Overview: InterWeave provides a configurable cloud integration platform that connects Creatio with MS Dynamics and other financial systems. It automates data synchronization, order processing, billing, and payment flows while eliminating manual entry and errors. With real-time sync, configurable mapping, monitoring, and secure architecture, InterWeave delivers seamless end-to-end workflows across sales, finance, and operations.

Why Integrate CRM & Accounting

Why Integrate CRM & Accounting: Connecting CRM and accounting systems creates a unified revenue and financial workflow, eliminating manual work and ensuring data accuracy. Integration accelerates billing, payments, and reporting while delivering a complete view of customers, orders, and transactions. Sales and Finance stay aligned, improve decision-making, and drive more efficient and scalable operations.

Creatio to MS Dynamics 365 Functional Highlights

Creatio to Microsoft Dynamics 365 delivers real-time or scheduled synchronization across standard and custom entities, supports multi-entity Dynamics environments, and includes centralized monitoring, alerts, and advanced inventory and workflow automation options.

Architecture / Workflow diagram

Architecture / Workflow Diagram: Creatio sends customer, order, and workflow data into InterWeave, where mapping, validation, and business rules are applied. InterWeave synchronizes data in real time or scheduled batches with MS Dynamics, QuickBooks, and Sage Intacct. The integration engine provides field mapping, transformations, error handling, and monitoring to ensure reliable end-to-end workflow across CRM, ERP, and financial systems.

Implementation Approach & Timeline

Implementation Approach & Timeline: InterWeave uses a phased deployment—discovery, configuration, mapping, testing, and go-live. Setup includes requirements, object mapping, workflow configuration, validation, and UAT. Standard integrations are typically delivered in 4–8 weeks depending on system complexity, number of objects, and customization.

Consideration & Best Practices

Considerations & Best Practices: Ensure clean data and consistent field structures in both systems. Define ownership of workflows and change management. Establish mapping standards, error monitoring, and audit logs. Train users and document processes. Plan for scalability, multi-entity support, and peak transaction periods. Configure alerts, exception handling, and testing cycles for smooth long-term operations.

Categories

Category
Finance
Connectors
Accounting

Industries

Industries
Technology
Business Services

UI Framework

UI Framework
Classic UI
Freedom UI

Type

Type
Integration via Creatio API

Price

Price
Paid

Compatible with Creatio

Version
8.3.1

Release information

Launched:
Updated:

Pricing

Monthly
Annual
1. Professional
$ 624.92 / month
billed annually
Description (Formatted)
AR & AP sync for customers, vendors, products, orders, invoices, payments, credits, POs, bills, checks, and charges, with built-in connection monitoring, error management, and automatic email alerts.
2. Enterprise
$ 791.59 / month
billed annually
Description (Formatted)
Includes all the Professional features plus multi-currency, multiple price books, multiple company files, multi-cloud integration, multiple nodes, and financial applications.
3. Ultimate
$ 1,124.92 / month
billed annually
Description (Formatted)
Includes all Enterprise features plus COA, journal entry, and time tracking sync, product-to-item mapping, extended custom mapping support, and advanced automation using combined buttons and flows.
  • The InterWeave Creatio to Microsoft Dynamics 365 Solution is offered as a subscription-based integration solution compatible with supported Microsoft Dynamics 365 environments. Pricing includes access to the InterWeave SmartSolutions platform, preconfigured Dynamics 365 connectors, configurable data mappings, workflow automation, monitoring, and ongoing platform maintenance.
  • An active Creatio license and a supported Microsoft Dynamics 365 license are required to use this integration. Implementation, configuration, data migration, and any custom workflow or business logic services are not included in the subscription price and are scoped separately based on integration complexity, data volumes, and organizational requirements.
  • Configuration, Training and initial Support is separate from License. See line 4 in the Editions in Creatio to MS Dynamics SmartTracks - The SmartIntegration Platform (InterWeave SmartTracks Service Charges).

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application

InterWeave Solutions are enterprise-grade, designed to support a wide range of financial workflows and business models. Because implementation complexity varies by organization—based on payment methods, billing models, compliance needs, and system configuration—implementation estimates are provided on a case-by-case basis. Please contact InterWeave to discuss implementation options, timelines, and pricing tailored to your specific needs.
Additional Support and Training options are available. For more information, go to - InterWeave SmartSupport | InterWeave SmartSolutions.

Contacts

Installation

Setup guide

Creatio to MS Dynamics Integration - Installation & Setup

To ensure a smooth onboarding experience, InterWeave provides a clear, user-friendly setup process for configuring your Creatio to Microsoft Dynamics 365 integration after installation. Follow the steps below to get started.

1. Begin with the Quick Start Guide

After installation, open the Quick Start Setup Guide, which walks you through the initial configuration in a simple, easy-to-follow format. This overview helps you understand required prerequisites, permissions, and connection settings before moving into detailed configuration.

2. Follow the Step-by-Step Configuration Process

The setup is organized into sequential steps within the InterWeave Customer Portal and Integration Manager Console. Each step includes direct links to full documentation for deeper reference.

Typical steps include:

  • Connecting Creatio and Microsoft Dynamics 365

  • Selecting integration objects and entities

  • Mapping standard and custom fields

  • Defining synchronization direction and schedules

  • Running and validating your first test synchronization

3. Clearly Labeled Setup Stages

Each stage of the setup process is clearly labeled—Connection Setup, Object Selection, Field Mapping, Workflow Configuration, and Activation—making the configuration intuitive even for first-time users.

4. Visual Setup Assistance

Screenshots, short video clips, and annotated interface highlights are provided to guide users through each screen of the Integration Manager Console. These visuals simplify configuration, reduce onboarding time, and help ensure accuracy.

5. Tested, Validated, and Supported

The installation and configuration process is thoroughly tested to ensure reliable operation across supported Microsoft Dynamics 365 environments, including multi-entity and customized Dataverse deployments. Troubleshooting tips and FAQs are included to address common setup questions, along with recommended resolutions and best practices.

For implementation approaches and cost estimates tailored to your organization’s specific requirements, please contact InterWeave for a personalized consultation.

Resources

InterWeave MS Dynamics Integration Customer Onboarding

Product compatibility

CRM Creatio
Sales
Financial Services

UI Framework

Classic UI
Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

8.3.1

Versions

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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