Orders from email into Dynamics
Incoming customer orders are read and drafted as sales orders for a person to confirm.
Dynamics 365 integration consulting
Connect Dynamics 365 to the rest of your business.
Dynamics 365 runs your customer work, and often your finance and operations through Business Central. We build the connections and tools around it, so data stops getting copied between Microsoft and everything else.
Keep it, then extend it
What Dynamics 365 does well, and where teams outgrow it.
Where Dynamics 365 shines
- Shared data underneathDynamics 365 Sales, Customer Service and the other customer apps store their records in Dataverse, so several teams can work from one customer record.
- Power Automate for everyday flowsAdmins and power users can build approvals, notifications and simple handoffs in Power Automate, Microsoft's workflow tool.
- Sandboxes for testingPower Platform environments can be production or sandbox, so changes are tried on a copy before they reach users.
Where teams hit the limits
- Data still arrives from outsideCustomer orders, supplier invoices and forms come in by email and PDF, and someone keys them in.
- Other systems driftWarehouse, field, e-commerce and industry tools keep their own records, and keeping them matched takes manual work.
- Flows that sprawlDozens of flows built by different people get hard to follow, and processes that span several systems need more than a flow builder.
What we build around it
Connecting Dynamics 365 to the rest of your work.
Supplier invoices matched
Invoices are read and matched to purchase orders and receipts in Business Central, with differences flagged.
Sales and finance in step
Accounts, quotes and orders stay matched between the customer apps and Business Central or your ERP.
Service cases with context
Cases arrive with order, warranty and shipping details already attached from other systems.
Approvals in Outlook and Teams
Requests reach approvers where they already work, with the decision written back to Dynamics.
Reports across systems
Dynamics numbers combined with data from your other tools in one scheduled report.
Before we start
How access works.
Your Microsoft administrator registers the connection in Microsoft Entra ID, your company's sign-in directory, then adds it to Dynamics as an application user. Microsoft requires that user to get a custom security role rather than a default one, so the connection only sees and changes what it needs (see Microsoft's guide). Business Central follows the same pattern: the admin registers the connection and switches it on inside Business Central. Dataverse limits how many requests one user can make in a five-minute window, so we design around those limits. We build and test in a sandbox environment before touching live data.
Related problems
Common places to start.
Retyping the same information
An order arrives by email. Someone types it into one system, then another, then a spreadsheet. It's slow and dull, and mistakes are easy to make.
Read moreApprovals stuck in email
The request went out on Monday. By Friday, nobody knows who has it. The person who needs to approve it never saw it, or forgot.
Read moreSoftware that doesn't talk
Sales has one number, finance has another, and nobody is sure which is right. Each tool is fine by itself. The trouble is in the gaps.
Read more
FAQ
Common questions.
Do we have to replace Dynamics 365?
No. Dynamics stays your system of record. We build around it and connect what it doesn't reach.
Will this break when Microsoft updates Dynamics?
Microsoft updates Dynamics on a regular schedule. We use its supported connection methods, test in a sandbox and add checks that alert us if something stops matching.
Which Dynamics products do you work with?
Both the customer apps that run on Dataverse, like Sales and Customer Service, and Business Central for finance and operations. The connection setup differs a little, and we confirm yours before quoting.
Are you a certified Dynamics 365 partner?
No. We're an independent integration consultant and development team. We build with Dynamics 365's official developer tools and approved access, using the access your team grants, and we work alongside your Dynamics 365 admin or implementation partner rather than replacing them.
Sources
- Microsoft Learn: Manage application users in the Power Platform admin center
- Microsoft Learn: Service protection API limits (Dataverse)
- Microsoft Learn: Environments overview
- Microsoft Learn: Sandbox environments
- Microsoft Learn: Business Central service-to-service authentication
- Microsoft Learn: Get started with Power Automate
Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.
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Tell us how you use Dynamics 365 today.
A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.