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>> Announcing The Next Evolution of InterWeave <<

MSD Business Edition

MS Dynamics 365 Business Edition Integration — InterWeave SmartIntegration Platform
SmartIntegration Platform
Financial Application Integration — Real-time benefits for you

Microsoft Dynamics 365
Business Edition.

📋 Sales · Customer Service · Marketing · Financial Essentials

The InterWeave Dynamics 365 Solution integrates Microsoft Dynamics 365 Business Edition — Microsoft's combined sales, service, marketing, and financial essentials platform for small businesses — via InterWeave SmartSolutions. A comprehensive SaaS Integration Platform providing uni- or bi-directional data integration with your CRM, covering the full customer lifecycle from first marketing touch through invoice payment.

Explore the Platform All MS Dynamics →
📡 Monitoring + Alerts
↔ Uni / Bi-directional
💼 Sales + Financials
🚀 Deploy in Days
D365 Business Edition Apps
🤝
Sales
Pipeline, contacts, quotes, forecasting
Core
🎧
Customer Service
Cases, SLAs, knowledge base, CSAT
Core
📣
Marketing
Campaigns, lead scoring, journeys
💰
Financial Essentials
GL, AR, AP, invoicing, bank recon
📊
Power BI & Copilot
Built-in dashboards & AI assistant
🤝
CRM and financials in one subscription

D365 Business Edition combines Sales, Customer Service, and Financial Essentials under one licence. InterWeave ensures every financial transaction is visible in your CRM account records — no toggling between systems.

📣
Marketing to invoice — all connected

From lead capture through campaign nurture, sales close, and payment — D365 Business Edition tracks the full customer journey. InterWeave bridges the gap between your sales pipeline and financial data in real time.

🚀
Up and running in days

D365 Business Edition is built for rapid deployment — pre-configured for small businesses, no infrastructure required. InterWeave gets your CRM integration live in the same timeframe as your D365 rollout.

D365 Business Edition + InterWeave
Sales-First Platform for Small Business

CRM meets financials — simply configured.

Microsoft Dynamics 365 Business Edition and InterWeave delivers SmartSolutions that connect D365's sales, service, marketing, and financial capabilities directly to your CRM — uni- or bi-directional, with all processes, logic, and mapping ready to configure with a mouse and a browser, no coding required.

Complete, pre-built integration solutions between D365 Business Edition and your CRM
All processes, workflow logic, and mapping ready to configure — point and click, no development
SmartSolutions are completely configurable with pick lists, drop-downs, and custom fields
Small business or growing team — select exactly the right configuration and modify at any time
Business Edition Strengths
🧩
Sales + service + financials — one licence
No separate CRM and ERP subscriptions — one plan, one integration
⚡
Rapid deployment — days not months
Pre-configured templates get you live without lengthy implementation
🤖
Microsoft Copilot included
AI-assisted lead scoring, email drafting, and anomaly detection built in
🔌
Microsoft 365 native
Manage D365 records directly inside Outlook, Teams, and Excel
Full customer lifecycle — one platform
Marketing → Sales → Service → Finance

Lead to invoice — reflected in your CRM.

D365 Business Edition is unique in the Dynamics family because it combines the CRM and financial layers in a single small-business subscription. Every stage of the customer journey — from first marketing touch through invoice payment — is tracked in one platform, and InterWeave ensures all of it flows into your CRM in real time.

📋 Unified Sales, Service & Finance Platform
Marketing campaign leads scored and routed directly to Sales pipelines in your CRM
Sales quotes convert to D365 orders and invoices automatically — no rekeying between systems
Service cases linked to CRM accounts — open issues visible to Sales before every customer call
Invoice and payment status in CRM — Finance and Sales share the same financial picture simultaneously
Copilot meeting prep in Outlook — AI summarises account history from D365 before every touchpoint
1
Marketing Campaign
Leads captured and scored from email campaigns and journeys — routed to Sales with full campaign context
2
Sales Opportunity
Pipeline tracked in D365 Sales — quotes, pricing, and competitor notes managed in one place, synced to CRM
3
Order & Invoice
Won opportunity converts to a D365 order and invoice automatically — synced to your CRM account immediately
4
Customer Service
Post-sale cases, SLA tracking, and knowledge-base resolutions linked to the CRM account record
5
Payment & Renewal
Payment confirmed in D365 Financial Essentials — CRM updated, renewal opportunity auto-created for Sales
Complete business process integration

Take control of your entire customer journey.

D365 Business Edition and InterWeave connects every stage of your business to your CRM — Sales & Marketing, Customer Service, and Financial Essentials — all in real time, all configured without code.

Sales & Marketing

Pipeline and campaigns — synced to your CRM.

D365 Business Edition Sales tracks your full pipeline — leads, opportunities, quotes, and forecasts — while the Marketing app runs email campaigns, lead scoring, and customer journeys. InterWeave keeps both in lockstep with your CRM in real time, both directions.

Lead & opportunity sync — D365 pipeline mirrored in your CRM in real time, bi-directional
Quote-to-order conversion — won opportunities create D365 orders automatically, synced back to CRM
Email campaign leads routed to CRM — marketing journey completions trigger pipeline entries
Copilot sales assistant — AI drafts follow-up emails and surfaces next-best-action inside Outlook
Sales & Marketing Capabilities
↔
Bi-directional pipeline — leads and opportunities flow both ways between D365 and CRM
Auto
Quote-to-order automation — won deals convert to D365 orders without any rekeying
Score
AI lead scoring — Copilot ranks leads by conversion likelihood, result synced to CRM
M365
Outlook & Teams embedded — manage D365 records from directly inside Microsoft 365 apps
Customer Service

Cases and SLAs — visible in every account.

D365 Customer Service tracks cases, SLA compliance, knowledge-base articles, and customer satisfaction scores. InterWeave ensures all open cases, service history, and CSAT metrics are visible in your CRM account records — so Sales never walks into a call without knowing the full service picture.

Case history in CRM accounts — all open and resolved cases visible to Sales before any customer interaction
SLA status synced to CRM — at-risk SLAs flagged in account records so Sales can proactively address issues
CSAT scores in CRM — service survey results visible in opportunity records to inform renewal conversations
Copilot case summaries — AI summarises full case history for agents and Sales reps before every call
Customer Service Capabilities
Live
Real-time case sync — open and resolved cases visible in CRM account records instantly
SLA
SLA visibility in CRM — at-risk accounts flagged so Sales and service act together
CSAT
Satisfaction scores in CRM — survey results inform renewal and upsell conversations
AI
Copilot case summaries — AI-generated history gives every rep full context before calls
Financial Essentials

Invoices and payments — in every CRM record.

D365 Business Edition Financial Essentials covers the General Ledger, Accounts Receivable, Accounts Payable, invoicing, and bank reconciliation — the financial backbone underpinning the Sales and Service layers. Every invoice, payment, and outstanding balance flows into your CRM account records through InterWeave.

Invoice status in CRM accounts — outstanding balances and payment history visible to Sales in every record
Sales order to invoice automation — D365 converts closed CRM opportunities to invoices without manual steps
AR aging in CRM — Finance and Sales see the same overdue accounts before any renewal or upsell call
Bank reconciliation status — daily balance position synced to CRM dashboard for complete financial visibility
Financial Essentials Capabilities
Live
Real-time invoice sync — payment status updated in CRM as soon as D365 records it
AR
AR aging in CRM — overdue accounts visible in Sales before every renewal touchpoint
Auto
Order-to-invoice automation — won CRM opportunities flow to D365 invoices without rekeying
COA
Chart of accounts sync — GL dimensions available in Salesforce for cross-system reporting
A solution that works as hard as you do

Configure, integrate, automate.

Uni- or bi-directional integration at the object level
Create and update D365 Customers, Leads, Opportunities, Invoices, and Cases from your CRM
Create or update Accounts, Contacts, Opportunities, and Cases in your CRM based on D365 Business Edition data
24×7 access to the online support knowledgebase
Financial Essentials: Invoices, AR Aging, Deposits, COA, Vendor Credits available in Salesforce
All D365 history — invoices, cases, campaign responses, payment history — available directly in your CRM
Configurable options allowing new integration configurations at object level
Error Management and Monitoring, Connection Monitoring, Log Viewer, and automatic email or IM notification on error detection
Value-add add-ons available
InterWeave Payment Gateway
InterWeave Customer Portal
InterWeave Payroll (ADP / Paychex) Integration
Works with your CRM
☁️
Salesforce
Full pipeline & AR — accounts, contacts, opportunities, cases, products
🔶
Creatio
Full pipeline & AR — standard and custom objects, workflows
🔗
Other CRMs
Contact us — we integrate with most major CRM platforms
Standard D365 Business Edition Objects Integrated
Accounts Contacts Leads Opportunities Quotes Orders Invoices Cases Campaigns
Dynamics 365 apps supported

Which Dynamics 365 app is right
for your business?

InterWeave integrates across the full Microsoft Dynamics 365 family — from the Business Edition entry point through Business Central and up to the full F&O Enterprise platform. InterWeave supports them all.

✓D365 Business Edition ← current
✓Dynamics 365 Business Central
✓Dynamics 365 F&O — Enterprise Edition
✓Dynamics 365 Supply Chain Mgmt
✓Dynamics 365 Sales (standalone)
✓Dynamics 365 Customer Service
✓Dynamics 365 Field Service
✓Dynamics 365 Project Operations
✓Dynamics 365 Commerce
✓Dynamics AX 2012 / 2009
✓Dynamics GP (Great Plains)
✓Dynamics NAV / Navision
💡

Need more ERP depth than Business Edition offers? InterWeave supports the full Dynamics 365 upgrade path — from Business Edition to Business Central to F&O Enterprise. Your integration travels with you as you grow.

Microsoft Dynamics Family — InterWeave Solutions
D365 Enterprise F&O → Business Central →
Business Edition ✓
Salesforce → D365 →
Your SmartIntegration Awaits

Connect Dynamics 365 Business Edition
to your CRM today.

Automate your sales pipeline, marketing campaigns, customer service cases, and financial essentials — with full real-time bi-directional data flow between D365 and your CRM. No manual entry. No fragile exports. Up and running in days.

Request a Demo → All MS Dynamics