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Creatio ↔ Microsoft Dynamics 365 ERP — InterWeave SmartIntegration Platform
Creatio CRM ↔ Dynamics 365 ERP

Connect sales pipeline
to ERP operations.
Without the friction.

InterWeave bridges Creatio CRM and Microsoft Dynamics 365 Finance & Supply Chain with enterprise-grade, bidirectional sync — unifying your revenue team's pipeline data with ERP financials, inventory, and fulfillment in real time.

Deploy this solution See how it works ↓
8
Synced objects
<10s
End-to-end latency
0
Developers needed
99.9%
Uptime SLA

Dynamics 365 ERP modules covered by this solution

Finance Supply Chain Management Sales Inventory Management Accounts Receivable Project Operations Field Service Human Resources

Highlighted modules are active in this solution. InterWeave uses the D365 OData REST API and Dataverse connectors — no custom X++ development required.

Live data flow
Real-time sync
Creatio CRM
Revenue & pipeline source
Accounts Contacts Opportunities Orders Products
⇄
webhook
InterWeave
SmartIntegration engine
Transform Deduplicate Map entities Audit
⇄
OData API
Dynamics 365 ERP
ERP & financial source
Customers Sales Orders Invoices Inventory GL Ledger
Sync objects

Eight pre-configured sync objects spanning the full quote-to-cash and supply chain lifecycle. Each object is independently configurable with sync direction, legal entity routing, conflict resolution, and financial dimension mapping.

Account → Customer
⇄ Bidirectional
Creatio Accounts sync to D365 Customer master records. Supports legal entity routing, customer group assignment, and payment terms mapping per business unit.
Account.Namestring
Account.CurrencyCodelookup
Account.PaymentTermslookup
Account.CustomerGrouplookup
Opportunity → Quotation
→ To D365
Creatio Opportunities in Proposal or Won stage generate D365 Sales Quotations with line items, pricing, and discount structures. Includes trade agreement lookup.
Opportunity.Amountcurrency
Opportunity.Productsline items
Opportunity.Discountpercent
Opportunity.DeliveryDatedate
Order → Sales Order
→ To D365
Confirmed Creatio Orders auto-create D365 Sales Orders with full line items, warehouse routing, delivery mode, and financial dimension keys (Business Unit, Department, Cost Centre).
Order.LineItemsarray
Order.WarehouseCodelookup
Order.DeliveryModeenum
Order.DimensionKeysdimensions
Invoice → Order Status
← To Creatio
D365 customer invoice status (Posted, Settled, Partially Settled, Overdue) writes back to Creatio Order and Account records, giving sales teams real-time AR visibility.
CustInvoice.Statusenum
CustInvoice.DueDatedate
CustInvoice.AmountDuecurrency
Inventory → Product Availability
← To Creatio
D365 on-hand inventory levels and ATP (Available to Promise) quantities sync to Creatio Product records, so sales reps can quote accurately without leaving the CRM.
InventOnHand.AvailPhysicaldecimal
InventOnHand.ReservPhysicaldecimal
InventATP.ATPDatedate
Payment → Activity
← To Creatio
D365 customer payment journals write Activity records back to Creatio Accounts, logging amount, payment method, and settlement date for complete AR history in the CRM.
CustPaym.AmountCurcurrency
CustPaym.TransDatedate
CustPaym.PaymModelookup
Contact → D365 Contact
⇄ Bidirectional
Creatio Contacts linked to Accounts sync to D365 Global Address Book entries, maintaining a consistent contact directory across both platforms with role and relationship data.
Contact.FullNamestring
Contact.JobTitlestring
Contact.Emailemail
Contact.Phonestring
Products / Item Master
⇄ Bidirectional
D365 Released Products sync to Creatio's Product catalogue, keeping item numbers, descriptions, unit prices, units of measure, and sales tax groups consistent across both systems.
Product.ItemIdstring
Product.SalesPricecurrency
Product.UnitIdlookup
Product.SalesTaxGrouplookup
Field mapping — Account → Customer

Default field map for the Account ↔ Customer sync using the D365 OData Customer entity. All mappings configurable in the InterWeave SmartMap console. Legal entity and financial dimension fields are mapped per-company.

Creatio field D365 field (OData) Direction Type
Account.Name → CustomerV3.OrganizationName ⇄ Both string
Account.Phone → CustomerV3.PrimaryContactPhone ⇄ Both string
Account.EmailAddress → CustomerV3.PrimaryContactEmail ⇄ Both email
Account.AddressLine1 → CustomerV3.AddressStreet → D365 string
Account.City → CustomerV3.AddressCity → D365 string
Account.Country → CustomerV3.AddressCountryRegionId → D365 lookup
Account.CurrencyCode → CustomerV3.CurrencyCode → D365 lookup
Account.PaymentTerms → CustomerV3.PaymentTermsName → D365 lookup
Account.CustomerGroup → CustomerV3.CustomerGroupId → D365 lookup
Account.SalesTaxGroup → CustomerV3.SalesTaxGroup → D365 lookup
D365_CustomerAccount (custom) ← CustomerV3.CustomerAccount ← CR id ref
D365_LegalEntity (custom) ← CustomerV3.dataAreaId ← CR entity
Automation triggers

InterWeave listens to Creatio webhooks and polls the D365 OData change-tracking endpoints — delivering near-real-time sync without custom X++ or plugin development.

Creatio events
New Account created
Account fields updated (Name, Terms, Tax Group, etc.)
New Contact linked to Account
Opportunity Stage → "Won" or "Proposal"
Order Status → "Confirmed"
Product price or availability updated
Account ownership or territory transferred
Account merged or deactivated
Dynamics 365 events
New Customer created or updated in D365
Sales Order confirmed or shipped
Customer invoice posted or cancelled
Invoice status changes (Settled / Overdue)
Payment journal posted and applied
Inventory on-hand level changes
Released product updated (price, UoM, tax group)
Credit limit or hold status changed
Deployment workflow

No X++ development, no D365 plugin code. The InterWeave console guides every step using standard D365 OData and Dataverse APIs.

01

Connect your platforms

Authenticate Creatio via OAuth2 REST credentials and register InterWeave as an Azure AD application to access D365 Finance via the OData REST API. InterWeave manages Azure AD tokens and refresh cycles automatically — no manual credential rotation required.

02

Configure legal entities & financial dimensions

Map Creatio business units to D365 legal entities (dataAreaId). Define how financial dimensions — Business Unit, Department, Cost Centre, Project — are derived from Creatio record attributes and applied to D365 transactions.

03

Select & configure sync objects

Enable each of the 8 sync objects independently. For each, configure direction, field mappings, trade agreement lookups for pricing, warehouse routing for orders, and conflict resolution rules — Creatio wins / D365 wins / newest wins.

04

Run initial data load

Execute a bulk historical sync to align existing records. InterWeave's dedup engine matches Customers and Accounts on Name, Email, Tax Registration Number, and D365 Customer Account ID — preventing duplicates at go-live. D365 Customer Account IDs are written back to Creatio custom fields.

05

Activate real-time sync

Go live. InterWeave listens to Creatio webhooks and polls D365 OData change-tracking endpoints on a configurable schedule. Monitor sync health, error queues, and full audit trails in the InterWeave real-time dashboard — with Slack and email alerting built in.

Technical specifications

Production-grade architecture built for the complexity of Microsoft's enterprise ERP ecosystem — no custom code, no X++ extensions required.

// Authentication
  • Creatio REST API with OAuth 2.0
  • D365 Finance via Azure AD app registration
  • OData v4 REST API (no X++ required)
  • Automatic Azure AD token refresh
  • Encrypted credential storage (AES-256)
// Reliability
  • Exponential backoff on API failures
  • Configurable retry queue (up to 72h)
  • Dead-letter queue for manual review
  • 99.9% uptime SLA
  • Real-time error alerting via email / Slack
// Compliance & audit
  • Full audit log with user, timestamp, delta
  • GDPR-ready data handling controls
  • SOC 2 Type II infrastructure
  • Field-level encryption at rest
  • Data residency options (US / EU)
// Platform support
  • Creatio CRM 8.x and above
  • D365 Finance & Operations (cloud)
  • D365 Supply Chain Management
  • Multi-legal-entity D365 environments
  • Multi-currency and intercompany transactions
// Performance
  • Sub-10 second end-to-end sync latency
  • Batch mode for bulk operations (5k+/hr)
  • D365 OData throttling-aware governor
  • Parallel processing for multi-object events
  • Configurable off-peak batch windows
// Configuration
  • No-code SmartMap field mapping console
  • Legal entity & dimension mapping per rule
  • Trade agreement lookup for D365 pricing
  • Warehouse routing rules per order type
  • Sandbox / production environment toggle

Deploy this solution

Bridge your CRM and ERP.
Finally, without the middleware tax.

Deploy the Creatio ↔ Dynamics 365 ERP InterWeave Solution and give your sales and finance teams a single, live version of every customer record.

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InterWeave SmartIntegration Platform Creatio ↔ Microsoft Dynamics 365 ERP Solution © 2026 InterWeave. All rights reserved.
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