Microsoft Dynamics 365 Integration — ERP + CRM Bridge
Microsoft's enterprise ERP and CRM platform — bridged into the SeniorCRE operating record so finance, sales, and operations data flow into one canonical model across the portfolio.
Capabilities
- General ledger and payable / receivable sync
- Sales pipeline and opportunity records
- Vendor management and procurement
- Inventory and supply chain signals
- Customer service case management
- Power Platform automation hooks
- Multi-entity / multi-currency support
- Audit log of every cross-system event
How it works
- Dynamics tenant connectivity — Confirm Dataverse entitlement, obtain credentials, and align tenant scoping.
- Entity + field mapping — Map Dynamics entities into the canonical Ledger, Entity, and Property hierarchy.
- Event sync + Power Platform hooks — Wire Dataverse events into the SeniorCRE bridge. Optional Power Platform automation runs alongside.
- Pilot validation — One operating entity runs end-to-end before scaling across the portfolio.
Integration facts
- Integration type — Dataverse + REST API
- Sync cadence — Event-driven + hourly sweep
- Setup time — 4–6 hours
- Modules — Finance · Sales · Operations
https://seniorcre.com/integrations/microsoft-dynamics