Dynamics 365 Epicor Integration

Dynamics 365 platform can easily be integrated with Epicor system using our HexaSync. We offer fully integrated CRM solutions with ERP System, which allows merchants and companies to leverage all tools and resources of Epicor Integration to get their CRM System done.

  • Save a lot of time: Dynamics 365 CRM integrations will synchronize into categories according to their common characteristics, pricing, etc.
  • Improve business efficiency: Increase sales and revenue by modifying your sales strategy more successfully, preventing expired inventory or a shortage of products.
  • Enhance customer experience: CRM integration is essential since it completes all tasks faster.
beehexa Dynamics 365 Epicor Integration

the key important flows of Dynamics 365 and Epicor Integration

There are many considerations when coming to the connection between Dynamics 365 and Epicor. Therefore, we give you a wide range of available options for your business.
beehexa Dynamics 365 Epicor Integration

Set Up Dynamics 365 Epicor Integration in 3 Steps

step 1 hexasync

Step 1: Verify data

Transfer data, files, or information. It is the best option for simple processes

step 2 hexaysnc

Step 2: Demo

Based on the common requirements for each type of integration, we will deliver a simple demonstration for the systems as requested

step 3 hexasync

Step 3: Deployment

Once the integration scope is confirmed, we will adjust our demo profile to fulfill your business requirements and then deploy it for usage

Dynamics 365 – Epicor Integration Tasks

beehexa Dynamics 365 Epicor Integration

This integration flow syncs Dynamics 365 customers as Epicor customers.

This integration flow syncs Dynamics 365 customer refunds as Epicor refunds.

This integration flow syncs Dynamics 365 items as Epicor products.

This integration flow syncs Dynamics 365 sales invoices as Epicor billings (orders with status paid).

This integration flow syncs Dynamics 365 sales order cancellations as Epicor order cancellations.

This integration flow syncs Dynamics 365 sales orders as Epicor orders.

This integration flow syncs Dynamics 365 shipments as Epicor shipments.

beehexa Dynamics 365 Epicor Integration

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      Benefits of Dynamics 365 Epicor Integration


      realtime data sync

      Instantly synchronize customer and sales order data between Dynamics 365 and Epicor ERP . The seamless connection enables you to have your whole store under control across all channels


      Multi-channel selling

      Increase the chances of Epicor integrations for your exposure to more potential customers and bring more sales from your online store. 


      Centralize reporting

      Flexible, user-friendly reporting options help you optimize sales opportunities. You can track the benefits of your investment in advertising, mailings to customers, promotions, discounts, etc

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          Frequently Asked Questions

          Dynamics 365 is a portfolio of intelligent business applications that delivers superior operational efficiency and breakthrough customer experiences enabling businesses to become more agile and reduce complexity without increasing costs.

          Epicor ERP system is modular, industry-specific software used to manage business processes company-wide. Epicor software works well for managing accounting and finance, human resources, customers, the supply chain, inventory, distribution, and manufacturing production management

          As orders come in through your  Dynamics 365 systems, our integration platform will ensure that your orders are synced in your Epicor system. Document each order by day, week, month, or settlement time individually or summarized. With all transaction information, generate sales receipts and invoices. Each sale updates your inventory automatically.  Shipping and tracking information can also be integrated between the two systems to eliminate the need for manual data entry and increase the efficiency of your order fulfillment process. 

          You’ll also be able to expand your customer database and enter new markets after integrating ERP. The following processes are automated and enabled as a result of ERP integration:

          • Product lists, including attributes and photos, are handled and updated automatically.
          • The amount of things in the inventory is well-documented.
          • Order information and order lists are processed automatically.
          • The information is arranged into reports and shown in a variety of ways.
          • Customers’ addresses, as well as shipping details, are simple to manage.
          • There are many third-party apps on the market designed to integrate with Dynamics 365. These add-ons increase functionality to turn any e-store into a fully functional online store management system. 

            Establishing Dynamics 365 integration takes work, which is why many business owners prefer to use a third-party integration platform like Hexasync. In practice, integrating with ERP takes a lot of time and work; thus, having an API integration solution can help you deal with the issue’s complexity. It’s also worth noting that enlisting expert assistance from the Beehexa team will reduce the amount of time and effort spent on the integration.

            HexaSync provides data-integrity protection measures, as well as cell-based mapping, to ensure a reliable synchronization between your Dynamics 365 and other applications.

          Beehexa utilizes the latest technologies and optimizations in the industry to deliver to you HexaSync – a real-time data sync and monitoring middleware. HexaSync provides data-integrity protection measures, as well as cell-based mapping, in order to ensure a reliable synchronization between your CRM  and ERP system. Beehexa CRM Integration is capable of handling every kind of data, with support for various key data: Product Category, Warranty, Shipment, Customer, Warehouse, Invoice, Order, and Products.


          • Middleware: a light application-independent software that handles all the complexity of integrations
          • EAV Design Pattern: is incorporated to allow for more flexibility in data modeling
          • Message Queue-Based Architecture: simplifies the coding of decoupled applications and provides better performance, reliability, and scalability
          • Customizable Handlers: allow for better visibility into the statuses of your customers’ orders
          • Cell-Based Mapping: high precision mapping of single-cell data for a reliable synchronization
          • Async Integration: keeps your business updated with real-time synchronization.
          • Compatible with legacy CRM applications: Connect your CRM with any ERP applications with ease

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          You can’t add more hours to the day. HexaSync is the next best thing.