Systems Integration
Systems integration means connecting the applications a business already uses, such as CRM, telephone systems, ERP and finance, so information is entered once and flows reliably wherever it is needed.
We connect CRMs, telephone systems, ERP and line-of-business applications through their APIs: scheduled and event-driven syncs, with duplicate prevention, error handling and monitoring built in. Integrations run in your own Azure tenant and are documented so your team can own them.
What you get
The results this work is designed to deliver.
- Customer data entered once, available everywhere
- Calls identified by customer name, from up-to-date CRM contacts
- Integrations you can monitor, rerun and trust
How we help
Pick one, or combine them. Most work starts small and grows.
Have a specific need?Describe it in a few lines →
CRM and telephony integration
Keep your phone system’s contacts in step with your CRM, so incoming calls show who is calling. Call activity can flow back to the CRM where the phone platform’s API supports it.
API and data sync
Scheduled and event-driven syncs between CRM, ERP and business apps, with field mapping, ID mapping to prevent duplicates, and safe re-runs.
Dataverse and Dynamics 365 integration
Custom APIs, plugins, virtual tables and Power Automate flows that connect Dataverse to the systems around it.
Monitoring and resilience
Health-check endpoints, retries, alerting and telemetry in Azure Monitor, so failures are spotted and fixed before users notice.
Where it pays off
CRM-to-phone-system contact sync
For a sales and service business, a .NET Azure Function keeps thousands of CRM customer contacts synchronised into a cloud VoIP telephone system twice a day, with a manual trigger for urgent updates. An ID-mapping store prevents duplicates and connection-test endpoints simplify support. Staff see the customer’s name as the phone rings.
Order and invoice hand-off
Won opportunities in CRM create orders in ERP, and invoice status flows back, so sales and finance work from the same facts.
Typical scenarios. Every engagement starts from your own process.
Tools we use
Systems Integration: common questions
Can you integrate our CRM with our telephone system?
Yes, if both systems offer an API. We typically sync contacts from the CRM into the phone system so incoming calls are identified by name, and, where the phone platform supports it, write call activity back to the CRM.
Where do the integrations run?
Usually as Azure Functions, Logic Apps or Power Automate flows in your own Azure or Power Platform tenant. Credentials stay in your environment, and you own the code and configuration.
How do you prevent duplicates and handle failures?
We keep an ID mapping between systems so each record is created once and updated afterwards. Every integration has retries, logging and alerting, and can be safely re-run.
Do you only integrate Microsoft systems?
No. Dynamics 365 and Dataverse are our core, but we integrate any system with a documented REST or OData API, including third-party CRMs, telephony platforms and ERPs.
Other services
- 01 Agentic AI Custom AI agents that act in your systems, with guardrails and humans in the loop.
- 02 Copilot & Cowork Make Microsoft 365 Copilot, Copilot Studio and Cowork useful with your own data.
- 03 Dynamics 365 CRM Sales, Customer Service and Field Service, built around the way your team works.
- 04 Power Platform Apps, automation and portals on Dataverse, governed and built to last.
- 06 Infra & DevSecOps Secure Azure foundations and pipelines that ship safely, every time.
Have a process that should run itself?
Tell us what you are trying to fix. You get an honest answer on whether, and how, Microsoft and AI can help, usually within a working day.