Dynamics 365 data trapped inside the Microsoft stack
Sales data in Dynamics 365. Financial data in Xero or MYOB. Project data in Jira. Three systems that never meet unless someone builds a spreadsheet.
Integration
Microsoft Dynamics 365 Integration for Australian Businesses
Connect Dynamics 365 to your accounting, project management and reporting systems. Custom entities fully supported. Enterprise-grade integration without enterprise consulting fees.
Perth-based. Australia-wide. Fixed-price quotes.
- AU-wide Perth-based · servicing Australia
- 18+ yrs Building software
- Dynamics 365 web api experts
- Fixed Price scopes, no surprises
Dynamics 365 Integration
Microsoft Dynamics 365 Integration Services
Dynamics 365 is a powerful enterprise CRM and ERP platform. But Australian businesses rarely run their entire operation inside Dynamics. Accounting is in Xero or MYOB. Projects are in Jira or Monday.com. Delivery teams use their own tools. The result? Valuable data stuck in silos.
We build custom integrations using the Dynamics 365 Web API and Dataverse. Opportunities become invoices. Accounts sync across systems. Custom entities, business process flows and plugins are fully supported, not just the standard out-of-box entities.
HELLO PEOPLE is a Perth-based software consultancy. We work with mid-market and enterprise Australian businesses running Dynamics 365 alongside a mixed tech stack. The integrations we build are purpose-built, not Power Automate workarounds.
How it runs
A Dynamics 365 integration project, end to end
Three stages. No surprises. Your live Dynamics 365 data stays untouched until cutover — delivered personally by the founder.
-
Week 0
Dynamics 365 Integration Audit
15-minute scoping call. We map your Dynamics 365 setup (modules, custom entities, environments), the systems you need it connected to, and the specific workflow gaps slowing your team down. Fixed-price quote inside 48 hours.
-
Weeks 1–N
Build & Parallel-Run
Integration built in a sandbox and parallel-run against your live Dynamics 365 data for two weeks. Every record mapping, field translation and event trigger validated before production. No risk to live data.
-
Cutover
Go-Live & Handover
Production cutover on a planned window — typically a weekend. Team training, monitoring active, 30 days post-launch support. Documentation and source code handed over in full.
Sound Familiar?
What Dynamics 365 users tell us
Dynamics 365 does a lot. But the parts outside Microsoft do not connect on their own.
Deal closed in Dynamics but accounting lags behind
An opportunity closes in Dynamics 365 Sales. Finance finds out days later via email. The invoice is created manually. Cash collection starts late.
Entity customisations not supported by connectors
You have customised Dynamics 365 heavily: custom entities, option sets, lookup fields, business process flows. Off-the-shelf connectors only handle standard entities. Your custom work is ignored.
Power Automate flows hitting limits
You built Power Automate flows that mostly work. But they hit throttling limits, timeout on large data sets, or break when Dynamics updates roll out twice a year.
Reporting across Dynamics and external systems
Pipeline in Dynamics. Revenue in Xero. Delivery in Jira or Monday.com. A single business view requires a human to compile it weekly.
AppSource add-ons that nearly work
Microsoft AppSource has integration add-ons. They handle basic scenarios. But your specific entity structure, business rules and approval chains do not fit the template.
15-Minute Integration Audit — No Cost, No Commitment
Tell us what systems you are running and what is not connecting properly. We map the gap, find what needs to be built, and give you a fixed-price quote before you commit to anything.
- 15-minute scoping call
- Fixed price included
- Australian team
- Ongoing support after launch
What We Build
Dynamics 365 Integration Workflows
Purpose-built integrations for the most common Dynamics 365 scenarios.
Dynamics 365 opportunity to accounting invoice
An opportunity in Dynamics 365 Sales reaches Won. An invoice is created in Xero, MYOB, or QuickBooks. Products from the opportunity line items map to invoice lines.
GST treatment, account codes and tracking categories set automatically. Payment terms pulled from the account record. Multi-currency supported.
Account and contact sync
Dynamics 365 accounts and contacts sync with accounting, project management and marketing systems. New records flow both ways. Updates propagate.
Custom fields from Dynamics — industry, segment, account tier, custom option sets — map to external systems. Parent/child account hierarchies maintained.
Dynamics 365 Customer Service integration
Cases in Dynamics 365 Customer Service sync with project tools and SLA tracking. Resolution data populates account health scores in the CRM.
Billable support cases trigger invoice creation in accounting. Time logged against cases feeds cost reporting.
Opportunity to project creation
A Dynamics 365 opportunity closes and a project is created in Jira, Monday.com, or Azure DevOps. Scope, budget and client details carry over from the CRM record.
Project milestones and delivery progress sync back to Dynamics so account managers see the full picture without leaving the CRM.
Dynamics 365 Field Service integration
Work orders from Dynamics 365 Field Service trigger procurement and invoicing in external systems. Parts used on-site update inventory. Completed service triggers billing.
For businesses using Dynamics 365 Field Service alongside Xero or MYOB for financials and third-party inventory systems.
Cross-system reporting with Power BI
Dynamics 365 pipeline data combined with Xero revenue, project delivery metrics and customer success data in Power BI. Forecast vs actual. Win rate by rep. Revenue by segment.
Automated daily refreshes. No manual data pulling. Executive dashboards that reflect real-time business state.
Why Integrate Dynamics 365
Opportunities become invoices without the handoff
A Dynamics 365 opportunity closes. An invoice appears in Xero, MYOB, or QuickBooks. Line items, pricing, GST, payment terms — all mapped from the opportunity record.
Multi-currency deals are handled. Progress invoicing and milestone billing work too. Payment status flows back to the Dynamics 365 account record.
Your custom Dynamics 365 entities are supported
Custom entities, custom option sets, custom relationships, business process flows — all included in the integration. We do not force you to simplify your Dynamics setup to fit a connector.
If you have built something specific for how your business operates, we make sure it connects to external systems properly.
Connect Dynamics 365 to non-Microsoft systems
Not everything in your stack is Microsoft. Maybe accounting is Xero. Maybe project delivery is Jira. Maybe your warehouse runs Cin7. We handle the cross-vendor integration.
You keep using the best tool for each job. Dynamics 365 stays your CRM. Everything else connects properly.
Built properly, not with Power Automate workarounds
We build integration using the Dynamics 365 Web API and Dataverse APIs directly. Purpose-built, not chained together from Power Automate templates.
No throttling issues. No timeout failures. No breakage when Microsoft releases updates. Proper error handling and automatic retry logic.
Pipeline, revenue and delivery in one dashboard
Dynamics 365 pipeline combined with Xero revenue data and project delivery progress. Win rate, average deal size, revenue by product, customer lifetime value — all in Power BI.
Updated automatically. No spreadsheet compilation. No waiting until month-end.
Pricing
How we price Dynamics 365 integrations
Straight answers on cost for enterprise integration.
Free discovery call
Tell us your Dynamics 365 environment, custom entities, and the non-Microsoft systems that need connecting. We will scope it properly.
Fixed-price quote
Clear scope, fixed price. Covers discovery, build, testing, data migration and go-live. Enterprise-grade without enterprise consulting fees.
Phased delivery
Start with opportunity-to-invoice. Add account sync. Then reporting. Each phase delivers value independently.
Case Study
ERP migration with a parallel-run cutover and zero downtime
A wholesale distributor moved off a legacy ERP onto a modern platform without losing a day of trading. We ran both systems in parallel for the cutover window, validated every record by reconciling the two outputs, and switched the source of truth once finance signed off.
Read the full case study 0 Days of operational downtime
12yr Of historical data migrated cleanly
100% Trial-balance match on cutover
14wk Discovery to cutover
How It Connects
Your Dynamics 365 integration at a glance
Dynamics 365 at the centre, connected to accounting, delivery and reporting.
Dynamics 365
Xero / MYOB Invoices & payments
Jira / Azure DevOps Projects & delivery
SharePoint Documents
Email / Marketing Campaigns
Teams / Slack Notifications
Power BI Reporting
How It Works
From first call to live integration
A structured process for enterprise environments.
Why us
Why HELLO PEOPLE for integrations
-
We build, not just connect
We write proper integration code: API connections, data mapping, error handling, logging. Not Zapier chains that break quietly.
-
Fixed-price quoting
You get a clear price before we start. No hourly billing that spirals. No surprise invoices at the end of the month.
-
Built for Australian business
We understand BAS, GST, super, award rates, Australian privacy law, and the platforms local businesses actually use.
-
Senior team, direct access
You talk to the people building your integration. No account managers, no offshore handoffs, no ticket queues.
-
Ongoing support included
APIs change. Platforms update. We monitor, maintain, and evolve your integration so it keeps working as your business grows.
We had been limping along with Power Automate flows that broke every few months. HelloPeople built a proper integration between Dynamics 365 and Xero, custom entities and all. It just works. Our finance team gets invoices automatically and our sales team sees payment status in the CRM.
Industries
Dynamics 365 integrations by industry
Dynamics 365 serves mid-market and enterprise across every sector. Integration needs vary by industry.
Professional Services
Opportunities in Dynamics trigger project creation and invoicing. Forecast accuracy from opportunity close rates. Utilisation rates visible alongside pipeline.
Financial Services
Client onboarding in Dynamics 365 triggers compliance workflows. Portfolio data integrated with CRM for relationship management. Regulatory reporting automated.
Manufacturing
Dynamics 365 quotes trigger production orders. Bill of materials from ERP visible in CRM for accurate quoting. Lead times calculated from production schedules.
Technology & SaaS
Subscription renewals tracked in Dynamics trigger billing cycles. Support tickets feed account health scores. Usage data from product informs upsell opportunities.
Healthcare
Patient referral management in Dynamics 365 connected to practice management and billing. Appointment scheduling synced with calendars and invoicing.
Not-for-Profit
Donor management in Dynamics 365 with grant reporting, event registration and compliance tracking across connected systems. Receipt generation automated.
FAQs
Common questions about Dynamics 365 integration
Can you connect Dynamics 365 to Xero or MYOB?
Yes. Opportunities become invoices. Accounts and contacts sync. Payment status flows back. We handle both Dynamics 365 Sales and Customer Service modules.
We have heavily customised Dynamics 365. Can you still integrate it?
Yes. Custom entities, custom option sets, business process flows, plugins and custom workflows are all supported. That is the main reason businesses choose us over off-the-shelf connectors.
How is this different from Power Automate?
Power Automate is fine for simple flows. But it hits throttling limits, times out on large datasets, and needs constant maintenance. We build purpose-built integrations using the Dynamics 365 Web API that handle enterprise volumes reliably.
How much does a Dynamics 365 integration cost?
Pricing depends on the systems involved, the volume of data and the exception cases. We provide a fixed-price quote after a 15-minute scoping call — no hourly billing, no surprises.
How long does it take?
A single integration takes 4 to 8 weeks. Multi-system enterprise setups typically take 8 to 16 weeks.
Do you handle Dynamics 365 update waves?
Yes. Microsoft releases two major updates per year (Wave 1 in April, Wave 2 in October). We test integrations against preview environments and update anything that is affected.
Can you integrate Dynamics 365 Business Central too?
Yes. We integrate Dynamics 365 Sales, Customer Service, Field Service, and Business Central. If your finance team uses Business Central and your sales team uses D365 Sales, we connect them properly.
Sending your details…
You can stay on this page while we send it.
Tell Us About Your Dynamics 365 Environment
Tell us which Dynamics 365 modules you use, your custom entities, and the external systems that need connecting.
Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.
