Integration

Microsoft Dynamics 365 Integration Services
so finance and the field share one record.

Custom D365 integration services for teams in Perth, Melbourne, Sydney and Brisbane. Dynamics 365 API integration joins D365 Sales, Customer Service and Field Service to accounting and Power BI reporting, and Dynamics 365 Business Central integration covers the ledger.

Perth-based and Australia-wide. Fixed-price quotes, a team that has done this before, and support once the rollout is live.

  • AU-wide Perth-based · servicing Australia
  • 18+ yrs Building software
  • Dynamics 365 web api experts
  • Fixed Price scopes, no surprises
Australian owned and operated

Built here. Your data stays here.

  • No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
  • Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
  • Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
Connected Stack

Connect Dynamics 365 to the tools around it

The systems Australian mid-market and enterprise teams most often ask us to connect to Dynamics 365, accounting, CRM, storefronts, data warehouse and reporting. Click any platform to see its dedicated integration page.

What an integration actually is

Dynamics 365 has the invoices but not the true cost

Dynamics 365 is accurate about invoices, payments and the ledger. It has no idea what a job actually cost, who was on site, or which customer is quietly running late. The work is not moving data across once, it is keeping all of it agreed every day without anyone retyping.

What you already run

What we build

One integration layer

Runs on a schedule, maps your codes to theirs, handles the records that exist in both places, and keeps a log of every sync so a mismatch can be traced instead of argued about.

Get a fixed-price scope

What you get

  • Invoices, payments and contacts land in Dynamics 365 without anyone rekeying them
  • One customer record, not four slightly different ones
  • Job cost and revenue sit together while the job is still open
What We Build

Get data into Dynamics 365 without the typing

Purpose-built dynamics 365 api integration for the scenarios that matter most. Opportunity-to-invoice, account sync, service desk, project handoff, field service and Power BI reporting. Pick a tab to see how yours would take shape.

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.

Capabilities catalogue

Everything we connect to Dynamics 365

Every capability below has been delivered for a real Australian mid-market or enterprise business, from a single D365 Sales-to-Xero opportunity-to-invoice flow to a full Dynamics NAV → Business Central migration with multi-entity reporting. If your scenario is not listed, ask, we build bespoke.

Dynamics 365 Business Central integrations

  • Business Central ↔ HubSpot two-way customer & invoice sync
  • Business Central ↔ Salesforce account & opportunity flow
  • Business Central ↔ Shopify orders & inventory sync
  • Business Central ↔ WooCommerce orders & GST mapping
  • Business Central multi-company configuration & rollout
  • Business Central dimension and posting-group mapping
  • Business Central job/project costing integration
  • Australian GST and BAS preparation against Business Central

Dynamics 365 Finance & Operations integrations

  • Dynamics 365 F&O ↔ external CRM, warehouse and POS systems
  • F&O multi-entity, multi-currency global rollout
  • D365 F&O ↔ EDI partner integration (PO, ASN, invoice)
  • D365 F&O ↔ 3PL / external warehouse real-time inventory
  • Manufacturing module integration with shop-floor systems
  • Procurement & sourcing automation in D365 F&O
  • F&O OData and Data Management Framework custom feeds
  • F&O Power Platform extensions and custom workflows

Dynamics 365 Sales / CRM integrations

  • D365 Sales opportunity → Xero invoice automation
  • D365 Sales opportunity → MYOB invoice automation
  • D365 Sales opportunity → QuickBooks invoice automation
  • D365 Customer Service cases ↔ project tools (Jira, Azure DevOps)
  • D365 Field Service ↔ accounting and inventory systems
  • Custom entity, option set and business-process-flow integration
  • Power Automate replacement with proper Web API integration
  • D365 marketing module ↔ email / campaign platform sync

Dynamics migrations

Power BI + Dynamics reporting

  • Power BI + Dynamics 365 Sales pipeline dashboards
  • Power BI + Business Central financial dashboards
  • Power BI + D365 F&O multi-entity consolidated reporting
  • Combined Dynamics + Xero / MYOB reporting in Power BI
  • Custom Dataverse data-model design for BI consumption
  • Power BI embedded inside Dynamics 365 dashboards
  • Custom dashboard & reporting software on top of Dynamics
  • Executive scorecards across Dynamics + ops + finance data

Dynamics ↔ operational systems

Dynamics 365 connections and specialist work

  • D365 API integration to custom and legacy systems
  • Microsoft Dynamics 365 developer work delivered locally
  • Microsoft Dynamics 365 consultant engagements that end in working software
  • Dynamics 365 operations integration across supply chain and finance
  • Xero Dynamics 365 integration during a staged ERP move
  • Integrate Dynamics 365 with CRM records held elsewhere
  • Dynamics 365 software integration with the tools you already run
  • Dynamics 365 to HubSpot integration for sales and marketing
  • Integrate Dynamics 365 with SharePoint for documents and approvals
  • Dynamics 365 Azure integration for data and identity
  • Dynamics 365 finance integration with reporting rebuilt
  • Integrate Dynamics 365 with Salesforce during a transition
  • Dynamics 365 business software integration across departments
Pricing

How Dynamics 365 integration work gets quoted

No hourly billing, no vague estimates. Here is how a custom d365 integration services build is scoped and priced, from a free 15-minute call to a fixed-price proposal. 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 scope it properly and give you a straight cost view.

Fixed-price quote

Clear scope, fixed price. Covers discovery, build, testing, data migration and go-live. Enterprise-grade custom d365 integration services without enterprise consulting fees.

Phased delivery

Start with opportunity-to-invoice. Add account sync. Then reporting. Each phase delivers value on its own and gets you live faster.

Why HELLO PEOPLE

Ready-made connectors
or a build for your Dynamics 365

Power Automate, Zapier and enterprise iPaaS all claim to solve Dynamics 365 integration. Here's how we compare on the things that actually matter to a CIO or CFO running D365 alongside a mixed AU tech stack.

Concern HELLO PEOPLE Zapier / Maken8n / Self-hostedMuleSoft / Boomi
Setup for the Dynamics 365 API We handle OAuth + Dataverse fields Prebuilt D365 app, basic fieldsYou wire the D365 nodes yourselfWeeks of enterprise onboarding
D365 order to cash to reporting flow Full order to invoice to reporting New record triggers onlyPowerful, you build each stepPowerful, priced accordingly
AU BAS + GST + Business Central fit AU-native, GST codes and BC baked in Generic, misses AU quirksGeneric, you code the rulesGeneric, needs configuration
Ongoing cost One-off + optional support plan Per-operation, foreverSelf-hosted infra + upkeepEnterprise licence
When Dynamics 365 updates the API We patch, no extra charge Wait for Zapier to update the appYou update the D365 flow yourselfSupport-ticket queue
Direct access to the builder Email Kasun, get Kasun Chat support tierCommunity forumEnterprise support tier
Customer, order and reporting data ownership You own it, nothing sits with us Vendor holds middlewareYou own it (self-hosted)Vendor holds middleware
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

We had been limping along with Power Automate flows that broke every few months between Dynamics 365 and Xero. HELLO PEOPLE built a proper Dataverse-backed integration in eight weeks, custom entities, business process flows, the lot. Finance gets invoices automatically and sales sees payment status in the CRM.

CFO Professional services firm · 120 staff, Sydney
How It Works

How a Dynamics 365 integration is planned and built

Every custom d365 integration services build we ship uses the same six-step structure. Discovery and environment audit, data mapping, build, testing, go-live with data migration, then ongoing support through Wave 1 and Wave 2 updates.

  1. Discovery & Environment Audit

    We review your Dynamics 365 environment: custom entities, business process flows, plugins, integrations already in place, and the external systems that need connecting.

  2. Data Mapping & Architecture

    Entity-to-field mapping between Dynamics 365 and target systems. Custom option sets, lookups and business logic documented.

  3. Build

    Integration built using Dynamics 365 Web API and Dataverse. Proper OAuth 2.0 authentication, rate limiting and error handling. No Power Automate shortcuts.

  4. Testing

    Full testing in a Dynamics 365 sandbox environment. Custom entities, business process flows and edge cases validated before going live.

  5. Go-Live & Migration

    Live launch with monitoring. Historical data migration if needed. Cutover plan for teams currently using manual processes.

  6. Ongoing Support

    Dynamics 365 releases updates twice a year (Wave 1 and Wave 2). We keep integrations running through version changes and environment updates.

How it runs today

The ledger is right, but everything gets typed in

  • Someone exports a spreadsheet on Friday and imports it into Dynamics 365 on Monday
  • The same customer exists three times, spelled three ways
  • Nobody can say whether a job made money until the month is closed
  • A sync fails quietly and is found weeks later at reconciliation

After

The typing stops and the numbers agree

  • Invoices, payments and contacts move into Dynamics 365 on their own schedule
  • One record per customer, matched on the rules you set
  • Margin visible while the job is still open, not after it is invoiced
  • Failures raise an alert with the record attached, not a silent gap

Scoped and quoted before you commit. You own the code and the credentials at the end of it.

Get a fixed-price scope
FAQs

What finance teams ask about Dynamics 365

What do microsoft dynamics 365 integration services actually cover?

Custom microsoft dynamics 365 integration services cover the full Dataverse and Web API surface. Sales, Customer Service, Field Service, Business Central and Finance & Operations, plus your external stack (Xero, MYOB, HubSpot, Shopify, Cin7). Data flows both ways, with custom entities and business process flows respected.

Can you connect Dynamics 365 to Xero or MYOB through a dynamics 365 api integration?

Yes. Opportunities become invoices in Xero, MYOB or QuickBooks. Accounts and contacts sync both ways. Payment status flows back into Dynamics so account managers see it in the CRM. Multi-currency and Australian GST handled cleanly.

Do you handle dynamics 365 business central integration as well?

Yes. We build dynamics 365 business central integration for HubSpot, Salesforce, Shopify, WooCommerce and third-party ops systems. Multi-company setup, dimension mapping, posting groups and job costing all supported.

How does a dynamics 365 to xero integration differ 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 a proper dynamics 365 to xero integration using the Dynamics 365 Web API and Dataverse that handles enterprise volumes reliably.

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 mid-market businesses choose a custom d365 integration services partner over off-the-shelf connectors.

How much does a custom d365 integration services project cost?

Pricing depends on the systems involved, the volume of data and the exception cases. You get a fixed-price quote after a 15-minute scoping call. No hourly billing, no surprises, and no enterprise consulting day rates.

How long does a d365 integration company build usually take?

A single integration takes 4 to 8 weeks. Multi-system enterprise setups typically take 8 to 16 weeks. Data migrations from Dynamics NAV, GP or AX to Business Central or D365 F&O run separately, in phases.

Do you support Dynamics 365 update waves for a d365 integration company australia?

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 before your production tenant is upgraded.

Tell us how you use Dynamics 365

Tell us which Dynamics 365 modules you use (Sales, Customer Service, Field Service, Business Central), your custom entities and business process flows, and the external systems that need connecting. We come back with a scope and fixed price for your dynamics 365 api integration.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.