Creatio to MS Dynamics Integration by InterWeave
The SmartIntegration Platform for CRM
Professional Edition
Foundational, intelligent data synchronization for seamless connectivity and efficiency in growing teams. Emphasizes smart, intuitive setup
- + Configuration, Training and Support charges
Enterprise Edition
AI-powered automation and adaptive workflows for optimized operational intelligence and prescriptive actions. Highlights intelligent, self-optimizing processes.
- + Configuration, Training and Support charges
Ultimate Edition
Enterprise-grade, generative AI-driven integration and predictive analytics for transformative insights and future-proof digital ecosystems. Conveys a highly advanced, cognitive integration hub.
- + Configuration, Training and Support charges
Professional Edition
Professional Edition
Accounts Receivable
- Creatio Account/Contact to Customer/Job
- Creatio Account/Contact to Projects
- Creatio Opportunity/Orders to Sales Orders
- Creatio Opportunity/Orders/Invoices to Invoices
- Creatio Opportunity/Orders to Sales Receipts
- Creatio Opportunity/Orders to Estimates
- InterWeave iObject to Payments
- InterWeave iObject to Payment Received
- InterWeave iObject to Credit Memo
- Creatio Products to Items
- Connection and Error Management and Monitoring, Log Viewer
- Automatic email or IM notification if error detected
- Note: iObject is InterWeave generated for this Solution
Accounts PAYABLE
- Creatio Account/Contact to Vendors
- Creatio Opportunity/Orders to Purchase Orders
- InterWeave iObject to Bills
- InterWeave iObject to Vendor Credits
- InterWeave iObject to Deposits
- InterWeave iObject to Checks
- InterWeave iObject to Credit Card Charge
- InterWeave iObject to Bill Payment
- InterWeave iObject to Statement Charges
- Creatio Products to Items
- Connection and Error Management and Monitoring, Log Viewer
- Automatic email or IM notification if error detected
- Note: iObject is InterWeave generated for this Solution
Enterprise Edition
Enterprise Edition
Enterprise Edition - Accounts Receivable/Accounts Payable
- All the features from Professional Edition
- Multi-currency, Compostable price books, Multiple company files
- Multi-Cloud Integration, Multiple Nodes integrated
- Multiple Financial Applications integrated
Ultimate Edition
Ultimate Edition
Ultimate Edition - Accounts Receivable/Accounts Payable plus Advanced Inventory
- All the featues from Enterprise Edition
- InterWeave iObject to Account (COA)
- InterWeave iObject to Journal Entry
- InterWeave iObject to Time Tracking
- Combination of Buttons and Flows
- Additional Solutions available:
- Credit Card, ACH Payment Gateway
- Custom Payment Portal
- eCommerce Gateway, Inventory Management Integration
- Note: iObject is InterWeave generated for this Solution
Service Charges
Service Charges
InterWeave SmartTracks clarifications
- Only Standard Objects in Creatio integrated
- Two hours of Project Management included
- Up to three Zoom Meetings included
- No Additional Solutions selections
- Maximum of two InterWeave Profiles
- Service Charges:
- o Configuration – 6 hours
- o Training – 4 hours
- o Support - 6 hours
The SmartPortal
The SmartPortal
Configurable integration Solution with over 48 integrated Merchant Services Providers.
- + Configuration, Training and Support charges
Payment Processing
US & Canada
Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.
- + Configuration, Training and Support charges
International
Payment Processing Solutions for your CRM. Innovative. Secure. Integrated.
- + Configuration, Training and Support charges
eCommerce
eCommerce
eCommerce Solutions integrated with your CRM. Innovative. Secure. Integrated.
- + Configuration, Training and Support charges
Creatio to MS Dynamics FAQs
1. What does InterWeave enable between Creatio and Microsoft Dynamics?
InterWeave SmartSolutions provides real-time, configurable, bi-directional integration between Creatio CRM and Microsoft Dynamics (365 Finance, Business Central, GP, NAV, AX, or Dynamics CRM). This ensures customer, contact, opportunity, order, invoice, and payment data flow seamlessly, eliminating manual re-entry and keeping both systems synchronized.
2. Which Microsoft Dynamics editions are supported?
InterWeave supports:
- Dynamics 365 Business Central (SMB ERP)
- Dynamics 365 Finance & Operations (Enterprise ERP)
- Dynamics 365 Sales/CRM
- Dynamics GP, AX, NAV (legacy editions still in use)
Each integration is tailored to the chosen Dynamics environment with full field-level mapping.
3. What objects are typically integrated between Creatio and Dynamics?
Core, pre-built mappings cover:
- Accounts / Customers / Vendors
- Contacts
- Leads / Opportunities ↔ Quotes / Orders / Invoices
- Products / Price Lists
- GL Entries, AR/AP, Payment Schedules
- Subscription Billing and Payment Transactions (if using InterWeave Payment Gateway add-on)
Custom fields and custom objects can also be mapped.
4. Can the integration be customized for our unique business processes?
Yes. Unlike rigid “one-size-fits-all” connectors, InterWeave is 100% configurable. Business rules, conditional logic, approval flows, and field transformations can be adjusted without custom coding. For complex needs, InterWeave provides configuration tools plus optional professional services.
5. How is data synchronized — real-time or batch?
Both options are available:
- Real-time sync for critical transactions (new orders, payments, status updates).
- Scheduled batch sync for large data sets (e.g. nightly invoice sync).
- Event-driven triggers (e.g. Closed Won Opportunity in Creatio → Invoice in Dynamics).
Organizations can combine modes to balance speed and performance.
6. How does InterWeave handle duplicates or conflicts?
InterWeave provides configurable master system rules and field-level precedence. Options include:
- Creatio as the system of record for customers/opportunities.
- Dynamics as master for financial data.
- Last-write-wins or custom reconciliation workflows.
Conflict handling is logged and flagged for review in the InterWeave dashboard.
7. What about historical data migration between Creatio and Dynamics?
InterWeave supports initial migration and ongoing synchronization. Historical accounts, invoices, and transactions can be imported via bulk loaders and aligned with Creatio records. Deduplication and cross-reference keys ensure clean matching across systems.
8. How secure is the integration?
InterWeave adheres to PCI-DSS, SOC 2, and industry best practices. Sensitive data (like payment details) is tokenized or routed directly to processors (via InterWeave Payment Gateway), ensuring Creatio and Dynamics do not store raw payment data. All data in motion is encrypted (TLS/SSL).
9. How does InterWeave handle errors and monitoring?
- Transaction-level logging with success/failure states.
- Error queues with retry capability.
- Dashboard visibility into throughput, latency, and exceptions.
- Configurable alerts (email, in-app) for failed syncs.
This ensures issues are visible and correctable quickly.
10. Can InterWeave integrate payments and billing into this flow?
Yes. With the InterWeave Smart Payment Gateway, you can extend the integration to process:
- One-time payments
- Recurring/subscription billing
- ACH/eCheck transactions
Payment status flows back into both Creatio (CRM visibility) and Dynamics (financial reconciliation).
11. How long does a Creatio ↔ Dynamics implementation typically take?
- Standard templates can be configured in 2–4 weeks.
- Customized implementations (heavy custom fields, workflows, multi-entity integrations) may take 6–12 weeks.
Timelines vary with complexity, but InterWeave’s templates accelerate deployment compared to custom API development.
12. What is the pricing model?
- Subscription-based (Annual) for the InterWeave platform and connectors.
- Professional Services for setup, configuration, testing, and go-live.
- Add-ons (e.g., Payment Gateway, multi-system hubs) are available at additional cost.
Costs scale by edition: SmartEssentials, SmartAdvanced, SmartElite, depending on transaction volume and functionality.
13. Will future upgrades in Creatio or Dynamics break the integration?
No. InterWeave maintains version-compatible adapters for both Creatio and Dynamics APIs. Customers benefit from upgrade assurance — ensuring integrations continue working across platform updates.
14. How do we monitor ongoing ROI of the integration?
Customers typically measure ROI by:
- Reduction in duplicate data entry
- Faster quote-to-cash cycles
- Improved accuracy of financial and CRM data
- Time saved in reconciliation and reporting
- Increased customer satisfaction with real-time payment/order visibility
InterWeave provides reporting and audit logs to help quantify these benefits.
Creatio to Microsoft Dynamics Integration
The InterWeave Payment Gateway for Creatio
The InterWeave eCommerce & Creatio Integration
Mastering Payment Integration with Creatio & your Payments Provider
Creatio & MS Business Central Integration with InterWeave SmartSolutions
