SmartIntegration Platform for CRM
Creatio to
MS Dynamics
Integration
Architecture
Creatio REST API
D365 OData v4 REST
Azure AD OAuth 2.0
Business Central REST
Bi-directional
Multi-entity
InterWeave SmartSolutions provides real-time, configurable, bi-directional integration between Creatio CRM and Microsoft Dynamics — synchronising customers, contacts, opportunities, orders, invoices, GL entries, and payment data across Dynamics 365 Finance & Operations, Business Central, Dynamics Sales/CRM, and legacy Dynamics platforms.
Connect Creatio to D365 F&O via OData v4 REST with Azure AD authentication, or to Business Central via OAuth 2.0 — with full AR and AP coverage, multi-entity routing by dataAreaId, financial dimensions, and complete Quote-to-Cash automation.
2–4wk
Standard implementation
AR+AP
Full AR & AP — all editions
4+
D365 editions supported
Creatio ↔ InterWeave ↔ MS Dynamics — integration flow
Creatio CRM
REST API
⇄
InterWeave
SmartHub · Real-time
⇄
MS Dynamics
F&O · BC · Sales · Legacy
AR + AP object mappings
Account / Contact⇄CustomerV3 / Customer
Opportunity / Order→SalesOrderHeaderV2
Products⇄ReleasedProductV2
Account / Contact→VendorV2 (AP)
iObject⇄CustInvoiceJournal
Payment Status←CustPaymJourLine
Dynamics editions supported
D365 F&O
OData v4 REST
Business Central
OAuth 2.0 REST
D365 Sales
Dataverse API
AX · GP · NAV
Legacy adapters
↺
Bi-directional real-time sync
AR+AP
Full AR + AP — all editions
2–4wk
Standard implementation
100%
Configurable — no custom coding
Edition feature details
Detailed feature coverage —
every edition.
Every edition ships with full AR and AP coverage — documented per edition so you know exactly what Dynamics objects and workflows are included from day one.
Edition 01 — Professional
Accounts Receivable & Accounts Payable
Foundational AR + AP for D365 F&O, Business Central & Dynamics Sales
Accounts Receivable
Creatio Account/Contact → Customer / Job (CustomerV3)
Creatio Account/Contact → Projects
Creatio Opportunity/Orders → Sales Orders (SalesOrderHeaderV2)
Creatio Opportunity/Orders/Invoices → Invoices (CustInvoiceJournal)
Creatio Opportunity/Orders → Sales Receipts
Creatio Opportunity/Orders → Estimates
InterWeave iObject → Payments (CustPaymJourLine)
InterWeave iObject → Payment Received
InterWeave iObject → Credit Memo (CustFreeInvoice)
Creatio Products → Items (ReleasedProductV2)
Connection & Error Management, Log Viewer
Automatic email/IM notification on error
Accounts Payable
Creatio Account/Contact → Vendors (VendorV2)
Creatio Opportunity/Orders → Purchase Orders (PurchaseOrderHeaderV2)
InterWeave iObject → Bills / AP Invoices
InterWeave iObject → Vendor Credits
InterWeave iObject → Deposits
InterWeave iObject → Checks / Payments
InterWeave iObject → Credit Card Charge
InterWeave iObject → Bill Payment (VendPaymJourLine)
InterWeave iObject → Statement Charges
Creatio Products → Items (ReleasedProductV2)
Connection & Error Management, Log Viewer
Automatic email/IM notification on error
iObject is InterWeave-generated for this Solution
Edition 02 — Enterprise
AR/AP + Multi-entity & Multi-cloud
AI-powered automation — multi-entity D365, financial dimensions & dataAreaId routing
All Professional Edition features, plus:
Multi-currency — configurable per transaction and Dynamics legal entity
Composable price books — multiple pricing structures across Creatio and D365
Multiple legal entities via
dataAreaId routing (F&O) or company routing (BC)Financial Dimensions — Business Unit, Department, Cost Centre, Project
Multi-Cloud Integration — multiple InterWeave Nodes simultaneously
Multiple Financial Applications — Dynamics alongside other ERP systems
AI-powered workflow automation and adaptive sync routing
Legacy Dynamics support — AX 2012 (AIF), GP (eConnect), NAV (OData v3)
Edition 03 — Ultimate
AR/AP + GL + Advanced Inventory + Add-ons
Enterprise-grade, generative AI-driven — the complete Creatio ↔ MS Dynamics solution including GL, Supply Chain & Revenue Recognition
All Enterprise features, plus GL & Advanced
InterWeave iObject → Account (Chart of Accounts / MainAccount)
InterWeave iObject → Journal Entry (LedgerJournalTable)
InterWeave iObject → Time Tracking
Combination of Buttons and Flows for Creatio UI triggers
Inventory — ReleasedProductV2, InventAvailabilityByProduct (ATP)
Supply Chain modules — F&O Finance, Supply Chain Management
Generative AI-driven integration intelligence
Predictive analytics and financial forecasting
Additional Solutions Available
Credit Card & ACH Payment Gateway integration
Custom Payment Portal for customer self-service
eCommerce Gateway — Shopify, Magento, WooCommerce & more
Inventory Management Integration — multi-location, FIFO, serial/lot
Revenue Recognition — ASC 606 / IFRS 15 automation
Priority support & dedicated success manager
iObject is InterWeave-generated for this Solution
Microsoft Dynamics platform coverage
Every Dynamics edition.
One integration partner.
InterWeave supports the full Microsoft Dynamics family from Creatio — each connected via its native API, with full AR and AP coverage and the OData entity names that matter for your deployment.
Dynamics 365 Finance & Supply ChainOData v4 REST
Azure AD app registration with OAuth 2.0 client credentials — no username/password storage
AR —
CustomerV3, SalesOrderHeaderV2, CustInvoiceJournal, CustPaymJourLineAP —
VendorV2, PurchaseOrderHeaderV2, VendPaymJourLineMulti-entity routing via
dataAreaId — each Creatio Account routed to correct D365 legal entityFinancial Dimensions — Business Unit, Department, Cost Centre, Project mapped from Creatio fields
GL —
MainAccount, LedgerJournalTable (Ultimate Edition)Dynamics 365 Business CentralOAuth 2.0 REST
OAuth 2.0 via Azure AD — standard Business Central REST API endpoints
AR — Customer, SalesOrder, SalesInvoice, SalesPayment, Item
AP — Vendor, PurchaseOrder, PurchaseInvoice, Payment (iObject)
Multi-company BC environments — configurable company routing per Creatio Account
Dimensions (Cost Centre, Project, Department) mapped to Creatio custom fields
Item availability and ATP inventory levels synced back to Creatio product records
Dynamics 365 Sales / CRMDataverse API
Dataverse Web API with Azure AD authentication for Dynamics 365 Sales
Accounts, Contacts, Leads, Opportunities, and Activities synchronised bidirectionally
Cross-CRM scenarios — Creatio as primary, D365 Sales as secondary (M&A, partner data)
Configurable system-of-record rules per entity to prevent circular update loops
Quote and Order objects mapped bidirectionally between both CRM platforms
Phased migration bridge — support for Creatio ↔ D365 Sales transition scenarios
Legacy Dynamics (AX · GP · NAV)Legacy adapters
Dynamics AX 2012 — AIF (Application Integration Framework) web services
Dynamics GP — eConnect SDK or direct ODBC database access
Dynamics NAV — OData v3 web services or NAS connector
On-premise agent for GP/NAV — outbound HTTPS only, no inbound firewall changes needed
Migration bridge for legacy → D365 transition with parallel sync and data alignment
Historical data pull from legacy Dynamics into Creatio for 360° reporting
// Azure AD Authentication
All D365 F&O and Business Central connections use Azure AD app registration with OAuth 2.0 — no username/password storage. InterWeave holds client credentials securely; all tokens are short-lived and never persisted beyond session scope.
// Multi-Entity & dataAreaId Routing
Route different Creatio Accounts to different D365 legal entities via
dataAreaId or Business Central company IDs. Multi-currency with automatic conversion. Regional tax rules and localisations supported.// Financial Dimensions
Business Unit, Department, Cost Centre, and Project financial dimensions from D365 F&O and Business Central are mapped to configurable Creatio custom fields — providing full dimensional reporting from CRM data.
Editions & pricing
Choose your edition.
Three editions for the Creatio ↔ MS Dynamics integration, plus the SmartTracks service charge — covering the configuration, training, and support hours for your initial deployment.
Edition 01
Professional
Foundational, intelligent data synchronisation — full AR and AP coverage for D365 F&O, Business Central, and Dynamics Sales from day one.
$7,499/year
+ Configuration, Training and Support charges
Full AR: Accounts → CustomerV3, Orders → Invoices
Full AP: Accounts → VendorV2, Orders → Purchase Orders
iObject → CustPaymJourLine (payment writeback)
Products ↔ ReleasedProductV2
D365 F&O, Business Central & D365 Sales
Error Management, Log Viewer, email/IM alerts
Real-time and scheduled batch sync
Most Popular
Edition 02
Enterprise
AI-powered automation — multi-entity D365 routing via dataAreaId, financial dimensions, multi-currency, and legacy Dynamics support.
$9,499/year
+ Configuration, Training and Support charges
Everything in Professional
Multi-entity via
dataAreaId / BC company routingFinancial Dimensions — BU, Dept, CC, Project
Multi-currency & composable price books
Multi-Cloud Integration, multiple nodes
AI-powered workflow automation
Legacy Dynamics — AX, GP, NAV adapters
Custom field & object mapping
Edition 03
Ultimate
Enterprise-grade, generative AI-driven — AR/AP plus GL, Advanced Inventory, Supply Chain, Revenue Recognition, and add-on solutions.
$13,499/year
+ Configuration, Training and Support charges
Everything in Enterprise
GL: iObject → MainAccount & LedgerJournalTable
Time Tracking integration
Supply Chain & Inventory modules
ASC 606 / IFRS 15 Revenue Recognition
Payment Gateway & Custom Portal add-ons
Generative AI integration intelligence
Priority support & dedicated success manager
SmartTracks Service Charge — Creatio to MS Dynamics
InterWeave SmartTracks — Service Charges
The service charge covers all Editions and includes the configuration, training, and support hours needed to deploy your Creatio ↔ MS Dynamics integration using the InterWeave SmartTracks template. The Creatio ↔ Dynamics service charge is $4,500, reflecting the additional complexity of Dynamics platform configuration and Azure AD setup compared to simpler ERP connectors.
$4,500
/ service charge (all editions)
What's included
Only Standard Objects in Creatio integrated
Two hours of Project Management included
Up to three Zoom Meetings included
No Additional Solutions selections (standard scope)
Maximum of two InterWeave Profiles
Service hours breakdown
Configuration — 6 hours
Training — 4 hours
Support — 6 hours
Total: 16 hours of expert service time
Solutions that complement
SmartPortal
The SmartPortal
48+ integrated Merchant Service Providers — customer self-service invoice management and payment.
Payment Processing
Payment Processing
Payment Processing Solutions — US & Canada and International markets.
eCommerce
eCommerce
44+ eCommerce platforms — real-time inventory, order and customer sync to Creatio & Dynamics.
International Payments
International Processing
International Payment Processing with TransferMate — enhanced rates, global banking, reconciliation.
Data objects & mappings
What gets synced — every object.
Standard mappings cover the full AR and AP lifecycle with D365-specific OData entity names. All mappings are configurable to your exact Creatio field names and Dynamics object structure.
| Creatio Object | Direction | D365 Entity (OData) | Module / Notes |
|---|---|---|---|
| Account / Contact | ⇄ Bi-directional | CustomerV3 | AR · dataAreaId legal entity routing; CustomerNo writeback to Creatio |
| Account / Contact | → To D365 | Projects / ContactPersonV2 | AR · Projects and Contact Person entities; role mapping configurable |
| Opportunity / Order | → To D365 | SalesOrderHeaderV2 | AR · Triggers on Closed Won; line items, taxes, discounts mapped |
| Opportunity / Order / Invoice | → To D365 | CustInvoiceJournal | AR · Posted invoice journal; invoice number writeback to Creatio |
| Products | ⇄ Bi-directional | ReleasedProductV2 | AR + AP · Multi-currency pricing; unit of measure and item group configurable |
| iObject (Payment) | ← From D365 | CustPaymJourLine | AR · Settlement writeback to Creatio Opportunity and Order in real time |
| iObject (Credit Memo) | ⇄ Bi-directional | CustFreeInvoice | AR · Credit notes sync to Creatio account/order records |
| Account / Contact | → To D365 | VendorV2 | AP · Accounts and Contacts mapped as D365 Vendors |
| Opportunity / Orders | → To D365 | PurchaseOrderHeaderV2 | AP · Purchase Orders with line items from Creatio Orders |
| iObject AP | ⇄ Bi-directional | Bills / VendPaymJourLine | AP · iObject handles Bills, Vendor Credits, Deposits, Checks, CC Charges |
| iObject Ultimate | ⇄ Bi-directional | MainAccount / LedgerJournalTable | GL · Ultimate Edition — Chart of Accounts and Journal Entries |
Integration capabilities
How the integration works.
InterWeave provides the data structure, workflow logic, and security for fast, reliable, configurable synchronisation between Creatio and Microsoft Dynamics.
01
// Quote-to-Cash Automation
A Closed Won Opportunity in Creatio automatically generates a Quote, Sales Order, or Invoice in Dynamics. Line items, pricing, taxes, and discounts flow seamlessly. Payment updates from Dynamics (partial or full) sync back to Creatio for real-time sales visibility.
02
// Full AP Integration
Every edition includes complete Accounts Payable — Creatio Accounts/Contacts map to D365 VendorV2, Orders to PurchaseOrderHeaderV2. The iObject mechanism handles Bills, Vendor Credits, Deposits, Checks, and Bill Payments (VendPaymJourLine) bidirectionally.
03
// Real-Time & Event-Driven
Real-time sync for critical Closed Won, invoice, and payment events. Batch processing for large datasets. Event-driven Creatio workflow triggers launch Dynamics syncs automatically. Hybrid approach balances speed with D365 API performance.
04
// Historical Data Migration
InterWeave supports initial bulk migration from Creatio or Dynamics to align historical records. Deduplication tools and cross-reference keys ensure clean matching across both systems. After migration, integration continues in real-time or batch mode.
05
// 100% Configurable
Business rules, conditional logic, approval flows, and field transformations adjusted without custom coding. Define system-of-record rules per object — Creatio for customers/opportunities, Dynamics for financial data. Multi-currency and tax handling configurable.
06
// Error Monitoring & Retries
Transaction-level logging for each record processed. Error queues with automated retry capability. Dashboard visibility into throughput, latency, and success/failure rates. Automatic email or IM notification to admins when any error is detected.
Security & reliability
TLS/SSL Encrypted
All data transfers between Creatio, InterWeave, and Dynamics use TLS/SSL encryption. No sensitive financial data exposed in transit at any point in the integration flow.
Azure AD Auth
All D365 F&O and Business Central connections authenticated via Azure AD OAuth 2.0 — no username/password storage, short-lived tokens, full Azure AD audit trail.
PCI-DSS + SOC 2
PCI-DSS, SOC 2, and industry best-practice security model. Payment tokens replace card data — sensitive payment information never stored in Creatio or Dynamics.
Version-Compatible
InterWeave maintains version-compatible adapters for both Creatio and Dynamics APIs — upgrade assurance with ongoing support across all platform releases and updates.
ROI benefits
What customers experience.
The measurable ROI benefits customers see after deploying the Creatio ↔ MS Dynamics integration from InterWeave.
✏️
No Duplicate Entry
Eliminate manual re-entry between Creatio and Dynamics for AR and AP. One record, automatically propagated to both systems — saving finance and sales team time daily.
⚡
Faster Quote-to-Cash
Closed Won → D365 Invoice in seconds. Faster billing, faster collections, faster financial close — from first deal to reconciled payment in Dynamics.
✅
Improved Data Accuracy
Products, quantities, financial dimensions, and taxes mapped from Creatio to Dynamics exactly — eliminating transcription errors and reducing billing disputes.
📊
Audit-Ready Compliance
Complete transaction-level audit trail across Creatio and Dynamics. Exportable logs for financial close, regulatory compliance, and internal audit requirements.
🎯
Sales & Finance Aligned
Real-time payment and invoice status visible to sales in Creatio. Finance sees full CRM context in Dynamics. One shared truth — no reconciliation lag between teams.
Frequently asked questions
Creatio ↔ MS Dynamics
FAQs.
Common questions about the InterWeave Creatio to MS Dynamics integration — covering D365 editions, AR/AP objects, Azure AD, multi-entity, and implementation timelines.
01 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 Sales/CRM). Customer, contact, opportunity, order, invoice, and payment data flow seamlessly across both systems — eliminating manual re-entry and keeping both CRM and ERP synchronised.
02 Which Microsoft Dynamics editions are supported?
- Dynamics 365 Business Central — SMB ERP via OAuth 2.0 REST API
- Dynamics 365 Finance & Operations — Enterprise ERP via OData v4 REST with Azure AD
- Dynamics 365 Sales / CRM — via Dataverse Web API
- Dynamics GP, AX, NAV — legacy editions via AIF, eConnect SDK, or OData v3
Each integration is tailored to the chosen Dynamics environment with full field-level mapping.
03 What objects are typically integrated between Creatio and Dynamics?
- Accounts / Customers / Vendors — AR and AP entity mapping
- Contacts —
ContactPersonV2with role mapping - Leads / Opportunities ↔ Quotes / Orders / Invoices —
SalesOrderHeaderV2,CustInvoiceJournal - Products / Price Lists —
ReleasedProductV2 - GL Entries, AR/AP, Payment Schedules — Ultimate Edition
- Subscription Billing and Payment Transactions — via InterWeave Payment Gateway add-on
04 Can the integration be customised for our unique business processes?
Yes. Unlike rigid connectors, InterWeave is 100% configurable — business rules, conditional logic, approval flows, and field transformations adjusted without custom coding. For complex needs, InterWeave provides configuration tools plus optional professional services. Multi-entity dataAreaId routing and financial dimensions are configurable per Creatio Account.
05 How is data synchronised — real-time or batch?
- Real-time sync for critical transactions — new orders, payments, status updates
- Scheduled batch sync for large datasets — e.g. nightly invoice sync
- Event-driven triggers — Closed Won Opportunity in Creatio → Invoice in Dynamics
Organisations can combine modes to balance speed and D365 API performance.
06 How does InterWeave handle duplicates or conflicts?
InterWeave provides configurable master system rules and field-level precedence:
- Creatio as system of record for customers and opportunities
- Dynamics as master for financial data
- Last-write-wins or custom reconciliation workflows available
Conflict handling is logged and flagged for review in the InterWeave Dashboard.
07 What about historical data migration between Creatio and Dynamics?
InterWeave supports initial migration and ongoing synchronisation. 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 both systems without duplicating existing records.
08 How secure is the integration?
- PCI-DSS, SOC 2, and industry best practices
- Azure AD OAuth 2.0 for all D365 F&O and Business Central connections — no username/password storage
- TLS/SSL encryption for all data in motion
- Payment details tokenised via InterWeave Payment Gateway — never stored in Creatio or Dynamics
09 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 or IM — for failed syncs and detected errors
10 Can InterWeave integrate payments and billing into this flow?
Yes. With the InterWeave SmartPayment Gateway, you can extend the integration to process:
- One-time payments from Creatio directly
- 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: 2–4 weeks — SmartTrack templates accelerate deployment vs custom API development
- Customised implementations: 6–12 weeks — heavy custom fields, workflows, multi-entity integrations
12 What is the pricing model?
Subscription-based (annual) by edition: Professional ($7,499/yr), Enterprise ($9,499/yr), Ultimate ($13,499/yr) — all plus the SmartTracks service charge of $4,500 (16 hours: 6 configuration + 4 training + 6 support). Add-ons available for Payment Gateway, multi-entity, Supply Chain, and Inventory Management.
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 Creatio version updates and Microsoft Dynamics 365 release cycles.
14 How do we monitor ongoing ROI of the integration?
- Reduction in duplicate data entry between Creatio and Dynamics
- Faster quote-to-cash cycles — Closed Won to D365 invoice in seconds
- Improved accuracy of financial and CRM data
- Time saved in reconciliation and reporting across both platforms
- Increased customer satisfaction with real-time payment and order visibility in Creatio
InterWeave provides reporting and audit logs to help quantify these benefits.
Videos & resources
See it in action.
Watch InterWeave videos covering Creatio to Microsoft Dynamics integration, payment gateway, eCommerce, and Business Central.
Creatio to Microsoft Dynamics Integration
Full walkthrough — InterWeave SmartSolutions
The InterWeave Payment Gateway for Creatio
Credit card, ACH & eCheck inside Creatio CRM
InterWeave eCommerce & Creatio Integration
Connecting your online store to Creatio CRM
Mastering Payment Integration with Creatio
Deep dive — Creatio & payment provider setup
Creatio & MS Business Central Integration
InterWeave SmartSolutions — BC walkthrough
More videos on our YouTube channel
Creatio ↔ MS Dynamics — start today
Creatio and Dynamics.
Fully connected.
Deploy the InterWeave Creatio to MS Dynamics integration and automate your full AR and AP workflows — from Closed Won to reconciled payment, across D365 F&O, Business Central, and legacy Dynamics.
D365 F&O · BC · Sales · Legacy
Full AR + AP integration
2–4 week implementation
$4,500 service charge
Azure AD OAuth 2.0