„CAESAR7“   Individual. Stable. Functional.    Reliable architecture for building electronic business solutions.
We create
e-shops (B2B / B2C)
reservation systems
dropshipping e-stores
specialized trading systems
Integration with Microsoft Dynamics 365 Sales CRM system: customer relationship management system (CRM)

Integration with Microsoft Dynamics 365 Sales CRM system: customer relationship management system (CRM)

Integration with Microsoft Dynamics 365 Sales CRM System for E-Commerce Platforms: Synchronising your online sales channels with Microsoft Dynamics 365 Sales CRM enables end-to-end automation across customer touchpoints. At „Caesar7“, we build bespoke integrations directly within our e-commerce platform architecture, enabling seamless synchronisation of leads, accounts, quotations, and transaction records via secure REST APIs, SOAP, and structured data exchange channels.
Learn more about our e-business solutions
What is Microsoft Dynamics 365 Sales CRM system?
Microsoft Dynamics 365 Sales is an enterprise-grade customer relationship management (CRM) platform designed to coordinate sales pipelines, contact intelligence, and transaction workflows. When linked with an e-commerce platform, it functions as a single source of truth for customer interactions, lead scoring, and account relationship histories across both digital and physical touchpoints.
Does Caesar7 provide the Microsoft Dynamics 365 licences or setup?
No, „Caesar7“ specializes exclusively in developing custom e-commerce stores and building the software bridges connecting them to external systems. We engineer the dedicated integration modules within our custom platform so your store communicates flawlessly with your existing Microsoft Dynamics 365 Sales environment, but we do not resell Microsoft licensing.
Which integration protocols are supported for Microsoft Dynamics 365?
We build data connectors utilizing whichever protocol your Dynamics deployment requires. This includes Microsoft Web API (REST/OData v4), SOAP web services, Azure Service Bus queues, WebSockets for real-time messaging, and scheduled XML/JSON payload exchanges. Each module is developed natively inside the „Caesar7“ system to guarantee speed and reliability.
Can customer orders and quotes sync bi-directionally?
Yes. When an e-commerce checkout is completed or a quotation request is submitted by a B2B buyer, the data is pushed straight into Dynamics 365 Sales as an active order or opportunity. Conversely, updates to pricing lists, custom discounts, or order fulfilment statuses inside the CRM can be immediately reflected back to the user account in the online store.
How does integration improve B2B customer relationship management?
Integrating your digital storefront with a CRM empowers account managers to monitor order volumes, track pending approval workflows, and tailor credit limits per client tier. Automated segmentation tags sync in real time, granting corporate clients personalized catalogues and pricing negotiated in your sales contracts.
Can custom fields and entities in Dynamics 365 be mapped?
Because we build tailored solutions without restrictive off-the-shelf plugins, „Caesar7“ can map any custom table, custom attribute, or complex workflow logic present in your Microsoft Dynamics 365 instance. Our engineers tailor the data transformer layer to match your precise enterprise specifications.
How does the system handle high-volume order spikes?
Integrations created by „Caesar7“ employ resilient queuing architectures and rate-limiting safeguards. If transaction volume peaks during flash sales or peak trade seasons, payloads are buffered and processed smoothly without degrading storefront performance or hitting Dynamics API request thresholds.
Is customer GDPR and data compliance maintained during data exchange?
All information exchanged between our platform and Microsoft Dynamics 365 Sales travels through encrypted HTTPS connections using modern authentication protocols such as OAuth 2.0. Personal details, consent flags, and marketing preferences are synced reliably in accordance with UK and EU data protection standards.
Can multi-currency and multi-brand stores connect to a single CRM?
Yes. Our bespoke e-commerce platforms can route orders, customers, and leads from distinct regional domains, storefronts, and brand divisions into separate business units or unified ledgers within Microsoft Dynamics 365 Sales, ensuring accurate localized reporting and sales attribution.
What happens if the Microsoft Dynamics 365 API is temporarily unreachable?
The „Caesar7“ integration architecture features automated retry mechanisms, error logging, and alert notifications. If the CRM service experiences downtime, incoming customer transactions and enquiry submissions are safely stored locally in our database and dispatched automatically once connectivity is restored.
More about "Integration with Microsoft Dynamics 365 Sales CRM system: customer relationship management system (CRM)"

Unified Customer Data Across Digital Touchpoints

A modern e-commerce platform must operate in harmony with your core customer relationship management infrastructure. By linking your online store directly with Microsoft Dynamics 365 Sales, every purchase, registration, and inquiry feeds into an organized timeline. At „Caesar7“, our bespoke e-commerce projects are architected so that customer profiles remain continuously synchronised across all sales environments.

This eliminates double data entry and siloed records, providing sales representatives with up-to-the-minute behavioural data, previous purchase records, and direct visibility over customer service requests.

Automated Lead Scoring and Opportunity Workflows

Converting digital visitors into long-term accounts requires timely sales interventions. Integration with Microsoft Dynamics 365 Sales allows e-commerce interactions—such as wholesale registration requests, high-value cart abandonments, or sample orders—to instantly generate qualified leads inside your CRM pipeline.

Through our dedicated business process automation and digitalisation services, „Caesar7“ designs custom event listeners that trigger targeted follow-ups, assigning opportunities directly to dedicated account managers according to product category or regional territory.

Bespoke Architecture Engineered Within Caesar7

Unlike standard off-the-shelf connectors that force your business logic into pre-set moulds, our team engineers integrations natively within the „Caesar7“ framework. We do not insert unstable third-party plugins; instead, our developers write clean, robust modules that talk directly to the Microsoft Dynamics 365 Web API or Enterprise Service Bus.

This methodology ensures high execution speeds, absolute data integrity, and complete freedom to configure custom tables and fields. Discover how our custom system integration and API development creates a bulletproof technical foundation for scaling operations.

More than 200 well-known brands in Lithuania trust our solutions
Read success stories

B2B Quoting, Pricing Tiers, and Order Management

For commercial enterprises operating complex trading conditions, synchronising orders and quotations between platforms is essential. Through custom endpoints, our platforms allow business buyers to request tailored quotes online, which are immediately sent to Dynamics 365 for pricing adjustments and credit checks.

Once approved, updated pricing matrices feed back to the customer's portal. This capability is particularly vital for companies implementing sophisticated B2B sales platforms that require contract-specific price calculations, credit term validation, and streamlined corporate procurement workflows.

Omnichannel Inventory and Account Visibility

When customer records, transaction histories, and inventory updates converge, operational efficiency increases across your organization. Integrating Dynamics 365 Sales with your storefront allows customer support teams to view delivery tracking numbers, order statuses, and payment receipts without leaving the CRM environment.

Coupled with our solutions for order management systems, „Caesar7“ ensures that inventory deductions and catalogue updates propagate immediately across all integrated warehouses and physical points of sale.

Flexible Protocols: REST, SOAP, XML, and WebSockets

Every enterprise technology stack is distinct. Whether your Microsoft Dynamics 365 deployment operates in a multi-tenant cloud environment or connects through private hybrid gateways, „Caesar7“ handles all necessary data interchange standards. We construct high-performance data channels using RESTful APIs, SOAP envelopes, WebSockets for live status feeds, or scheduled XML feeds.

We can also coordinate multi-system synchronisation alongside Microsoft Dynamics 365 ERP systems to ensure accounting, warehouse logistics, and customer relationship records remain perfectly aligned.

Oliver Thornton
Digital Marketing Specialist
Publication date - 1970.01.01
Update date - 2026.09.04
System demonstration
Reports
Orders
Quick actions
Order management
Discounts
Products
Product management
Text editing
Useful information
What is Dynamics 365 Sales?
Microsoft Dynamics 365 Sales is an enterprise CRM delivering pipeline management, lead scoring, and actionable customer relationship intelligence to empower modern sales operations.
Features, Scale & Flexibility
Engineered for mid-market and enterprise businesses, it offers modular subscription tiers, multi-entity customization, automated sales funnels, and deep Microsoft ecosystem synergy.
Integration Methods & Formats
We link platforms via Microsoft Dataverse Web API (REST/OData), SOAP, WebSockets, or XML/JSON streaming, ensuring high-speed, secure, and bidirectional real-time synchronisation.
How Caesar7 Delivers Results
„Caesar7“ builds bespoke integrations directly within our custom platforms, drawing on experience from complex projects like Florinus, LLLParts, and Luminet to deliver scalable solutions.
Provided services with the solution
Highly demanded services and features
MAINTENANCE AND SUPPORT

Components   —   Consulting   —   Administration   —   Dedicated Manager    —   Proactive Monitoring
Our technical maintenance plans are customized to suit the specific requirements of each project, and project maintenance is guided by strong SLAs (Service Level Agreements). When forming a maintenance contract, team members are assigned to your project to guarantee the attentive operation of your e-commerce project.  Technical maintenance encompasses proactive project monitoring and update development.

BACKUP

We offer various backup methods for each project. Essential data is regularly stored on external servers. Backups include databases, system files, documents, and static files. Storing data on external servers helps ensure that information remains secure and accessible even in unforeseen circumstances.

FLEXIBILITY, SCALABILITY

We started developing this project after identifying a need for quality tools for custom order programming in the market. Our unique, self-developed system reflects our commitment to innovation, simplicity, flexibility, and independence.

HOSTING, SERVERS

We carefully select secure and reliable data centres and server providers to host your e-commerce projects safely. Our in-house team of server maintenance specialists ensures optimal system performance.

SYSTEM UPDATES

We prioritize continuous improvement and security. Our system is regularly updated to meet the latest security and functionality standards. We incorporate the most sought-after features to make business processes easier and faster.

ADDITIONAL SERVICES

We focus on improving internal business processes, analyzing the market and competitors, and creating analytical data and reports. We also provide training on using the system and its new features, testing everything on various devices and in different environments, and offer consulting and tool development for expanding into new markets. Additionally, we develop social media integrations and advertising tools.

EXTERNAL PARTNERS

We collaborate with trusted branding, design, marketing, and strategy specialists. This collaboration allows us to offer our clients solutions that reflect our team's strengths and the specialized skills of our partners. As a result, we ensure high-quality final products in a rapidly evolving digital environment.