CRM integration and software development

Turn disconnected tasks into a traceable business process.

What should flow between CRM and ERP?

We identify where customer, product, quote, order, invoice and collection data originates. Each field has an authoritative source, transfer direction and update rule. The goal is to provide the right information when teams need it, rather than copy every record everywhere.

Example workflow: quote to collection

This is an illustrative workflow. The actual design depends on product APIs and your business rules.

Custom .NET solutions

We develop customer portals, business applications and background services when standard screens do not meet the need. We assess existing product capabilities before adding custom code. Access control, traceability, understandable errors and maintainability are part of the design. AI integrations also require decisions about data sharing, human approval and output validation.

What do we check before delivery?

We test field mappings, related records, date and number formats, duplicate handling and transfer failures. We assess data volumes and system limits. Go-live planning defines transfer order, rollback and monitoring responsibilities. Deliverables may include mapping documentation, acceptance scenarios and operational notes.

The Dataverse Web API provides a REST interface for applications to work with Dataverse data. Microsoft Learn — Dataverse Web API

Define the scope in an initial discussion

Start with the systems to connect, one example workflow and approximate daily transaction volume. Product licenses, access permissions and third-party service costs are considered separately in the proposal.