Yes. InterWeave fully supports integration with Microsoft Dynamics 365, including modules such as Sales, Customer Service, Finance & Operations, and Project Operations, using Dynamics’ secure REST and OData APIs.

Yes. InterWeave provides uni-directional and bi-directional synchronization options for each data object, allowing tailored flows based on business rules.

Common integration objects include:

• Accounts ↔ Customers / Vendors
• Contacts ↔ Contacts / Users
• Opportunities ↔ Quotes / Sales Orders
• Products ↔ Items / Price Lists
• Invoices / Payments
• Activities, Tasks, Cases

The integration is configured via the InterWeave Solutions Portal, where users can:

• Select and map objects and fields
• Define sync direction and conditions
• Create transformation rules
• Schedule flows or execute them manually
• Monitor logs and flow performance

The integration uses secure API access via:

• OAuth 2.0 authorization
• Azure Active Directory (AAD) for token-based authentication
• Dynamics 365 instance URL
• Client ID and Secret (from AAD App Registration)

Yes. InterWeave supports:

• Custom fields in both Creatio and Dynamics 365
• Custom entities (e.g., custom objects for verticals like healthcare or construction)
• Multi-level lookups and complex relationships

You can:

• Use utility flows (NF/NFS) to test individual or small sets of records
• Validate field mappings
• Confirm response from Dynamics 365 APIs
• Use sandbox environments for end-to-end testing

• Scheduled Flows: Automatically run on a schedule (e.g., hourly, every 15 mins)
• Utility Flows: On-demand flows for:
  • Bulk data migration
  • Error correction
  • Date-range sync (e.g., DR/DRS flows)

Yes. InterWeave allows configuration of:

• Multiple environments, each with unique credentials and endpoints
• Seamless migration from staging to production flows
• Environment-specific flow toggling

• All data is encrypted in transit using HTTPS
• OAuth tokens and API keys are securely stored
• Access is restricted by user roles within the InterWeave Portal
• Detailed audit logs are maintained for all transactions

• InterWeave logs every flow and transaction
• Errors are reported with status codes and reason messages
• Failed transactions can be:
  • Reprocessed individually or in bulk
  • Reviewed in detailed error logs
• Alerting and notifications can be configured

Included:

• Onboarding and setup assistance
• Access to the InterWeave Academy for documentation and training
• Optional SmartSupport plan for managed integration services and proactive monitoring
• Ongoing support via ticketing and direct portal messaging

This integration is ideal for:

• Organizations using Creatio CRM and Microsoft Dynamics 365 ERP or Sales
• Teams that require real-time customer, invoice, and opportunity sync
• Enterprises managing multi-departmental or multi-system data integrity

Yes. You can:

• Add/remove objects and fields
• Change flow schedules or sync directions
• Apply new business rules or filters
  All managed through the InterWeave Portal with full version control and rollback.