Managed connector · ERP / CRM
Microsoft Dynamics 365
A managed ERP / CRM connector for your SocialHub.AI loyalty program.
The core value of this integration
Microsoft Dynamics 365 activity, on the one verified member.
Connect Dynamics 365 sales orders and customers onto the member record. Dynamics is two products under one name — this connector runs in two modes so it can read from the one that holds your orders.
What this product is
A quick word on Microsoft Dynamics 365.
Microsoft Dynamics 365 is a family of Microsoft business applications. It comes in two forms: Customer Engagement (a CRM for sales and customers) and Finance & Operations (an ERP for orders, finance and supply chain). Retailers use one or both to run their customer and order data.
What data the integration syncs
What flows in, and what it powers.
Sales orders → points
Orders earn points on their total; the order's status decides when it becomes eligible to earn, and a cancellation voids it.
Returns → claw-back
A return with its credit note reverses the points from the original order.
Customers → members
Customer accounts and contacts are matched to the loyalty member by your own customer ID or email — whether your orders live in the CRM (Customer Engagement) or the ERP (Finance & Operations).
Products → catalog
Product records flow into the catalog for category- and product-level personalization.
How the integration works
A managed connector — no code to build.
This is a managed connector you set up in-app under Settings → Data Sources — no engineering project, no custom middleware. Your team enters the connection details, checks it, and previews exactly what would land before anything goes live. It runs on the same governed, secure data pipe as every other source, and every record is matched to the right member — orders that arrive twice are only ever counted once.
Where it stands today
The Customer Engagement (CRM) side is fixture-validated, including how its order statuses map. The Finance & Operations (ERP) side is scaffolded and ready: its order, status and inventory details are confirmed against your environment during onboarding rather than assumed.
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