Automating Data Workflows in Dynamics 365 CRM and ERP

Streamline Business Operations by Automating Data Workflows in Dynamics 365 CRM and ERP

Automation isn’t just about saving time—it’s about eliminating repetitive, error-prone data tasks so your team can focus on what matters most. If you’re using Microsoft Dynamics 365 CRM or ERP, automating data workflows can streamline operations, reduce errors, and accelerate your business processes.

Let’s explore how automating data workflows in Dynamics 365 CRM and ERP works, and how KingswaySoft and Microsoft Power Platform can help you build seamless, automated data processes.

Want a powerful, performant no-code data integration tool?

Learn more about KingswaySoft’s SSIS Integration Toolkit and Integration Gateway for automating data workflows in Dynamics 365 CRM and ERP.

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Why Automating Data Workflows in Dynamics 365 CRM and ERP Matters

Manual tasks such as importing spreadsheets, syncing records between systems, or updating transaction details can be automated in Dynamics 365 CRM and ERP. Automation reduces manual labor, eliminates errors, keeps systems in sync, and speeds up reporting and decision-making.

Key benefits of automating data workflows in Dynamics 365 include:

Reduced manual data handling
Improved data accuracy
Real-time system synchronization
Faster business decisions

Scheduled Data Synchronization in Dynamics 365 CRM and ERP

Some data tasks follow predictable schedules. Whether it’s importing online orders overnight or refreshing financial data each morning, Dynamics 365 CRM and ERP automation ensures consistency.

Example: Use SQL Server Integration Services (SSIS) with KingswaySoft to automate ETL processes at scheduled intervals.
Result: Automatically sync data across platforms like e-commerce, CRM, and Dynamics 365 ERP, saving hours every week.

Real-Time Event-Driven Automation in Dynamics 365 CRM and ERP

Sometimes, waiting for a scheduled job isn’t an option. Real-time data workflow automation ensures changes are reflected instantly across systems.

Example: KingswaySoft’s Integration Gateway captures data changes using webhooks and instantly updates Dynamics 365 CRM and ERP.
Result: Customer records, transactions, and inventory levels stay current, improving accuracy and customer service.

Using Power Automate to Automate Data Workflows in Dynamics 365

Microsoft Power Automate allows users to automate lightweight data tasks in Dynamics 365 CRM and ERP without writing code.

Examples include:

Create finance records when sales orders are approved.
Send email alerts when large transactions are recorded.
Copy records between Dynamics 365 Sales and Business Central automatically.

For larger, high-volume integrations, KingswaySoft’s SSIS Integration Toolkit offers better control, scalability, and cost-effectiveness compared to transaction-based Power Automate fees.

How Automating Data Workflows Improves Data Quality

Manual data entry is prone to errors and inconsistency. Automating data workflows in Dynamics 365 CRM and ERP eliminates these risks.

Fewer errors: Automated processes follow consistent rules.
Data validation: Clean, structured data with built-in validations.
Speed: Tasks that took hours can now be completed in seconds.

Case Study: Real-World Success with KingswaySoft

The Andrew Sykes Group reduced their daily data integration time from 20 minutes to 90 seconds using KingswaySoft’s SSIS Integration Toolkit for Dynamics 365 ERP and CRM data workflows.

Learn more: Andrew Sykes Group Case Study

How to Start Automating Data Workflows in Dynamics 365 CRM and ERP

If you’re still manually exporting and importing data, now is the time to automate.

Steps to begin:

Identify repetitive daily or weekly tasks.
Select the right tool: Power Automate for light jobs, KingswaySoft for complex workflows.
Choose between scheduled or event-driven automation.
Test thoroughly and monitor performance to ensure success.