Integrate Dynamics 365 Sales with SAP Business One: simple, fast, secure

Would you like to have consistent and accurate customer data in Dynamics 365 Sales and SAP Business One at all times without any IT projects? That’s exactly what MARINI is for.

Data integration made simple

With MARINI, the integration of Dynamics 365 Sales and SAP Business One is ready to use in just a few days and grows flexibly with your requirements.

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SAP C4C Logo – CRM Integration
  • Simple: The intelligent no code interface makes integrations immediately transparent and controllable and includes logs, monitoring, and alerts.
  • Fast: Changes are synchronized in real time between Dynamics 365 Sales and SAP Business One. Your company benefits right away from consistent data.
  • Secure: EU based GDPR compliant hosting, ISO certified data centers, and governance mechanisms provide maximum reliability.

And the best part: we handle the integration for you. Our experts set up your Dynamics 365 Sales SAP Business One interface on your behalf or together with your team.

Important note: The video shows the integration of HubSpot with SAP C4C. Of course, connecting to Dynamics 365 Sales with SAP Business One and many other systems is also possible.

Your sales team works in Dynamics, your finance team in SAP B1. Who actually has the full picture?

Dynamics 365 Sales is the CRM system for sales teams that use Microsoft 365 daily and want to close deals faster with AI-powered insights. SAP Business One is the ERP system for small and medium-sized enterprises, unifying finance, purchasing, inventory, and sales under one roof.

The Dynamics 365 Sales SAP Business One Integration connects both worlds in real-time. Customers, items, prices, quotes, and orders flow automatically to where they’re needed. Your sales team sees inventory levels and invoice status directly in the CRM. Your accounting department receives sales orders from Dynamics without manual reconciliation. One customer view for everyone, from lead to invoice.

What does the Dynamics 365 Sales SAP B1 interface actually do?

The integration enables bidirectional real-time synchronization between Dynamics 365 Sales and SAP Business One.
Here are six scenarios where it really delivers value:

Customer master data synchronizes automatically. Business Partners from SAP B1 appear as Accounts and Contacts in Dynamics, with all relevant data. When sales changes something in the CRM, it lands in SAP. Vice versa as well. One truth, no duplicate data entry.

Leads from Dynamics become quotes in SAP. Qualified lead in CRM, opportunity won, quote created. With one click, it becomes a Sales Quotation in SAP Business One. Your finance team immediately sees what’s coming their way.

Items and prices come directly from the ERP. Items and Price Lists from SAP B1 are available in Dynamics. Your sales team creates quotes with real item numbers and current prices, without having to ask or guess.

Orders automatically land in the ERP.
Orders from Dynamics 365 CRM become Sales Orders in SAP Business One in real-time.
The order-to-cash process starts without media breaks. Warehouse, shipping, invoicing run immediately.

Invoice status becomes visible in the CRM. Outstanding items, payment receipts, overdue invoices: your sales team sees directly in the Account what the financial situation looks like. Proactive customer communication instead of embarrassing inquiries.

Inventory levels transparent for sales. Inventory from SAP B1 synchronizes into the CRM. Your sales team only promises what can be delivered. No disappointments, no escalations.

From Integration to Results

The use cases on this page are not theoretical, but implementing them requires experience. You can set up integration and data management yourself through MARINI’s no-code interface, or have our team configure it for you. For implementation in your systems, we work collaboratively with you and your service providers. If you don’t yet have a suitable service provider, we’re happy to recommend an appropriate partner from our network.

Andreas Gozian, Chief Sales Officer at MARINI

What does the Dynamics 365 Sales SAP Business One connection mean for your company?

For: C-Level, Executive Management, Business Development

End-to-end quote-to-cash without system breaks. From opportunity in CRM to invoice in SAP, everything runs automatically. No delays, no lost orders, shorter cash conversion cycles. Your sales team becomes faster, your finance department more relaxed.

One customer view instead of fragmented data. Sales, finance, and operations work with the same information at the same time. Decisions are based on facts, not assumptions or outdated exports. You see the real customer lifetime value.

Scalable without IT effort. The integration grows with your company. New fields, additional objects, changed processes – we adapt them flexibly. No custom code graveyards, no months-long release cycles.

Why business departments love the Dynamics 365 Sales SAP B1 connection

For: Marketing, Sales, Customer Success, Operations

Sales sees what’s really happening. Outstanding items, delivery dates, inventory levels: everything directly in the CRM. No Excel lists, no inquiries to accounting. Your sales team can finally sell instead of research.

No more duplicate data entry. Customer data changes in CRM or ERP, doesn’t matter where: the other side learns immediately. Address changes, new contacts, changed terms. Enter once is enough.

Create quotes with real data. Items, prices, availability come directly from SAP Business One. Your sales team creates quotes that are accurate. No renegotiations, no embarrassing corrections.

Customer success reacts proactively. Invoice status visible in CRM: you notice immediately when a customer doesn’t pay or is dissatisfied. Before it escalates, you can act.

How the Dynamics 365 Sales SAP Business One integration works technically

For: IT, Development, System Architects, Admins

Modern APIs on both sides. Dynamics offers a Web API (OData v4), SAP Business One the Service Layer (REST/OData). MARINI uses both natively, without middleware overhead. Authentication via OAuth 2.0 for Dynamics and session-based auth for SAP B1.

Bidirectional mapping with field rules. You define which fields flow in which direction. Custom fields, validations, transformations: all possible. Conflicts are resolved according to your rules, not by chance.

Change tracking and event-based synchronization. Dynamics supports webhooks, SAP B1 polling via Service Layer. MARINI detects changes in real-time and synchronizes only what’s necessary. No batch runs overnight, no outdated data.

On-prem and cloud simultaneously. SAP Business One often runs on-premises or hybrid. MARINI connects on-prem systems too, without you having to install anything there. Secure connection via encrypted channels, EU hosting included.

Maximum Security and Stability

Business-critical data deserves maximum reliability. At MARINI, security isn’t an add-on—it’s our lived standard. Our security architecture at a glance:

  • GDPR-compliant and legally secured (including Swiss revDPA)
  • ISO 27001-certified data centers
  • Multiple daily backups across multiple locations
  • Incident response and recovery plans
  • Continuous monitoring and personal tech support

This keeps your central data infrastructure stable, protected, and scalable at all times. Together, we’ll find the right integration and tailor it precisely to your requirements.

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Frequently Asked Questions about Dynamics 365 Sales SAP Business One Integration

Typically we synchronize Accounts and Contacts (as Business Partners), Leads, Opportunities, Sales Quotations, Sales Orders, Products (Items), Price Lists, and Invoices. Custom Entities in Dynamics and User-Defined Fields in SAP B1 can also be mapped. Which objects are relevant for you, we clarify in the kickoff.

Both are possible. Accounts, Contacts, and Products we typically synchronize bidirectionally. Sales Orders usually flow from Dynamics to SAP B1, invoice status from SAP to Dynamics. You decide which direction makes sense for which object. Field rules control conflicts and validations.

Yes, MARINI also connects on-prem systems without requiring you to install anything there. The connection is made via the SAP Business One Service Layer via encrypted channel. Prerequisite: The Service Layer is installed and accessible from outside (e.g., via VPN or firewall rule). We clarify this in the technical preparation.

You determine which system wins in case of conflict (e.g., “SAP B1 is master for addresses, Dynamics for communication preferences”). MARINI detects conflicts in real-time, resolves them according to your rules, and logs all changes. In monitoring you see immediately if something unexpected happens.

Real-time. Dynamics 365 Sales supports webhooks, for SAP B1 we use polling via Service Layer (configurable, typically every 1-5 minutes). Changes in CRM land in ERP within seconds and vice versa. No batch runs overnight, no outdated data.

No. MARINI is no-code, you configure mappings, field rules, and validations via a graphical interface. MARINI takes over the complete setup if desired or works together with your team (co-creation). Monitoring, alerts, and logs run automatically. For adjustments you don’t need code.

The integration of our marketing automation (Evalanche) and Salesforce via MARINI takes our data quality to a new level and provides the basis for successful account-based marketing.

Tobias Henneke
Tobias Henneke
Marketing Data Analytics & Transformation Lead
Forvis Mazars

With MARINI, we use a reliable interface between our existing ERP system and HubSpot. The data exchange works seamlessly and delivers tangible added value in our day-to-day operations. We are particularly impressed by the platform’s clear structure as well as the direct and straightforward communication with the support team.

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Shane Bauser
Performance Marketing Manager
Alber GmbH

MARINI is our preferred partner for HubSpot integrations into complex system landscapes—technically strong, reliable, and ideal for joint projects.

Oliver Schneeberger
Oliver D. Schneeberger
CEO
itelligy - digital experts GmbH & Co. KG

From Data to Growth

We support you in integrating Dynamics 365 Sales and SAP Business One. Personalized. Tailored to your goals.