Integrate weclapp with Dynamics 365 Sales: simple, fast, secure

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

Data integration made simple

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

HubSpot Logo – CRM Platform Integration
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 weclapp and Dynamics 365 Sales. 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 weclapp Dynamics 365 Sales 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 weclapp with Dynamics 365 Sales and many other systems is also possible.

Sales and ERP: Why are they still working separately?

weclapp is a cloud-based ERP system for small and medium-sized businesses with integrated inventory management, CRM, e-commerce connectivity, and accounting. Dynamics 365 Sales is Microsoft’s CRM platform for sales with AI-powered insights and native Microsoft 365 integration.

The weclapp Dynamics 365 Sales integration connects sales activities with operational order processing in real time. Customers, contacts, opportunities, products, and orders flow bidirectionally. Sales teams work with current prices and inventory levels, while order fulfillment and accounting experience no delays.

What does the weclapp Dynamics 365 Sales interface enable?

The integration eliminates the typical gap between sales system and ERP.

Synchronize customer data end-to-end. Accounts and Contacts from Dynamics 365 Sales are created as Customers and Contacts in weclapp. Bidirectionally: changes in accounting or service immediately reach sales. No more duplicate data maintenance.

Turn opportunities into orders. As soon as a deal is marked as won in Dynamics 365, a Sales Order is automatically created in weclapp. Delivery dates, prices, and payment terms flow along. The sales process no longer ends in an Excel list.

Provide products and prices from the ERP. Articles and Price Lists from weclapp are available in Dynamics 365. Sales works with current conditions, not outdated calculations. Quotes are reliable.

Display invoice status in the CRM. Open items, payment receipts, and dunning status from weclapp appear directly in the Dynamics 365 Account. Sales can communicate proactively before problems escalate.

Manage quotes bidirectionally. Quotes from Dynamics 365 are saved as Quotations in weclapp. Changes by the inside sales team flow back to the CRM. Both teams work on the same document.

Make inventory visible to sales. Inventory from weclapp informs sales about availability. Delivery dates are based on real data, not guesswork. Customer satisfaction increases.

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 integration bring to management?

For: C-Level, Management, Business Development

End-to-end quote-to-cash. Everything runs automatically from opportunity to invoice. No more breaks between sales and fulfillment. Cash flow accelerates because orders are invoiced faster. You gain time for strategic decisions.

Transparency over open items. Your sales team sees which customers are overdue before they accept the next order. Risk management becomes preventive instead of reactive. Bad debt measurably decreases.

Scalability without effort. Both systems are cloud-based and GDPR-compliant. New employees immediately work with current data. Growth is not slowed by manual processes.

What do departments gain from the integration?

For: Marketing, Sales, Customer Success, Operations

Sales works with real prices. No more outdated calculations. Products and Price Lists from weclapp are available in Dynamics 365. Quotes are immediately reliable, renegotiations become less frequent.

Inside sales and field sales synchronized. Changes to orders or delivery dates flow in both directions. Customers get consistent information, no matter who they call. Duplicate inquiries disappear.

Use inventory for commitments. Sales sees in real time what’s available. Delivery dates are based on facts, not hope. Customer satisfaction rises, returns decrease.

Customer Success acts proactively. Open invoices and support tickets from weclapp appear in the Dynamics 365 Account. You identify problems before customers churn. Upselling becomes more targeted.

How does IT benefit from the weclapp Dynamics 365 Sales integration?

For: IT, Development, System Architects, Admins

Both APIs are ready to use. weclapp offers a REST API, Dynamics 365 Sales uses OData v4. MARINI connects both without additional installation in the systems. No code needed in weclapp or Dynamics.

Bidirectional mapping without conflict. You define direction, fields, and priority per object. Custom Attributes in both systems are supported. Change Tracking in Dynamics guarantees that only changes flow.

Webhooks for real-time synchronization. Both systems provide webhooks. MARINI reacts immediately to changes, without polling. Your servers remain unloaded, data is always current.

Centralized monitoring and error handling. Logs, alerts, and dashboard in MARINI. You see which objects were synchronized and where validations triggered. No black box, no midnight hotfixes.

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 weclapp Dynamics 365 Sales Integration

Typically, Customers and Contacts from weclapp flow as Accounts and Contacts to Dynamics 365 Sales. Opportunities become Quotations or Sales Orders in weclapp. Articles and Price Lists from weclapp are available in Dynamics 365. Invoice status and open items can also be synchronized. Custom Attributes are supported in both systems.

Yes. You can decide per object whether data flows in one direction only or bidirectionally. Typically, customer data is bidirectional, while products and prices are mastered in weclapp and opportunities from Dynamics 365 Sales become orders in weclapp. MARINI resolves conflicts according to your rules.

No. MARINI offers a no-code interface for mapping, field rules, and validation. weclapp and Dynamics 365 Sales adapters are ready to use immediately. Your IT defines the logic with clicks, without writing code in the systems. For more complex transformations, MARINI Full-Service is available.

In real time. Both systems provide webhooks that MARINI uses. As soon as an Account is changed in Dynamics 365 or an order is created in weclapp, the information flows immediately. No polling, no delay. You can also define intervals if desired.

Yes. MARINI hosts exclusively in the EU, the data center is ISO 27001 certified. Both systems, weclapp and Dynamics 365 Sales, are cloud-based and GDPR-compliant. Personal data never leaves the EU unless you configure it otherwise.

MARINI offers duplicate detection and conflict rules. You define which system is authoritative for which field. Validations trigger before erroneous data is transferred. Logs show you which objects were rejected and why. Your data quality remains high.

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

We have been working with MARINI for a long time and are very satisfied with the collaboration. We particularly appreciate their high level of flexibility, excellent communication, and fast response to our requirements. The platform integrates seamlessly into our dynamic environment and helps us achieve our goals efficiently. MARINI is a reliable partner, and we recommend them without reservation.

Tobias-Zimmer-Jahr-Media
Tobias Zimmer
Director Digital
Jahr Media

Data is only the gold of the digital age when it is integrated and consistently translated into decisions. That is exactly what MARINI stands for: we connect data sources, make data actionable, and enable purpose-driven, model-based analytics—fully aligned with the principles of Robotic Selling.

Prof. Dr. Bernd Skiera
Prof. Dr. Bernd Skiera
Co-founder Marini Systems and Professor for E-Commerce at Goethe University Frankfurt
Goethe University Frankfurt

From Data to Growth

We support you in integrating weclapp and Dynamics 365 Sales. Personalized. Tailored to your goals.