Each rising enterprise depends on two most important pillars: the system that manages what’s taking place inside, and the one which connects with clients exterior.
For a lot of distributors, Epicor Eclipse handles the primary, whereas Microsoft Dynamics manages the second. However with Dynamics overlaying all the pieces from ERP to CRM, it’s essential to make clear the main focus. Right here, we’re speaking about integrating Eclipse (ERP) with the CRM facet of Microsoft Dynamics, linking back-end operations with front-end relationships.
Alongside the best way, we’ll additionally see how this basis opens doorways for integrating different Dynamics modules throughout gross sales, advertising, and repair.
How To Obtain Eclipse Microsoft Dynamics Integration
Integrating Epicor Eclipse with Microsoft Dynamics may be finished in a couple of other ways. The proper method is determined by how complicated your setup is, how technical your staff is, and the way a lot flexibility you want. Under are the 4 most important methods:
1. Utilizing Connectors (native or third-party)
Connectors are ready-to-use instruments that assist two techniques alternate knowledge with out the necessity for heavy coding. They are often native (out there by means of Microsoft’s ecosystem, like Energy Automate or Azure Logic Apps) or supplied by third-party distributors who specialise in ERP–CRM integrations.
Connectors are probably the most cost-efficient possibility and require minimal technical experience. They’re fast to implement, dependable for normal knowledge flows, and simple to take care of.
Superb for: Small to mid-sized distributors or companies with easy processes who need quick outcomes with out investing in a posh setup.
2. Utilizing an Integration Platform
An integration platform acts because the bridge between Eclipse and Dynamics. It handles knowledge switch, transformation, scheduling, and monitoring, multi functional place.
A very good instance is DCKAP Integrator, a middleware constructed for distributors utilizing ERP techniques like Epicor Eclipse. It already understands widespread ERP and CRM constructions, making it simpler to attach buyer, order, and bill knowledge between techniques.
The important thing benefit is flexibility. You’ll be able to add extra techniques (like eCommerce or PIM) later, handle all integrations from a single dashboard, and mechanically catch errors or duplicate knowledge.
Middleware options provide one of the best long-term worth, barely extra setup effort than connectors, however way more scalable as your enterprise grows.
Superb for: Mid-sized to giant distributors with a number of techniques or evolving digital plans who need dependable integrations with out relying on heavy in-house improvement.
3. Constructing a Customized Integration
Customized integration means constructing your personal hyperlink between Epicor Eclipse and Microsoft Dynamics utilizing their APIs or internet companies. It offers full management over how knowledge strikes, when it syncs, and what logic applies at every step.
This method is versatile but in addition probably the most demanding. It requires builders who perceive each platforms’ APIs, authentication strategies, and knowledge fashions. As a result of the combination is constructed from scratch, it may be completely aligned with your enterprise guidelines however sustaining it over time can develop into expensive and time-consuming.
Customized builds make sense solely when your necessities are very particular or distinctive, and when off-the-shelf or middleware options can’t meet them.
Superb for: Enterprises with complicated or extremely custom-made enterprise workflows, and an in-house technical staff able to constructing and sustaining integrations.
4. File-based Integration (CSV/XML Alternate)
File-based integration is an easy and dependable solution to join techniques that don’t want real-time sync. It really works by exporting knowledge (like buyer or order particulars) from one system right into a flat file (often CSV or XML) after which importing it into the opposite system on a schedule.
For instance, you possibly can export gross sales orders from Eclipse on the finish of every day and mechanically add them into Dynamics. It’s not immediate, but it surely’s predictable and cost-effective.
This method doesn’t want complicated APIs or platforms, making it an excellent start line for smaller groups or legacy techniques. Nevertheless, it’s not very best if your enterprise wants dwell knowledge updates, like real-time stock or buyer visibility.
Superb for: Smaller companies or groups with restricted technical assets preferring easy, scheduled knowledge transfers as an alternative of steady integration.
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Advantages Of Integrating Microsoft Dynamics With Eclipse
Integrating Epicor Eclipse with Microsoft Dynamics brings either side of your enterprise collectively, the operational (ERP) and the customer-facing (CRM). When these two techniques talk seamlessly, your enterprise runs smoother, sooner, and with fewer errors.
Listed here are the important thing advantages:
1. Unified view of shoppers and orders
When your ERP and CRM are disconnected, your gross sales and operations groups work in silos. Gross sales reps won’t see what’s in inventory, and the warehouse staff won’t know which buyer is ready for a precedence cargo.
Integration bridges that hole. It ensures that at any time when a brand new order is positioned in Dynamics, it mechanically displays in Eclipse and vice versa. Your groups see the identical data on the identical time, which implies higher coordination, sooner decision-making, and fewer missed alternatives.
2. Fewer handbook entries and knowledge errors
With out integration, knowledge needs to be entered in each techniques. Which means typing the identical buyer title, deal with, or order particulars twice which not solely takes time but in addition will increase the danger of errors.
With Eclipse Microsoft Dynamics integration, knowledge flows mechanically between techniques. Buyer particulars, pricing, invoices, and stock updates sync in actual time (or on schedule, relying in your setup). That cuts down on handbook work, reduces typos, and prevents expensive mismatches between techniques.
3. Higher buyer expertise
When gross sales and repair groups can immediately see correct buyer data like buy historical past, open quotes, fee standing, or inventory availability, they will reply sooner and extra confidently.
As an illustration, if a buyer calls asking about an order, your staff gained’t want to change between techniques or verify with the warehouse. All the small print are seen in a single place by means of the built-in setup.
4. Actual-time stock and pricing visibility
Eclipse holds your newest stock and pricing knowledge, whereas Dynamics is the place your gross sales staff operates. When the 2 techniques are related, gross sales groups all the time have the newest product availability and worth particulars earlier than closing a deal.
This prevents overselling, pricing discrepancies, and order delays, widespread points when knowledge lives individually. It additionally helps in upselling or cross-selling as a result of the gross sales staff has a transparent view of what’s out there and what’s trending.
5. Smarter forecasting and reporting
With built-in knowledge, your administration staff can see a whole image from gross sales tendencies in Dynamics to stock and price knowledge in Eclipse. That mixed visibility helps in forecasting demand, planning purchases, and figuring out the place margins can enhance.
For instance, you possibly can simply analyse how particular buyer segments are performing, which merchandise transfer sooner, and the way inventory ranges align with demand all from related knowledge.
6. Quicker order-to-cash cycle
When orders, invoices, and funds transfer easily between techniques, your enterprise runs sooner.
An order entered in Dynamics can mechanically set off the success course of in Eclipse, whereas invoicing and fee updates stream again into Dynamics.
Which means much less ready, fewer bottlenecks, and a a lot faster order-to-cash course of.
7. Simpler scalability as your enterprise grows
As your enterprise expands, the necessity for related knowledge solely grows. A well-set integration setup (particularly by means of platforms like DCKAP Integrator) makes it simpler to plug in new techniques with out ranging from scratch.
As a substitute of constructing one-off hyperlinks between every system, your ERP and CRM develop into the muse of your digital ecosystem.
8. Improved staff productiveness and morale
When groups don’t need to chase down knowledge or look ahead to another person to verify an replace, they get extra finished.
Integration reduces repetitive work, builds belief within the knowledge, and frees staff to deal with what they do greatest like promoting, serving, and strategising. It’s a quiet however highly effective enchancment that exhibits up in each effectivity and job satisfaction.
9. Lowered IT and upkeep prices over time
At first, integration might appear to be an funding, however over time it truly saves cash. Sustaining two disconnected techniques with double entries, handbook fixes, and inconsistent knowledge is dearer in the long term.
With an built-in setup, all the pieces syncs mechanically, lowering the necessity for additional IT assist, knowledge cleanups, or system downtime. Middleware platforms like DCKAP Integrator additionally simplify updates and troubleshooting, maintaining upkeep prices predictable.
Use-Circumstances For Eclipse Dynamics Integration
As a result of Dynamics isn’t simply “CRM” however a full suite (Gross sales, Advertising and marketing, Discipline Service, Undertaking Operations, and so on), integrating Eclipse means you’re not simply syncing quotes and orders , you’re enabling end-to-end workflows throughout the enterprise.
By integrating on the proper touch-points, you create that “single supply of reality” throughout buyer, operations, and repair.
Gross sales
A gross sales rep makes use of Dynamics Gross sales to handle leads, alternatives, and quotes. When a quote is accepted, it triggers an order in Eclipse. Stock and pricing particulars from Eclipse seem in Dynamics so the rep quotes possible portions and proper costs. Order standing updates stream again into Dynamics so the rep can see delivery, bill and fee data with out switching to Eclipse.
Profit: Gross sales groups get dwell operational visibility; orders transfer sooner; fewer re-keys and fewer pricing/stock errors.
Advertising and marketing
Advertising and marketing builds campaigns in Dynamics Advertising and marketing utilizing segments based mostly on precise buy historical past from Eclipse (e.g., clients who haven’t reordered in 180 days or purchased a selected product class). The marketing campaign launches, responses are recorded in Dynamics, and when orders comply with these responses, they feed into Eclipse for fulfilment after which sync again to Dynamics for analytics.
Profit: Advertising and marketing makes use of actual knowledge (from Eclipse) not generic lists; measurable ROI; closed loop from marketing campaign → sale → success.
Buyer Service
Customer support brokers in Dynamics Buyer Service deal with assist circumstances, referencing case historical past, guarantee standing, and product particulars pulled from Eclipse. When a alternative order or service order is required, the info is distributed to Eclipse (stock verify, order creation) and updates are synced again to Dynamics so the agent sees real-time fulfilment and bill standing.
Profit: Service staff has full context; sooner decision; fewer hand-offs and fewer duplicated knowledge entry.
Undertaking Operations
For a distributor that does installations or long-term service contracts: Undertaking Operations in Dynamics units venture scope, useful resource schedules, price monitoring. It integrates with Eclipse so components consumed, labour price, and billing milestones can stream between techniques. Invoices originate in Eclipse however venture monitoring stays in Dynamics, synced.
Profit: Tasks hyperlink to operations and finance; correct costing and billing; higher visibility into venture profitability.
Finance
Whereas Eclipse handles operational financials (stock price, orders, AP/AR), integrating it with Dynamics Finance permits centralized reporting and monetary consolidation throughout a number of manufacturers or ERP cases. Information akin to orders, invoices, and funds from Eclipse map into Dynamics Finance for international monetary visibility, budgeting and forecasting.
Profit: Unified monetary view; reduces handbook consolidation; permits higher monetary planning based mostly on operational knowledge.
Provide Chain
Dynamics SCM covers procurement, logistics, stock throughout channels. When linked with Eclipse, stock and order-fulfilment knowledge stream seamlessly: e.g., demand indicators from Dynamics SCM (a number of places) feed into Eclipse’s operations for buying, warehouse administration. Conversely, precise fulfilment and stock ranges from Eclipse feed again into SCM for planning.
Profit: Higher inventory availability, fewer shortages/overstocks, extra environment friendly procurement and fulfilment.
Commerce
For corporations with retail or ecommerce channels: Dynamics Commerce handles front-end gross sales (on-line/in-store) and makes use of built-in knowledge from Eclipse for product catalogues, pricing, inventory availability, order fulfilment. Orders captured in Commerce stream into Eclipse for processing; cargo and bill updates feed again to the Commerce/CRM facet for buyer visibility.
Profit: Seamless buyer expertise throughout channels; back-office supported by ERP; constant pricing and inventory throughout platforms.
Human Assets
Whereas HR may appear much less immediately linked to ERP gross sales/operations, integrating Eclipse with Dynamics HR is beneficial for multi-entity companies. For instance, HR in Dynamics tracks worker price centres, assets, and venture assignments. Information from Eclipse (labor billing, price of products, set up labour) can feed HR/venture price modules, so labor price is assigned appropriately to staff/tasks.
Profit: Labor price alignment; higher useful resource administration; clearer price accounting throughout operations and HR.
Buyer Insights & Unified Information
Integrating Eclipse’s operational knowledge (orders, stock, shipments) with Dynamics Buyer Insights permits an enriched view of every buyer: shopping for patterns, service historical past, and quote-to-order timelines. This unified knowledge permits advertising/service/gross sales groups in Dynamics to personalize outreach, predict wants, and cross-sell extra successfully.
Profit: Deeper buyer understanding; smarter engagement; improved buyer lifetime worth.
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Widespread Challenges And How To Overcome Them
Let’s have a look at the widespread ones and how one can deal with them early on:
1. Information Inconsistency
That is often the very first thing that surfaces. Eclipse and Dynamics usually retailer the identical knowledge in utterly totally different codecs.
As an illustration, one may label a buyer as “ABC Industries Ltd.” whereas the opposite information it as “Cust_12345 – ABC Industries.” When each techniques attempt to sync, mismatches begin piling up like duplicate entries, lacking information, or incorrect updates.
Resolution: To repair this, it helps to begin with a knowledge audit earlier than integration even begins. Clear up duplicates, align naming codecs, and resolve which system must be the “grasp” for every sort of knowledge, for instance, Eclipse may be the supply of reality for stock, whereas Dynamics handles buyer knowledge.
It’s also possible to apply transformation guidelines inside your integration platform so each techniques keep constant even when they use totally different subject codecs or naming conventions.
2. Legacy Techniques and Technical Complexity
A whole lot of distributors utilizing Eclipse have custom-made it over time. Add to that Dynamics’ big selection of APIs and modules, and you’ll see how integration rapidly turns technical.
Some customers have talked about points like outdated Eclipse variations not supporting trendy APIs, or overly complicated subject mapping between each techniques. This stuff don’t make integration inconceivable, they only make it extra delicate.
Resolution: One of the best ways to handle that is by selecting the best integration method.
As a substitute of direct, point-to-point connections (which might simply break when one system updates), use a middleware. Instruments like DCKAP Integrator make this course of easier; they provide built-in knowledge mapping, real-time monitoring, and visible dashboards that assist you catch sync points early.
3. Course of Misalignment and Consumer Adoption
Even when the tech works completely, the actual problem begins when individuals start utilizing the built-in system. Many groups discover their typical workflows altering, gross sales now see stock in actual time, customer support can view delivery particulars, and finance begins relying on synced knowledge.
If these course of shifts aren’t defined effectively, the groups may fall again to outdated habits, creating handbook workarounds or duplicate entries.
Resolution: To forestall that, it’s essential to contain your groups early. Earlier than you go dwell, stroll them by means of what’s altering and why. Clarify the advantages like much less handbook work, sooner entry to knowledge, and fewer errors. It additionally helps to determine “specialists” in every division who can check the system first and assist others modify later. In different phrases, deal with integration like a course of change, not simply an IT venture.
4. Monitoring and Lengthy-Time period Upkeep
Over time, knowledge grows, techniques get up to date, and new fields or modules are added. If nobody’s watching the combination carefully, syncs may begin failing silently, and nobody realises it till a buyer calls asking why their bill is lacking. Because of this monitoring and reporting are important.
Resolution: Arrange dashboards and alerts that present sync success charges, errors, and knowledge stream pace. Middleware instruments often include built-in alerts that notify you when one thing goes improper like a failed knowledge push or a lacking file. It’s also possible to plan for periodic critiques — perhaps as soon as 1 / 4 to verify if the combination nonetheless matches your present enterprise construction.
5. Safety and Information Governance
When you begin connecting techniques, you’re additionally sharing delicate data between them like buyer information, monetary particulars, and stock knowledge. Which means integration ought to all the time be designed with safety and compliance in thoughts.
Resolution: Outline early on which system owns which knowledge. For instance, perhaps Eclipse owns order and pricing knowledge, whereas Dynamics owns buyer particulars. Use role-based entry so solely authorised customers can view or edit sure information. Encryption, audit trails, and periodic entry critiques additionally go a good distance in stopping undesirable surprises.
Key Information Factors To Sync Between Epicor Eclipse And Microsoft Dynamics
When connecting Epicor Eclipse and Microsoft Dynamics, syncing the suitable knowledge retains gross sales, operations, and finance on the identical web page. These are the core knowledge factors that actually make the combination significant.
1. Buyer and Account Data
- Buyer names and IDs
- Billing and delivery addresses
- Contact particulars and communication preferences
- Account sort, phrases, and assigned gross sales reps
Why it issues:
- Ensures gross sales and accounting groups work from the identical buyer profile.
- Avoids duplication and errors when updating information.
- Retains CRM insights aligned with ERP knowledge.
2. Product and Stock Particulars
- Product SKUs, descriptions, and classes
- Pricing and low cost constructions
- Actual-time stock counts and availability standing
Why it issues:
- Helps gross sales reps present correct quotes.
- Prevents overselling or stockouts.
- Helps higher demand forecasting and buying selections.
3. Quotes, Orders, and Invoices
- Quotes created in Dynamics
- Order particulars, together with gadgets, portions, and supply timelines
- Bill standing and fee progress
Why it issues:
- Reduces handbook entry between gross sales and finance.
- Retains clients knowledgeable about order standing in actual time.
- Helps finance groups observe income and excellent invoices sooner.
4. Funds and Monetary Information
- Fee historical past and excellent balances
- Credit score limits and phrases
- Bill due dates and quantities
Why it issues:
- Provides gross sales reps a fast view of account standing.
- Allows smarter selections about extending credit score or providing reductions.
- Improves buyer expertise by stopping billing miscommunication.
5. Service and Help Data
- Order historical past and product serial numbers
- Return, alternative, and guarantee data
- Service tickets and backbone updates
Why it issues:
- Permits sooner concern decision with full order context.
- Builds a 360° buyer view throughout departments.
- Improves after-sales assist and satisfaction.
6. Advertising and marketing and Marketing campaign Information
- Buy frequency and product classes
- Buyer lifetime worth (CLV)
- Responses to promotions or campaigns
Why it issues:
- Allows focused campaigns based mostly on actual buy behaviour.
- Helps advertising measure ROI extra precisely.
- Retains communication related and data-driven.
Why Select DCKAP Integrator For Microsoft Dynamics And Epicor Eclipse Integration
Integrating Epicor Eclipse with Microsoft Dynamics requires extra than simply knowledge mapping; it necessitates a platform that understands the core performance of ERP techniques. That’s the place DCKAP Integrator stands out.
Not like generic middleware or iPaaS instruments that deal with all techniques equally, DCKAP Integrator is constructed with one clear philosophy: the ERP ought to all the time sit on the middle of your enterprise operations, and each different system like CRM, eCommerce, PIM, or market, ought to seamlessly connect with it.
Right here’s what makes it a best choice for ERP-driven companies:
- ERP-Centric Design: Constructed with ERP techniques in thoughts, guaranteeing correct, real-time knowledge stream.
- Low-Code Interface: Simply map knowledge fields and workflows with out deep technical experience.
- Customizable Workflows: Tailor integrations to match your enterprise logic, not the opposite manner round.
- Information Validation and Error Dealing with: Detects and prevents knowledge mismatches earlier than they trigger disruptions.
- Actual-Time Syncing: Retains buyer, order, and stock knowledge constant throughout techniques.
- Scalable Structure: Grows with your enterprise as you add extra techniques or manufacturers.
- Centralized Dashboard: Monitor all integrations in a single place with full visibility.
With its ERP-first method, deep expertise within the distribution and manufacturing sectors, and versatile structure, DCKAP Integrator is the best platform. For those who’re seeking to discover how Epicor Eclipse Microsoft Dynamics integration can streamline your operations, get in contact with us. We’d be glad to indicate you ways a collaboration like this could redefine effectivity for your enterprise.
FAQs
Does Epicor Eclipse assist API integration?
Epicor Eclipse does assist API-based integration, although it’s not as open as some trendy ERPs.
Sometimes, companies join Eclipse by means of customized APIs, database-level entry, or middleware platforms like DCKAP Integrator, which simplify and automate the combination course of.
Some customers additionally leverage ODBC or JDBC drivers for managed knowledge extraction when constructing customized options.
How lengthy does it take to arrange an Eclipse Dynamics integration?
The timeline is determined by the complexity of your techniques:
- Customized integrations might take a couple of months attributable to improvement and testing.
- Connector-based integrations utilizing DCKAP Integrator or related instruments can usually go dwell in a couple of weeks, as most configurations are dealt with visually.
What are some prime alternate options to Microsoft Dynamics 365?
It is determined by what you’re utilizing Dynamics for, ERP or CRM.
ERP Alternate options:
CRM Alternate options:
