Anaplan to Microsoft Dynamics 365 CRM

Connect your JSON, XML or EDI files from your customers to your CRM by using Alumio's integration solution.

Integrate Anaplan ERP to Microsoft Dynamics 365 CRM by using Alumio's iPaaS driven by our Symfony integration solution.

Connect Anaplan to Microsoft Dynamics 365 CRM

Connect Anaplan files to Microsoft Dynamics 365 CRM

Create a seamless integration experience with Alumio
We’ve observed their significant growth in the ERP market, the potential they have individually, and the fact that Anaplan and Microsoft Dynamics 365 CRM work very well together. Let’s see how easy we could integrate Anaplan to Microsoft Dynamics 365 CRM, so you can open up a wild range of possibilities for your business.

why we choose Anaplan

Anaplan is a modeling an enterprise planning platform for Sales, Finance, HR, IT, Marketing, and Supply Chain teams. Streamline your business processes and operations with Anaplan.

to integrate to Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 for Customer Engagement is ideal for companies, to provide customers with an optimal experience. This enables creating of a long-lasting relationship based on trust and knowledge. The Customer Relationship Management (CRM) part within Microsoft Dynamics 365 provides you with an opportunity to grow by offering a great basis for more effective sales, positive customer experience, better service, and smart marketing.

Alumio is the leading 'no-code integration platform as a service for digital commerce. Alumio's iPaaS (Platform as a Service) offers integration templates for Anaplan and Microsoft Dynamics 365 CRM, to kickstart your project and to have your basic connections up and running in no-time. Alumio's tooling allows you to adjust these integration templates and to create extra data routes via the user-interface. With Alumio's integration solution, your connection scales with your business.

Alumio is the leading 'no-code' integration platform as a service for Microsoft Dynamics 365 CRM to get Anaplan files imported and connected. As a Symfony iPaaS Alumio opens the door to no-code integration solutions for your business. Alumio's tooling allows you to use and adjust your Anaplan import templates. With Alumio's integration solution, your integration scales with your business needs.

How does the Anaplan - Microsoft Dynamics 365 CRM work?

How does the Anaplan - Microsoft Dynamics 365 CRM synchronization solution work?

Offer your business an unique connection to arrange the connection and authentication to Anaplan and Microsoft Dynamics 365 CRM.
Plug-in Anaplan to Microsoft Dynamics 365 CRM API
This connector connector offers an unique connection to manage the connection and authentication to both Anaplan and Microsoft Dynamics 365 CRM.
Plug-and-play connect Microsoft Dynamics 365 CRM API Alumio offers an off the shelf feature to integrate to the API of Microsoft Dynamics 365 CRM CRM. Very simple via the interface of Alumio. Plug-and-play connect!
Plug-and-play connect Anaplan API The connector connects to the API and arranges all technical stuff such as oAuth2 authentication, requesting refresh tokens, handling security, etc. These integration templates help you to kickstart your connection because a lot of work is already done.

Plug-in Anaplan to Microsoft Dynamics 365 CRM API

This connector connector offers an unique connection to manage the connection and authentication to both Anaplan and Microsoft Dynamics 365 CRM, and protocols like sFTP and OCI Punch-out.

Plug-and-play sync Anaplan files from servers (sFTP) or integrate to OCI Punch-out.

Alumio offers an off the shelf feature to integrate to fileservers when customer pushing the Anaplan files to a file server, to read attachments (Anaplan files) from emails or to integrate the OCI Punch-out protocol. These connections can be created via the interface of Alumio. Plug-and-play integrate your Anaplan files

Plug-and-play integrate Microsoft Dynamics 365 CRM API

The connector integrates to the Application Programming Interface (API) of Microsoft Dynamics 365 CRM and arranges all techinicalities such as, oAuth2 authentication, requesting refresh tokens, handling security, etc. These connector templates help you to kickstart your connection where a lot of work is already done.

Data routes delivered by the Anaplan - Microsoft Dynamics 365 CRM connector
Connector templates are re-usable working connections for certain data formats, where the transformers and mappers to adjust the data have been saved as a template. These integration templates help you to kickstart your connection because a lot of work is already done.

The Anaplan - Microsoft Dynamics 365 CRM connector also delivers a set of data routes (as can be seen in the right column.) Its design studio features allow you to customize data routes to match your specific Microsoft Dynamics 365 CRM configuration.

Import template for Anaplan formats can be re-used

You can create mappings for your Anaplan formats, which can be saved as integration templates. These templates are re-usable working connections for certain data formats, where the transformers and mappers to adjust the data can be saved as a re-usable template. These integration templates help you to kickstart your connections for other customers because a lot of work is already done.

Installation and customization
To test the connection you only need to fill in your credentials for the REST APIs of Anaplan and Microsoft Dynamics 365 CRM to activate the connection between Anaplan and Microsoft Dynamics 365 CRM.

Installation and customization

To test the connection you only need to fill in your credentials for the REST APIs of Microsoft Dynamics 365 CRM and, if used, for the OCI Punch-out protocol or used fileserver (sFTP) to active the synchronization between Microsoft Dynamics 365 CRM and your Anaplan files.

Connect ERP Anaplan to CRM Microsoft Dynamics 365 CRM using Alumio’s iPaaS integration plugin
Connect CRM Microsoft Dynamics 365 CRM to ERP Anaplan using Alumio’s iPaaS integration plugin
"Plug-in Anaplan - Microsoft Dynamics 365 CRM using our connector template."

"Synchronize your Anaplan files to Microsoft Dynamics 365 CRM"

Plug-in API Anaplan and Microsoft Dynamics 365 CRM

Plug-in Anaplan files to the API of Microsoft Dynamics 365 CRM

Alumio has created a connector template that integrates to Microsoft Dynamics 365 CRM Application Programming Interface (API) and several protocols to export or import Anaplan files. This API-led integration strategy makes sure that your business benefits from a standardized and optimized connection, that evoles alongside the Microsoft Dynamics 365 CRM platform. The only thing you have to do is map the data from your Anaplan files. Alumio provides an IT-landscape that eradicates data silos, to create an integration platform as a service ready for future growth, and provides your business with a normalized data entity so that you can integrate any tool at any given time.

The Anaplan connector template is available for kick-starting your project. Alumio has created a so-called integration template that integrates the Application Programming Interface (API) of Anaplan This API-led integration strategy makes sure that your business benefits from a standardized and optimized connection, that evolves alongside Anaplan Microsoft Dynamics 365 CRM. The only thing you have to do is map the data from your other API (endpoint) Microsoft Dynamics 365 CRM

The Microsoft Dynamics 365 CRM connector for Anaplan automatically synchronizes data entities between Microsoft Dynamics 365 CRM and Anaplan. The API-based connection allows for data available in Microsoft Dynamics 365 CRM, such as contacts, targets, quotes, deals, notes, and meetings to be connected to Anaplan ERP.

Alumio provides an IT-landscape to get rid of data silos, creates an integration platform as a service ready for future growth, and provides your business with a normalized data entity so that you can integrate any tool any time.

Anaplan - plugin is available for:

No items found.

- Microsoft Dynamics 365 CRM plugin is available for:

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Anaplan - Microsoft Dynamics 365 CRM

Alumio offers connection capabilities and configuration templates between Anaplan and Microsoft Dynamics 365 CRM for the following data entities:

Alumio delivers pre-built connectors to plug and play connect the API’s of these endpoints.  

Alumio is the leading flexible low-code integration platform for digital commerce. It offers pre-built connectors to plug and play connect the API’s of these endpoints to kickstart your project.

Alumio's tooling allows you to use and adjust the data routes that are available in the 'pre-built templates’ but also allows you to create new data routes.

Download the fact sheet and discover which data routes are delivered within the connector templates and platform configurations.

Alumio delivers connectors to plug and play connect the API’s of these endpoints.  

Alumio is the leading flexible low-code integration platform for digital commerce. It offers connector templates to plug and play connect the API’s of these endpoints to kickstart your project.

Alumio's tooling allows you to use and adjust the data routes that are available in the integration templates but also allows you to create new data routes.

Download the fact sheet and discover which data routes are delivered within the connector templates and platform configurations.

Do you have Anaplan however, are considering another CRM solution?

Do you have Anaplan, but are you considering another CRM solution?

Please choose one of the following integrations.

Anaplan to Pandadoc integration.
Anaplan to Salesforce integration.
Anaplan to SugerCRM integration.
Anaplan to Teamleader integration.
Anaplan to Zoho CRM integration.
Alumio iPaaS prevent data silos and a tangled IT landscape

Without Alumio iPaaS

Do not create a tangled IT landscape
  • Data silos. A lot of custom code or third-party connections result in data silos.
  • Lack of visibility. Custom solutions have different levels of ability to monitor, which results in notification problems when issues occur.
  • Negative business impact. Problems are not being notified and are troublesome to resolve, resulting in lost orders and disappointed customers which is detrimental to business.
  • Not secure and compliant. Complex integrations are not conducive to being compliant with privacy regulations nor to establish a secure IT ecosystem.
  • Future-dead. In this complex combination of integrations, it is not possible to add and connect new software to existing software without having a long and expensive IT project
Customizable interfaces with Alumio iPaaS

With Alumio iPaaS

Normalized entity of data
  • Scalable and interchangeable. Fast and seamless connectivity to apps, databases with simplified data exchange.
  • Happy customers. Always on top of problems with Alumio's monitoring and notifications cockpit.
  • Save time for senior developers. You can create 90% of the integrations without the help of senior developers. Meaning they can focus on architecture and custom coding.
  • Customizable interfaces without compromise. Front-office and back-office success rely on reliable integrations.
  • Easily connect legacy software. Connect to older, legacy software without getting headaches.
"Alumio makes us much more responsive, allowing us to provide the most up-to-date product information, regardless of the channel."
Alumio iPaaS Integration Platform

Why Alumio?

A summary of reasons and benefits

Future-proofing with a scalable infrastructure and software interchangeability.

Fast integration reduces time-to-market and connecting new software and data sources easily.

High performance service with 360° monitoring and no custom-code.

Security and compliance integrations and data exchange, in accordance with privacy regulations, such as GDPR.

"The Alumio integration platform gave us the ability scale our business, reaching our high ambitions. We’re now ready for the future."
- Obelink

Do you have Microsoft Dynamics 365 CRM, but are you considering another ERP solution?

Do you have Microsoft Dynamics 365 CRM, but are you considering another ERP solution?

Please choose one of the following integrations.

XL-ENZ to Microsoft Dynamics 365 CRM integration.
Sage to Microsoft Dynamics 365 CRM integration.
SAP to Microsoft Dynamics 365 CRM integration.
NetSuite to Microsoft Dynamics 365 CRM integration.
Microsoft Dynamics 365 to Microsoft Dynamics 365 CRM integration.
Exact to Microsoft Dynamics 365 CRM integration.

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