Introducing the Alumio Route Builder
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Promised dates and order status flow from Epicor into Microsoft Dynamics 365 CRM, so whoever takes a customer's call can answer it instead of forwarding the question to somebody with an ERP login.
A customer rings to ask where their order is and the person taking the call cannot see it. Epicor knows, but sales works in Microsoft Dynamics 365 CRM, so the question becomes an internal message and the answer arrives tomorrow. Meanwhile the CRM fills up with notes reconstructing what the ERP already knew. The Epicor to Microsoft Dynamics 365 CRM integration puts order status, promised dates and service history on the record, and is deliberate about what does not go there, because a CRM record carrying everything becomes a report nobody reads.
DATA THAT FLOWS BETWEEN THEM
Customer accounts
Open orders
Order status
Promised dates
Service history
Item prices
A salesperson reads Epicor order status on the Dynamics 365 CRM record, so a delivery question is answered while the customer is on the phone rather than after an internal message.
Only the Epicor fields a conversation actually needs reach the CRM, so a record answers a question in seconds instead of becoming something somebody has to scroll through first.
Dynamics 365 CRM can refuse an incoming record on its own rules, so Alumio reports that refusal with the rule involved rather than leaving anybody to assume the update landed.
Past visits and open issues from Epicor sit on the CRM account, so an account conversation starts from what has happened rather than from the last note somebody typed.
A customer asks when an order will arrive. The salesperson reads the Epicor status and promised date on the Dynamics 365 CRM record and answers directly, instead of forwarding the question to somebody with an ERP login.
Before a review, open Epicor orders and recent service history are read alongside CRM activity, so the conversation starts from what the customer bought and what went wrong rather than from logged calls and notes.
A won opportunity creates the Epicor customer from details already captured in Dynamics 365 CRM, so the account is set up a single time and nobody keys an address that somebody else has already entered correctly.
Alumio sits between sales channels and fulfillment systems as a governed integration backbone. Orders are routed, transformed, and validated, while status updates return to every channel.
Authenticate your systems using Alumio's pre-built connectors. Choose from 200+ connector packages in the marketplace, plus unlimited custom integrations.
Define how data fields map between systems in a visual interface. Adjust formats, enrich records, and apply business logic, no custom code required.
Configure flows to run in real time on events, on a schedule, or both. Reduce manual data entry and let Alumio handle movement and transformation between systems.
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Once your first integration is live, adding your ERP, PIM, WMS, or CRM connects to the same hub. Existing flows keep running. No rebuilding from scratch.
A support ticketing system is the usual third, because a customer's open issues rarely live in either the ERP or the CRM and yet decide how a conversation should go. Alumio holds those connections centrally and reuses the account matching already configured, so a ticket, an order and a CRM record describe one customer rather than three overlapping ones.
Yes, and which fields land on the record is the decision worth making first. Alumio maps named Epicor values to named Dynamics 365 CRM fields, so status, promised date and open issues reach the record while cost and routing detail stay in the ERP. That scoping is what keeps a record answerable at a glance rather than exhaustive.
No, this is configured rather than coded. What reaches the CRM is decided in a form: which Epicor statuses matter, which date counts as the promised one, and where each of them lands on the record. That replaces the custom field somebody adds under pressure and never documents. Where a status has to be derived from several Epicor values at once, the Code Transformer takes that logic.
Anything somebody needs mid-conversation belongs on the record, and remarkably little else does. Order status, promised date, open issues and account standing get read while a customer waits on the line. Cost breakdowns, routing detail and full transaction history are questions people ask deliberately and with time, and they are better answered where that data already lives.
A service history that arrives incomplete is the quiet failure here, because a rep sees the last visit, misses the open issue, and reassures a customer who is about to be annoyed. Alumio monitors each update live and logs what it carried, so a record Dynamics 365 CRM refuses on its own rules alerts immediately with the rule and the account named. Retries run automatically where configured, so nothing is silently half-updated.
Talk to an Alumio integration specialist. We'll map the right architecture for your systems, at the right scale, so your operations stay reliable through every change.
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