Introducing the Alumio Route Builder
Now connect, orchestrate, and govern integrations at scale from one visual interface
Customer records, credit standing and the sales organisation each one belongs to reach Microsoft Dynamics 365 CRM from SAP ECC, so a rep quotes against an account the ERP will actually recognise.
An SAP ECC customer does not exist in one piece. General data, company-code data and sales-area data are held separately, so a customer can be perfectly valid for one sales organisation and unknown to another. A CRM account carries none of that, so a rep in a second region builds a pipeline against a customer their own part of the business cannot invoice, and the handover to order entry is where everyone finds out. The SAP ECC - R/3 to Microsoft Dynamics 365 CRM integration carries the sales organisation with the account, so the handover stops being the moment the problem appears.
DATA THAT FLOWS BETWEEN THEM
Customer master records
Sales organisations
Credit standing
Sales orders
Quotations
Contact records
The sales organisation an SAP ECC customer is valid for travels with the account into Microsoft Dynamics 365 CRM, so a rep can see whether their own region can sell to them.
Credit standing arrives with the record rather than being requested, so a deal is not built for weeks against an account SAP ECC would decline on the day it is entered.
A customer extended to a second sales organisation in SAP ECC shows up as the same account in Microsoft Dynamics 365 CRM rather than as a second record somebody has to merge later.
Because quotations and orders come back the other way, the CRM shows what the ERP actually accepted instead of what the rep believed had gone through when they pressed submit.
Alumio reads the SAP ECC customer master with the sales organisations it is valid for and writes them onto the Microsoft Dynamics 365 CRM account, so a rep opening a record can tell whether their region can actually sell to it.
Credit standing is read from SAP ECC on the schedule you set and shown on the Microsoft Dynamics 365 CRM account, so a rep sees an account on hold before spending three weeks building a proposal against it at all.
When SAP ECC accepts a quotation or an order, Alumio writes its number and status back to the Microsoft Dynamics 365 CRM record, so the CRM reflects the document the ERP took rather than what somebody believed they had submitted.
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.
What breaks at the handover between sales and order entry is where the third connection comes from. For businesses bidding for work it is the tender tool, because a submitted bid is a commitment neither Microsoft Dynamics 365 CRM nor SAP ECC currently records, and the customer it names has to be the same customer both systems mean. Alumio holds that connection alongside this one, so a bid points at the account rather than at a name typed into a document.
Which fields travel is settled before anything else, because an SAP ECC customer is held in several parts and only some of them belong in a CRM. Alumio reads the general data, the sales organisations and the credit standing you nominate and writes them onto the matching Microsoft Dynamics 365 CRM account. Nothing about company-code detail travels, since a rep has no use for it and it would only invite editing.
No, and the handover is the part worth configuring carefully rather than the fields. Which SAP ECC sales organisation maps to which Microsoft Dynamics 365 CRM territory, and what happens when a rep opens an account their region cannot sell to, are decisions set in Alumio's interface. SAP ECC customer structures carry years of local convention, so custom logic remains available through the Code Transformer where one will not map as it stands.
The one SAP ECC says it is valid for, and a CRM account should carry that rather than imply it. An SAP ECC customer is held as general data plus company-code and sales-area data, so the same company can be sellable in one organisation and unknown in another, and Microsoft Dynamics 365 CRM has no field that means this by default. Naming the organisation on the account is what stops a pipeline being built where nothing can be invoiced.
A lead that went cold in SAP ECC while somebody waited for an answer is the failure nobody logs. Every transfer is recorded with what it carried, an alert fires the moment a Microsoft Dynamics 365 CRM record will not write, with the reason attached, and retries run where configured. The unresolved list is where a stalled account shows up, rather than in a rep's pipeline three weeks later, so nothing sits quietly.
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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