Microsoft Dynamics 365 and Relewise
Integration Agency & Consultants
Personalisation often fails at scale when the recommendations shown to customers do not match the reality of the warehouse. When product launches or seasonal campaigns rely on generic data syncing, conversion rates drop because of price discrepancies and outdated stock signals. This integration connects Microsoft Dynamics 365 and Relewise to ensure your customer experience is fed by accurate ERP data. By aligning the system of record with your personalisation engine, you prevent the operational drift that turns high-intent shoppers into frustrated users.
Consulting
We connect Microsoft Dynamics 365 and Relewise quickly, ensuring your ERP and personalisation platforms work together for optimal results. Our consulting services are invaluable, with system audit services that uncover inefficiencies and integration gaps in Microsoft Dynamics 365, Relewise, and ERP environments. These audits empower both our consultants and your team to take decisive action, keeping your tech ecosystem efficient. By improving personalisation and system performance, you deliver a superior customer experience and maintain smooth operations as your business grows.
Solution Design
The design for Microsoft Dynamics 365 and Relewise focuses on high-fidelity data synchronisation to ensure recommendations are always commercially grounded. Dynamics 365 serves as the source of truth for the product master and customer records, which are typically pushed to Relewise on a short interval. We prioritise the product and inventory sync first, as stale stock levels directly damage customer trust. A key design choice involves the trade-off between real-time updates and system stability. In many setups, we use a batch approach for extensive product attribute updates to protect system performance, while maintaining real-time triggers for inventory thresholds. This ensures the ecommerce team works from accurate availability and finance closes the month against verified ERP numbers, while the personalisation engine remains performant and accurate.
Data ownership and orchestration logic flow
Microsoft Dynamics 365 serves as the system of record for product, customer, and sales data. Relewise consumes this data via an integration layer to power its personalisation engine. Product updates, price changes, and stock availability flow to Relewise to maintain recommendation accuracy. Price changes typically require a dedicated synchronisation process to ensure Relewise indexes reflect current Dynamics 365 Trade Agreements. To protect ERP performance, data ingestion is commonly handled by an external orchestration layer rather than direct code calls. This setup monitors for sync failure or operational drift, ensuring personalisation logic remains grounded in verified ERP data and valid customer profiles.
iPaaS
Leveraging IPaaS for Microsoft Dynamics 365 and Relewise integration ensures secure, efficient ERP and Personalisation connections. IPaaS platforms with ISO 27001 and SOC 2 and above accreditations guarantee robust data protection. Integrating Microsoft Dynamics 365 with Relewise supports ERP automation and advanced Personalisation, while centralised management reduces complexity and risk. This approach delivers reliable, scalable integration, meeting the minimum security requirements and supporting business growth.
Monitoring operational drift and data integrity
Dashboards often provide a false sense of security by showing that a connection is active without verifying data accuracy. Hidden issues, such as mismatched product IDs or outdated customer tags, often compound quietly, only becoming visible when conversion rates drop. Our approach focuses on operational intelligence that surfaces these exceptions early. We monitor the delta between Dynamics 365 and Relewise to identify orphaned records or failed attribute updates. By flagging these logic gaps before they affect the customer experience, teams can address the root cause of irrelevant recommendations rather than reacting to lost revenue.
Operational handover for internal system owners
Handover ensures the ecommerce, marketing, and finance teams own the new operating model. Ecommerce teams take ownership of product attributes in Dynamics 365 as the primary source for Relewise personalisation, while marketing manages the refinement of segments. We provide operational documentation explaining where each data object lives and how to monitor the daily health of the sync. Teams are trained to read alerts from the integration layer to identify who owns each exception type, such as a product mapping error or a failed customer data reconcile. This documentation serves as a practical operational reference for the people running the business rather than a technical archive, ensuring consistent data flow across both systems.
Post go-live governance and platform health
Our support model focuses on ongoing operational ownership rather than just technical ticket resolution. We monitor the health of your Dynamics 365 and Relewise connection, catching sync errors and data drift before they impact your storefront conversion. By providing clear escalation paths and proactive monitoring, we ensure that your personalisation engine remains powered by accurate, high-quality data. This approach allows your internal teams to focus on strategy while we manage the daily integrity of the data flow.
Common failures
Stale product recommendations
Operational impact: Customers are shown recommendations for items that have been deleted from the master catalogue in Dynamics 365. This leads to user frustration from broken links and 'page not found' errors, directly harming conversion rates. The customer experience team then handles complaints from users who cannot purchase items the site is actively promoting.
Prevention / Action: The integration logic must explicitly handle product lifecycle events. When a product is marked as discontinued or deleted in D365, this must trigger a corresponding deletion from the Relewise product index. A scheduled nightly job should also run to reconcile the catalogues, removing any items in Relewise that no longer exist in the D365 master item list to guarantee consistency.
Irrelevant 'similar product' recommendations
Operational impact: If D365's internal product category hierarchies are synced directly to Relewise without transformation, recommendations become nonsensical. For example, a user viewing a specific machine part may see recommendations for unrelated equipment simply because they share a high-level ERP category. This erodes customer trust and makes the personalisation engine ineffective at driving cross-sells.
Prevention / Action: A clear, customer-facing category taxonomy must be defined and governed within D365, owned by the ecommerce or merchandising team. This taxonomy should be distinct from internal financial or logistical groupings. The integration should be configured to map only this customer-centric data to Relewise categories, ensuring recommendations reflect how customers actually browse.
Untargeted content and offers
Operational impact: When customer record updates in D365 do not sync promptly, Relewise operates with incomplete data. A high-value B2B account might be incorrectly left in a 'new customer' segment, receiving generic content instead of personalised offers based on their full order history. This results in missed revenue opportunities and a disjointed experience that undermines the client relationship.
Prevention / Action: Establish the D365 Customer Record as the definitive source of truth for all data used in Relewise segmentation. The integration should use event-driven triggers for changes to key customer data, such as segment codes or lifecycle status, to ensure timely updates. A periodic reconciliation process should also be implemented to catch any missed updates and maintain data integrity between the two systems.
Frequently asked questions
What happens if our product data in Dynamics 365 is incomplete? Will that break recommendations in Relewise?
Yes, this is a primary point of failure. If data like product categories or stock status is wrong in Microsoft Dynamics 365, Relewise will generate irrelevant recommendations using that incorrect data. To deliver accurate personalisation, the integration must treat the Dynamics 365 item record as the source of truth and ensure its data quality is high.
We use 'Reserved' stock in Dynamics 365. How do we stop Relewise recommending these items?
The integration must be configured to calculate truly available stock. If the sync logic only sends the 'Available physical' quantity from Dynamics 365 without subtracting 'Reserved' stock, Relewise will recommend items that are already committed to other sales orders. A correct implementation ensures Relewise only sees available inventory, preventing customer frustration with out-of-stock products.
How are discontinued products removed from Relewise recommendations?
The integration must react to product lifecycle changes in Microsoft Dynamics 365. When an item record is marked as discontinued, it should trigger an automated removal from the Relewise search index and recommendation pools. Without this, you risk promoting 'ghost' products that customers cannot purchase, which damages trust and creates a poor user experience.
How does this integration support new product launches?
By using Microsoft Dynamics 365 as the system of record, new item records are synced to Relewise as soon as they are created. This means SKUs, descriptions, and inventory levels are immediately available for personalisation campaigns and recommendation algorithms, without manual data entry. This process avoids delays, allowing marketing activities for a new collection to start on time.