Automation
Copying records between CRM, ERP and other applications creates delay and uncertainty. Nemely designs integrations that connect the right information to the next business action, with explicit ownership and a way to see when something goes wrong.
Data ownership and contracts
Customer details, orders and service records each have different lifecycles. We map the event that starts an exchange and the result the receiving system must confirm. Stable identifiers, required fields and reconciliation rules make the handover easier to trust and troubleshoot.
Dataverse and connected systems
Some integrations synchronise records; others expose external information where it is used. Dataverse virtual tables are one option for supported external sources. We assess the available operations, data types, permissions and performance before selecting a connector, virtual table or custom API approach.
Microsoft’s virtual table configuration example. The source image labels this setup experience as Preview; it illustrates field mapping, and availability must be checked for the chosen provider.
Microsoft Learn · virtual tablesMonitoring and recovery
An integration needs more than a successful test message. We plan monitoring, support ownership and recovery alongside the mapping. Your team should be able to identify the affected business record, understand the failure and decide whether to retry or correct the data.
Plan integration support
How Nemely helps
We work with the owners of the connected applications to establish what the integration may read or change and how the exchange will be supported.
Document source ownership, identifiers, transformations and the event or schedule that starts each exchange.
Check unavailable services, incomplete records, duplicates and changed permissions. Verify the result after recovery as well as the initial request.
Agree monitoring, credential maintenance and release coordination with the teams who own each system.
FAQs
No. A scheduled batch, event-driven exchange or direct lookup may each be appropriate. We compare the required freshness of the information with system capabilities, volumes, resilience and operating cost.
Virtual tables present external data through Dataverse without storing the underlying external records as ordinary Dataverse rows. Supported operations and features depend on the provider and source. We check those limits before treating a virtual table as a replacement for synchronisation.
Yes, where the system exposes suitable APIs, connectors, files or another supported exchange mechanism. We assess access, data formats and vendor constraints, then agree a pattern both application owners can operate.
Available interfaces, data mappings, volumes, security requirements and dependencies on other system owners determine the scope. We agree update frequency, failure handling and test cases before estimating delivery. Connector subscriptions, platform capacity and ongoing monitoring are reviewed alongside the build work.
Identify the systems and their owners, the records that need to move and how quickly they must arrive. Bring interface documentation or vendor contacts where available. Agree a secure way to share representative examples; passwords and production credentials are not needed for the initial conversation.
Explore the Microsoft capabilities
Microsoft is moving Dynamics 365, Power Platform and Dataverse updates to the AI at Work roadmap from September 2026. We use the current feature status when planning your solution, and evaluate previews separately before proposing them for production.
Explore Microsoft’s roadmap approachCapabilities reviewed 8 September 2026. Licensing, configuration, language and regional availability vary by feature.
Your next step
Bring Stefan the two systems that keep making your team copy information. We can discuss the handover, the source of truth and a suitable integration approach.
Contact us
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