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All Tutorials /Microsoft Dynamics 365

How to Integrate Dynamics 365 with Epicor

Updated on:
June 5, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to integrate Dynamics 365 with Epicor.

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Below is a clear, structured, and accurate guide to integrating Dynamics 365 with Epicor:

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  1. Access your Dynamics 365 and click the 'Sales' menu.
  2. Select 'App Settings' from the options.
  3. Go to the 'App Extensions' and click 'Partner Apps'.
  4. Navigate to the search bar and type 'Epicor'.
  5. From the results, select 'Commerciant Epicor 10 Sync to Dynamics CRM'.
  6. Click 'Buy now' to be able to integrate Epicor with Dynamics 365.
  7. You will be directed to Microsoft Marketplace then you can select 'Start at Free' to be able to integrate both applications.

📌 Why this matters

This integration eliminates the tedious double-entry of customer data, orders, and inventory information between your ERP and CRM systems. You'll automatically sync product catalogs, pricing, and stock levels, giving your sales team real-time visibility into what's actually available to promise customers.

The real advantage comes from unified reporting across both platforms, letting you track the complete customer journey from initial lead through manufacturing and fulfillment. This creates a single source of truth that prevents the miscommunications and data inconsistencies that typically plague disconnected business systems.

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