Coco Software Studio / INDEPENDENT DIGITAL STUDIO
COCO / CUSTOM DEVELOPMENT

Microsoft Dynamics IntegrationBring Dynamics 365 context into the wider business.

Dynamics 365 integrations depend on the specific modules—Sales, Business Central and others have different data models, licences and API limits. Confirm the system before scoping.

Built around your business · Tailored engineering · Clear delivery plan

COCO / SYSTEM DESIGN STUDY02—16

Turn real complexity
into clear operations.

The challengeBring Dynamics 365 context into the wider business.
In contextCustomer service sees an account in Dynamics but not the …
Design focusModule and Dataverse scope review
Concept interface
COCO / BUSINESS ENGINEERING
Business first. Engineering next.
01 / THE REAL PROBLEM
Technology is the means.
The workflow comes first.

Dynamics 365 integrations depend on the specific modules—Sales, Business Central and others have different data models, licences and API limits. Confirm the system before scoping.

TYPICAL BUSINESS SCENARIO

A moment worth redesigning

Customer service sees an account in Dynamics but not the order’s fulfilment status, so the team emails the warehouse.

Typical business scenario.

02 / HOW WE WORK

Find the real rules.
Then engineer the workflow.

We start with your operations and system requirements, then plan implementation, testing and handover.

Agree sources of truth and business rules
COCO / DESIGN SESSION
Agree sources of truth and business rules
STEP 01 / 03Illustrative
03 / SCOPE THE RIGHT THING

What could your team receive?

Potential deliverables are tailored to your business, platform access and investment priorities.

01 /

Module and Dataverse scope review

02 /

Customer/order/fulfilment sync

03 /

Secure access and exception monitoring

Workflow concept. We check third-party APIs, permissions and licences when defining your integration.

04 / EVIDENCE OF IMPROVEMENT

How will we know it helped?

Start with baseline measurements and track changes against your business goals.

01

Differences between connected system records

Track changes in differences between connected system records against the baseline.

02

Re-entry and manual reconciliation effort

Track changes in re-entry and manual reconciliation effort against the baseline.

03

Time to detect and repair failed syncs

Track changes in time to detect and repair failed syncs against the baseline.

05 / RELATED CAPABILITIES

What else does
the workflow touch?

Customers, orders, products, inventory and finance intersect. Explore adjacent capabilities and decide what belongs in scope.

LET'S UNDERSTAND THE WORK

Understand your business.
Then build what matters.

Show us your systems, repetitive handoffs and the exceptions you worry about. Start from the business reality.