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MS Dynamics Integration

MS Dynamics Integration

Associations use MS Dynamics as their single source of information from their members. Streamline your operations with our integrated system. Easily manage user access, group users, import activities, sync purchases, and share achievements seamlessly between systems. Elevate your training management effortlessly.

Single Sign-On and Automatic Member Updates  

Streamline access with Single Sign-On (SSO) via MS Dynamics directly into TopClass. No more double logins! Once authenticated, TopClass effortlessly updates member profiles with the latest information from MS Dynamics.  

Group Your Members  

Simplify organization by grouping members. Our integrations automatically place members into designated groups, such as by location or membership type, saving you time and effort.  

Create Your Activities  

Effortlessly populate your activities by leveraging the MS Dynamics Catalog. TopClass seamlessly imports new activities, eliminating manual data entry.  

Sync Your Member’s Purchases  

Keep everything in sync. Purchases made in MS Dynamics are automatically imported into TopClass, ensuring that members have immediate access to their Activities upon login.  

Activity Writebacks  

Instantly share Activity completion information with MS Dynamics in real-time. As members finish Activities, TopClass sends updates to MS Dynamics, keeping records accurate and up-to-date.  

  

Frequently Asked Questions

Often Dynamics is used in conjunction with another system such as Protech Alliance  In those cases we use the APIs provided by the subsystem.
If your organization is using Dynamics365 without a subsystem, we can go straight to the Microsoft Graph APIs. Some organizations also have their internal IT departments dictate specialized, specific API access. We are flexible, as long as there is a documented REST  based API we are able to work with your team to make the integration a success.

When integrating with MS Dynamics, TopClass is most commonly configured to achieve SSO via SAML. However alternative options are also available if required.

Yes, TopClass as a built in MS Dynamics Bridge which we can configure to integrate with MS Dynamics directly, allowing integration without the need for a 3rd party bridge. We will work with you to configure it to pull information and data based on your requirements and workflow. 

Integrations are typically completed within a matter of weeks weeks and require 10 – 40 Consulting Hours. We can provide an estimate following a discussion on the integration touch points.