Dynamics 365 &
MYOB Greentree Integration
Modernising customer management across cloud and on‑premise systems
Our customer relied on an on‑premise MYOB Greentree ERP platform as the system of record for financial and operational data.
As customer engagement requirements evolved, the organisation needed a modern Dynamics 365 solution that could integrate seamlessly with existing ERP investments while enabling improved sales processes, reporting, and customer management.
Syncronos designed and implemented a real‑time integration framework connecting Microsoft Dynamics 365, Dataverse, MYOB Greentree, and enterprise reporting platforms.
Modernise customer engagement without replacing the existing ERP platform.
- Customer information maintained across multiple systems
- Manual customer onboarding processes
- Limited visibility of financial information within sales systems
- Data inconsistencies between platforms
- Reporting complexity caused by disconnected data sources
- The need to modernise without replacing MYOB Greentree
The organisation wanted to improve customer management and sales processes while preserving existing ERP investments.
Dynamics 365 as the customer platform, with MYOB Greentree as the financial source of truth.
Syncronos implemented an integration architecture that positioned Dynamics 365 as the customer engagement platform while retaining MYOB Greentree as the authoritative financial system.
Key capabilities
Real-time customer synchronisation
Customer account information is synchronised between Dynamics 365 and MYOB Greentree to keep both systems aligned and current.
Sales pipeline driven customer creation
Customer creation is integrated into the Dynamics 365 sales opportunity lifecycle, with automated account creation at defined milestones.
Financial data virtualisation
Financial and operational information from Greentree is surfaced through Dataverse and reporting platforms without unnecessary duplication.
Data Lake integration
Customer and financial data is integrated into a centralised reporting platform to support analytics and operational reporting.
Unified customer view
Sales and service teams gain a single view across customer, operational, and financial information for better decision making.
The solution delivered modern customer management while extending existing ERP value.
- Real-time customer synchronisation
- Automated customer onboarding
- Improved data quality and governance
- Unified customer and financial visibility
- Enhanced reporting and analytics
- Extended value of existing ERP investments
- Scalable integration architecture for future requirements
Platform and services used in delivery
- Microsoft Dynamics 365
- Microsoft Dataverse
- MYOB Greentree
- Azure Integration Services
- Power Automate
- Data Lake Platform