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SKYSOFT CONNECTIONS · Dynamics 365
Automating Customer Job Notifications with Dynamics 365 and Azure
The requirement was not simply to move information between systems. The integration needed to connect job updates with customer communication preferences and support timely, personalized notifications.
PROJECT SPOTLIGHTDynamics 365Microsoft expertise. Practical delivery.
01 / PROJECT HIGHLIGHT
Automated Job Data Synchronization
02 / PROJECT HIGHLIGHT
Personalized Customer Notifications
03 / PROJECT HIGHLIGHT
Email & SMS Communication
04 / PROJECT HIGHLIGHT
Reduced Manual Communication Work
01 / PROJECT DETAIL
Automating Customer Job Notifications with Dynamics 365 and Azure
Connecting Job Data to Customers with Dynamics 365 and Azure
The requirement was not simply to move information between systems. The integration needed to connect job updates with customer communication preferences and support timely, personalized notifications.
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02 / Client Business Context & Business Problem
Instant Products had job information stored within its Syrinx SQL Server environment. The business needed this information to flow into Dynamics 365 so that customer communications could be triggered from current job data.
Company : Instant Products
Industry: Business Operations / Field Service
Solution Category: Dynamics 365 Integration & Customer Communication Automation
Project Status: In Progress
Proof Point: Automated retrieval and synchronization of new or updated job records
The Business Problem
Job information was being maintained in the Syrinx SQL Server system, while Dynamics 365 was being used as the destination for customer and job-related processes.
Without an automated connection between these systems, keeping job information synchronized and communicating updates to customers could require manual intervention.
The key requirements were to:
Retrieve new and updated job records automatically.
Synchronize job information with Dynamics 365.
Use current job details when creating customer notifications.
Respect customer contact preferences.
Support both email and SMS communication.
Reduce the manual effort involved in customer communication.
04 / THE SOLUTION
The Sky Soft Connections Solution
SkySoft developed an automated integration that connects the client’s Syrinx SQL Server environment with Dynamics 365.
Automated Job Synchronization
New or updated job records are retrieved from SQL Server and synchronized with Dynamics 365.
Data Transformation
Azure Logic Apps retrieve and transform the source job information before it enters the Dynamics 365 process.
Personalized Notifications
Notification content can be generated dynamically using relevant job information.
Contact Preference Handling
The workflow supports communication according to customer contact preferences.
Email and SMS Communication
The architecture supports customer updates through email and SMS delivery services.
The integration follows a straightforward system-to-system flow:
05 / PROJECT DETAIL
Technology & Integration Architecture
Microsoft Power Automate
Syrinx SQL Server → Azure Logic Apps → Dynamics 365 → Power Automate → Email & SMS
How the flow works
- Syrinx SQL Server stores the job information.
- Azure Logic Apps retrieve new or updated records.
- Job information is transformed and synchronized into Dynamics 365.
- Power Automate processes the relevant information and triggers communication workflows.
- Customers receive personalized email or SMS notifications based on job details and contact preferences.
06 / THE SOLUTION
Implementation Highlights
Automated Job Data Retrieval
The integration automatically retrieves new and updated job records from the Syrinx SQL Server environment.
Data Transformation and Synchronization
Azure Logic Apps process the source data and synchronize the relevant job information into Dynamics 365.
Workflow-Based Communication
Power Automate connects synchronized job information with automated customer communication workflows.
Personalized Customer Updates
Notifications can pull in dynamic job details and update over time, so recipients get timely, specific information rather than one-size-fits.
5. Contact Preference Support
The notification process is designed to use customer communication preferences when determining how updates are delivered.
Multi-Channel Notifications
The architecture supports both email and SMS communication, allowing customer updates to be delivered through the appropriate channel.
07 / PROJECT DETAIL
Results & Current Outcomes
The solution currently supports the following outcomes:
- Automated retrieval of new and updated job records.
- Automated synchronization between the Syrinx SQL Server environment and Dynamics 365.
- Dynamic customer notifications based on job information.
- Communication workflows based on customer contact preferences.
- Reduced reliance on manual customer communication processes.
- Improved visibility and consistency across connected job and customer information.
08 / PROJECT DETAIL
Related SkySoft Capabilities
This solution demonstrates capabilities across:
Dynamics 365 Integration
Azure Integration Services
Power Automate Workflow Automation
SQL Server to Dynamics 365 Integration
Email and SMS Workflow Automation
Microsoft Cloud Solutions
09 / PROJECT DETAIL
Automate the Flow Between Your Business Systems
When job data, CRM records, and customer communication sit in separate systems, even simple updates can create unnecessary manual work. Sky Soft can help connect these processes through Dynamics 365, Azure, and Power Platform, creating automated workflows that move information where it is needed and trigger the right business action.
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