Question 1

Do you implement or configure ERP and CRM systems like Dynamics 365, NetSuite, or Salesforce?

Accepted Answer

No. System selection, functional configuration, and end-user training are the job of a certified implementation partner for that platform. We own the data migration, integration, and data-quality layer underneath the rollout, usually working alongside that partner during the project or brought in after go-live when the numbers stop matching.

Question 2

Why does data migration need its own scope separate from the implementation project?

Accepted Answer

Implementation contracts are usually priced around configuring the platform and training users, not reconciling ten years of financial records against a new schema. When data migration is bundled in as a line item, it tends to get a straight import with limited validation. Scoping it separately means someone is specifically accountable for the data matching before cutover, not just for the interface working.

Question 3

What if the implementation partner already handled the migration and something's still wrong?

Accepted Answer

That's the most common way we get brought in. We audit the live system against the old one, find where the numbers diverge, records duplicated, or a sync job silently stopped, and fix the specific gap without redoing the functional rollout your partner already delivered.

Question 4

How do you validate that migrated data matches the old system?

Accepted Answer

Row counts and checksums confirm the data moved; parallel report runs against both systems confirm the numbers finance or ops sees are the same on both sides. We reconcile before cutover, not after someone notices a discrepancy in a board meeting.

Question 5

Can you connect an ERP and a CRM that were never designed to talk to each other?

Accepted Answer

Yes. We build the API layer, webhook handling, or CDC-based sync between them so records update on both sides without a manually exported CSV. The build depends on whether both platforms expose a usable API; when one doesn't, we scope the workaround honestly instead of promising real-time sync it can't support.

Question 6

We just went live and finance doesn't trust the numbers. Can you help without redoing the whole implementation?

Accepted Answer

Yes, that's a health check, not a re-implementation. We audit the data layer, duplicate records, broken sync jobs, fields that mapped incorrectly during migration, and fix what's actually broken instead of touching the functional configuration your team already trained on.

Question 7

Which ERP and CRM platforms do you work with?

Accepted Answer

Target platforms: Microsoft Dynamics 365, NetSuite, Salesforce, and HubSpot. Source and legacy systems we migrate off of: SAP, Odoo, Zoho, Sage, and on-prem or custom-built systems. The integration layer is built on REST/SOAP APIs and webhooks, or CDC-based sync where the platform supports it.

Question 8

How is this different from the data migration add-on an implementation partner sells?

Accepted Answer

An implementation partner's add-on is usually scoped to get your data into the new system so the project can go live on schedule. We scope it to be reconciled and validated against the old system first, with the same dependency-mapping and CDC-based approach we use on data platform migrations, so a discrepancy shows up in testing instead of in finance's monthly close.

Question 9

Do you handle ongoing sync after the integration is live?

Accepted Answer

Yes, scoped to the data and integration layer specifically, monitoring the sync jobs, catching schema drift between systems, and fixing broken data flows. That's separate from functional/help-desk support for the platform itself, which stays with your implementation partner.

Question 10

How much does this cost?

Accepted Answer

The assessment is priced after we understand your source and target systems and how much data and how many integration points are in scope. Migration, integration, and any ongoing sync work are priced separately once that's mapped, so you're approving each piece individually, not one undefined number up front.

Question 11

What are ERP integration services?

Accepted Answer

ERP integration services connect your ERP to the other systems your business runs on, so a record changed in one place updates everywhere else. That usually means the CRM, payment gateway, warehouse system, e-commerce store, and BI tools. We build the connections on APIs, webhooks, or CDC-based sync, with monitoring so a broken job gets caught the same day instead of at month-end close.

Question 12

What are CRM integration services and how do they differ from ERP integration?

Accepted Answer

CRM integration services sync customers, deals, and activity between your CRM and the rest of your stack. ERP integration moves orders, invoices, inventory, and financial data. The two meet at the customer record, which is where most mismatches start. When both are in scope, we design them as one data flow with a single owner for each field.

Question 13

How does NetSuite integration work with a CRM like Salesforce or HubSpot?

Accepted Answer

NetSuite exposes REST and SOAP APIs plus SuiteScript for custom logic. We use them to sync customers, sales orders, invoices, and payment status with the CRM. Two decisions come first:
• Which system is the source of truth for each field
• Whether sync runs on events or on a schedule
The same approach applies to a Workday-to-NetSuite connection for finance and HR data.

Question 14

What does Dynamics 365 integration involve?

Accepted Answer

Dynamics 365 integration connects the platform to your other systems through Dataverse, the Web API, or Azure integration services. We map entities such as accounts, contacts, and orders to their counterparts elsewhere, build the sync, and handle throttling and retries. If you're moving from Dynamics CRM, the same mapping work feeds the data migration.

Question 15

What does a Dynamics 365 or Dynamics CRM data migration involve?

Accepted Answer

It means moving accounts, contacts, opportunities, cases, and custom entities into Dynamics 365 with relationships intact. We map source fields to the Dataverse schema, deduplicate, load in dependency order so lookups resolve, and compare results with the old system. Attachments, audit history, and owner assignments need their own handling, because a standard import drops or rewrites them.

Question 16

What are the best practices for a Salesforce data migration?

Accepted Answer

The ones that matter most:
• Profile and clean the source data before mapping
• Load parent objects before children so lookups resolve
• Preserve original IDs and created dates in external ID fields
• Test the load in a sandbox with production-size data
• Reconcile record counts and key totals before cutover
Skipping the sandbox run with real volume is where most Salesforce migrations run into API limits.

Question 17

What should an ERP data migration checklist include?

Accepted Answer

A working checklist covers:
• Inventory of source tables and data owners
• Decision on how much history moves versus gets archived
• Field mapping and transformation rules
• Duplicate and orphan record cleanup
• Test loads with reconciliation reports
• A cutover runbook with a rollback point
• Parallel reporting after go-live
Finance should sign off on the reconciled totals before the old system is switched off.

Question 18

What are data reconciliation services?

Accepted Answer

Data reconciliation services compare the same records across two systems and explain every difference. For a live ERP or CRM, that means matching customer balances, order totals, and inventory counts against the source, then tracing each gap to its cause: a duplicate record, a failed sync job, or a field mapped wrongly. Each gap is fixed, and the check can then run on a schedule.

Question 19

What drives ERP implementation cost, and where does data migration fit?

Accepted Answer

Cost is driven by the number of modules and users, the amount of customization, the number of integrations, and how much historical data has to move. Data migration and integration are the parts most often underestimated, because they depend on the quality of the data you already have. An assessment of the source data shows how much of the effort sits there before you commit to a budget.

Question 20

Should we use ERP API integration or middleware for connecting systems?

Accepted Answer

It depends on how many systems are involved. For two systems with good APIs, a direct API integration is simpler to run and cheaper to maintain. Once several systems exchange data, or one has no usable API, a middleware or iPaaS layer keeps mappings in one place. We build both, and we pick based on the number of endpoints, volume, and who will maintain it after handoff.

Question 21

Can you act as our NetSuite or Dynamics integration partner alongside our implementation partner?

Accepted Answer

Yes. Your implementation partner keeps configuration, workflows, and training. We take the integrations and data migration, and we agree on field ownership and cutover dates with them at the start. That split avoids two teams editing the same objects and gives finance one team to ask when a number doesn't match.

Question 22

How do you migrate from a legacy ERP like Sage or an on-prem system?

Accepted Answer

We start by mapping what the legacy system actually holds, including custom tables and reports people rely on. Then we decide what moves in full, what moves as summarized history, and what gets archived. The move follows a dependency order, with test loads reconciled against the old system. Old and new run in parallel until the totals match, then the legacy system is retired.

Question 23

How do you connect Zoho or HubSpot to an ERP?

Accepted Answer

Both platforms have well-documented APIs and webhooks, so the connection is usually built as a sync service between them and the ERP. It carries contacts, companies, deals, and quotes one way, and orders, invoices, and payment status back. We set field ownership, add retry and error queues, and log every failed record so nothing drops silently.

Situation	Likely Solution
An implementation partner is configuring Dynamics 365, NetSuite, or Salesforce, but data migration isn't in their contract scope	ERP & CRM Data Migration — mapped, cleaned, and reconciled before cutover
An ERP and a CRM (or two ERPs after an acquisition) need to share data continuously, not through a nightly export	ERP & CRM Integration & Extension — an API or CDC-based sync layer
A go-live already happened and finance or ops doesn't trust the numbers coming out of the new system	Data Reconciliation & Health Check — audit the data layer, fix what's broken
Years of customer, order, or financial history need to move off Sage, a legacy ERP, or spreadsheets into a modern platform	ERP & CRM Migration — dependency-mapped move with a validated cutover

Before	After
Data migration scoped as an afterthought inside the ERP/CRM implementation contract	Migration scoped, mapped, and validated as its own accountable piece of work
ERP and CRM, or two ERPs, kept in sync through manual exports or a spreadsheet	API or CDC-based integration layer keeping systems in sync without manual work
Reports out of the new system don't match what the business has always trusted	Old and new systems reconciled side by side before anyone relies on the new numbers
Duplicate, incomplete, or stale records nobody's audited since go-live	Data quality audit naming the specific records and sync jobs that need fixing

Approach	Scope	Validation	Accountability
DharmOps	Migration, integration, and data quality, not system selection or functional configuration	Data mapped and reconciled against the source system before cutover	One team for the data layer, works alongside your implementation partner
ERP/CRM implementation partner	System selection, functional configuration, and training	Varies; migration is often a straight import with limited validation	Owns the functional rollout, not always the data behind it
In-house team	Built from scratch, competing with the team's regular workload	Depends on in-house migration and integration experience	Your team owns the risk on top of existing responsibilities
Leave it on manual exports	No migration or integration cost, but manual work and risk compound	Never formally reconciled; drift keeps growing	Nobody, until it breaks in front of finance

ERP & CRM Data Integration

Match Your Situation to the Fix

What Is CRM & ERP Systems Integration?

Why Scope the Data Layer Separately

Data Migrated, Not Just Moved

Integration Over Manual Export

We're Not Your Implementation Partner

What We Build

ERP & CRM Migration

ERP & CRM Data Migration

ERP & CRM Integration & Extension

Data Reconciliation & Health Check

Specific Use Cases

How an Engagement Works

Data & Integration Assessment

Migration & Integration Plan

Data Mapping & Cleansing

Migration & Sync Build

Reconciliation & Handoff

Technology / Platforms

Before → After

How This Differs From Alternatives

Case Study

Oracle ERP: Reports & Forms Performance Overhaul