SYNC for Acumatica and Microsoft Dynamics 365 CRM

Description

Enjoy the best of both worlds. 

Integrating your Acumatica ERP data with Microsoft Dynamics 365 is an easy, but effective way to get a complete 360-degree view of your business.

Backstage, your Acumatica system is hard at work, optimizing your processes, managing inventory, overseeing logistics, consolidating your finances and much more. At the front, your sales and customer service teams can provide intelligent, real-time feedback through Microsoft Dynamics 365.

Thanks to SYNC, your sales and customer service teams have much-needed visibility of what is happening behind the scenes. They’re able to check the progress and status and progress of Acumatica jobs, work center details, required resources, financial information and inventory levels. Your sales team can also close new business and instantly convert that new sale to Acumatica in the form of a Sales Order, a Job or a new product with a BOM.

Interested? Ask your Commercient representative for more details.

Why?

Why Use SYNC for Acumatica? 

Once you implement Commercient’s SYNC app, it creates a simple data integration pathway between Acumatica ERP and Microsoft Dynamics 365 CRM. Our SYNC solution allows you to prevent the duplication of data because you customize which fields from Microsoft Dynamics 365 CRM you import. In addition, our qualified specialists will complete the entire integration process for you.

Our goal is to provide a seamless data integration service that results in improved business processes for you and your team. Commercient SYNC for Acumatica ERP and Microsoft Dynamics 365 CRM is designed to maximize what these two systems have to offer. Commercient’s intention is to make your business better. If all of your data is in one place, it’s possible to do just that.

What We SYNC

Commercient’s standard SYNC for Acumatica and Microsoft Dynamics 365 CRM includes the integration of:

Accounting data:
ERP customers with CRM accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill to addresses, and account history.

Sales order data:
Open sales orders, sales order detail lines, and sales order history.

Invoice data:
Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped.

For additional information, and items we can integrate for you, visit the pricing page.

Compatible Software

Software SYNC for Acumatica Is Compatible With

Commercient SYNC is compatible with Acumatica Version 6.0 and above. For other versions please contact us for more information. Due to our premier partner status with Acumatica, we have a fully intuitive integration written into the Acumatica API.

Payments Solution

ACH Payments Solution Add-On

Do you need an ACH payments solution to complete your ERP and CRM integration? We’ve partnered with Sage Payments to provide you with the ACH service you’re looking for.

If you want the ability to take quicker payments in your ERP, CRM, or eCommerce system, would like to experience less fraud, and provide more convenience for your customers you can download the PDF below or contact us now to learn more.

PDF Download: Payments SYNC Add-On Solution

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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”

– Gene Horlander

Let’s Get The Ball Rolling!