SYNC for Aptean and Microsoft Dynamics 365 CRM

Description

Enjoy the best of both worlds. 

Integrating Aptean with Microsoft Dynamics 365 is a simple and user-friendly way to optimize your operations while improving the communication between your front and back office teams. In your back-office, Aptean is busy managing your inventory and resources, overseeing logistics, consolidating your finances and much more. At the front, your sales and customer service teams have access to everything occurring back-of-house – and are able to provide intelligent feedback through Microsoft Dynamics 365.

Because of SYNC, your sales and customer service teams are always kept up to date. They are able to check the progress and status and progress of Aptean jobs, resource needs, work center details, customer records, outstanding invoices, and inventory levels. Your sales team can also close new business and instantly convert that new sale to Aptean in the form of a Sales Order, a Job or a new product with a BOM.

Sound interesting? Ask your Commercient representative how SYNC can help your business.

Why?

Why Use SYNC for Aptean?

The Commercient SYNC cloud-based app will streamline your preferred Aptean ERP solution and Microsoft Dynamics 365 CRM systems and revolutionize the way you interact with clients. How? Our app makes it possible for you to view your ERP data in Microsoft Dynamics 365 CRM and stay up to date with changes made to either simultaneously.

Your business takes great pride in helping your clients streamline processes without compromising on quality and customer satisfaction, right? Then let Commercient SYNC do the same thing for you! There is no reason that you should have to operate your Aptean ERP software and Microsoft Dynamics 365 CRM systems separately when our app can connect both systems in a smooth and easy-to-use manner for you.

What We SYNC

Commercient’s standard SYNC for Aptean ERP solutions 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 Aptean is Compatible With

Commercient’s SYNC for Aptean and Microsoft Dynamics 365 CRM is compatible with AssetPoint, Axis, Catalyst, CDC Factory, Compiere, Computron, Configuration Solutions, Cimnet, DTR, Encompix, Envision X ERP, Empower ERP, Factory MOM, GoMembers AMS, IMI Supply Chain, Intuitive, Knova, Made2Manage, Medworxx, Relevant (INFIMACS), Ross ERP, and SupplyWorks.

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

Get Your Free Demo

logo-technikscorp

“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!