SYNC for Epicor and Microsoft Dynamics 365

Description

Enjoy the best of both worlds. 

Combining your Epicor ERP data with Microsoft Dynamics 365 is an efficient and quick way to make sure your operations are running at their best while giving your sales and customer service teams some much-needed visibility of what’s happening behind the scenes. Backstage, Epicor is helping you run your business, managing inventory and resources, scheduling work orders, consolidating your finances and much more. Front of house, your sales and customer service teams can monitor and provide real-time feedback through Microsoft Dynamics 365.

Thanks to SYNC, your sales and customer service teams have a complete overview of your entire business. They are able to monitor the progress and status of Epicor jobs, see resources required to complete an order, access work center details, check financial information, and look at stock levels. Your sales team can also close new business and instantly convert that new sale to Epicor in the form of a Sales Order, a Job or a new product with a BOM.

Interested? Ask your Commercient representative how SYNC can help your team.

Why?

Why Use SYNC for Epicor? 

Increasing performance and delivering the responsiveness your customers are looking for just got a whole lot simpler. Operating out of a single well-integrated system as opposed to navigating your way through a tangled mess of data is much more appealing and it shows you value the time of your employees and customers too much to make any of them deal with that.

Epicor is a premier ERP system and Dynamics 365 CRM is a powerful customer relationship management system. It only makes sense to take advantage of the best that both of these systems have to offer, get closer to your customers, and drive demand by syncing your Epicor data with Dynamics 365 CRM.

What We SYNC

Commercient’s standard SYNC for Epicor and Microsoft Dynamics 365 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 Epicor Is Compatible With

Commercient’s SYNC application is compatible with Epicor 10, Epicor Prophet 21, P21, Epicor Eagle, Epicor 9, Dataworks, DCD, Scala, ROI (Manage2000), and Epicor 10 Cloud Version.

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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!