SYNC for Intacct and Microsoft Dynamics 365 CRM

Description

Have the best of both worlds. 

Combining your Intacct ERP system with Microsoft Dynamics 365 is a quick and efficient way to ensure your operations are running seamlessly while giving essential feedback on back-office performance to your sales and customer service teams.

Back-of-house, your Intacct ERP system helps streamline your processes, aiding you with financial consolidation, stock control, and resource management. Meanwhile, your sales and customer service teams can provide real-time intelligence through Microsoft Dynamics 365. SYNC allows them to check the status and progress of Intacct jobs, inventory availability, accounts payable and much more. Sales can also close new business and automatically convert a new sale to Intacct in the form of a Sales Order, a Job or a new product with a BOM.

Want to learn more? Ask your Commercient representative about these options.

Why?

Why Use SYNC For Intacct? 

The SYNC for Intacct and Microsoft Dynamics 365 CRM app makes it possible for your sales reps to have everything they need right at their fingertips. Important data like customer records, payment records, and invoices are always within easy reach.

And since your sales team are always on their game, you’re guaranteed to see an improvement in customer satisfaction. SYNC makes it simple to improve the customer experience and each individual customer interaction because knowing every little detail about your customers makes them feel important.

What We SYNC

Commercient’s standard SYNC for Intacct 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 Intacct is Compatible With

Commercient SYNC is currently available for Intacct, the cloud-based ERP. Commercient will update compatibility as more versions are developed.

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!