SYNC for Microsoft Dynamics ERP and Salesforce

Description

Have the best of both worlds. 

SYNC is a simple and cost-effective way to integrate your Microsoft Dynamics ERP with Salesforce. Offering you the ability to optimize your operations while offering your frontline team a 360-degree view of your business.

Behind the scenes, your Microsoft Dynamics ERP system is working hard, assisting with purchasing to meet your inventory demands, tracking orders, consolidating your finances and managing your IT systems. In the front-office, your sales and customer service teams can provide intelligent, real-time feedback through Salesforce.

Through SYNC, your front-office teams can see the status of Microsoft Dynamics ERP jobs, any material requirements, customer records, work center details, inventory availability, invoicing and shipping. Sales can also close new business and automatically convert a new sale to Microsoft Dynamics ERP in the form of a Sales Order, a Job, or a new product with a BOM.

Sound interesting? Ask your Commercient representative for more details.

You can also find us on the Salesforce AppExchange.

Why?

Why Use SYNC for Dynamics ERP? 

Microsoft Dynamics ERP is a popular enterprise resource planning system utilized by businesses in need of powerful and seamless financial and sales operations. However, more and more businesses are looking for a way to maximize the benefits of their ERP system by integrating with CRM software like Salesforce. That’s why we developed Commercient SYNC.

With your Microsoft Dynamics ERP and Salesforce properly connected your business has the ability to streamline everything. Your sales team will be free to work anytime, anywhere, across any of your devices, and your business will operate more quickly and efficiently than ever before as a result.

What We SYNC

Commercient’s standard SYNC for Microsoft Dynamics ERP and Salesforce 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 Dynamics ERP Is Compatible With

Commercient SYNC is fully compatible with Microsoft Dynamics Great Plains (GP), Microsoft Dynamics Axapta (AX), Microsoft Dynamics Solomon (SL), and Microsoft Dynamics Navision (NAV).

Additionally, the SYNC for Microsoft Dynamics ERP and Salesforce app is licensed through the Salesforce AppExchange and works with Salesforce Group Edition (GE), Salesforce Professional Edition, Salesforce Enterprise Edition, Salesforce Unlimited Edition, Salesforce Lightning Professional, Salesforce Lightning Enterprise, and Salesforce Lightning Unlimited.

SYNC is also compatible with Sales Cloud, Marketing Cloud, Force.com, Wave Apps, Salesforce Mobile 1, Salesforce App Cloud, Lightning Bolt, Steelbrick, Salesforce Quote-to-Cash, Desk.com, Pardot, Analytics Cloud, Sales Wave Analytics, Community Cloud, Commerce Cloud Digital, Commerce Cloud Store, Chatter and Salesforce IoT Cloud.

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Payments Solutions

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!