SYNC for Microsoft Dynamics ERP and Zoho


Have the best of both worlds. 

SYNC is a cost-effective way to integrate your Microsoft Dynamics ERP with Zoho. Offering you the ability to streamline your operations while offering your front-of-house team a bird’s eye view of your business.

In the back-office, your Microsoft Dynamics ERP system is hard at work, assisting with purchasing to meet your inventory demands, tracking orders, consolidating your finances and managing your IT systems. In the front-office, the sales and customer service teams can provide intelligent, real-time feedback via Zoho.

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

Ask your Commercient representative for more details.


Why Use SYNC for Dynamics ERP? 

You need a solution that helps you maximize the benefits of both your ERP and CRM system—specifically, your Microsoft Dynamics ERP and Zoho systems. SYNC can do that for you.

Commercient SYNC is a data integration application designed to help Dynamics ERP users like you easily and accurately integrate your ERP data with your CRM. This way, you can keep important customer details organized and in an easy-access place for your team when they need their data for a customer.

What We SYNC

Commercient’s standard SYNC for Microsoft Dynamics ERP and Zoho 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’s SYNC for Microsoft Dynamics ERP and Zoho is fully compatible with Microsoft Dynamics Great Plains (GP), Microsoft Dynamics Axapta (AX), Microsoft Dynamics Solomon (SL), and Microsoft Dynamics Navision (NAV).

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!