SYNC For ProcessPro And Microsoft Dynamics 365 CRM

Description

Have the best of both worlds. 

Marrying your ProcessPro data with Microsoft Dynamics 365 offers a cost-effective and simple way to optimize your operations while providing much-needed visibility to your sales and customer service teams.

In the back-office, your ProcessPro system is hard at work, assisting with material requirements planning, stock control, tracking orders, scheduling production, invoicing and managing revenue. Meanwhile, your sales and customer service teams are kept up to date with everything that’s occurring, and provide intelligent feedback through Microsoft Dynamics 365.

Thanks to SYNC, your frontline teams can view the current status of ProcessPro jobs, any material requirements, the progress of a job, work center details, inventory availability, production schedules, customer records, invoicing and shipping. Sales can also close new business and automatically convert it to ProcessPro 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 you.

Why?

Why Use SYNC for ProcessPro?

SYNC for ProcessPro solutions and Microsoft Dynamics CRM is a data integration application that seamlessly connects your ERP and CRM data together. This results in easy access to customer and accounting data all within a single, secure environment. SYNC is a cloud-based app that can be customized to update and SYNC anywhere from daily to real-time.

Sales reps will have the ability to provide first-class customer service easy access to such a wide scope of important data. They will have the ability to see inventory in real time, search customer records, and complete orders all from the comfort of your desk or while on the go.

What We SYNC

Commercient’s standard SYNC for ProcessPro and Microsoft Dynamics 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 ProcessPro is Compatible With

Commercient’s SYNC for ProcessPro and Microsoft Dynamics CRM is compatible with any version of ProcessPro.

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!