SYNC for TRAVERSE and Microsoft Dynamics 365

Description

Have the best of both worlds. 

Marrying your TRAVERSE ERP with Microsoft Dynamics 365 offers a cost-effective and easy way to keep your operations running seamlessly while increasing critical visibility between your front and back-office teams.

Behind the scenes, TRAVERSE is busy optimizing your processes, assisting with inventory control, managing your warehouses, consolidating finances and monitoring your overall business performance.

Meanwhile, your sales and customer service teams can see everything happening behind the scene and give crucial feedback via Microsoft Dynamics 365. SYNC allows them to check the status of TRAVERSE jobs, any material requirements, job progress, stock levels, financial information and much more. Sales can also win new business and instantly convert the new sale to TRAVERSE in the form of a Sales Order, a Job, or a new product with a BOM – decreasing their manual work, reducing data duplication and increasing team efficiency.

Want to learn more? Ask your Commercient representative for further details.

Why?

Why Use SYNC for TRAVERSE? 

Separated enterprise resource planning systems and customer resource management systems are all fine and dandy until your business starts growing and you wind up with massive amounts of data all over the place. Commercient SYNC integrates your TRAVERSE ERP data with your Dynamics 365 CRM and enables you to work comfortably within one master system.

We help you stay on track and organized. Our SYNC application gives you the opportunity to provide your undivided attention to the customer, make bigger sales, and close deals faster. Commercient SYNC isn’t just about integrating software, it’s about achieving your goals with greater efficiency.

What We SYNC

Commercient’s standard SYNC for TRAVERSE 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 TRAVERSE Is Compatible With

Commercient SYNC is available for Process Pro, TRAVERSE 11, SouthWare and Dynamics 365 CRM users.

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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!