Commercient SYNC Integrates Exact And Microsoft Dynamics 365 CRM
Your ERP and CRM explained:
Exact is an ERP software that can be integrated into your CRM known as Microsoft Dynamics (MSD 365). These systems are used to ensure that data integration runs smoothly. However, data within your Exact ERP and MSD 365 systems can remain separated, which means your teams may miss crucial information needed to make important decisions. Therefore, SYNC can provide a cost-effective and practical way in order to make sure your operations run smoothly while enhancing visibility between your customer services, sales, front and back-office teams.
In light of SYNC, your sales and customer service teams have a complete rundown of your entire business. This means that they are able to check the progress and status of Exact tasks, resources required to complete an order, work center details, financial information, and stock levels. Your sales team can also close new business deals and instantly convert that new sale to Exact in the form of a Sales Order, a Job or a new product with a BOM.
You can also find us on Microsoft AppSource.
Why Use SYNC for Exact ERP?
If you are looking to grow your business from anywhere in the world using cloud software, automate sales and become a fully digital business, Commercient SYNC has the app for you. Commercient’s SYNC’s application makes it possible to see your Exact data in Microsoft Dynamics (MSD 365) and vice-versa since it can be used on any device. In addition to this, you will need a way to ensure that you have access to accurate, complete, and up to date data in your Exact ERP and MSD 365 CRM. Without this, it becomes difficult to improve your income, leads, and credibility. As a result, that is why you should be using Commercient SYNC.
How can Commercient SYNC’s data integration platform benefit you?
- Streamline your processes, sales, and customer service.
- Increase customer satisfaction.
- Cut costs.
- Assist with inventory control and warehouse management.
- Consolidate your financials.
- Exact data is automatically integrated into your
MSD 365 so you don’t have to program anything.
- There is no mapping, coding or server.
- SYNC is a cloud-based app that allow access from any location. Since
it is a cloud-based experience, you can ensure that Commercient will have your data secured.
- SYNC provides a 360-degree cycle in which Exact
can be integrated into MSD 365 as well as, MSD 365 back into Exact.
- Drive profitability to your business.
What We SYNC
Commercient SYNC for Exact ERP and Microsoft Dynamics 365 CRM includes the integration of:
limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill-to addresses, and account history.
history, and serial numbers shipped).
What other software is SYNC for Exact ERP compatible with?
Commercient’s SYNC is compatible with Kewill, Alliance, MFG, Vanguard, JobBOSS, Macola ES, Macola Progression, Macola 10, Exact Globe, Exact Online, Exact Synergy and MAX.
Microsoft Dynamics 365
This CRM can integrate with enterprise and professional. However, with professional there are a few limitations.
Microsoft Dynamics Integration
|Description||Features||Per User||Per User|
|Customization||Custom Entities||Unlimited||Max 15|
|Business Process Flows||Unlimited||Max 5|
|Custom Workflows||Unlimited||Max 15|
|3rd Party Application Installs||Unlimited||Max 10|
|Reporting and Analysis||Export to Microsoft Excel, Advanced Analytics with Power BI license||✔||✔|
|Real-time Sales Reports and Dashboards||Standard and custom||Max 5|
Credit Card Payment Solutions Add-On
Do you need a credit card payment solution to complete your ERP and CRM integration? We’ve partnered with multiple payment processors to provide you with the merchant service you’re looking for.
If you want the ability to take quicker payments in your ERP, CRM, or an 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
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