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Exact Online Sync To Dynamics CRM by Commercient.

作者 Commercient - ERP & CRM SYNC

Commercient SYNC for Exact Online And Microsoft Dynamics 365 CRM

SAVE TIME & MONEY. WIN WITH COMMERCIENT SYNC

Eliminate the timely and sometimes costly procedure of hopping between systems to gather all the data you require. Commercient provides a data integration application - SYNC in which data is integrated one way or two ways between your Exact Online and Dynamics 365 CRM systems. Close the gap between Exact Online and Dynamics 365 CRM. SYNC data integration is simple, quick, and efficient. Your data is synced to both systems as needed without the need for manual data entry, or the risk of human errors. Our integrations are easy to implement and don’t require ETL, mapping, or coding, which reduces integration costs by up to 80%. SYNC harnesses the power of the cloud to provide more security, productivity, efficiency, and revenue. Having all of the information that’s important to your accounting team and sales department in one easy-to-access place will help your business become more efficient by simplify everyone’s jobs, speed up the sales process, and provide you with the one truly collaborative system.

Version Compatibility

Commercient SYNC is compatible with Kewill, Alliance, MFG, Vanguard, JobBOSS, Macola ES, Macola Progression, Macola 10, Exact Globe, Exact, Exact Synergy, and MAX.

SYNC Integration

Commercient SYNC can seamlessly integrate your Exact Online system with your Dynamics 365, this is known as phase 1. Due to the Exact Online system having a transaction integrator that allows the Dynamics 365 system to download records back to Exact Online. Importing data back into the Exact Online system, includes new customers, sales orders, jobs, and invoices - this is known as phase 2. There are two options In order for the data to be integrated back into Exact Online such as a File Option and an API Option.


HOW COMMERCIENT SYNC BENEFITS YOU:

  • Cut costs & drive profitability
  • Save time on data entry
  • Streamline your processes, sales, and customer service
  • Increase customer satisfaction
  • Empower your account executives
  • Cloud-based allows ease of access from any location

WHAT COMMERCIENT SYNCS:

  • Invoice data
  • Customer data
  • Products
  • Custom Workflows / Opportunities / Orders / Invoices / Custom Objects
  • And much more...

概览

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