Microsoft Dynamics 365 CE Systems supported
Microsoft Dynamics 365 CE is a cloud-based customer relationship management (CRM) system. The universal connector is a highly specific connection used for the bidirectional synchronization of master data and for transferring and creating document data.
Features of the Microsoft Dynamics integration connector
Data between the following modules can be synchronized (example).
- Company
- Person
- Sales opportunities
- Products
- User specific fields
- Data services for creating reports in real time
Already realized projects
The connector is used in a wide range of installations or system combinations.
For all mentioned system combinations, NoCode templates are available for a fast and efficient configuration of the synchronization processes.
Use cases for this integration connector
ERP integration: Connect Microsoft Dynamics 365 CE to different ERP systems and integrate the data and processes of your sales, marketing and service organization across departments. One benefit is for example, the determination of customer value in terms of the share of total sales, the volume of current contracts or payment behavior.
Reporting: Create different reports with targeted queries based on data services, start valuable analyses and make data-driven decisions.
ERP - ERP (tenant): Connect other ERP systems and create a unified data set across company sites.
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