Microsoft Dynamics 365 Sales Systems supported

Microsoft Dynamics 365 Sales 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

Use cases for this integration connector

ERP integration: Connect Microsoft Dynamics 365 Sales 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.