Microsoft Dynamics 365 CRM Acumatica Integration

Microsoft Dynamics 365 CRM Acumatica Integration

Are you looking for a cost-effective Microsoft Dynamics 365 CRM Acumatica integration solution to read and write data to and from Dynamics 365 CRM to automatically synchronise data with your Acumatica system? Or are you looking to improve sales team performance and drive company revenue?

Codeless Platforms’ drag and drop Dynamics 365 CRM Acumatica integration solution provides you with a simple, straightforward way of reading and updating Dynamics 365 CRM and Acumatica to reduce costs, remove data entry errors, increase employee productivity and improve company performance.

Microsoft Dynamics 365 CRM Acumatica Integration Brochure

Learn how Codeless Platforms' Microsoft Dynamics 365 CRM and Acumatica integration solution enables organisations to synchronise critical data and remove repetitive data entry.

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Microsoft Dynamics 365 CRM Acumatica Integration Scenarios and Benefits

BPA Platform enables cloud-based, on-premises business systems and cloud-to-cloud SaaS applications to talk to each other, providing seamless data integration and business process automation capabilities.

Dynamics 365 CRM Acumatica Integration Overview

The Acumatica and Dynamics 365 CRM Connector tool allows communication between BPA Platform, Dynamics 365 CRM and Acumatica. This enables efficient integration between Dynamics 365 CRM and your other business systems, via BPA Platform.

The full range of objects in Dynamics 365 CRM can be interacted with, including Accounts, Account Leads, Appointments, Calendars, Campaigns, Contacts, Contracts, Invoices, Leads, Opportunities and Products. The range of objects and the data within them is retrieved dynamically from your installation of D365 CRM so that custom changes made in the CRM are also included.

Common Acumatica Dynamics 365 CRM integration scenarios include:

Integrating Acumatica with Microsoft Dynamics can provide you with the ability to automatically synchronise new and existing accounts, contacts, products, price lists, quotes, sales orders and invoices etc.

• New and Existing Accounts and Business Partners: Automatically synchronise accounts between Dynamics 365 CRM and Acumatica including: Account name, customer number, default billing/shipping address, contact information, industry etc.
• Contacts: Automatically update new and existing contacts between Dynamics 365 CRM and Acumatica with the associated business partner or customer account including: Name, owner (if applicable), telephone/mobile, email, account name etc.
• Price List: Automate the synchronisation of pre-defined price lists from Acumatica to Dynamics 365 CRM Price Books, including single currency.
• Allow Microsoft Dynamics 365 CRM users to perform stock lookups
• Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager
• Item: Automatically synchronise Items from Acumatica to Dynamics 365 CRM including: Product name, product code, product description, product prices associated with a variety of price books
• Quotes: Automatically synchronise quotes from Dynamics 365 CRM to Acumatica including: Customer, owner (if applicable), date, customer reference number, quote number, validity till, default shipping address, Quote Line Items: including product, quantity quoted for, remarks
• Sales Order: Automatically synchronise sales orders from Acumatica with Dynamics 365 including: Order number, order date, order value, account, owner (if applicable), product, unit price, quantity, subtotal etc.
• Invoice: Automate the synchronisation of invoice information between Acumatica and Dynamics 365 CRM including: Account, invoice number, invoice date, invoice amount, owner (if applicable), product, unit price, quantity, sub-total etc.

Dynamics 365 CRM Whitepaper

Commercial benefits of integrating Dynamics 365 CRM with Acumatica when using BPA Platform include:

• Remove repetitive, time-consuming data entry and associated costs
• Eradicate data entry errors
• Increase employee productivity and company output
• Ability to run the entire business without additional administrative support
• Reduce operational costs
• Significantly reduce bespoke development times and costs
• Ability to adapt automated business process quickly to changing business requirements