Microsoft Dynamics 365 CRM Epicor Integration

Microsoft Dynamics 365 CRM Epicor Integration

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

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

BPA Platform is an iPaaS Platform that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other to enable seamless system integration and business process automation capability

Microsoft Dynamics 365 CRM and Epicor Integration Brochure

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

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Microsoft Dynamics 365 CRM Epicor Integration Scenarios and Benefits

Dynamics 365 CRM Epicor Integration Overview

The Epicor Kinetic and Dynamics 365 CRM Connector tool allows communication between BPA Platform, Dynamics 365 CRM and Epicor Kinetic. 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 Epicor Kinetic Dynamics 365 CRM integration scenarios include:

Integrating Epicor 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 Epicor 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 Epicor 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 Epicor 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 Epicor 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 Epicor 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 Epicor 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 Epicor 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 Epicor Kinetic 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