With our configurable standard interface between SMARTCRM and Microsoft Dynamics 365 Business Central, you can combine the advantages of both powerful tools. Together, you can speed up your business processes, increase your customer satisfaction and strengthen your competitiveness.
SMARTCRM and Microsoft Dynamics 365 Business Central
The interface that adapts
Needless to say, the principle of “custom-made suit yet ready-to-wear” applies to SMARTCRM.ERP. The standard interface to Microsoft Dynamics 365 Business Central offers many possibilities for data exchange between CRM and ERP systems and can be adapted and expanded according to your needs.
This way, you can exactly select the data you want to see in SMARTCRM from the following options:
- Customers, suppliers, prospective customers
- Relationships and hierarchies
- Employees
- Contacts
- Visit reports
- Product, multilingual product text modules, pictures, prices, price lists, product groups, merchandise groups
- Quotation items, quotation pdf, automated tasks to follow up with quotation threshold
- Incoming order items
- Order back log items
- Invoice items, contribution margin per item
- Open items
- Planning
- Projects
- Machines
- Features
- Complaints
- Value tables
- Discount prices
- Targets
- Orders, order confirmation, outstanding invoices
Upon request, the data transfer of the following information to Microsoft Dynamics 365 Business Central is possible:
- Customers, suppliers, prospective customers
- Contacts
- Quotation items
- Order items
- Visit reports
- Machines
- DMS documents
