SMARTCRM and Microsoft Dynamics AX


The standard interface for a customer all-around view

With SMARTCRM, isolated applications belong to the past, even on the topic of ERP.  We indeed offer a standard interface for Microsoft Dynamics AX that is not only easy to set up but can also be customized to meet your company-specific requirements. SMARTCRM imports all relevant ERP data via the interface and connects them with CRM information. This way, a complete panoramic view of the customers and prospective customers is available in one system at all times.

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 AX 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 following data may also be provided to Microsoft Dynamics AX:

  • Customers, suppliers, prospective customers
  • Contacts
  • Quotation items
  • Order items
  • Visit reports
  • Machines
  • DMS documents

SMARTCRM.ERP.AX used by our customers

With SMARTCRM, we created transparent sales processes, improved our reporting system and intensively worked with the extensive evaluations – these are just a few of numerous optimizations. This is why the CRM system was fully accepted by our employees after a start-up period.

Klaus Okunowski, Sales Director at Wiha Werkzeuge GmbH