Integrating with Microsoft Dynamics 365
Connect your system to Microsoft Dynamics 365
Do you work with Microsoft Dynamics 365 alongside your own portal or application? ClickSmash connects them, so customer data is right in both places and your team does not have to keep track of things in two systems.
In short
- Your application, web shop or portal connected to Microsoft Dynamics 365.
- Including customers, orders and invoices, service.
- One up-to-date view of the customer, in your CRM and in your own application.
- Also for existing software we did not build.
What we connect
What exactly we connect is something we decide together. Often it is:
- Customers: the same data in your application and in Dynamics 365.
- Orders and invoices: exchanged with your own system automatically.
- Service: requests from your portal arrive in Dynamics 365.
Good to know
Dynamics 365 covers both CRM and ERP. We tailor the integration to the parts you use, and combine it where needed with logging in through your Microsoft account.
How the integration works
We build the integration through the Microsoft Dynamics 365 API. After that the exchange runs automatically. If something goes wrong, it is recorded, so it can be corrected and nothing disappears unnoticed.
Also for existing software
We also add the integration to software we did not build. We then start with a technical intake: we look at how your system is put together and what it takes to make the integration reliable.
More about connecting systems, and all other integrations, can be found at connecting systems.
Want to connect your system to Microsoft Dynamics 365?
Tell us which system you use and what has to be connected. We make a proposal.
Discuss your integrationOr call 020 717 3360
Frequently asked questions
Can you connect my application to Microsoft Dynamics 365?
Yes. We build the integration with Microsoft Dynamics 365 for software we built and for existing applications.
Can data be synchronised in both directions?
Yes. Together we decide which system leads for which data, so changes do not overwrite each other.
What does an integration with Microsoft Dynamics 365 cost?
That depends on your system and on what has to be connected. After a first conversation you get a proposal with a price.
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