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Categories
ERP
More Info

Published

22.08.2017

Markets

Benelux, Denmark, Finland, Germany, Norway, Sweden, Switzerland, United Kingdom

Languages

Danish, Dutch, Finnish, English, Norwegian, Swedish

Microsoft Dynamics AX Sync

Work more efficiently and give your customers a better service by connecting SuperOffice CRM with ERP.

About this app

Microsoft Dynamics AX Sync lets you connect your cloud-based SuperOffice CRM with your Microsoft Dynamics AX. It will synchronize customer data and present key financial information, such as invoice data or outstanding orders, in SuperOffice CRM.

When you integrate data from your ERP solution with SuperOffice CRM you will enjoy:

  • Big savings on time: no more searching for customer data in more than one system and no need to learn or update two systems.
  • Improved working experience: respond and act on customer dealings with a full 360-degree view of the customer in one place.
  • Better data quality: update customer data only once, as new information is automatically synchronized to the other system. Less room for errors and out-of-date information.

Meanwhile, your customers will benefit from:

  • Faster response times: because your people have easy access to relevant information.
  • Better and more informed customer service: because they can act on the full information instead of assumptions or guesswork.
  • Greater customer experiences: fewer data errors improves the overall experience and trust in your company.

Key features

  • Connect existing SuperOffice CRM contacts to your Microsoft Dynamics AX customer/supplier lists.
  • Create a new Microsoft Dynamics AX customer/supplier from within SuperOffice CRM.
  • Connect existing SuperOffice CRM contacts to Microsoft Dynamics AX contacts.
  • Create new Microsoft Dynamics AX contacts from within SuperOffice CRM.
  • View transactional data from Microsoft Dynamics AX for any customer/supplier/project in SuperOffice CRM.

Price information

Contact the vendor to learn more about the pricing.

TERMS & CONDITIONS

Requirements

SUPEROFFICE CRM PLAN

  • All user plans.

SYSTEM REQUIREMENTS

  • Microsoft Dynamics AX Account.
  • You will have to download and install a local service which runs on a server that has access to your ERP-system.

Getting started

  • Click the green button to get started.
  • Complete the registration form.
  • Follow the instructions of the provisioning website.

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