Common CRM to ERP Integrations
Synchronize all changes to customer master information (name, address, phone, etc.) to the other system in near real-time.
Send all product master and pricing changes from ERP to CRM daily.
Submit quotes or orders from CRM to ERP immediately, with order status (including shipping info) and invoices sent back to CRM.
Manage return (RMA) requests in CRM, and submit to ERP to manage and track refunds once the return is received.
Send all orders, invoices, and returns coming through ERP from other sources (like e-commerce) to CRM for visibility by your sales, service, and support teams.
Common E-commerce to ERP Integrations
Send all product master and pricing changes from ERP to the e-commerce website daily.
Synchronize customer master information (name, address, etc.) changes from e-commerce to the ERP customer master.
Send submitted orders from e-commerce to ERP for order tracking and fulfillment.
Send shipment status and tracking info back to e-commerce for customer visibility.
Manage return (RMA) requests on the e-commerce website, and submit to ERP to track refunds once the return is received.
Common CRM Migration Scenarios
Migrate customer data from an older on-premise instance of Microsoft Dynamics CRM to a new cloud-based instance.
Migrate multiple separate Microsoft Dynamics CRM organizations into one consolidated organization, with advanced customer matching.
Migrate data from Salesforce.com to Microsoft Dynamics CRM, when replacing your CRM system or after a corporate acquisition.
Or migrate data from Microsoft Dynamics CRM to Salesforce.com, when replacing your CRM system or after a corporate acquisition.