Tips and examples
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Do you ever wanted to expand your dynamics 365 but didn't know how? Read now on our Blog on how you can integrate Dynamics 365 CRM with My Sage, SAP, and NetSuite! This will make your business life so much easier to work with!
www.makeitfuture.com/automation/how-can-i-integrate-my-dynamics-365-crm-with-my-sage-sap-or-netsuite
Dynamic 365 provides the users a platform for ERP (enterprise resource planning and CRM (customer relationship management). However, this blog revolves around the CRM aspect of Dynamic 365 and how it can be integrated with other platforms.
If you have to learn more about it, stick to the blog till the end!
CRM itself is a data-driven solution that allows the business to interact in a better manner with the customers. There is no ambiguity around the fact that customers are an essential part of the business, and the way they feel about the business is directly linked to the success of the business.
Dynamics 365 CRM helps in maintaining customer relationships by keeping track of sales and marketing and by providing actionable data to strengthen the link.
Considering how useful the tool Dynamic 365 CRM is, businesses increasingly look forward to making the most out of it. And integrate it with other platforms so greater efficiency can be brought to businesses.
The first question that arises is whether the integration between Sage and Dynamics 365 CRM is possible or not? The answer that follows right away is yes. In fact, it is very common. The following is how you can integrate your Sage with Dynamics 365.
But before that, one must ask whether these apps integrate with Dynamics 365 CRM or not? The answer right away is yes.
The following question is how you can integrate Dynamics 365 CRM with other apps? This can be done with the help of a common data model, and then integration can happen.
There is a platform that enables the integration of the two apps or software. If you are looking for two powerful platforms that are no-code/low-code and offer powerful yet easily done integrations, then you need to discover more about Zapier and Make.
Zapier integration is a tool that enables businesses to connect millions of apps and software for the purpose of sharing data across them, making the workflow easier, and simply automating the processes.
Make is yet another platform that supports the idea of integration. It is a no-code cloud-based automation platform that allows the workflow processes to be automated. Make provides unlimited opportunities for the integration in various modules apart from CRM. These include marketing, sales, operations, IT, HR, and whatnot.
A significant reason why one should think about using Make.com to integrate the apps is the fact alone that it brings various apps under one platform, making it easier for the business to use and bringing in efficiency.
The best part about Make is that it allows an integrating option in which all you need to do is drag and drop, and you are done!
So first things first, you need to install the Dynamics 365 CRM module in the make environment.
Next up, you need to create a connection. For this, you will be required to provide the Connection name, Client ID, Client Secret, Organizational Base URL, and validation key.
The following step will then ask you to add further information like adding module names and Entity names. Here you will be given the option of search, which will enable you to access a wide list of modules that are available. Select the one, add more needed information, and once the test is run successfully, you are done! There goes your automation, and you can view that in your Dynamics 365 CRM module too.
Sage software takes control over the accounting solutions. When integrated with Dynamics 365 CRM, it will allow for synchronization online, data migration for the products as well as for the customers will keep track of invoices, customer balances and credits will be tracked, and purchase orders can be generated directly from the invoice item.
That is just a few of the functionalities that the integration of sage and dynamics 365 will have to offer. However, there is a separate list of benefits that the integration of Dynamics 365 and Sage has to offer.
Some of them are the following:
These benefits, all in all, will allow for better customer management relationships and can be done at a competitive cost, thanks to automation and integration.
SAP is known for its ERP (enterprise resource planning software. The integration offers the best of both worlds to the business. Here is why you should be thinking of integrating your SAP with Dynamics 365 CRM:
The integration offers this and much more, leaving no reason not to do it in the first place.
NetSuite is cloud-based software that offers ERP (enterprise resource planning). The integration can be done with the help of middleware software such as Make or Zapier. The following are the benefits that can be achieved with the integration of NetSuite and Dynamics 365 CRM:
This, along with the other benefits that were mentioned earlier, happens due to the integration of the leading software, ensuring the businesses run on their utmost efficiency.
When the different software is operated on their own, there is a high chance that the effects that would have been achieved if integrated would be diminished. Hence, it’s ideal that the businesses ensure that their operations are made easier with the integration among the applications and software they use with consistency.
Another reason why you should be considering integrating the applications together is the fact that it helps in eliminating the redundancies among the tasks. This makes sure to save a lot of time and money, and most importantly, the motivation of the employees won't be diminished carrying out the same activities.
Furthermore, when Dynamics 365 CRM is integrated with other software, it will allow for more growth opportunities for the business. It is a no-brainer that businesses are only successful if their customers are content. With this integration, the efficiency of the business rises, and when the entire data of the customers is well-integrated, it becomes easier to manage the customers.
Integration between two software shouldn’t be a hassle if you know the right middleware tools. That’s when Make.com and Zapier come in handy. These are those platforms that allow a wide range of applications to integrate. Moreover, you don’t need to know the coding as they are low-code or now code platforms. Apart from that, every small or large business can make the most out of these platforms since they don’t involve technicalities and hence, are ideal for businesses that don’t comprise IT departments.
If you are planning to integrate Dynamics 365 CRM with other applications, don’t think twice and use Make.com to make your task easier! And if you need any help or you don't wanna do it yourself, just book your first free appointment with us, makeitfuture, now!
Cloud Integration, iPaaS, SaaS, BPA… Ough, hard to keep track of all these terms. They are currently used frequently (and increasingly) in the context of automation, and it is sometimes difficult to make a clear distinction and distinction. We have already written blog posts on the terms iPaaS, SaaS and BPA, but we’ll take them up again here to make the difference.
But let’s start with cloud integration, because that’s the central umbrella term in which we embed all the other technologies in this blog post.
Arrange a free cloud integration consultation now
Arrange a free cloud integration consultation now
To illustrate these advantages, an example is suitable that we know well from our everyday work as an automation agency:
The central data to be used here is the data of a major customer. This can be the simplest information, such as the address. This address is required in numerous but completely different processes in the company: on the one hand, for correct invoicing in accounting. On the other hand, in the CRM system, where all the data of the large customer is also stored. But the address is also important in sales, for example, when employees go to the sales meeting on site.
Now the customer announces that the address of the company has changed after a move. This information will reach you by e-mail. There are now two options:
01. The e-mail is forwarded to all affected departments, accounting, sales, customer service, marketing… All persons open their corresponding program, CRM, accounting software, marketing tools (such as newsletter marketing) and change the data already stored there of the customer. This means that in multiple applications, different people do exactly the same thing: change one address.
02. But there is also an alternative: By connecting your applications, thus by integrizing them, the customer’s e-mail, or rather the information it contains about the address change, is automatically passed on to all affected applications: CRM, accounting, marketing, ERP. This does not require any clicks, because the cloud integration detects a trigger, i.e. address change, and thus automatically starts the process.
What sounds unimpressive in a single process becomes more effective when such a process occurs several times a day or weekly. Because there is a lot of data that is available in different applications and should always be correct. If these applications are cloud applications they are suitable for cloud integration.
But cloud integration doesn’t just happen. There are now a variety of applications that enable and implement this. Such tools usually allow us to link the relevant cloud applications on a central platform and define clear rules on when, how, where, how much data should be passed on and what happens to them.
To realize cloud integration, there are various applications and technologies that are sometimes used interchangeably.
We have made a first distinction between iPaaS and BPA here.
We explain the term SaaS in more detail here.
Cloud integration is rather an umbrella term that includes numerous technologies, such as SaaS, iPaaS and BPA, and this is also absolutely necessary. Cloud integration is a concept that is made possible by appropriate technologies.
However, all terms share the commonality that they are cloud-based and thus offer enormous potential for growth and scaling. In addition, they are often cheaper to implement and maintain because changed requirements are easy to implement.
As an independent automation agency, we implement cloud integration according to your requirements. We use a variety of SaaS tools and iPaas (strictly speaking BPA) software. Together we find individual solutions that are flexible and scalable.
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