The Microsoft Dynamics 365 Snap-in will enable seamless data import from customer relationship management (CRM) and enterprise resource planning (ERP) workflows into your application. By integrating this add-on, users will be able to sync customer data, sales opportunities, financial records, and service management data directly into your platform for improved business operations and decision-making.

Features

• Automated CRM & ERP Data Import

Customer records, sales opportunities, and financial data from Microsoft Dynamics 365 will be automatically imported into your application, ensuring real-time updates and accurate business insights.

• Integration with Existing Business Systems

Imported data will be mapped to your platform’s CRM, ERP, or other business management tools, ensuring smooth synchronization with existing records and workflows.

• Customizable Data Mapping & Field Synchronization

Users will be able to define how Microsoft Dynamics 365 data fields correspond to fields in your application, ensuring compatibility and flexibility in the integration.

• Real-Time Syncing for Sales, Service, and Finance

Any updates to customer records, sales opportunities, or financial transactions in Dynamics 365 will be reflected in your platform, keeping all systems aligned and up to date.