Microsoft Dynamics CRM/365
Microsoft Dynamics 365/CRM is a powerful way to manage customer interactions on the cloud. DBSync’s Microsoft Dynamics 365/CRM integration bi-directionally synchronizes customer related data with your database, accounting systems, and other CRMs ensuring all platforms are uniformly integrated to one another. The Adapter comes bundled with Process Builder which allows detailed customization to fit your business goals.
Category
CRM
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Suitable for:Microsoft DynamicsMicrosoft Dynamics CRM Online & Sage Intacct Unidirectional process or profile helps you to integrate data between Microsoft Dynamics CRM and Sage Intacct. It helps you streamline your data, automate your business processes, and also ensure data accuracy between Microsoft Dynamics CRM and Sage Intacct. To use this profile, DBSync solution package should be installed in your Microsoft Dynamics CRM Instance. -
Suitable for:Microsoft DynamicsDBSync for Microsoft Dynamics 365/CRM Online and QuickBooks Desktop Integration is an easy to use the application to integrate Microsoft Dynamics 365/CRM Accounts, Opportunity, Products, Sales Order, and Invoice with QuickBooks Customers, Job, Items and Sales Order & Invoice respectively. -
Suitable for:Microsoft DynamicsDBSync for Microsoft CRM Online/On-Premise with QuickBooks Online Integration is an easy to use application to integrate Microsoft Dynamics CRM Accounts, Products, Opportunity, and Invoices with QuickBooks Customers, Items and Job & Invoices. -
Suitable for:Microsoft Dynamics30 minutes can change the way you do your business. Allow us to take you through our Product Demo.
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Dynamic Mapping
The application provides a pre-built field to field map along with flexibility for more complex and dynamic mapping capability.
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Accounting & ERP Applications
Expand the versatility of Microsoft Dynamics CRM to your accounting departments with direct integration into: QuickBooks Desktop & Online, Microsoft Dynamics GP (Great Plains), Microsoft Dynamics NAV and Intacct.
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Database Integration
DBSync’s Microsoft Dynamics CRM Adapter offers you the best possible flexibility by supporting connections to multiple database structures: Oracle, SQL Server, DB2, MySQL, PostgreSQL and Cassandra.
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E-Commerce Integration
By connecting your eCommerce and Shopping carts directly to your Microsoft Dynamics CRM data, our adapter enables you to streamline your business processes and get a big picture view of your efforts.
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Turn Key Solution
Our adapter comes built with pre-loaded templates for your standard connections. This gets you up and running in about an hour so you can spend time focusing on what matters.
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Data Management
Take control of your data using DBSync’s Microsoft CRM Adapter to build your data warehouse or Master Data Management by easily replicating cloud data in-house.
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Healthcare & More
Utilize the Microsoft Dynamics CRM adapter to connect your sales and accounting data into healthcare applications like Electronic Medical Records (EMR) as well as integration with flat files.
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Standard and Custom Objects
DBSync's adapter supports a wide range of Standard Objects like AccountFeed, CaseStatus, ContactTag, Quote, ServiceContract, and more.
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Highly Customizable
Our adapter supports, custom fields, custom entities, and the creation of custom mapping for unique or complex business processes.
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Exception Handling
When authorized financial transactions are happening via secure payment gateways, there is a need for real-time Exception handling and reporting. The Microsoft Dynamics CRM Adapter provides superior Exception handling and reporting through our easy to use interface.
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Automatic Updating
DBSync supports automatic data synchronization between applications on an hourly, daily, or weekly.
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Both On-Demand and On-Premise
Our Microsoft Dynamics CRM Adapter has the flexibility to connect with any combination of both On-Demand and On-Premise applications without any specific software or appliances.
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Query, Add, Modify, Delete
The Adapter connects directly to your Microsoft Dynamics CRM Online instance and enables you to query, add, modify and delete various types of records including: create new record, delete records, update existing records, working with custom records, and query, filter and extract records.
This connector supports Microsoft Dynamics CRM Online version and On-Premise instances supporting OData API (2016 or later)
Following versions of QuickBooks are supported by DBSync:
- QuickBooks 2008 and Later US
- QuickBooks 2008 UK, Canada and Australia
DBSync is available for 14 day free trial after completing the registration process.
Yes. This profile supports Bi-Directional Sync and you can also have the control to configure unidirectional sync or as per to your business needs.
This profile is available with On-Demand version of DBSync.
We can generate following transactions in QuickBooks from Microsoft Dynamics CRM Online.
- Invoices
- Sales Order
We can generate following transactions in QuickBooks from Microsoft Dynamics CRM Online.
- Invoices
- Sales Order
Yes. DBSync is a complete flexible solution and it fully supports custom mappings.
We offer plans for businesses of all sizes. Get Started with 14 days Trial.
* Discounts available for Multi-Year Subscription. **Additional Cost Applicable.
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Salesforce
Our Salesforce adapter enables you to easily replicate, integrate, migrate, scrub and bi-directionally synchronize data with the back-end databases or applications of your choice.
- CRM
QuickBooks Online
DBSync’s Quickbooks and Integration Platform ensures an error-free, quick, accurate and seamless integration between your sales and accounting departments.
- Accounting
QuickBooks Desktop
DBSync’s Quickbooks and Integration Platform ensures an error-free, quick, accurate, and seamless integration between your sales and accounting departments. Our solution can connect directly with CRMs as well as databases where you can load or extract data and integrate with your accounting.
- Accounting
Microsoft Dynamics CRM/365
Microsoft Dynamics 365/CRM is a powerful way to manage customer interactions on the cloud.
- CRM
Shopify
DBSync’s Shopify Integration platform synchronizes omni-channel order and fulfillment data with popular CRM, Accounting and ERP applications, helping you simplify and streamline your E-Commerce business across multiple channels.
- eCommerce
NetSuite
DBSync’s NetSuite Connector provides a turnkey solution which ensures an error-free, accurate and automated integration to extract or load your data from our third party adapter directly into NetSuite while allowing firms to unite fragmented data.
- CRM
- Accounting
Jira Core
Create seamless workflows between both JIRA cloud and on-premise and hundreds of other business apps including Salesforce, ServiceNow and Zendesk. Receive real time updates into your project tracking tool or vice versa so teams can collaborate effortlessly.
- Service & Support
- Dev / Ops
Jira Service Desk
Create seamless workflows between both JIRA cloud and on-premise and hundreds of other business apps including Salesforce, ServiceNow and Zendesk. Receive real time updates into your project tracking tool or vice versa so teams can collaborate effortlessly.
- Service & Support
Microsoft Dynamics NAV
DBSync’s Microsoft Dynamics NAV Adapter allows you to synchronize data into and out of its application and enables you to add, query and modify various types of records including Quote, Invoice, Credit memo etc.
- Accounting
Microsoft Dynamics GP
DBSync's Microsoft Dynamics GP (Great Plains) connector allows you to move data into and out of its accounting application and enables you to easily add, query or modify or all types of records including SOP, invoices, Customers etc.
- Accounting
Oracle Database
DBSync’s Database integration helps you get the maximum value out of your applications, by integrating them with any cloud or on-premise database.
- Database
Sage
DBSync offers a complete on demand integration between Sage accounting and CRM softwares . Sage is an innovative solution delivering a wide range of easy-to-use business management software and services which encompasses accounting and payroll, ERP, CRM and other payment modules.
- Accounting
Intacct
Get more value out of the systems you’re already using with the DBSync Sage Intacct Adapter. Extract, transform, and load data from one database type to another via our cloud solution or integrate your existing database into one of our 3rd party adapters.
- Accounting
ChannelAdvisor
DBSync’s ChannelAdvisor Integration platform synchronizes omni-channel order and fulfillment data with popular CRM, Accounting and ERP applications, helping you simplify and streamline your E-Commerce business across multiple channels.
- eCommerce
PocketAdvantage
DBSync's PocketAdvantage connector allows you to integrate your data between PocketAdvantage application and a back-office accounting application like QuickBooks, Microsoft Dynamics GP, Sage and more.
- CRM
ChabadOne
Today’s organizations need an easy-to-use, powerful solution to integrate members’ data across systems and be able to access it at any given time, becoming more agile and responsive to its members and changes in the community.
- CRM
ShipStation
DBSync’s ShipStation Integration platform synchronizes ShipStation data with popular Accounting, ERP and CRM applications, providing seamless integration of your E-Commerce operations.
- CRM
- eCommerce
ServiceMax
DBSync introduces ServiceMax & Accounting integration for ServiceMax to QuickBooks, Microsoft Dynamic GP & NAV, Sage and Accounting Book.
- CRM
GoToWebinar
DBSync’s GoToWebinar connector allows businesses to extract data from GoToWebinar and transfer it into another application directly. The connector lets you combine GoToWebinar with apps such as Salesforce, Microsoft Dynamics CRM, databases and many more.
- Other
Vend
DBSync’s Vend POS Connector provides a quick and easy way to move transactions from Vend to most popular accounting and ERP applications.
- Inventory
Top Integrations
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Business Central
DBSync for Microsoft Dynamics 365 Business Central provides an efficient and real-time integration to streamline your business process. It allows retailers, 3PLs, manufacturers to perform ETL operations on their data while transferring it in and out of Business Central.
- Service & Support
- eCommerce
Top Integrations
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SkuVault
DBSync's SkuVault connector allows you to integrate your data between SkuVault application and a back-office accounting application like QuickBooks, Microsoft Dynamics GP (Great Plains), Sage and more.
- Inventory
Amazon Redshift
DBSync’s Database integration helps you get the maximum value out of your applications, by integrating them with any cloud or on-premise database.
- Database
mongoDB
DBSync’s Database integration helps you get the maximum value out of your applications, by integrating them with any cloud or on-premise database.
- Database
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IBM DB2
DBSync’s Database integration helps you get the maximum value out of your applications, by integrating them with any cloud or on-premise database.
- Database
Amazon S3
The DBSync's Amazon Simple Storage Service (S3) connector is built to connect to Amazon S3 for transferring of various sensitive data like files, directory systems from and into S3 cloud storage service.
- Database
SQL Server
DBSync’s Database integration helps you get the maximum value out of your applications, by integrating them with any cloud or on-premise database.
- Database
MySQL
DBSync’s Database integration helps you get the maximum value out of your applications, by integrating them with any cloud or on-premise database.
- Database
PostgreSQL
DBSync’s Database integration helps you get the maximum value out of your applications, by integrating them with any cloud or on-premise database.
- Database
Swagger API
Swagger is the world’s most popular and largest framework of API’s developer tools for the open API specification. It enables development across the entire API lifecycle, from design and documentation to test and deployment.
- CRM
- API
Top Integrations
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FTP / FTPS
The DBSyncs FTP (File Transfer Protocol) connector implements a file transport channel so that the DBSync iPaaS can exchange files with an external FTP server. The FTP connector can download the file from an FTP server and even upload files to an FTP server.
- File
- Other
File (CSV, XML)
DBSync's File connector implements a file transport channel so that file on the local file system which is configured can be read from and written to. This connector can be configured to filter the files it reads from.
- File
Other Databases (JDBC)
DBSync’s Database integration helps you get the maximum value out of your applications, by integrating them with any cloud or on-premise database.
- Database