Integrating CRM with Accounting

Not all your customer related data can reside in one application. That is why pavliks.com specializes in integrating Dynamics CRM with other applications and systems. Most of our CRM implementations have some type of data integration points with other applications. Some examples are...

  • Synchronizing and updating of client name/address/contacts with accounting systems.
  • Pulling of client sales and order history into CRM from the accounting systems.
  • Quote and/or order creation in CRM and push into accounting or ERP systems.
  • Product inventory levels and production schedule pulled into CRM from manufacturing systems.

 

Dynamics CRM and Scribe