CRM Integration with AX

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Dynamics 365 and AX Integration

What is Dynamics CRM and Dynamics AX?

Dynamics CRM (Customer Relationship Management) is an integrated, data-driven solution to optimize the way you interact and do business with your customers. With Dynamics CRM applications in place, you can seamlessly manage and maintain customer relationships, track engagements, and sales, and deliver actionable data from a single screen.

Dynamics AX is a powerful ERP system also called the Operations module, a part of Microsoft Dynamics 365 enterprise edition. This resource planning tool brings together industry and brand-specific functionalities with core enterprise management features to empower the companies to meet the challenges of their industries, and avail optimal business opportunities.

Why consider Dynamics CRM and Dynamics AX Integration?

Integration of Dynamics CRM and Dynamics AX guarantees the best utilization of both software solutions without any type of data inconsistency. With the coupling in real time, changes in any of the two solutions are synchronized effortlessly. Much integration is synchronized on the basis of the source data (database) without taking into account the control logic present in the two systems.

Microsoft Dynamics Connector is Microsoft’s data integration tool used to link Microsoft Dynamics AX and Microsoft Dynamics CRM. The connector offers out of the box bi-directional integration between ERP and CRM entities like sales orders, customer, invoices, and items. It works with both on-premise and online solutions and relies on web services for the data integration.

Key Points of the Integration

  • Install the Connector
  • Configure the Connector
  • Build an Integration
  • Run an Integration
  • Design Considerations

Main integration challenges you can face:

  • Synchronization of Dynamics CRM and AX is time-consuming
  • Data needed in CRM from a non-Dynamics system

De Facto Infotech can help you with the detailed process and ensure successful integration between the two solutions in real time. We ensure flexible, an out-of-the-box integration that’s seamlessly extended to your business.

What makes De Facto Infotech best integration partner?

De Facto Infotech is a Microsoft-certified Gold Partner which has helped companies, from SMEs to Fortune 10 enterprises, leverage the power, scalability, and flexibility of Microsoft products, over the past two decades. We have helped companies boost sales, manage marketing and deliver best customer experience, all from one straightforward and customized place.