APPSeCONNECT seamlessly integrates Zoho CRM with the Microsoft Dynamics NAV Back Office ERP system and streamlines your sales force automation with ERP business processes. It ensures a secure, bi-directional, fully automated exchange of critical business data such as Account, Contact, Product, Sales Order and Invoice between Zoho CRM and Microsoft Dynamics NAV ERP.
Key Features:
Accounts and contacts sync Zoho CRM accounts and contacts will be synced in NAV customer cards as a new customers and contacts will be added under that customer. Similarly, new/existing NAV customers and contacts will be synced as Zoho CRM accounts and contact.
Product and price list sync Any Item listed in your dynamics NAV will be uploaded as products in Zoho CRM. Details for Zoho products will be automatically recorded in dynamics NAV. One sales price in NAV will be mapped as the standard price in your CRM, while additional sales prices will be mapped with PriceBooks created in Zoho. So when a product is synced from NAV to Zoho, multiple sales prices will also be synced to CRM. PriceBooks are generally assigned to different customer groups to offer discounted prices to resellers/wholesellers.
Sales Quotations, Sales Orders, and invoice sync All Zoho CRM sales quotes for any particular account will be synced as NAV sales quotations for further order processing. Zoho CRM sales orders with its current status will be synced to NAV as sales orders along with items selected, taxes, billing, shipping addresses, due dates, etc. Zoho CRM invoices will be synced to invoice in NAV.
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APPSeCONNECT offers a powerful integration platform for seamless data transfer between Zoho applications and ERP systems like SAP Business One, SAP ECC, SAP S/4 HANA, Microsoft Dynamics NAV, and Microsoft Dynamics Business Central, Sage 300, Uniconta, and more.
With pre-built connectors and intelligent mapping capabilities, APPSeCONNECT enables businesses to synchronize data between Zoho and their ERP system. Experience real-time data exchange, automate business processes, and achieve a unified view of your customer and financial data. Drive operational efficiency, improve decision-making, and enhance customer satisfaction using APPSeCONNECT's reliable and scalable integration platform.
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I would recommend you to try APPSeCONNECT Integration for Zoho CRM with the Dynamics NAV. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
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APPSeCONNECT Integration for Zoho CRM with the Dynamics NAV
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