APPSeCONNECT Integration for Zoho CRM with the Dynamics NAV

APPSeCONNECT Zoho CRM and Dynamics NAV Integration

Built for: CRM Developed by: APPSeCONNECT Corp.
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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.

Tags

Deployment type API-built integrations
Published date Aug 5, 2019
Version 1.0
Category Productivity
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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