What Is Vigience Overcast Microsoft Dynamics 365 Integration?
Vigience Overcast Microsoft Dynamics 365 Integration allows organizations to integrate their Microsoft Dynamics 365 Business Central ERP system into Salesforce. This includes the data replication of objects like customers and items, as well as the real-time access to sales orders and sales invoices. Overcast also allows you also to build your own, custom Dynamics 365 integrations.
The Microsoft Dynamics 365 Integration allows users to work on all their tasks from a single, Salesforce-based user interface without the need to switch between applications.
Vigience Overcast Microsoft Dynamics 365 Integration Benefits
Single System of Engagement
Eliminate the need to switch between Salesforce and Microsoft Dynamics 365 and offer your users a unified experience.
Increase Productivity
Make users more productive, better informed and reduce errors.
Reduce Training Costs
Accelerate the on-boarding of new team members by removing the need to train them on multiple systems.
Vigience Overcast Microsoft Dynamics 365 Integration Features
Vigience Overcast Microsoft Dynamics 365 Integration ensures consistent, efficient business processes across all steps along the sales process to make users more efficient and boost productivity. Detailed and comprehensive features, deep Microsoft Dynamics 365 real-time transactional integration, dashboards and reports give you the tools you need to effectively monitor and scale your operations.
Customer Replication
Customer Replication
Replicate Microsoft Dynamics 365 Customer Master records to your Salesforce Accounts. This component includes basic information such as customer number, name, and main address from the Dynamics 365 Customer Master.
Item Replication
Invoice History
Sales Order History
Custom Data
Vigience Overcast Microsoft Dynamics 365 Integration Solution
The Microsoft Dynamics 365-integrated Customer 360 solution is a collection of ready-to-use Overcast Components for companies wanting to get a true end-to-end 360-degree view of your customer in order to provide faster and better customer service.
Access real-time Dynamics 365 order and invoice data, and more – all without leaving your everyday Salesforce CRM workspace.
Connect non-Dynamic 365 data sources as well to get a complete overview – a single view of everything relevant across multiple systems.
Without Overcast
- Sales employees must switch between systems to get a customer 360 view on their accounts
- Invoice and order history is not available within Salesforce
- Master-data like accounts needs to be updated in Salesforce and Dynamics 365 in parallel
With Overcast
- Sales employees get a true customer 360 view within one, user-friendly application.
- The invoice and sales order history can be accessed from within Salesforce in real-time.
- Master-data like accounts are automatically replicated between Salesforce and Dynamics 365 so that they need to be maintained only ones.
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