The ERP systems of the Dynamics 365 cloud platform comprehensively address the management and planning of resources in medium-sized and large companies. Whether it is accounting, production, purchasing and sales, warehouses or projects.
With them, you have at your disposal integrated tools that are always up-to-date and expand your possibilities with innovations in the form of artificial intelligence tools, the Internet, new analytical tools and others.
Integration
Microsoft Dynamics 365
How much does it cost to integrate Microsoft Dynamics 365 with Daktela?
Daktela provides standard integration (contact information) with one-way synchronization with CRM Microsoft Dynamics 365 free of charge (CRM Microsoft Dynamics 365 >> Daktela). In the case of customizations, integration may be charged.
How can you integrate Microsoft Dynamics 365 into Daktela?
For basic integration, it is enough to fill in the basic authorization data in the administrator interface in Daktela.
Required authorization data:
- Instance URL – the address of your server
- Username – log in from the account you want to use
- Password – password for the selected login name
What are the benefits of Microsoft Dynamics 365 CRM?
- Easy connection to other systems and tools
- Access from anywhere and from any device
- Increasing the efficiency of the company
- Transparency of your finances
- Comprehensive display of all operations
Microsoft Dynamics 365 Business Central covers all the needs of a larger company. Dynamics 365 Finance is an ideal helper in managing complex financial processes. The Dynamics 365 Supply Chain Management solution is suitable for companies with demanding production and logistics.
Standard integration can synchronize the following data and optional fields:
- contacts
- accountrolecode
- accountrolecodename
- address1_addressid
- address1_addresstypecode
- address1_addresstypecodename
- address1_city
- address1_composite
- address1_country
- address1_county
- address1_freighttermscode
- address1_freighttermscodename
- address1_latitude
- address1_line2
- address1_longitude
- address1_name
- address1_postalcode
- address1_postofficebox
- address1_primarycontactname
- address1_shippingmethodcode
- address1_shippingmethodcodename
- address1_stateorprovince
- address1_telephone1
- address1_telephone2
- address1_telephone3
- address1_upszone
- address1_utcoffset
- birthdate
- businesscard
- businesscardattributes
- contactid
- accounts
- accountcategorycode
- accountcategorycodename
- accountclassificationcode
- accountclassificationcodename
- accountid
- accountnumber
- accountratingcode
- accountratingcodename
- address1_addressid
- address1_addresstypecode
- address1_addresstypecodename
- address1_city
- address1_country
- address1_county
- address1_freighttermscode
- address1_freighttermscodename
- address1_latitude
- address1_line2
- address1_longitude
- address1_name
- address1_postalcode
- address1_postofficebox
- address1_primarycontactname
- address1_shippingmethodcode
- address1_shippingmethodcodename
- address1_stateorprovince
- address1_telephone1
- address1_telephone2
- address1_telephone3
- address1_upszone
- address1_utcoffset
- opendeals
- opendeals_state
- openrevenue_base
- openrevenue_date
- openrevenue_state
- originatingleadid
- websiteurl