Harmoniser
by Synergy Technology Ltd
Integration between Dynamics 365 Business Central and SuperOffice CRM
Harmoniser is a unique integration developed by Synergy Technology that seamlessly connects Microsoft Dynamics 365 Business Central with various CRM systems including SuperOffice CRM and Microsoft Dynamics 365 Sales.
This integration links records in Business Central and the CRM keeps the data within them synced, unifying the data between them, eliminating data silos and creating “one version of the truth”.
It also enables selected CRM users to create quotes and view transactional data stored in Business Central from within the company record in the CRM system. The Business Central Quote can then create or update a SuperOffice sale or Dynamics opportunity, and any relevant order documents can be linked to the sale or opportunity.
For CRM Users
Allows SuperOffice and Dynamics CRM users to benefit from all the features of one of the most comprehensive enterprise resource planning (ERP) solutions on the market, including financial, operational and supply chain management.
For Business Central Users
Benefits to Sales
- Quote based on pricing and stock data stored in Business Central.
- Real-time visibility of transactional data in SuperOffice (e.g. balances, invoices)
- Make informed decisions based on transactional information.
Benefits to Finance
- Finance stays in control of pricing.
- Ensures that every quote respects your pricing rules, discounts, and margin targets.
Benefits to Management
- Full visibility across the entire customer journey.
- Eliminate data silos with “one version of the truth” across sales and finance.