Microsoft Dynamics is a series of enterprise resource planning (ERP) and customer relationship management (CRM) applications, which are compatible with a range of other microsoft products.
Contact your Vista representative to integrate Dynamics with Group Sales, so that any contacts you add to or update in Dynamics will also appear in Group Sales.
Integration between Dynamics opportunities and Group Sales bookings
When you integrate Dynamics' opportunities with Group Sales' bookings, changes you make in one will be reflected in the other. For example, if you create an opportunity in Dynamics, Group Sales will make a matching booking. If you change that booking's status, Group Sales will update the matching opportunity's status.
If you're already using Dynamics, this has some advantages:
- Use Group Sales without losing your Dynamics' opportunities.
- Use Group Sales and keep the benefits of your existing Dynamics integrations. For example, if your website is integrated with Dynamics, you can continue to leverage that integration while using Group Sales.
Each organisation handles their Dynamics opportunities differently. That means integrating Dynamics' opportunities with Group Sales' bookings is always a unique process. If you're interested in this integration, please contact us. We can discuss what's involved, and how long it may take.
Comments
0 comments
Please sign in to leave a comment.