Overview


Microsoft Dynamics CRM Online & Intacct Unidirectional process or profile helps you to integrate data between Microsoft Dynamics CRM and Intacct. It helps you streamline your data, automate your business processes and also ensure data accuracy between MS Dynamics CRM and Intacct. To use this profile, DBSync solution package should be installed in your Microsoft Dynamics CRM Instance. The mappings considered in this integration are as follows:

  • Microsoft CRM Accounts to Intacct Customer
  • Microsoft CRM Products to Intacct Items(Inventory, NonInventory)
  • Microsoft CRM Invoice to Intacct SalesInvoice
  • Microsoft CRM Order to Intacct Sales Order

You can also build custom mappings for this profile. DBSync fully supports creation of custom mappings as per to your business process and needs. This profile supports Microsoft Dynamics CRM Online 2011 version and later. Microsoft Dynamics CRM Online & Intacct Unidirectional process or profile helps you to integrate data between Microsoft Dynamics CRM and Intacct. It helps you streamline your data, automate your business processes and also ensure data accuracy between MS Dynamics CRM and Intacct. To use this profile, DBSync solution package should be installed in your Microsoft Dynamics CRM Instance. The mappings considered in this integration are as follows:

  • Microsoft CRM Accounts to Intacct Customer
  • Microsoft CRM Products to Intacct Items(Inventory, NonInventory)
  • Microsoft CRM Invoice to Intacct SalesInvoice
  • Microsoft CRM Order to Intacct Sales Order

You can also build custom mappings for this profile. DBSync fully supports creation of custom mappings as per to your business process and needs. This profile supports Microsoft Dynamics CRM Online 2011 version and later.


Frequently Asked Questions


What versions of Microsoft Dynamics CRM does this profile support?

This profile supports Microsoft Dynamics CRM Online 2011 version and later.

Can I get a free trial version of DBSync?

DBSync is available for 30 day free trial after completing the registration process.

Does this profile support Bi-directional Sync?

No. This profile supports Uni-Directional Sync and you can also create bidirectional sync or as per to your business needs.

Is this profile available with On-Demand or On-Premise version of DBSync?

This profile is available with On-Demand version of DBSync.

What transaction types can we generate in Intacct from Microsoft Dynamics CRM Online?
We can generate following transactions in Intacct from Microsoft Dynamics CRM Online.
  • Invoices
  • Sales Order

  • Can I create custom mappings in DBSync?

    Yes. DBSync is a complete flexible solution and it fully supports custom mappings.