Microsoft Dynamics 365 CRM is a powerful way to manage customer interactions on the cloud, but it becomes even more powerful when integrated with the rest of your business applications. Extend your Microsoft Dynamics 365 Dataverse with our integration expertise on Dynamics applications.

Replicate or integrate with the most popular applications like QuickBooks, Shopify, JIRA, with your Dynamics applications such as Microsoft Business Central, GP (Great Plains), NAV, to have your teams work together. See below for connectors and common use cases.

Microsoft Dynamics 365 CRM Connector

DBSync is a premier Microsoft Dynamics 365 CRM integration provider, dedicated to expanding business processes through greater integration.

But if Microsoft Dynamics CRM is such great software, why the need to expand it in the first place?

The answer is, every business needs a full stack of applications to carry out its operations. Too often though, those applications work in a disconnected, disjointed way that doesn’t encourage efficiency.

Data, one of your most valuable resources, gets stuck in different applications, so you can’t use it to grow your business. DBSync helps to speed up processes and make your data more valuable by bringing it together with connectors like our Dynamics 365 integration with QuickBooks, or our Microsoft Dynamics CRM integration with Web Services.

The right connectors can facilitate secure, automated data syncing between applications, whether that be your Shopify shop, accounting software, analytics platform, or anything else.

This is going to make your work more efficient and more cost-effective while unlocking new insights that can grow your business.

Category

CRM

Features

  • Dynamic Mapping

    The application provides a pre-built field to field map along with flexibility for more complex and dynamic mapping capability.

  • Accounting & ERP Applications

    Expand the versatility of Microsoft Dynamics CRM to your accounting departments with direct integration into: QuickBooks Desktop & Online, Microsoft Dynamics GP (Great Plains), Microsoft Dynamics NAV and Intacct.

  • Database Integration

    DBSync’s Microsoft Dynamics CRM Adapter offers you the best possible flexibility by supporting connections to multiple database structures: Oracle, SQL Server, DB2, MySQL, PostgreSQL and Cassandra.

  • E-Commerce Integration

    By connecting your eCommerce and Shopping carts directly to your Microsoft Dynamics CRM database, our adapter enables you to streamline your business processes and get a big picture view of your efforts.

  • Turn Key Solution

    Our adapter comes built with preloaded templates for your standard connections. This gets you up and running in about an hour so you can spend time focusing on what matters.

  • Data Management

    Take control of your data using DBSync’s Microsoft CRM Adapter to build your data warehouse or Master Data Management by easily replicating cloud data in-house.

  • Healthcare & More

    Utilize the Microsoft Dynamics CRM adapter to connect your sales and accounting data into healthcare applications like Electronic Medical Records (EMR) as well as integration with flat files.

  • Standard and Custom Objects

    DBSync's adapter supports a wide range of Standard Objects like AccountFeed, CaseStatus, ContactTag, Quote, ServiceContract, and more.

  • Highly Customizable

    Our adapter supports custom fields, custom entities, and the creation of custom mapping for unique or complex business processes.

  • Exception Handling

    When authorized financial transactions are happening via secure payment gateways, there is a need for real-time Exception handling and reporting. The Microsoft Dynamics CRM Adapter provides superior Exception handling and reporting through our easy to use interface.

  • Automatic Updating

    DBSync supports automatic data synchronization between applications on an hourly, daily, or weekly basis.

  • Both On-Demand and On-Premise

    Our Microsoft Dynamics CRM Adapter has the flexibility to connect with any combination of both On-Demand and On-Premise applications without any specific software or appliances.

  • Query, Add, Modify, Delete

    The Adapter connects directly to your Microsoft Dynamics CRM Online instance and enables you to query, add, modify and delete various types of records including: create new record, delete records, update existing records, working with custom records, and query, filter and extract records.

Integrations

FAQ

This QuickBooks Dynamics 365 integration supports Microsoft Dynamics CRM Online version and On-Premise instances supporting OData API (2016 or later)

The following versions of QuickBooks are supported by DBSync:

  • QuickBooks 2008 and Later US
  • QuickBooks 2008 UK, Canada and Australia

DBSync is available for a 14 day free trial after completing the registration process.

Yes. This profile supports Bi-Directional Sync and you can also have the control to configure unidirectional sync as per your business needs.

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

You can generate the following transactions in QuickBooks from Microsoft Dynamics CRM Online.

  • Invoices
  • Sales Order

You can generate the following transactions in QuickBooks from Microsoft Dynamics CRM Online.

  • Invoices
  • Sales Order

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

View Plans

We offer plans for businesses of all sizes. Get Started with 14 days Trial.

What Features Do You Get?

Starter

Enterprise

Price

Number of Apps 2 More than 2
Customizable Mapping
Usage Limit (Records per Month) 5,000 50,000
Number of User Unlimited Unlimited
Data Flow Bi-directional Bi-directional
Customer Support Chat, Email Chat, Email, Phone
Premium Support $** $**

What Features Do You Get?

Enterprise

Price
Number of Apps

More than 2

Customizable Mapping
Usage Limit (Records per Month) Unlimited
Number of User Unlimited
Data Flow Bi-directional
Customer Support Chat, Email, Phone
Premium Support $**

* Discounts available for Multi-Year Subscription. **Additional Cost Applicable.

Microsoft Dynamics CRM/365

All

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