Integration between Exact & Microsoft
Automatic integration between Exact Globe Next and Microsoft Dynamics 365
Experience the benefits of automatic integration between Exact Globe Next and Microsoft Dynamics 365 Sales.
Many organizations want an efficient and good CRM solution. This does not always have to be the CRM solution of the current ERP environment. With satisfaction and years of use of Exact Globe Next, it is more common to want a solution in combination with Microsoft Dynamics 365 Sales. This is because there is a preference to work with Microsoft products and Office 365 fits seamlessly with Microsoft Dynamics 365 Sales.
For these customers, Qexpertise has developed a building block that ensures the integration between Microsoft Dynamics 365 Sales and Exact Globe Next.
The benefits for you as a company at a glance
The best of 2 worlds
The connection is established by a web API combined with, among other things, an HTTPS certificate, the certificate is necessary for a secure connection. Qexpertise takes care of the complete installation, of course including a server account with Exact Globe Next access on which the API can run.
Microsoft Dynamics 365 Sales is leading all inputs in terms of relationships, contacts, and quotes. By default, fields are already recorded in the link, of course fields can be added to this. An example of a trigger: If the customer type is a prospect, it is not yet transferred to Exact Globe Next. If quotation is won, the customer type changes from prospect to customer and is automatically forwarded to Exact Globe Next. In addition, an order can also be automatically fired in Exact Globe Next after a won quotation from Microsoft Dynamics 365 Sales.
ConnExact can also be used to import your (composite) items and price lists from Exact Globe Next into Microsoft Dynamics 365 Sales. So you can easily create your quotes in Dynamics 365 Sales with the latest articles and information from your Exact Globe Next environment. The synchronization frequency can be set per part according to your wishes. In this way, it is not necessary to give the Microsoft Dynamics 365 Sales users access to Exact Globe Next.