Integrate Accelo to Microsoft Dynamics 365 CRM

Build fast, flexible and future-proof integrations with Alumio's iPaaS

Integrating Accelo's ERP and Microsoft Dynamics 365 CRM (CRM) has never been easier. Merge applications yourself via the user-friendly interface of Alumio's no-code integration solution.
Alumio iPaaS integration platform
Integrate CRM Microsoft Dynamics 365 CRM to ERP Accelo
Integrate ERP Accelo to CRM Microsoft Dynamics 365 CRM
Accelo
Microsoft Dynamics 365 CRM
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Digitalization

Without Alumio iPaaS

Potential of entangled IT landscapes

Data silos. A lot of custom coded or third-party connections result in data silos.

Lack of visibility. Custom solutions differ in their levels of ability to monitor, resulting in notification problems when issues occur.

Negative business impact. Problems are not being notified making them troublesome to resolve, resulting in order issues and resultantly disappointed customers which are detrimental to businesses.

Not secure and compliant. Complex integrations are not conducive to being compliant with privacy regulations nor to establish a secure IT ecosystem in line with everchanging legislative changes.

Stretched timelines. with complex combination of integrations it is not possible to add and connect all new software to existing software without creating a time and cost intense IT project.

With Alumio iPaaS

Normalized entity of data

Scalable and interchangeable. Fast and seamless connectivity to apps and databases with simplified data exchange.

Happy customers. Be ahead of problems with Alumio's monitoring and notifications cockpit.

Save time for senior developers. Create most of the integrations yourself without requiring help of senior developers. Enabling developers to focus on architecture and custom coding.

Customizable interfaces without compromise. Ensure the success of front office and back office which rely on reliable integrations.

Easily connect legacy software. Connect to older, legacy software without trouble.

"Alumio makes us much more responsive, allowing us to provide the most up-to-date product information, regardless of the channel."

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Integrate Accelo with anything

Accelo is a platform for automation of service operations for small businesses. It includes project management, CRM, support, and time billing. Some of the most popular Accelo integrations include finance, ERP, marketing, and project management applications.

Integrate Microsoft Dynamics 365 CRM with anything

Microsoft Dynamics 365 for Customer Engagement is ideal for companies, to provide customers with an optimal experience. This enables creating of a long-lasting relationship based on trust and knowledge. The Customer Relationship Management (CRM) part within Microsoft Dynamics 365 provides you with an opportunity to grow by offering a great basis for more effective sales, positive customer experience, better service, and smart marketing.

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SMB and SME companies across the globe rely on integrations done with Alumio iPaaS and native connectors. Digitalising and streamlining processes helps companies to accelerate digital growth and become future-proof.

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How does the Accelo and Microsoft Dynamics 365 CRM synchronization solution work?

We’ve observed their significant growth in the ERP market, the potential they have individually, and how Accelo and Microsoft Dynamics 365 CRM would work very well together, adding up their strengths. Let’s see how easy integrateing Accelo to Microsoft Dynamics 365 CRM could be, opening up up a widerange of opportunities for your business.
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Why we chose Accelo

Accelo is a platform for automation of service operations for small businesses. It includes project management, CRM, support, and time billing. Some of the most popular Accelo integrations include finance, ERP, marketing, and project management applications.

Integration-software-ipaas-Integration-Services

to integrate to Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 for Customer Engagement is ideal for companies, to provide customers with an optimal experience. This enables creating of a long-lasting relationship based on trust and knowledge. The Customer Relationship Management (CRM) part within Microsoft Dynamics 365 provides you with an opportunity to grow by offering a great basis for more effective sales, positive customer experience, better service, and smart marketing.

Alumio is the leading 'no-code' integration platform as a service for Microsoft Dynamics 365 CRM to get Accelo files imported and connected. As a Symfony iPaaS Alumio opens the door to no-code integration solutions for your business. Alumio's tooling allows you to use and adjust your Accelo import templates. With Alumio's integration solution, your integration scales with your business needs.

Alumio is the leading 'no-code integration solution as a service for digital commerce. Alumio's iPaaS (Platform as a Service) offers pre-built integration templates for Accelo and Microsoft Dynamics 365 CRM, Enabling an easy kickstart for your project and to have your basic integrations up and running in no-time. Alumio's tooling allows you to adjust these pre-built integration templates if desired and to create extra data routes via the user-interface. With Alumio's no-code integration solution, your integration scales with your business.
How does the "Accelo - Microsoft Dynamics 365 CRM" connector work?

Offer your business a unique integration, arranging the connection and authentication to Magento and SAP.

1 Tether Accelo to Microsoft Dynamics 365 CRM API
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This connector offers a simple to use feature to connect integrations. Managing the connection and authentication to both Accelo and Microsoft Dynamics 365 CRM.
Plug-and-play connect Microsoft Dynamics 365 CRM API Alumio offers an off the shelf feature integrateing to the API of Sage X3 ERP in a simple fashion using the interface of Alumio. Plug and play, instant connect!
Plug-and-play connect Accelo API The connector connects to the API and arranges all technical stuff, such as oAuth2 authentication, requesting refresh tokens, handling security, and so on. These pre-built integration templates help you to kickstart your integration instantly, since a lot of work is already done.

This connector offers an a simple to use feature to connect integration to manage the connection and authentication to both Accelo and Microsoft Dynamics 365 CRM, and protocols like sFTP and OCI Punch-out.

Plug-and-play sync Accelo files from servers (sFTP) or integrate to OCI Punch-out.

Alumio offers an off the shelf feature to integrate to fileservers when customer pushing the Accelo files to a file server, to read attachments (Accelo files) from emails or to integrate the OCI Punch-out protocol. These integrations can be created via the interface of Alumio. Plug-and-play integrate your Accelo files

Plug-and-play integrate Microsoft Dynamics 365 CRM API

The connector connects to the Application Programming Interface (API) of Microsoft Dynamics 365 CRM and arranges all techinicalities such as, oAuth2 authentication, requesting refresh tokens, handling security, etc. These connector templates help you to kickstart your integration where a lot of work is already done.

2 Data routes delivered by Accelo - Microsoft Dynamics 365 CRM
2 Import template for Accelo formats can be re-used
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Connector templates are reusable working integrations for certain data formats where the transformers and mappers were used to adjust the data and have been saved as a template. These pre-built integration templates help you kickstart your integrations instantly, due to a lot of work already being done.

The Accelo - Microsoft Dynamics 365 CRM also delivers a set of data routes, as displayed in the right column. Its design studio features allow you to customize data routes to match your specific Microsoft Dynamics 365 CRM configuration.

You can create mappings for your Accelo formats, which can be saved as pre-built integration templates. These templates are re-usable working integrations for certain data formats, where the transformers and mappers to adjust the data can be saved as a re-usable template. These pre-built integration templates help you to kickstart your integrations for other customers because a lot of work is already done.

3 Installation and customization
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Test the integration and fill in your credentials for the Application Programming Interfaces of Accelo and Microsoft Dynamics 365 CRM, activating the integration between Accelo and Microsoft Dynamics 365 CRM.

To test the integration you only need to fill in your credentials for the Application Programming Interfaces of Microsoft Dynamics 365 CRM and, if used, for the OCI Punch-out protocol or used fileserver (sFTP) to active the synchronization between Microsoft Dynamics 365 CRM and your Accelo files.

Tether API Accelo and Microsoft Dynamics 365 CRM
Tether Accelo files to the API of Microsoft Dynamics 365 CRM
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The Accelo connector template is available for kick-starting your project. Alumio has created a so-called integration template that connects the Application Programming Interface (API) of Accelo This API-led integration strategy makes sure that your business benefits from a standardized and optimized integration, evolving alongside Accelo Microsoft Dynamics 365 CRM. The only thing you have to do is map the data from your other API (endpoint) Microsoft Dynamics 365 CRM

The Microsoft Dynamics 365 CRM connector for Accelo automatically synchronizes data entities between Microsoft Dynamics 365 CRM and Accelo. The API-based integration allows for data availability in Microsoft Dynamics 365 CRM, including customer, product, price, order, invoice, and delivery information to be connected to Accelo ERP.

Alumio provides an IT-landscape to get rid of data silos by being an iPaaS integration solution ready for future growth, providing your business with a normalized data entity so that you can integrate any tool, any time.

Alumio has created a connector template that connects to Microsoft Dynamics 365 CRM Application Programming Interface (API) and several protocols to export or import Accelo files. This API-led integration strategy makes sure that your business benefits from a standardized and optimized integration, that evoles alongside the Microsoft Dynamics 365 CRM platform. The only thing you have to do is map the data from your Accelo files. Alumio provides an IT-landscape that eradicates data silos, to create an iPaaS integration solution ready for future growth, and provides your business with a normalized data entity so that you can integrate any tool at any given time.

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