Exact to Microsoft Dynamics 365 CRM

Integrating Exact's leading ERP and Microsoft Dynamics 365 CRM (CRM) has never been easier. Tether your apparatuses yourself using the interface of Alumio's leading low-code integration application.
Tether your JSON, XML or EDI files from your customers to your CRM by using Alumio's leading low-code integration application.
Alumio iPaaS integration platform
Integrate CRM Microsoft Dynamics 365 CRM to ERP Exact
Integrate ERP Exact to CRM Microsoft Dynamics 365 CRM
Also available for
Exact
Microsoft Dynamics 365 CRM
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Digitalization

Without Alumio iPaaS

Do not create a tangled IT landscape

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

Lack of visibility. Custom solutions have different levels of ability to monitor, which results in notification problems when issues occur.

Negative business impact. Problems are not being notified and are troublesome to resolve, resulting in lost orders and 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.

Stretched timelines. In this complex combination of integrations, it is not possible to add and connect new software to existing software without having a long and expensive IT project.

With Alumio iPaaS

Normalized entity of data

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

Happy customers. Always on top of problems with Alumio's monitoring and notifications cockpit.

Save time for senior developers. You can create 90% of the integrations without the help of senior developers. Meaning they can focus on architecture and custom coding.

Customizable interfaces without compromise. Front office and back office success rely on reliable integrations.

Easily connect legacy software. Connect to older, legacy software without getting headaches.

"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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Our customers accelerate using Alumio and create digital impact

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

We’ve observed their significant growth in the ERP market, the potential they have individually, and the fact that Exact and Microsoft Dynamics 365 CRM work very well together. Let’s see how easy we could fuse Exact to Microsoft Dynamics 365 CRM, so you can open up a wild range of possibilities for your business.

why we choose Exact

Exact are known to be the leading financial and business software in the market – providing solutions for accountants, manufacturers, wholesalers, service providers and a whole lot more. You're able to connect your CRM to your products, allowing you to constantly gather, financial information, client data and product information all in real-time. To your benefit, it also allows you to customize your software with add-ons, over 220+ of them. As well as a, ERP solution that links and integrates all your business operations in one centralized system.

to fuse 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 Exact 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 Exact import templates. With Alumio's integration solution, your integration scales with your business needs.

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

Offer your business an unique integration to arrange the integration and authentication to Magento and SAP.

1 Tether Exact to Microsoft Dynamics 365 CRM API
This connector offers an a distinctive feature to connect integration to manage the connection and authentication to both Exact and Microsoft Dynamics 365 CRM.
Plug and play connect Microsoft Dynamics 365 CRM API Alumio offers an off the shelf feature to fuse to the API of Microsoft Dynamics 365 CRM CRM. Very simple via the interface of Alumio. Plug and play connect!
Plug and play connect Exact API The connector connects to the API and arranges all technical stuff such as oAuth2 authentication, requesting refresh tokens, handling security, etc. These pre-built integration templates help you to kickstart your integration because a lot of work is already done.

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

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

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

Plug and play fuse Microsoft Dynamics 365 CRM API

The connector integrates to the REST 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 the Exact - Microsoft Dynamics 365 CRM
2 Import template for Exact formats can be re-used
Connector templates are re-usable working connections for certain data formats, where the transformers and mappers to adjust the data have been saved as a template. These pre-built integration templates help you to kickstart your integration because a lot of work is already done.

The Exact - Microsoft Dynamics 365 CRM also delivers a set of data routes (as can be seen 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 Exact formats, which can be saved as pre-built integration templates. These templates are re-usable working connections 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 connections for other customers because a lot of work is already done.

3 Installation and customization
To test the integration you only need to fill in your credentials for the webservices of Exact and Microsoft Dynamics 365 CRM to activate the integration between Exact and Microsoft Dynamics 365 CRM.

To test the integration you only need to fill in your credentials for the webservices 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 Exact files.

Tether API Exact and Microsoft Dynamics 365 CRM
Tether Exact files to the API of Microsoft Dynamics 365 CRM
The Exact connector template is available for kick-starting your project. Alumio has created a so-called integration template that integrates the REST API of Exact This API-led integration strategy makes sure that your business benefits from a standardized and optimized integration, that evolves alongside Exact 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 Exact automatically synchronizes data entities between Microsoft Dynamics 365 CRM and Exact. The API-based integration allows for data available in Microsoft Dynamics 365 CRM, such as contacts, targets, quotes, deals, notes, and meetings to be connected to Exact ERP.

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

Alumio has created a connector template that integrates to Microsoft Dynamics 365 CRM REST API and several protocols to export or import Exact 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 Exact 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 fuse any tool at any given time.

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Integrate Exact with anything

Exact are known to be the leading financial and business software in the market – providing solutions for accountants, manufacturers, wholesalers, service providers and a whole lot more. You're able to connect your CRM to your products, allowing you to constantly gather, financial information, client data and product information all in real-time. To your benefit, it also allows you to customize your software with add-ons, over 220+ of them. As well as a, ERP solution that links and integrates all your business operations in one centralized system.

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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