Microsoft Dynamics 365 Finance and Supply Chain Management Zoho CRM Integration

Microsoft Dynamics 365 F&SCM to Zoho CRM

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Microsoft Dynamics 365 Finance and Supply Chain Management

Zoho CRM

Also available for

· Microsoft Dynamics 365 CRM

· Microsoft Dynamics NAV

· Microsoft Dynamics GP

· Microsoft Dynamics AX

· Microsoft Dynamics 365

· Microsoft Dynamics 365 Business Central

Explore the opportunity of effortlessly linking Microsoft Dynamics 365 Finance and Supply Chain Management to Zoho CRM

Prepare for scalable and tenable digital growth

Alumio's cloud-based, no-code integration platform is a fully-serviced iPaaS enabling an easy connection to Microsoft Dynamics 365 Finance and Supply Chain Management (ERP) and Zoho CRM. Monitor, manage, and modify your connection via one central user-friendly interface, and get complete control over your data along with 360-degree performance insights.

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Accommodate Microsoft Dynamics 365 Finance and Supply Chain Management to Zoho CRM

Alumio's graphic user interface allows you to connect the APIs of Microsoft Dynamics 365 Finance and Supply Chain Management and Zoho CRM, gain easy access to all API data to create desired integrations.

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Is your SAP not deliveringthe right web services? Avoid a complex SAP project by using the SAP API Plugin, which delivers 21 data points as a web service in your SAP in just 3 days.

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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.

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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.

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Integrate Microsoft Dynamics 365 Finance and Supply Chain Management with anything

Dynamics 365 Finance allows you to modernize and automate your global financial operations. Predict future results, track real-time performance, and make data-driven decisions to accelerate business growth.

Automate and consolidate business processes.
Reduce global financial risks and complexity
Improve financial decision making
Reduce costs and deliver strategic impact

Integrate Zoho CRM with anything

Zoho CRM is an award-winning customer relationship management platform trusted by over 150,000 business globally to engage with customers, convert more leads, and increase their profit margins. Zoho CRM presents a single repository to combine your marketing, sales, and customer support activities and streamile your policy, people, and processes in a single platform.

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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.

Jos Pieters

CTO, Jac Hensen

Alumio helped us achieve full omni-channel retail

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Leeuwerik

Leeuwerik Plaat

Leading Dutch sheet material importer and wholesaler moves towards 100% digital business processes

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

Why we chose Microsoft Dynamics 365 Finance and Supply Chain Management

Automate and consolidate business processes.
Reduce global financial risks and complexity
Improve financial decision making
Reduce costs and deliver strategic impact

to fuse to Zoho CRM

Alumio is the leading 'no-code' integration platform as a service for Zoho CRM to get Microsoft Dynamics 365 Finance and Supply Chain Management 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 Microsoft Dynamics 365 Finance and Supply Chain Management 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 connector templates for Microsoft Dynamics 365 Finance and Supply Chain Management and Zoho 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 connector templates if desired and to create extra data routes via the user-interface. With Alumio's middleware solution, your connection scales with your business.

How does the "Microsoft Dynamics 365 Finance and Supply Chain Management - Zoho CRM" connector work?

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

1 Connect Microsoft Dynamics 365 Finance and Supply Chain Management to Zoho CRM API

This connector offers a ready-to-use feature to integrate integrations. Managing the connection and authentication to both Microsoft Dynamics 365 Finance and Supply Chain Management and Zoho CRM.

Plug-and-play connect Zoho CRM API Alumio offers an off the shelf feature fuseing 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 Microsoft Dynamics 365 Finance and Supply Chain Management 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 connector templates help you to kickstart your connection instantly, since a lot of work is already done.

This connector offers an a ready-to-use feature to integrate connection to manage the connection and authentication to both Microsoft Dynamics 365 Finance and Supply Chain Management and Zoho CRM, and protocols like sFTP and OCI Punch-out.

Plug-and-play sync Microsoft Dynamics 365 Finance and Supply Chain Management 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 Microsoft Dynamics 365 Finance and Supply Chain Management files to a file server, to read attachments (Microsoft Dynamics 365 Finance and Supply Chain Management files) from emails or to fuse the OCI Punch-out protocol. These integrations can be created via the interface of Alumio. Plug-and-play fuse your Microsoft Dynamics 365 Finance and Supply Chain Management files

Plug-and-play fuse Zoho CRM API

The connector integrates to the REST API of Zoho CRM and arranges all techinicalities such as, oAuth2 authentication, requesting refresh tokens, handling security, etc. These connector templates help you to kickstart your connection where a lot of work is already done.

2 Data routes delivered by Microsoft Dynamics 365 Finance and Supply Chain Management - Zoho CRM

2 Import template for Microsoft Dynamics 365 Finance and Supply Chain Management formats can be re-used

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 connector templates help you kickstart your connections instantly, due to a lot of work already being done.

The Microsoft Dynamics 365 Finance and Supply Chain Management - Zoho 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 Zoho CRM configuration.

You can create mappings for your Microsoft Dynamics 365 Finance and Supply Chain Management formats, which can be saved as connector 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 connector templates help you to kickstart your integrations for other customers because a lot of work is already done.

3 Installation and customization

Test the connection and fill in your credentials for the REST APIs of Microsoft Dynamics 365 Finance and Supply Chain Management and Zoho CRM, activating the connection between Microsoft Dynamics 365 Finance and Supply Chain Management and Zoho CRM.

To test the connection you only need to fill in your credentials for the REST APIs of Zoho CRM and, if used, for the OCI Punch-out protocol or used fileserver (sFTP) to active the synchronization between Zoho CRM and your Microsoft Dynamics 365 Finance and Supply Chain Management files.

Connect API Microsoft Dynamics 365 Finance and Supply Chain Management and Zoho CRM

Connect Microsoft Dynamics 365 Finance and Supply Chain Management files to the API of Zoho CRM

The Microsoft Dynamics 365 Finance and Supply Chain Management connector template is available for kick-starting your project. Alumio has created a so-called integration template that integrates the REST API of Microsoft Dynamics 365 Finance and Supply Chain Management This API-led integration strategy makes sure that your business benefits from a standardized and optimized connection, evolving alongside Microsoft Dynamics 365 Finance and Supply Chain Management Zoho CRM. The only thing you have to do is map the data from your other API (endpoint) Zoho CRM

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

Alumio provides an IT-landscape to get rid of data silos by being an integration software ready for future growth, providing 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 Zoho CRM REST API and several protocols to export or import Microsoft Dynamics 365 Finance and Supply Chain Management files. This API-led integration strategy makes sure that your business benefits from a standardized and optimized connection, that evoles alongside the Zoho CRM platform. The only thing you have to do is map the data from your Microsoft Dynamics 365 Finance and Supply Chain Management files. Alumio provides an IT-landscape that eradicates data silos, to create an integration software 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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