Advanced's OpenAccounts Connector for Dynamics CRM

Published 2/15/2018 by Advanced, Editor

You can now connect between OpenAccounts from Advanced Business Solutions to Microsoft Dynamics CRM – giving you a more complete client picture. You can tailor bi-directional data flows between the two solutions giving you the ability to:

  • Empower your account managers with more information
  • Provide consistency across back and front office functions
  • Provide actionable insight
  • Create dashboards and workflow automation
  • Gain improved co-ordination across sales and finance departments
  • Help cashflow through better visibility of client debtor days

View this video for an overview of the benefits of connecting the two solutions and see examples of some of the data flows you may wish to create, which can be tailored to your unique needs.

To find out more contact your Advanced Business Solutions Account Manager or ConsultCRM. The connector is available for Open Accounts from version 6 onwards and Microsoft Dynamics CRM 2011 onwards.