Business Central 365 ERP –Zoho CRM Sync
Budget: $250 – $750 AUD
This project involves setting up a data connection between Microsoft Dynamics 365 Business Central and Zoho CRM.
The flow should behave as follows: customer records, sales orders and current inventory levels originate in Business Central and appear automatically in Zoho CRM (one-way).
Quotes, however, must stay perfectly aligned in both applications, so any change to quote amounts, customer details or product line-items made in either system is pushed to the other in near-real-time.
The plan is to have the sales team conduct all quoting and customer interaction through Zoho with operations team working from the BC environment.
I already use both platforms daily and need the integration configured, field-mapped and properly tested rather than pieced together ad-hoc. APIs, native connectors, Power Automate, Zoho Flow or another proven middleware layer are all fine so long as the result is reliable, documented and easy to maintain.
Deliverables:
• Live, fully functioning integrations:
– One-way sync (Business Central → Zoho) for customers, orders and inventory
– Bidirectional sync for quotes (amounts, customer info, product details)
• Clear field-mapping and process documentation
• A brief hand-over session showing how to monitor or modify the workflows
This project can grow as we need a service module also and I don’t really know how much time is involved in this project.
I’m ready to get started as soon as you are.
The flow should behave as follows: customer records, sales orders and current inventory levels originate in Business Central and appear automatically in Zoho CRM (one-way).
Quotes, however, must stay perfectly aligned in both applications, so any change to quote amounts, customer details or product line-items made in either system is pushed to the other in near-real-time.
The plan is to have the sales team conduct all quoting and customer interaction through Zoho with operations team working from the BC environment.
I already use both platforms daily and need the integration configured, field-mapped and properly tested rather than pieced together ad-hoc. APIs, native connectors, Power Automate, Zoho Flow or another proven middleware layer are all fine so long as the result is reliable, documented and easy to maintain.
Deliverables:
• Live, fully functioning integrations:
– One-way sync (Business Central → Zoho) for customers, orders and inventory
– Bidirectional sync for quotes (amounts, customer info, product details)
• Clear field-mapping and process documentation
• A brief hand-over session showing how to monitor or modify the workflows
This project can grow as we need a service module also and I don’t really know how much time is involved in this project.
I’m ready to get started as soon as you are.