Project Description
Difficult made easy by Theobald Software
Automate the synchronization of customer master data
yunIO Use Case Sales Department
SAP integration with Microsoft Dynamics 365
In today’s business world, companies are often faced with complex and disparate system landscapes. Seamless integration and data exchange between CRM (e.g. Microsoft Dynamics 365 Business Central) and the SAP system is essential, especially in sales and marketing, where customer relationships and revenue generation are at the forefront. Integration makes it possible to access information from the SAP system while working in MS Dynamics 365 Business Central. A typical example is the creation of a sales quotation, where the salesperson can easily check if there is enough stock to successfully process the order.
yunIO creates a reliable integration between MS Dynamics 365 Business Central and SAP. The powerful automation platform Microsoft Power Automate is used to enable seamless synchronization of customer data, for example. Changes to a customer account in MS Dynamics 365 Business Central trigger a Power Automate workflow that uses yunIO to check whether the customer already exists in the SAP system. If this is not the case, yunIO securely transfers your customer data from MS Dynamics 365 Business Central to SAP and then writes the SAP customer number back to MS Dynamics 365 Business Central. This enables efficient and consistent management of customer master data between both systems.
Advantages with yunIO
yunIO enables the smooth synchronization of data between MS Dynamics 365 Business Central and SAP. This ensures that all relevant information is always up-to-date and consistently available in both systems.
yunIO supports error-free data transfer, ensuring that the integrity of customer data is maintained. Inconsistencies or lost information are thus a thing of the past.
With access to up-to-date data in both systems, salespeople can make informed decisions, such as checking stock availability when preparing a quote.
yunIO ensures secure data exchange between SAP and MS Dynamics 365 Business Central. Sensitive customer data is protected.