Many organizations run SAP at the corporate level to manage finance and operations, but want the ease and flexibility of Dynamics 365 for Customer Engagement (CRM) to manage the customer facing aspects of their business.

Better insight.

CloudCONNECT SAP-CRM Connector allows you to increase customer satisfaction through every step of the buyer’s journey, while providing visibility throughout the supply chain.

  • Accurate sales forecasting with integration to APO modules
  • Accurate quoting including interacting with SAP pricing
  • Enhanced Asset Management with “as-is” install base tracking

Easy integration.

The CloudCONNECT SAP-CRM Connector is an integration framework that links SAP master data records to Dynamics 365, along with transactional data (i.e. pricing, inventory, etc.) and

Z-tables.  This accelerator allows you to maintain the best-in-breed Dynamics CRM capabilities while continuing to use your SAP platform. You leverage the best features of each system, while removing the productivity bottlenecks and visibility challenges associated with having two separate systems.

At a Glance

This SAP to Dynamics CRM integration tool maps fields between the two systems and governs when records are updated in SAP.

Key Benefits

  • Improves supply chain visibility
  • Leverages your investment in SAP
  • Provides accuracy, insight and speed to accelerate the sales cycle

Customer master records are stored in SAP and accessed by Dynamics 365 CRM.

  • Customer History
  • Price Lists and/or Price Conditions
  • Sales Orders
  • Service Orders
  • Equipment

The marketing and sales process is managed in Dynamics 365 CRM.

  • Marketing Campaigns
  • Leads
  • Opportunities
  • Quotes
  • Orders
  • Materials

Once the order is received, the process is moved back over to SAP for fulfillment.

  • Sales Order
  • Procurement
  • Asset/Inventory Management
  • Shipping
  • Invoicing

Flexible sales process. Smooth operations.

End-to-end process and records integration allows your marketing, sales and service teams to work in the flexible Dynamics 365 CRM environment, right within Microsoft Outlook or from any web browser. SAP is used as the master record keeping and operational management system.

Reduced IT administration.

Managing multiple systems and keeping data in sync can be complicated. Microsoft’s familiar look-and-feel makes it easy for your customer-facing staff to learn the system.

About MCA Connect

The CloudCONNECT SAP-CRM Connector is a solution accelerator created by MCA Connect. MCA Connect is a Global Systems Integrator and Microsoft Dynamics Gold Partner (ERP, CRM and Cloud) that delivers and supports operational transformation to help customers achieve a competitive advantage. Founded in 2002, MCA Connect has grown into one of the largest US-based Microsoft partners with offices throughout the United States.

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