We don’t like to reinvent the wheel so we work with trusted partners to provide off the shelf add-ons, configured to your requirements.
Tony
Chief Bee Keeper
Harmoniser
Seamless company, contact, and quote integration between SuperOffice CRM and Dynamics 365 Business Central
” Synergy Technology has a wide knowledge base helping them to understand our business which in turn has helped them to support us in all our needs.“
Director
London Pharma & Chemicals Group Ltd
What is Harmoniser?
Harmoniser is a unique integration developed by Synergy Technology between SuperOffice CRM and Microsoft Dynamics 365 Business Central.
This integration links records in SuperOffice and Business Central and keeps the data within them synced. It also gives SuperOffice users with the correct user rights the ability to create quotes and view financial data stored in Business Central from within the company record in SuperOffice. The Business Central Quote can than create or update a SuperOffice sale, and any relevant order documents can be linked to the sale.
As well as providing a way to generate Business Central quotes from within SuperOffice, Harmoniser also allows salespeople to gain deeper insights into customer financial health, to make better informed decisions and enhance collaboration with finance teams. This integration leads to streamlined sales processes, better risk management, and a unified approach to managing customer relationships.
For SuperOffice Users
This allows SuperOffice CRM users to benefit from all the features of one of the most comprehensive enterprise resource planning (ERP) solutions on the market, including financial, operational and supply chain management.
For Business Central Users
This link allows Business Central users to benefit from the advanced sales forecasting, pipeline management, marketing and customer service features of a dedicated CRM platform.
How does it work?
There are two key areas in which the two systems are linked together, the company & contact sync and the quote & sale sync:
Company & Contact Data Sync
- Create a company and a person record in Business Central automatically from a company and contact in SuperOffice.
- Once created, these records will remain in sync, so that any changes made in one, are automatically reflected in the other.
- Users can specify which records are synced, meaning you can keep all your leads or prospects in SuperOffice, and only create them in Business Central, once they become a customer.
- Financial information from Business Central can be viewed on the company record in SuperOffice, such as total order value, credit limit etc, provided the records have been linked.
Quote & Sale Data Sync
- Create, view or edit quotes in Business Central from within the SuperOffice company record or sale.
- Link the quote in Business Central to a sale in SuperOffice. This can be done from within SuperOffice or Business Central.
- Automatically sync the quote and sale, so that any changes made in one, are reflected in the other.
- Automatically add quotation and order documents created in Business Central to the SuperOffice sale the quote is linked to.
- View a history of sales by product SKU, product category, and customer with drill-down functionality.
- Access a live overview of sales with current and monthly views.
Want more information about Harmoniser SuperOffice Business Central Link?
Synergy Technology is a registered partner of both SuperOffice CRM and Microsoft Dynamics 365 Business Central, as well as a Microsoft Solutions Partner for Business Applications and a certified Microsoft Solutions Specialist in Small and Midsize Business Management. We have over 25 years of experience of implementing tailored business solutions for organisations of all sizes. For more information, or to speak with one of our experts, call us on 0345 456 0050 or send us a message via our contact page.
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“We are proud to continue expanding and providing the same great service that our customers deserve, offering the best sales & after sales experience that we possibly can. Having a reliable scalable ERP system behind the scenes with the ongoing support from a dedicated Microsoft partner in Synergy Technology is critical to this expansion.
Whether it’s the development or dealing with support issues, Synergy Technology has always maintained the highest level of service and we look forward to continuing our business relationship with them long into the future.”
Marketing Director
Leisuretec Distribution
“Synergy Technology’s approach demonstrated a deep understanding of our unique business needs. The solution was clearly customised to align with our goals, especially in areas like data analysis, personalised selling, and customer retention.”
“The SuperOffice system offered advanced analytics capabilities, allowing us to identify trends and gain actionable insights. Unlike other solutions, SuperOffice emphasised proactive tools for customer engagement, helping maintain strong relationships and improve retention rates.”
Sales Director, Wright Engineering
” Synergy have used their expertise to fully integrate SuperOffice across all our office and warehouse systems.“
Managing Director
Contender UK
“ Business Central manages all our processes for almost all our in-house functions, from stock control in our warehouse to processing, invoicing and product delivery. ”
Managing Director
Leisuretec Distribution Ltd
“Dynamics has so much scope within one enclosed system that it has helped us create excellent efficiency.”
Financial Director
London Pharma & Chemicals
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