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Harmoniser
Seamless company, contact, and quote integration between Dynamics 365 Business Central and your CRM
“ 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
What is Harmoniser?
Harmoniser is a unique integration developed by Synergy Technology that seamlessly connects Microsoft Dynamics 365 Business Central with various CRM systems including SuperOffice CRM and Microsoft Dynamics 365 Sales.
This integration links records in Business Central and the CRM keeps the data within them synced, unifying the data between them, eliminating data silos and creating “one version of the truth”.
It also enables selected CRM users to create quotes and view transactional data stored in Business Central from within the company record in the CRM system. The Business Central Quote can then create or update a SuperOffice sale or Dynamics opportunity, and any relevant order documents can be linked to the sale or opportunity.
For CRM Users
Allows SuperOffice and Dynamics 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.
Benefits to Sales
- Quote based on pricing and stock data stored in Business Central.
- Real-time visibility of transactional data in SuperOffice (e.g. balances, invoices)
- Make informed decisions based on transactional information.
Benefits to Finance
- Finance stays in control of pricing.
- Ensures that every quote respects your pricing rules, discounts, and margin targets.
Benefits to Management
- Full visibility across the entire customer journey.
- Eliminate data silos with “one version of the truth” across sales and finance.
How does it work?
Harmoniser is based on 5 Key Pillars of Functionality:
- Contact and Company Synchronisation
- Quote Management
- Sales Data Enrichment
- Automatic SuperOffice Sale Updates
- Follow-Up Automation
Contact and Company Synchronisation
- Create Business Central Company and Contact records directly from SuperOffice.
- Maintain a live sync of contacts and companies that originate in SuperOffice.
- Selective syncing means you can choose which records are pushed from SuperOffice to Business Central.
- This means you can choose to keep all your prospects in SuperOffice, only creating them in Business Central once they become customers.
Quote Management
- Create and edit Business Central Quotes from within your CRM using a custom web panel.
- Display relevant quote data on Company/Account, Contact, and Sale/Opportunity cards.
- Link Business Central Quotes to SuperOffice Sales or Dynamics Opportunities automatically.
- Automatically archive released quotes and link them to the CRM Company/Account for full traceability.
Sales Data Enrichment
- Display key transactional information about the selected customer in the CRM from Business Central (e.g. Total Order Value, Credit Limit).
- If a contact is not linked to a Business Central Customer, the panel will display basic activity stats (like the number of quotes).
Automatic Sale/Opportunity Updates
- When a quote is released in Business Central, all relevant CRM Sale/Opportunity fields are updated (value, status, currency, order number, etc.).
- Quote status is reflected in the CRM (Open/In progress, Sold/Won, or Lost)
- Archived quotes and order documents are saved against the corresponding Sale/Opportunity, Contact, and Company/Account.
Follow-Up Automation
- Follow-up appointments are automatically created in the CRM when Business Central quotes are released.
- Lead time, appointment type, duration, and description are all fully configurable by administrators.
Want more information about Harmoniser Business Central CRM Link?
Synergy Technology is a registered partner of Microsoft Dynamics 365 Business Central, SuperOffice CRM, Microsoft Dynamics 365 Sales and 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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