Microsoft Dynamics 365 Business Central to Zoho CRM Integration.
However you prefer to describe the software formerly known as Navision, Lumen will assist you with integrating your existing data with Zoho CRM.
This allows for sharing and passing of important information, that can be used by your sales team to effectively manager your customers
Increase Sales Potential for your Business with Zoho CRM.
The Ability to manage a sales process is limited in stand-alone accounting software. By using Zoho CRM, you have access to the full features of the CRM Plus Bundle or Zoho One Account
Account Sync.
Sync customer accounts in Navision to Zoho CRM.
The integration can either push all data through or can be customised.
Previous slide
Next slide
Previous slide
Next slide
Contact Sync.
All listed contacts for the customer account can be synced to Zoho CRM in real-time.
Customer Cards.
Seamlessly sync all information including custom fields.
Out of date information can be managed by the sales team and this information is pushed back and updated to Navision.
Previous slide
Next slide
Previous slide
Next slide
Product Item Sync.
Sync all product items in Navision to Zoho
This is important for invoices and quotes, as the item codes and descriptions with need to match
Product Item list can also push through how many items are in stock, what is on backorder and what quantity is on purchase order from your supplier
Sales team can quickly see quantities and add items info into correspondence and leads
Quote Sync.
Push Quotes from Navision across to Zoho CRM
These quotes are then attached to the customer account and the lead generation process can be created and triggered
Manage customers with automated quote follow-up email campaigns designed to close deals quickly
Previous slide
Next slide
Previous slide
Next slide
Invoice Sync.
Push invoices from Navision across to Zoho CRM. These are attached to customer accounts
View the status of an invoice
See if quotes have been converted to invoices and products shipped
Sales teams can create Trigger and Action blueprints so you never miss a follow-up!
YOU'RE IN GOOD COMPANY
Take the Next Step with Lumen Business Solutions
Don’t settle for less – partner with Lumen Business Solutions for an experience that drives your business forward.
