D365 CRM Interface
Seamless Integration of DBS/DBSi with Microsoft Dynamics 365 CRM
Is your company ready to deploy Microsoft Dynamics 365 CRM? If so, do you want to keep your sales team from struggling with siloed customer data, preventing them from achieving a true 360-degree view of your customers?
FDC Solutions delivers a robust interface between DBS/DBSi and Microsoft Dynamics 365 CRM (Customer Engagement). This critical integration eliminates manual data synchronization, empowers your sales and service teams with real-time insights, and ensures your customer relationship management system acts as a powerful revenue engine.
Caterpillar dealers need their sales and accounting data to be perfectly aligned. Our interface ensures your CRM reflects the operational truth of DBS/DBSi, leading to smarter sales strategies, faster service, and accurate financial forecasting.
Real-Time Customer Master Data (Customer Master Maintenance API)
Your CRM is only as good as its data. We ensure your customer records are always current and complete.
Inbound Synchronization
DBS/DBSi acts as the authoritative source. Our interface collects all customer change information from DBS/DBSi and sends it to Dynamics 365 via JSON, enabling the creation or modification of customer records and vital Field Environment (FE) Data.
Complete Customer Profiles
We provide a mechanism to enrich your Dynamics 365 profiles by adding crucial customer information that may not exist in DBS, ensuring a comprehensive view for your sales team.
Comprehensive Financial Visibility (Sales API)
You'll want to give your sales team the full financial picture they need to manage accounts, quote effectively, and forecast accurately, so we synchronize detailed billing data from DBS/DBSi to Dynamics 365. This way, your sales team will have real-time access to transaction history across, parts, service, sales, and rental.
Operational Control and Auditing (Miscellaneous)
Our interface is built for reliability and ease of use, giving your IT and administration teams full control.
Customizable Parameters
Easily manage integration points through Parameter Maintenance to adapt the interface to your specific workflows.
Web Service Configuration
Utilize straightforward configuration tools for service setup.
Data Integrity
Reliable file journaling processing setup ensures a traceable record of all data synchronized between the two systems, maintaining auditability and data integrity.
Ready to learn more?
If your company is ready to deploy Microsoft Dynamics 365 CRM, complete the form below and allow a member of our team to show you how the interface between DBS/DBSi and D365 CRM from FDC Solutions can keep you from working with fractured data and unify your sales, service, and accounting data, empowering your team to deliver superior customer experiences and drive profitable growth.